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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 recipients to a campaign
  • Editing Ads in your Ad Library
  • Creating a Promoter Campaign

Real Estate

  • Learn about and sign up with iHomefinder

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
  • Adding a new domain
  • Editing Product Access