Last night we made some changes to Pipeline that we think your agents and admins will love. Now agents will enjoy increased control over their own transactions and both agents and admins will appreciate new filters, formatting and more!
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Author Archives: Matt
Improved Transaction History, Doc Previews and Much More…
On Monday night we made some improvements to Pipeline to make it quicker, smarter, and more mobile friendly. Here are some of the things we’re most excited about: Document Preview Sizes You can now zoom in and out of document …
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Custom Transaction Statuses, Improved Search & More
On Thursday, we released improvements that will quicken your workflow and better customize Pipeline to your office. Improved Doc Uploads You can now upload docs by dragging them directly into Pipeline. To drag-and-drop documents, you’ll drag files from a folder …
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Search and Assign Agents, Easily Create Checklist Templates
Paperless Pipeline is designed to make everyday tasks easier. We achieve this not by making sweeping changes, but by making tiny improvements that enables our software to better fit the way you work. This article highlights two features that exemplify …
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Checklist Due Dates Are Here!
When you log in to Pipeline on Thursday, you’ll notice some big changes… Checklist Due Dates Now you can add due dates to your checklist tasks. Use them to track deadlines on transaction paperwork, contingencies, agents’ tasks, and anything else …
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