Create a shared space where your team can access key forms, disclosures, training materials, and helpful links — all from one central page in Pipeline.
The Reference Library is your company’s internal knowledge hub. It holds documents and links your team uses often — like onboarding packets, local disclosure forms, how-to guides, or broker resources.
Admins can add, organize, update, and remove resources. Agents can view, download, and email them at any time.
You might use the Reference Library to share:
- A blank W9 form A training PDF called “How to Upload Docs to Pipeline”
- A link to your company’s transaction checklist Google Doc
- A category called “Training” to group all of your onboarding materials