What's New

Copy doc comments to messages in one click: Instantly copy your doc comments into a note or email by dragging them into the message area. Learn how here → Include contacts when sending a coversheet. Now you can choose whether you'd like conta...

COMMISSION MODULE View Transaction Gross Commission and Franchise Fee on Agent Income Report: The Agent Income Report now includes Transaction Gross Commission and Franchise Fee amounts, allowing you to see the total commission produced by the ag...

View more information about an agent by hovering over their name on a transaction: Admins can view an agent's start date, license number, and more info by hovering over an agent's name on a transaction. Agents are not allowed to see each other's i...

Format notes and send structured emails from transactions: Format transaction notes and messages with bolded text, italics, bulleted lists, etc. Pipeline now supports the popular and easy-to-learn Markdown formatting method to give you better cont...

Recover deleted docs: Master admins and document deleters can recover docs deleted from transactions as well as unassigned docs. Click the "Deleted Docs" option from the left-hand menu of the transaction or the Unassigned Docs section to locate an...

Quickly search a transaction's documents: There's a new search option above the documents area of every transaction. Use it to instantly locate a document. And many more small improvements.  Read the blog post for more info → COMMISSI...

Admins, you can now share your saved message templates with agents. Previously you could only share with other admins. Easily scan transaction notes:  Transaction notes are now shown collapsed. This will make it easier for you to scan them quic...