Transaction Editing Improvements
Last night we made some changes to Pipeline that we think your agents and admins will love. Now agents will enjoy increased control over their own transactions and both agents and admins will appreciate new filters, formatting and more!
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Improved Transaction History, Doc Previews and Much More…
On Monday night we made some improvements to Pipeline to make it quicker, smarter, and more mobile friendly. Here are some of the things we’re most excited about: Document Preview Sizes You can now zoom in and out of document …
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Custom Transaction Statuses, Improved Search & More
On Thursday, we released improvements that will quicken your workflow and better customize Pipeline to your office. Improved Doc Uploads You can now upload docs by dragging them directly into Pipeline. To drag-and-drop documents, you’ll drag files from a folder …
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More Checklist Improvements
Last month we updated checklists to include due dates on tasks. We’ve gotten some really positive feedback and made our due dates even better as a result. Starting today, you can view your soonest due tasks from the dashboard. You …
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Search and Assign Agents, Easily Create Checklist Templates
Paperless Pipeline is designed to make everyday tasks easier. We achieve this not by making sweeping changes, but by making tiny improvements that enables our software to better fit the way you work. This article highlights two features that exemplify …
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2012 In Review
We started 2012 off with fireworks by launching a completely redesigned Paperless Pipeline. The new design established consistency across the application so agents and staff can learn something once—and apply that to many tasks throughout Paperless Pipeline. Last year also …
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Checklist Due Dates Are Here!
When you log in to Pipeline on Thursday, you’ll notice some big changes… Checklist Due Dates Now you can add due dates to your checklist tasks. Use them to track deadlines on transaction paperwork, contingencies, agents’ tasks, and anything else …
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Previews, Shortcuts, and Big Fancy Servers
We’ve received really great feedback about the new document previews. The best part is seeing how easy it is for new agents (and new offices) to instantly understand how to open and review a doc in Pipeline. We also received …
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iPhone and iPad-friendly Document Previews
We recently revamped PDF previews to make it even easier to view and work on documents within Paperless Pipeline. And, they’re now fully functional on your iPhone and iPad so you can review, assign, and follow-up on documents anywhere. With …
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Change in Transaction Quota Date
On July 1, we’re changing our monthly plans to make them easier to understand and maintain from month-to-month. Your monthly transaction quota and billing date will now have the same start and end date so you can more closely monitor …
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Learn why Jennifer loves Paperless Pipeline
The other day I was talking with a broker and asked how they learned about Paperless Pipeline. They pointed me toward this blog post by Jennifer King from RE/MAX of Reading. “Paperless Pipeline takes your business completely paperless…it’s the bomb! …
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Scan Docs Into Pipeline Like a Pro
As a paperless office, we know scanning documents is a frequent part of your team’s life. And there are many different scanners and models to choose from. This article lists some of our favorite hardware and software that will help …
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