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.

  • Quickly search a transaction’s documents: There’s a new search option above the documents area of every transaction. Use it to instantly locate a document.

Quickly search a transaction's documents

New improvements to the Commission Module:

  • Agents can now receive a monthly commission report that summarizes their year-to-date and last month’s production numbers: Turn this feature on or off from the Admin Settings page using the checkbox “Email monthly production summary to agents”. Learn more about receiving monthly production summaries by email here →

    Agents can receive a monthly commission report

    When this feature is turned on, your agents will receive an email in the first week of each month. This email will include the number of closed transactions, gross commission, net commission, and sales volume.

  • Generate reports based on any date range: From a report’s “period” drop-down list, select the option “Custom Date Range”, then specify the desired start and end dates.

Generate reports based on any date range

  • Search transactions based on whether they have commission data entered or not: From the Transaction’s page, go to Advanced Search and use the new “Commissions” filter.

Search transactions based on whether they have commission data entered or not

Learn other ways to search, filter, and sort transactions here →

  • The “Generate CDA” option has been renamed to Manage/Update Commissions: How you enter a transaction’s commission data hasn’t changed. Just the menu option now appears as either Manage Commissions or Update Commissions.

The Generate CDA option has been renamed to Manage/Update Commissions

Learn more about managing commissions here →

  • Rename franchise fee to match your company’s naming conventions: If your office pays a franchise fee but calls it by a different name, now you can specify that name. To see this option, go to Manage Locations in the Admin area, then choose CDA Settings from the desired location’s gear icon.

Rename franchise fee to match your company's naming convention

  • And many more improvements.

Happy Spring!

Have a comment or question? Email help@paperlesspipeline.com >>