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 criteria for all the primary transaction fields, including date fields, saving you the time of manually excluding unneeded transactions.

      Learn more about Advanced Search here →

    • Hide completed tasks on transaction checklists

      Make checklists cleaner and easier to work with by setting completed tasks to be hidden on transaction checklists. Hidden tasks can be displayed at any time with a single click.

      Learn how to hide completed tasks here →

    • Customize your Tasks and Unassigned Docs lists

      Display the fields that make the most sense for your workflow, and hide the fields you don’t need to see. Removing unneeded fields from these pages will also increase space for the fields you do use.

      Learn to show and hide fields here →

    • More fields displayed on reports

      Several fields can now be viewed on designated Commission Module reports allowing you to analyze commissions and performance more easily. They include:

      • View Sales Volume on the Commission Summary page
      • View Listing & Selling Volume on the Commissions & Closings report
      • View Client Fees on the Agent Commissions report.
    • Filter Commission Module reports by Transaction Label

      Use the Label filter to report on commission numbers based on transaction type, and generate reports that have only the data you need.

      Learn more about Transaction Labels here→

We’ve also released numerous other improvements and fixes to keep you working faster and more efficiently.

So Pipeliners, what’s your favorite new feature this fall? Email and let us know!

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