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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+ Task assignment to users + Individual transaction backups + Batch transaction importing + Enhanced checklist management + Super rad labels for Working Docs + dozens more new features _______________________ = One monster release!
Sit back and grab a cup of coffee…you won’t want to miss a morsel of the goodies we’re dishing out this release!
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Happy Birthday, Paperless Pipeline
To the more than 30,000 agents and admins who continue to trust us everyday with their transactions and who drive us to keep getting better with age, thank you for your loyalty & support through the years! Here’s what’s coming in 2014…
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Chrome Scrolling bug causing headaches
A new bug introduced during a recent Chrome update is causing problems for Chrome users. The problem typically results in users not being able to see or access the bottom items in dropdown lists that are long enough to require …
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Transaction Sorting Improvements, Comment Alerts, Office Docs Emailing & More Holiday Goodies!
Just in time to brighten up your holidays, enjoy more transaction sorting goodness, improved comment tracking, and quick & easy emailing of Office Docs.
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DocuSign integration is here!
We’re excited to announce integration with DocuSign and several other new features, including better contact management, a new email interface and more!
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Automatic relative due dates on tasks, better doc sorting, and more!
We’re excited to announce some brand-new features designed to make your admins’ and agents’ lives easier, including Relative Due Dates, improved agent info, and several other enhancements!
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