Paperless Pipeline

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Company Settings

Global Settings (PP Account ID: 2011-26)
Your company name. Max length 50 characters.
Enter your brokerage's license number.
Document Settings
Require users to upload all their documents in PDF format.
Group documents that share the same base name (before parentheses) and show only the most recently added document.

Add * (asterisk) to the end of a doc name to make it the default document shown.

Users can click to reveal older versions of the document.
Check agents' uploaded documents for duplicates and only allow each file to be uploaded once. Admins will still be able to upload duplicate docs.
Email Settings
Automatically email your agents 5 days in advance of a listing expiration or closing.
Automatically email agents whenever an admin comments on documents visible to them.
Enable this setting to send minimally-styled emails when sending messages from transactions.
Transaction Coversheet Layout

For a "Minimal" coversheet, select your desired layout, then exclude as many fields as desired.

Choose which fields should be included in the selected coversheet layout:

  • Total Commission
  • Commission Summary
  • Earnest Money Amount
  • Year Built
  • Lockbox Code
  • Financing Type
  • Home Warranty
  • More Info field
  • 8 - Another New Date Field
  • 5 - A New Date Field - Trigger Date
  • New offer is available
  • Timeline of any tasks marked as Key Dates on the transaction
  • 2 - Buyer favorite color
  • 4 - Service Type
  • 7 - A New List Field
  • 1 - Bonus Eligible
  • List of additional contacts (Buyer and Seller contacts automatically included. Only controls coversheet printout, not email).
  • 6 - A New Text Field
  • 3 - Subproperty Type
  • Inspection Due
  • Inspection
  • Loan Approval Due
  • Loan Approval
  • Appraisal Due
  • Appraisal (disabled)
  • Option Period End
  • Earnest Money Due
  • Earnest Money (disabled)

Learn more about coversheet options and layouts

Feature Settings
Enables stronger security for your company's account. When logging in on an unrecognized device, users will be emailed a link to complete the login process.
Allow docs to be marked as reviewed for compliance purposes. (Final review typically performed by managing broker)
Keep track of which documents have been entered into your accounting system (e.g. Quickbooks, Lonewolf).
Enable the ability to duplicate existing transactions through the "New Offer" option of a transaction.
Checklist Settings
If checked, agents will be shown the checklist completion percentages of their transactions. If unchecked, only admins will see those completion percentages.
Check this box if you want to hide completed tasks from all transaction checklists. When completed tasks are hidden, you still have the option to unhide them by clicking the "Show completed tasks" text at the bottom of any checklist with completed tasks.
If unchecked, only checklist templates from the location of the transaction being viewed will be available to be added to that transaction.
Transaction Settings
Check this if you need the system to automatically expire transactions in the Listed status if they haven't been changed to Pending or another status by their expiration date. When the system automatically expires such transactions it will change their status to the Expired/Withdrawn status and will remove the expiration date.
Check this if you want the system to require a label on every transaction. This setting will only be enforced if you have pre-defined at least one transaction label.

Leave this box unchecked if you want transaction labels to be optional.
Uncheck this box if you only want office admins to close and terminate transactions.

When this box is not checked, agents with the permission to change transaction status will not be able to change transactions to closed, terminated or expired.

When this box is checked, agents with the permission to change transaction status will be able to change transactions to all statuses including closed, terminated, and expired.
If checked, agents on one side of the transaction will only be able to view their own messages, non-private messages sent by agents on the same side of the transaction, and messages from admins.

If unchecked, agents will be able to see both sides' non-private messages.
Check this box to include only Closed, Fell Through, and Expired transactions in your company's monthly backups.
Add transaction naming instructions to be shown to your agents and admins when they are creating or editing a transaction.

Leave empty to use the system's default instructions.
Specify default information you'd like to be added to the More Info field of all new transactions. Optionally include placeholders to prompt admins and agents to add specific information. For example:

Lock box - _________
Owner agent? - Y/N
Home warranty? - Y/N
Specify default information you'd like to be added to the Admin Info field of all new transactions. Optionally include placeholders to prompt admins to add specific information. For example:

Flagged for Special Review - YES/NO
TC Requested - YES/NO
TC Name - ______________
Specify default information you'd like to be added to the Commission Summary field of all new transactions. Optionally include placeholders to prompt admins and agents to add specific information. For example:

Commission Percent -
Agent Commission -
Broker Commission -
Referral Fee -
Optional Contingency Date Fields / Checklist Trigger Dates

Check this date to add it as an editable date on transactions and allow task due dates and scheduled messages to be triggered relative to this date.

Check this date to add it as an editable date on transactions and allow task due dates and scheduled messages to be triggered relative to this date.

Check this date to add it as an editable date on transactions and allow task due dates and scheduled messages to be triggered relative to this date.

Check this date to add it as an editable date on transactions and allow task due dates and scheduled messages to be triggered relative to this date.

Check this date to add it as an editable date on transactions and allow task due dates and scheduled messages to be triggered relative to this date.

Check this date to add it as an editable date on transactions and allow task due dates and scheduled messages to be triggered relative to this date.

Check this date to add it as an editable date on transactions and allow task due dates and scheduled messages to be triggered relative to this date.

Check this date to add it as an editable date on transactions and allow task due dates and scheduled messages to be triggered relative to this date.

Check this date to add it as an editable date on transactions and allow task due dates and scheduled messages to be triggered relative to this date.

Other Optional Fields
Check this optional field to enable Earnest Money Amount on all transactions
Check this optional field to enable Year Built tracking on all transactions
Check this optional field to enable Lockbox Code tracking on all transactions

Check this optional field to enable tracking the financing type on all transactions.

Financing Type options:

  • Conventional
  • Cash
  • DPA
  • FHA
  • Jumbo Loan
  • Owner Financing
  • Private Party Loan
  • USDA
  • VA
  • Waived Financing
  • Other

Check this optional field to enable tracking the home warranty payer on all transactions.

Home Warranty options:

  • Paid by Seller
  • Paid by Buyer
  • Paid by Agent
  • None
Welcome Message Settings
Enter a subject line for the welcome email sent to new users added to your organization. If left blank, a default subject line will be used.
Enter a message for the welcome email sent to new users added to your organization. The user's sign-in information will be automatically inserted below your message. If left blank, a default message will be used.
Admin & Support Contact
Name of the person your team members should contact if they have questions. Team members will see this on their Home page.

If empty, the master admin's name will be shown.
Email address of the person your team members should contact if they have questions. Team members will see this on their Home page.

If empty, the master admin's email address will be shown.
Phone number of the person your team members should contact if they have questions. Team members will see this on their Home page.

If empty, no phone number will be displayed.
Home Page Announcement
Post an announcement to appear on the Home page for all users in your account when they login. Users may hide an announcement once they've seen it.

Remove the announcement from this field once you'd like it to be removed from the Home page. Newly added/updated announcements will be shown (unhidden) for all users, even if they have hidden a previous announcement.

Maximum 4 lines of message will be displayed.

Learn how to format this message

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