Access & General Use

The settings that are yours alone: the Gear in the upper-right corner, then My Info. Who you are to Pipeline, how it looks to you, and how your email reads. Introduction Everything here belongs to one person and changes nothing for anyone else....

The first page after you sign in: what needs attention today, the deals you were just in, and one box that reaches any file in the account. Introduction Home is a dashboard rather than a list. Its counts are live and scoped to what you can reac...

Log in with the email address on your profile and your password to get to your company's account. Introduction Your office sets up your Paperless Pipeline login when it adds you to its account. Your welcome email brings a temporary password, an...

Sign in with your login email address, and get Pipeline's emails and the replies to your messages there. Introduction Your login email address does two jobs in Pipeline. You sign in with it, and it's where Pipeline reaches you. Your welcome ema...

Reset a password you've forgotten, change one you know, or reset one for an agent. Introduction When you can't get into Pipeline, you can set a new password yourself, without waiting on anyone. You ask for a link from the login page, and the em...

Switch Pipeline between Light and Dark, whichever is easier on your eyes. Introduction Pipeline comes in two color themes. Light is the standard bright look. Dark turns the background and side menus navy blue, while the pages you work in stay w...

Add a transaction, upload docs, jump between pages, and page through a preview from the keyboard. Introduction A few moves come up all day: starting a transaction, uploading documents, opening the edit page for the transaction you're viewing, a...

Open Pipeline in your phone's browser, and add an icon to your home screen to get back in with one tap. Introduction Pipeline runs in the browser on your phone or tablet. It's the same Pipeline you use on a computer, and you sign in with the sa...

Use the latest version of Chrome, Firefox, Edge, or Safari to run Pipeline. Introduction Pipeline runs in a web browser, so there's nothing to install. Any of the major browsers works, on a computer, a phone or a tablet, as long as it's kept up...

Pick your path. Everything an admin needs to learn Pipeline and to train their agents, and everything an agent needs, on one page. Introduction You've opened a new Pipeline account, taken over the admin work on one, or joined an office that alr...

Need a hand? The quickest way to reach us is right inside Pipeline — and a real person on our team reads every message. Introduction You don't have to work out which way of reaching us is the right one. People sometimes send the same question t...