Uncheck this box to use calendar years 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. Financial Settings Use Start Dates of Agents to Determine Fiscal Years for Year-to-date CalculationsĬheck this box if you want the system to use your agents' start dates in YTD calculations. If unchecked, only checklist templates from the location of the transaction being viewed will be available to be added to that transaction. Show Checklists from All Locations in the Add Checklists Dropdown Menu 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 ChecklistsĬheck this box if you want to hide completed tasks from all transaction checklists. If unchecked, only admins will see those completion percentages. If checked, agents will be shown the checklist completion percentages of their transactions. Learn more about New Offers → Checklist Settings Show Checklist Completion Percentages to Agents Learn more about Entered Docs → Enable New OfferĮnable the ability to duplicate existing transactions through the "New Offer" option of a transaction. You can then mark documents as after you have added them into your accounting system such as Quickbooks or Lonewolf. If you enable the Entered Docs feature, an checkbox will be shown on transaction documents. The "Entered Docs" feature allows admins to keep track of documents that have been entered into an accounting system or any other external system that's part of your transaction management workflow. Keep track of which documents have been entered into your accounting system (e.g. Learn how to Review Documents → Enable Entered Docs (Final review typically performed by managing broker) Learn more about Two-Factor Authentication → Enable Reviewed Docs FunctionalityĪllow docs to be marked as reviewed for compliance purposes. When logging in on an unrecognized device, users will be emailed a link to complete the login process. Learn more about Emailing Docs & Notes from Transactions → Minimally-styled emailsĪ styled email sent to an External Recipient Feature Settings Require two-factor authenticationĮnables stronger security for your company's account. When this option is checked, emails sent from transactions will be minimally-styled. You may set your account to use minimal formatting for messages sent from transactions. Use Minimal Formatting for Emails Sent from Transactions Turn this on if agents' commission splits change on their anniversary and you'd like admins to be reminded to update their commission information. Learn more about the Monthly Production Summary → Email Admins Agent Anniversary RemindersĪutomatically email master admins and location admins (who have "Manage Users" permission) 5 days before each user's Start Date anniversary. Email Monthly Production Summary to AgentsĪutomatically email each agent their prior month's and year-to-date production figures such as sales volume and commissions.Īgents can opt out of receiving the reports by unchecking "Receive monthly production summary by email" on their Personal Profile page. Email Agents When Admin Comments on DocsĪutomatically email agents whenever an admin comments on documents visible to them. Learn more about Key Dates → Email Settings Email Agents Expiring & Closing Transaction RemindersĪutomatically email your agents 5 days in advance of a listing expiration or closing. Tasks designated as Key Dates can be automatically displayed on transaction coversheets in the Transaction Key Dates and Milestones section. All key dates on a transaction (regardless of their visibility) will appear on a transaction's coversheets if checked. Include a section of tasks marked as key dates on coversheets. So adding docs with identical content to an existing doc will be disallowed if this option is checked. When checking for duplicates, Pipeline compares the content of docs (vs just the doc names).
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