How to Share Real Estate Checklists in One Action
You asked and we delivered! This release has some highly anticipated features to supercharge your Paperless Pipeline experience:
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Share checklists with a single action
Need to send a list of all the tasks on a checklist instead of just one or two? Drag and drop a transaction’s entire checklist onto the message area of a note or email to share its tasks. Learn to drag and drop checklists here →
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Bulk add doc names
When setting up Standard Document Names, paste in your list of doc names to save time and minimize errors. Learn to bulk add doc names here →
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Agents communicate task completion
Agents can indicate to admins that they have completed a task by checking the task’s checkbox. Tasks checked by agents will display a special indicator which lets both agents and admins know when a task has been completed.
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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 help@paperlesspipeline.com and let us know!
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