Current Pipelineroi

Account Setup

• Add a User to your Pipeline ROI Website
• Edit an Existing User Profile on your Pipeline ROI Website
• Social Media Public Profile URL’s

Website

• Create and edit a Content page
• Adding Media (.jpg .png) to a page
• Embedding a YouTube video on your Website (Mobile Responsive)
• Creating and Editing a Blog Post

Lead Capture

• Configuring Doorway Form Settings
• Configure a Page to Display a Lead Capture Form

Contacts

• Create and Edit a Contact
• Creating CSV Files to Import into Pipeline ROI websites

Promoter

• Adding Contacts or Groups to a campaign
• Editing Ads in your Ad Library
• Creating a Promoter Campaign

Real Estate

• Create and Edit a Custom IDX Search
• Create and Edit a Listings Page
• Create and Edit a Manual Listing

Mortgage

• Loan Applications

Resources

• Supported Browsers

SureDocs

• Configure Your E-Signature in Suredocs
• DirectFax is being retired
• Creating Signature Tag Templates in SureDocs
• Consumer Agreement to Use Electronic Records and Signatures
• Manually Updating SureDocs
• Downloading and Installing SureDocs
• SureDocs Custom Mapping Request
• How to sign and return documents using SureDocs
• Troubleshooting Printing Problems in SureDocs.
• Recreating Start menu Icons for SureDocs
• Video – Autotag Placement with SureDocs
• Video – Simplify your eSigning and doc delivery
• Staying TRID Compliant with SureDocs – eBook
• Simplify your eSigning and doc delivery with SureDocs

Domains

• Pointing your existing domain to our servers
• What should my domain name be?
• Taking control of a domain purchased through your site