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:

Download vCards for contacts: Transaction contacts have a vCard icon. Click it to download a contact’s vCard which you can then import into Outlook or other contact management software.

View pre-close, pre-expiry, and auto-expiry notifications in transaction history: These notification emails are now mentioned in your notes and transaction history so that admins can easily tell which agents were notified.

Learn more about Viewing History of Docs here >>

See closed sides and many more stats in monthly activity summary email: We have added a lot of interesting stats in the activity summary that we email you at the start of each month.

Manage brokerage’s and agents’ license numbers: When adding or editing a user, you can update the user’s license number. If you are a master admin, you can update your own license number in your Personal Profile. A master admin can also update the company’s brokerage license number on the Admin/Settings page. These license numbers are displayed in the footer of every Pipeline page so users can quickly reference it.

The location of listing date on the add/edit transaction page has changed: The listing date is now shown just above the expiration date when you are adding or editing a transaction. Previously it was shown near the closing date causing some users to inadvertently enter the close date in the listing date field.

We’ve also made several other improvements and bug fixes.

Stay tuned here for more updates and user-requested features coming your way in 2016!