You asked and we delivered! This release has some highly anticipated features to supercharge your Paperless Pipeline experience:
Run On-demand Transaction Reports, Customize Your Tasks and Unassigned Docs Lists, Hide Completed Tasks from Transaction Checklists, and More!
New anticipated features are here to enrich your Paperless Pipeline experience: Run on-demand transaction reports Build and save custom reports that pull the exact transactions you need to see. The Advanced Search area allows you to combine search and filter … Continue reading
Track Lead Sources, Drag and Drop Doc Comments to Notes, Include Contacts When Sending Coversheets, and More!
New anticipated features are here to enrich your Paperless Pipeline experience:
Customize Your Message Templates with Auto-fill Tags
Auto-fill tags are here! Let the system do your typing when sending notes.
View Agent Info Right on a Transaction, Get Assistance with Multi-tier Commission Splits, View In-house Referral Commissions While Managing Commissions for a Transaction, and More!
Paperless Pipeline’s latest update is packed with new features and improvements to make your day more effortless.
Format emails sent from transactions, mark notes as private, bulk add tasks to checklist templates, and more!
Get ready to fall in love with brand new improvements from Paperless Pipeline:
Recover Deleted Docs, Keep Your Computer Logged In 7 Days, Open Adjacent Doc Previews with a Single Click, and more!
Summer may be heating up, but Paperless Pipeline’s latest release will make your workflow cooler than ever.
Save time with these easy Keyboard Shortcuts
Paperless Pipeline’s keyboard shortcuts let you perform the most common tasks swiftly without constantly switching between your keyboard and mouse. Here’s a handy infographic that lists the keyboard shortcuts you can use right now. With it you will be adding … Continue reading
Monthly agent commission reports, Search transactions based on whether they have commission data, Custom date ranges for reports, and more!
Spring is finally here! Paperless Pipeline’s latest release is blooming with new improvements to keep you productive through the new season.
Admins can share saved message templates with agents, easily scan and search transaction notes, and more!
Paperless Pipeline’s January update is brimming with some new features to help you become more productive in the new year!