+ 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 to aid with your workflow
- Be more mobile with redesigned interface that works great on tablets and phones
Improved Navigation
The navigation bar and the global search box are now clearer and easier to use on any screen size. And no matter how far down a page you scroll, the navigation bar remains accessible.
Optimized for Mobile Devices and Touch Screens
Your agents need to stay mobile.
Paperless Pipeline is now easier to use on mobile phones and tablets. Checklist functions, emailing of docs, and all your favorite features now work great on touch-screens.
Custom Labels for Transactions
Ever wanted to identify and pull up a group of similar transactions? (E.g., all residential listings, rentals, new constructions, etc.)
You can now categorize your transactions using custom labels. Use them to mark a transaction as a rental, sale, commercial listing, residential listing, condominium, office space, parking lot, etc. You can filter and search transactions based on a label.
Labels on Transaction Docs
You’ve asked for a way to identify specific documents in transactions (for example, all docs missing signatures).
So now your favorite color-coded, customizable working doc labels are available on transaction docs. And when a labeled working doc gets assigned to a transaction, that label will get seamlessly carried over.
Standardized Document Names
When assigning docs to their transactions, agents often use inconsistent doc names. Renaming docs across hundreds of transactions can be very time consuming for admins.
Standardized Doc Names make it easy for your agents and admins to comply with your company’s document naming conventions. When users add documents to a transaction, they can select a name from your company’s predefined list of standard document names. Standardized doc names are not enforced — your users will be able to enter a different name in cases where a standard name is not applicable to a doc.
Automatically Assign Checklist Templates to Transactions
Agents often forget to apply checklists to their transactions or assign the wrong checklist. This creates a lot of extra work for admins.
Checklist auto-assignment saves time for your admins (and keeps your agents from making the above mistakes), bringing more reliability to your transaction management workflow — and you don’t have to lift a finger!
Here’s how it works: Pipeline can now assign a checklist template to a transaction automatically whenever the transaction’s status (or label) changes to a desired value. For example, whenever any transaction moves to a Pending status, you can have the system automatically assign the “Pending Offer” checklist template to that transaction.
More Powerful Interface for Emailing Docs & Creating Notes
Need to send emails without attachments to outside contacts?
We’ve now combined the [Send Note] and [Email Docs] features into one simple but powerful interface. This means you can now send notes (with or without attached docs) to outside contacts.
Reusable Message Templates for Notes & Email
Do you find yourself typing the same set of messages on different transactions every day?
Reusable messages save loads of time for your agents and admins by giving them the ability to save and recall their frequently sent messages with one click.
Even More Features!
Remember, when we promised this release is fully loaded? Here’s a boatload of additional features we have shipped your way:
Reports Section
This new section has been designed to provide reports that admins and agents frequently need.
Reports include Commission Summary, Total Usage, and Usage by Agent. We will introduce more reports in upcoming releases. So stay tuned.
Sorting for Unreviewed / Unentered Docs
The new sorting feature on Unreviewed and Unentered docs allows you to better prioritize and determine the urgency of documents during the review process.
Billing History Page
Master Admins will appreciate having quick access to account usage and billing trends through the new billing history section.
Export Contacts as a Spreadsheet
Need to send a mass email to all contacts in the system?
Master Admins can now export contacts across all transactions as a spreadsheet.
Bulk Assignment of Working Doc Labels
Assign labels to multiple docs at once and save time!
Account Usage Reports
The reports section provides Master Admins visibility into how their staff and agents use Pipeline.
The Total Usage report gives an easy-to-read monthly snapshot of account-wide activity while the Usage by Agent report breaks down activity by user.
Zip Code Support
Pipeline now automatically extracts zip codes from transaction names for subsequent reporting and searching. Just make sure that your transaction’s name ends with a zip code (for example: 221B Baker Street, NY 10968) and the system will extract and associated that zip code with the transaction.
Email Co-Op/Outside Agents
Whenever your transaction has an outside co-op agent, you can now record their email address, and easily email messages to them.
Carry Over Checklists to New Offers
When creating a new offer, you can now choose whether you’d like checklists to be copied over. Note that checklist tasks visible only to selling agents will never be carried over.
Custom Help for Transaction Page
Promote standard transaction naming conventions by customizing instructions to display below the transaction name field.
Search Working Docs
Several new search options on workings docs allow you to quickly find the docs you need.
Sorting & Searching on Tasks Page
Task sorting and searching allows admins to efficiently manage tasks for themselves and their agents.
Add Contacts, Merge Docs, and Upload Doc options have a better home
Access these frequently used actions from a more intuitive location on the transaction.
The [Add Contacts], [Merge Docs] and [Upload Doc] options are located on the mini-toolbar just above the document list.
Transaction Checklist Collapses When all Tasks are Complete
To keep your transaction view clutter-free, fully completed checklists will be automatically collapsed by default.
Colorful themes
There are three color schemes available to customize your Pipeline account’s look and feel.
Redisplay alerts after they’re auto-hidden
Just miss an alert that appeared on your screen? Retrieve the most recent notification, confirmation, error, or warning message with a click.