Access & General Use

Log in to reach everything your role gives you access to — your transactions, documents, checklists, and tasks. Introduction Signing in takes the same two things every time: the email address on your profile, and your password. What's waiting o...

Your login email address is the address you sign in with — and the one Pipeline sends your messages from. Introduction One address does two jobs. It's what you type at the sign-in screen, and it's what appears in the From line when Pipeline sen...

Forgot your password, want to change one you know, or need to reset one for an agent? Here's every way to get a password sorted. Introduction You can reset your own password. It's a link you ask for from the login page, you follow it, and you s...

Prefer a darker screen? Switch Pipeline between Light and Dark to match how you like to work. Introduction Some people work better on a dark screen, particularly late in the day or in a room with the lights down. Pipeline comes in Light and Dar...

Move around Pipeline and add work without touching your mouse — a handful of hotkeys cover the moves you make most. Introduction The moves you make dozens of times a day are the ones worth not reaching for a mouse to do. Starting a transaction,...

Pipeline goes where you do — it runs right in your phone's browser, and you can add an icon to your home screen for one-tap access. Introduction There's no Pipeline app to download, and you don't need one. Pipeline runs in the browser that's al...

Pipeline runs in your web browser — it works best on the latest version of any major browser. Introduction Pipeline is a web app, so there's nothing to install and no software to manage. If you can open a browser, you can open Pipeline, whether...

Get up to speed on Pipeline with videos you can watch today and a screen share you book with our team. Which one you need depends on whether you're setting the account up or working inside it. Introduction You're new to Pipeline, or newly respon...

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...