Paperless Pipeline

Company Name

Your company name. Max length 50 characters.

Brokerage License #

Enter your brokerage's license number.

Require users to upload all their documents in PDF format.

Only allow PDF documents

Check agents' uploaded documents for duplicates and only allow each file to be uploaded once. Admins will still be able to upload duplicate docs.

Prevent duplicate document uploads

Automatically email your agents 5 days in advance of a listing expiration or closing.

Email agents expiring and closing transaction reminders

Automatically email agents whenever an admin comments on documents visible to them.

Email agents when admin comments on documents

Check this box if you want the system to send a monthly email to each agent with their prior month's and year-to-date production figures such as sales volume and commissions.

Agents can opt out of receiving the reports by unchecking "Receive monthly production summary by email" on their Personal Profile page.

Email monthly production summary to agents

Check this box if you want the system to send a monthly email to each agent with their prior month's and year-to-date production figures such as sales volume and commissions.

Agents can opt out of receiving the reports by unchecking "Receive monthly production summary by email" on their Personal Profile page.

Enable this setting to send minimally-styled emails when sending messages from transactions. See Examples →

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

Select the layout that best meets your office's needs:

Keep track of which documents have been entered into your accounting system (e.g. Quickbooks, Lonewolf).

Enable Entered Docs feature

Enable the ability to duplicate existing transactions through the "New Offer" option of a transaction.

Enable New Offer feature

Show a list of your Key Dates on the transaction coversheet.

Include Key Dates on coversheet

Some help text to be provided by Monta / Hollis / Carol.

Enable 2-factor authentication

If checked, agents will be shown the checklist completion percentages of their transactions. If unchecked, only admins will see those completion percentages.

Show checklist completion percentages to agents

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.

Hide completed tasks in transaction checklists

Check this box if you want the system to use your agents' start dates in YTD calculations. If an agent does not have a start date defined, the calendar year will be used in that agent's YTD calculations.

Uncheck this box to use calendar years in YTD calculations.

Use start dates of agents to determine fiscal years for year-to-date calculations

Check this box if, during CDA generation, you want the system to automatically allocate Sales Volume based on the agent's split of commission when there are multiple agents on a transaction.

Use agent's commission split to calculate sales volume

Check this if you need the system to automatically expire transactions in the listing 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.

Enable auto-expiration of listings

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.

Require transaction label

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.

Allow agents to change transaction status to closed, terminated, and expired

Check this box to include only Closed, Fell Through, and Expired transactions in your company's monthly backups.

Only include completed transactions in monthly backups

Transaction name instructions

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.

Pre-filled default value for "More Info" field of transaction

Use this to specify the format in which you want your admins and agents to populate data in the More Info field when adding transactions. For example:

Buyer Source: ________
Seller Source: _________
Lock box: _________

Pre-filled default value for "Admin Info" field of transaction

Use this to specify the format in which admin staff needs to populate the Admin Info field on transactions. For example:

Flagged for Special Review: YES/NO
Transaction Coordination Requested: YES/NO
Transaction Coordinator's Name: ______________

New user welcome email subject

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.

New user welcome email message

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.

Support Name

Name of the support staff shown on your users' Dashboard. Leave empty to default to the master admin's name.

Support Email

Email address of the support staff shown on your users' Dashboard. Leave empty to default to the master admin's email address.

Support Phone

Phone number of the support staff shown on your users' Dashboard. Leave empty to remove phone number.

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 →

Company Logo

Upload a company logo. Your logo must be a .jpg or .png file.

Your image will automatically resize to fit 195px wide by 85px tall.

No image selected

Select Image