What's New

New Home page steers you where you need to go: Pipeline's new Home page now includes information that will allow you to quickly determine which area needs your greatest attention. Expandable areas allow you to view details that are critical for ...

Estimate potential and future revenue in an instant:  The PENDING INVENTORY REPORT allows you to forecast future commissions for specified time periods. It includes sales and commission figures for all your pending transactions, and can be filte...

Download search results to manage transaction data offline: Download spreadsheets of your custom searches and sorts to fully manage and present transaction information, including filtering, sorting, adding totals and subtotals and more. Click the ...

Track More Dates and Use Them to Trigger Checklists: Several new date fields allow you to track important dates on transactions. Enable any of the new fields from your Company Settings page. Once a date is turned on, it will also be available as a...

Send Audio Notes & Messages :  Save time by speaking your transaction notes and messages instead of typing them. Audio messages allow you to quickly record a note to yourself or send it to others. Record messages from your mobile device when you'r...

Bulk add doc names :  When setting up Standard Document Names, paste in your list of doc names to save time and minimize errors. Learn how to bulk add doc names here → Agent communication of task completion :  Agents can indicate to admins t...

Hide completed tasks on transaction checklists :  Make checklists cleaner and easier to work with by setting completed tasks to be hidden on transaction checklists. Hidden tasks can be displayed at any time with a single click. Learn how to hide...

On-demand transaction reporting:  Build ( and save ) custom reports that pull the exact transactions you need to see. The Advanced Search area allows you to combine search and filter criteria for all the primary transaction fields, including date f...

Track lead sources to measure the effectiveness of your advertising campaigns: Record buyer and seller lead sources on transactions. View a lead source aggregate report. View lead source information on other financial reports. Learn more about l...

Customize your message templates with automatic (auto-fill tags): Select from a list of auto-fill tags when creating a message template. The system will automatically replace each tag with the appropriate value from the transaction whenever you us...