Streamline Your Workflow with the Best Pipeline Management App in Loan Agreements

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hello and welcome to the paperless pipeline i am dawn southern and i'm going to show you how to get through this paperless pipeline with ease and get you paid on time so let's get started all right so first thing you're going to do when you log in is you're going to add a transaction now this can be for a buyer file a listing file or an already a contract that you just got so first thing you're going to do is select your location this is going to be the your home branch where you're located the transaction name or the property address if it's a buyer file then it's going to say the buyer's name whoever that may be for a listing or a contract it's going to be the property address okay so we're going to put in 123 main street and the um and you must complete all the information known at the time when creating a transaction to avoid any delays and getting paid when this transaction closes so all of these any of these sections here that you already know when you are starting a transaction please fill them in um all of them so that the mls or transaction number this is for your fmls number this note notifies the compliance department and accounting that there is an fmls fee that needs to be taken so they don't have to go in and look in the fmls for every transaction so if you know the fmls number then please put it in there it does not have to be the georgia mls number so we're just going to put in a number and select status now if this is a buyer file then you can put purchase buyer agreement if it's just the buyer brokerage you don't have an address yet if it is um a listing then a lot of agents put active but we prefer that you put listing and here's why so if you go in here under listing you get an automatic expiration date so you can put in whatever date the um your listing agreement is going to expire so the system will send you an email letting you know that your listing is about to expire so you can either let it expire or you can do the amendment to the brokerage agreement getting it extended so go ahead and put in whatever if it is a listing put in your expiration date that way you don't have to send emails when you have a ton of expired listings or however many when you put it as active you don't get that option so if you go to active you don't there's no no it's grayed out so you don't have the option to put an expiration date but with listing you do so we prefer you do that so you don't have to email us and say hey compliance department can you please change this to expired it expired three months ago so but with listing it'll send you an email okay but for the purpose of this video we're gonna put it as pending here we go so this is a residential the close date we're going to put um let's see we don't know the listing or the listing agent and the expiry i mean the acceptance date so your earnest money due date and your earnest money deposit date are two different dates so your earnest money due date if you are um if maximum one is going to be the holder and today is binding is due within three days of the binding dates you go one two three so that is your earnest money due date when it needs to be in your hands and um then maximum one if you're on guard we have five banking days if you're on re it's three that is the absolute deposit date so if i don't have it by that day or if compliance doesn't have it by that day then we are going to send out notice the very next day that the buyer is in default so fill in all of these all of these that you can so i'm just making updates just for the sake of okay so down here seller's name it's on the contract so we're going to put his name in and we don't he's not our client so we're not putting anything for seller lead source because he's not our blind buyer mary poppins and we got her off a job so yeah charlie so the sales price if you're the listing agent you can fill in the list price but um the sales price here and then the total commission this is the commission that is going to maximum one so no work cheap six thousand dollars all right so um commission summary if you have anything that you want of any additional anything like um 25 to referral to um awesome nope we're not off city to let's just put dana dana dana's giving i'm giving her a 25 referral um okay so then you're going to put you're going to start typing in your name it's going to pop up whoever and you're just going to click listing agent or selling agent listing agent selling a job selling agent so add the transaction okay so this is what it's going to look like when you have all your information filled in okay and so you see commission summary up here 25 referral to dana all right so now i'm going to upload my documents um within the 72 hours from binding because if you don't you're going to get a late fine because it is important that we have all of your documents uploaded within 72 hours of binding to avoid late funds and it's very important that you do so okay so when you're going to upload documents there's actually three ways to do this you can drag documents from your desktop so we're just going to drag over we're going to drag over a couple documents here from the desktop drag them over or you can click right here to upload them from your computer or this email address right here you can actually forward documents to that email address which goes to this transaction talk about that in just a second so here we have a buyer brokerage in our contract i'm the only agent in this transaction so i'm just going to put them in sale if you're a listing agent with maximum one you already have your transaction started and you have another agent in maximum one who brings the buyer so they're the selling agent um the selling agent does not need to create a transaction and upload the documents to that transaction because we already have a transaction for the listing so what's going to happen is the listing agent is going to upload the documents to their transaction and the compliance broker is going to see that there is another maximum one agent on the contract and that agent will be added to that transaction so if you're a selling agent and you're working with a listing agent with maximum one please do not create a new transaction because we already have one we need all of the documents in one transaction okay thank you all right so if you are in a transaction with another maximum one agent and you have um you're uploading documents so you're the listing agent you're uploading the contract please do not put it in listing or private put it in sale docs because if you put it in anything but sell docs the other agent is not going to be able to see the documents so once you do that upload docs and there you go the compliance broker is going to come through and add your checklists okay so now you have your document your your transactions created your documents are uploaded within the 72-hour time frame and your checklists have been added so the compliance broker is going to come through and they're going to review the documents and click through here everything that you have now we said our earnest money is due on the 25th and the deposit date is going to be on the 30th okay so the compliance broker is actually going to come through look at the contract and see when the earnest moneys do so we're putting it on here you're going to start getting notifications closer to that date that you have an upcoming task that is due and if we get to it'll start changing colors it'll be yellow and then if it gets to red that's when we're going to start standing on our head earnest money is a big big big huge deal and greg takes it very seriously and so does the compliance department at maximum one um probably not much else makes us stand on our head as much as earnest money issues so the earnest money is the task is here if it goes past red then the compliance department is going to send out notice that the buyers in default and the earnest money they got three days to cure it so it's just a whole big old mess so just make sure everything is uploaded in time the tasks are um you pay attention to those and when you get emails from the paperless pipeline whether it be from compliance or an automated automatic email that you pay attention to it reply to it um read it don't ignore it um because it's important that you stay on top of your task and that that keeps having to to do notices earnest money stuff if we don't have to do it if you've got it whatever so just make sure you're staying on top of your task um okay so here is that's the email address to this specific transaction and you can copy that and add it as a um as a contact in your email contacts and anytime you're out and you get an email with a document you can forward it to that um email address right there so um if you do that make sure that you go into your unassigned right here says unassigned when you go in there after you've emailed you have to go in there and upload or assign the document so you go in there and there's going to be a little blue tab that says assign next to the document you need to go in there and push on that click on the blue assign tab and it's going to assign it to this transaction otherwise it's just in never never land and we don't see it so make sure you go to your unassigned if you email it to this to your email address for the transaction okay so um all your documents earnest money has been uploaded everything is done um and we have da requests whoops okay well okay so your da request we like those to be in there at least a week prior to closing if at all possible i know sometimes things change closings get moved or whatever but we like to send the das to be to be um processed especially if there's earnest money um it needs to be sent to the accounting department a week in advance so if at all possible please make sure your da is uploaded prior to that because we love for you to get paid to closing and it's easy for everybody if that actually happens and um if you're uploading your da request a day or two prior to closing i cannot promise you that it's going to get processed especially if it's the busy season which here lately is all the time so um just please make sure you're getting those da's uploaded at least a week prior to closing okay so um okay so all this is is checked off um and if it's not part of the transaction then the compliance broker is going to come through and delete whatever tasks do not apply to your transaction okay so um congratulations you've closed your transaction here's what's going to happen within 48 72 hours 72 at the absolute most we need your closing disclosure uploaded to the transaction and your closing check turned in to either your branch manager the attorney can overnight it you can bank shot it so you don't even have to come to the office you can just use bank shot but we have to have that within 72 hours from closing to avoid your da privileges being suspended for three transactions so it's important because if you have if you're holding the closing disclosure hostage or you're waiting to mail a whole bunch of checks in at one time um it's keeping us from closing out the transaction so um we need to get those closed as soon as possible and move on to the next month so okay so we're going to go into the reference section oh you know what let's hang on i'm going to show you how to email a document if you are sending an email to the lender to the clients the closing attorney you can send everything through the paperless pipeline so you can send it all you can send it all to whoever through problems running slow today all right and you can type in whatever message you want in there and make sure you have that checked off send your email now if you have something if you have to tell your compliance broker something um you can type in your subject your message click on compliance broker if you need to tell donna black in agent billing hey donna i need for you to deduct the next six months agent dues from this my upcoming closing you don't need to send that to everybody just agent billing if you're sending a compliance comment question whatever to the compliance broker you do not have to copy everybody on the list just make sure you're checking off the correct person that needs to see the email okay all right so now we're going to the reference section and in the reference section of paperless pipeline there are a ton of documents that are so helpful and important so you've got um i'm not going to go through all of them because there are so many but you can just scroll through and look there's the fmls forms the mentor forms tons of miscellaneous the financial forms all of the policies and procedure manuals are in there please make sure you're keeping up with those because anytime something changes those are updated also dana's emails this week at maximum one every sunday very important information watch your videos so all right you are a couple days away from closing you know that um you want to get paid by d.a but you're like in a crazy hurry and you don't have time to go through all you can't remember if it's a miscellaneous forms or financial forms where is the d.a okay so you're going to do a quick search you're just going to click on the search button d a search docs boom there they are okay so they're in financial forms just for next time but um you can do quick search anything any kind of form whatever just click in there there you go okay um all right so if you have a transaction that has closed and the um people are like hey dawn i need my my closing disclosure where's my closing disclosure lost it and moving you can search you can search the transaction here so um anything that has expired been withdrawn terminated closed it's still in the paperless pipeline it's just not in your active transactions so um you can go in and search and find whatever you need so um if you um if you need to you know find something then it's in there so if you log in and you have forgotten your password you can't remember you can either email compliance at e-agentweb.com and ask the compliance department to send you a new password and we'll just send you an email it's gonna look just like the welcome email or there is a forgotten password at the the bottom of your sign-on page also this help button right here um tips facts user guides and more help everything we've gone over today is in here uh your weekly webinars new features definitely go to the tips if you need that um agent in general help and here it is everything everything uploading a document um creating the transaction um everything that you need to that if i didn't go over something you stop questions it's all right here in the help right here that button right there okay so if you um have any questions please reach out to compliance at agentweb.com or you can give me a shout mx1 careers at maximo1.pro and happy selling