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 ...

Mark tasks as complete faster: Admins can now check tasks off directly from the Tasks page. The checkbox works the same as it does on transactions.  Learn how to check tasks on the Tasks page here → Filter tasks by agents:  View only the...

Set tasks to only be visible to certain individuals or groups:  Let your @mentions control who sees tasks. Our new @mention visibility setting allows you to set tasks to only be visible to the person or people you've @mentioned. Use it along with t...

Easily identify docs that correspond to completed tasks: Easily spot which doc has fulfilled a task on a transaction. Hover over a task name within a transaction's checklist to highlight the matching doc. In cases where more than one doc may match...

No more forgotten attachments: When sending a message from Pipeline, the system will warn you if you've mentioned you'll be attaching a doc but haven't attached one.  COMMISSION MODULE View itemized deductions on key reports: Include a brea...

Filter Usage by Agent Report by date range:  Pull your team's Pipeline activity based on any date range you specify. Pre-set date periods still exist to continue to allow you quick and easy access to activity for those common date ranges.  Lea...

Fresh, new look:  Pipeline has gotten a facelift! You'll still see all the features you know and love in their same places, but with updated styling, coloring and other modern enhancements. Take a look around to check out all the new feels. Bump ...

Pipeline AI Is Officially Here This is a big one. Pipeline AI reads your contract and builds the transaction for you — property details, important dates, contacts, and commission info, all filled in automatically. What used to take 10–12 mi...