Simpler and Faster CDA Generation, Agent Production Report, Working Docs Renamed To Unassigned Docs, and more!
The summer is heating up with new features recently added to Paperless Pipeline.
Email Transaction Coversheets Directly and Mark Agents’ Assistants On Transactions
May has ushered in a couple of neat features: Email transaction coversheets directly: Previously, you needed to download a transaction coversheet and send it out using your own email software. Now you can directly email it out from the system …
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Transaction Coordinator Goes Paperless, Gains Work-Life Balance and 277% Business Growth in One Year
Learn from Robbie Dobbs as she shares the keys to the success of her transaction coordinator business. Robbie Dobbs works as both Transaction Coordinator and Owner/Operator of Closer Concierge in the Plano, Texas real estate community. With over 20 years …
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Signs Your Office Is Ready To Go Paperless
Is my paper-based system keeping my business from growing? Will my staff and agents accept a paperless system? How will I take my company from paper-based to paperless? It feels daunting. There can be a lot of questions around the …
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Why Coldwell Banker Valley Brokers Trusts Paperless Pipeline to Manage $155 Million in Annual Sales Volume
Donna Jo Merrifield leads a team of 62 brokers and three principal brokers at Coldwell Banker Valley Brokers in Oregon. Learn how she implemented continued agent training, overcame excuses, and led a successful paperless revolution in her company. Successful business …
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Print Transaction Coversheets and Search Unreviewed Docs
Spring is here and we have released a couple of helpful features to make you even more productive!
Download vCards for Contacts + Manage License Numbers for Brokerage and Agents + View Pre-close, Pre-expiry Notifications in Transaction History + More…
Here’s a look at recent improvements to Paperless Pipeline:
Set up a default format for the More Info field+ Copy over contacts to New Offer+ Filter unreviewed and unentered docs by their label+ Ability for agents to add commission notes to their transactions ______________________________= A feature packed release!
No tricks, all treats for you in this super sweet release! So, sit a spell and learn about all the goodies we just brought to you!
+ Automatically Track Sides of a Transaction+ Get Doc Assignment Email Notifications+ Auto-assign Checklists based on Transaction Side+ Merge Docs Painlessly+ Automatically Link Tasks to Documents+ MORE!________________________= Another Productivity-boosting Release!
Over the summer, we added a ton of time-saving features to raise your productivity to the next level!
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+ Labels for Transactions + Checklist Auto-assignment + Reusable Message Templates for Notes & Emails + Standardized Document Names + Color-coded Labels for Transaction Docs + Smartphone & Tablet Optimizations _______________________ = One fully-loaded release!
Our new release is fully-loaded to keep you more mobile and productive than ever! Label transactions to identify them easily Auto-assign checklists based on transaction status Save and reuse frequently needed messages Standardize document names across all transactions Label documents …
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Why Century 21 Redwood Realty Loves Paperless Pipeline
CENTURY 21 Redwood Realty’s 390+ agents work out of about 10 different offices. The company started using Paperless Pipeline for online transaction management in early 2012. Redwood loves what Pipeline has done for its agents.
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How RE/MAX of Reading Got 130 Agents to Happily Embrace a Paperless Process
Get full implementation strategy & tips directly from Operations Chief, Tavia Ritter
We love a good success story. Not only because hearing about yet another successful paper-to-paperless transition refuels our passion for improving the lives of our users, but also because we want to inspire you.
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