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 …
Continue reading
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 …
Continue reading
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 …
Continue reading
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 …
Continue reading
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 …
Continue reading
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 …
Continue reading
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 …
Continue reading
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! …
Continue reading
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 …
Continue reading
The PDF Fixer-Upper
Today we’re releasing a tool that we’ve been working on for the past couple months. We call it PDF Fixer because it takes the PDFs you upload and puts them in tip-top shape. Paperless Pipeline has always handled modern PDF …
Continue reading
Understanding Feedback
Our customers are a great bunch…they come to us all the time with helpful feedback, praise, and feature requests. A common request might sound something like this: I want to be able to click on the agents column to sort by …
Continue reading
Pipeline Making Real Estate Fun Again
I just came across this great video created by the staff at RE/MAX Properties East in Louisville, KY. At the time, they’d just implemented Paperless Pipeline in their office and planned to hold 30-minute training sessions where they would show …
Continue reading