Automation

An auto-apply rule watches a transaction's status, side, and label, and adds the checklist when all of them match. Answers to the common questions about what a rule can watch for, combining conditions, dual-sided transactions, and what a rule can't ...

Too many checklists landing is the same problem as too few, read from the other side: a rule is matching more transactions than you meant it to. Here's what's usually behind it. Remove the Extra Checklist First Whatever the cause turns out to b...

Almost every time a checklist doesn't land, the rule is fine and the transaction didn't match all of it. Here's how to find the condition that missed. Start Here: Compare the Rule to the Transaction An auto-apply rule fires only when every co...

Agent anniversary reminders email your admins five days before each user's start-date anniversary, driven by the Start Date on the user's profile. Answers to the common questions about who receives them, what they do and don't change, and how to sto...

Closing and expiration reminders are a single account-wide switch that emails agents five days before a close or a listing expiration. Answers to the common questions about timing, opting out, and what shows up inside them. When does the reminder...

The Daily Activity Email is an admin-only, self-subscribed summary of yesterday's created transactions, status changes, and unassigned docs. Answers to the common questions about who can receive it, what counts as activity, and why one won't arrive....

The monthly production summary emails each agent their prior-month and year-to-date figures in the first week of the month, and it takes both an account setting and a personal one. Answers to the common questions about timing, blank figures, and res...

The reminders are switched on, the agent swears nothing arrived, and you're the one holding a stack of "undelivered mail" notices. Here's what's usually behind it, in the order we hit it. The Address on Their Profile Is Wrong This is most of th...

Automatic listing expiration retires a Listing-status transaction on its expiration date, and the same setting decides whether that date stays on the file afterward. Answers to the common questions about surprise expirations, the greyed-out date fie...

When a day you've added still shows up as a working day, it's almost always one of four things — the rule's counting method, when Pipeline calculated the date, the year you saved the holiday under, or a save that didn't take. Here's how to tell them...

Business holidays are the per-year list of days your office is closed, and Pipeline uses them only where a rule counts business days. Answers to the common questions about federal holidays, planning ahead, and what changes when you add one. Does ...

The daily reminder gathers a person's overdue, due-today, and due-tomorrow tasks into one morning email — with admins controlling who receives it. Answers to the common questions about what's inside, who can change it, and why reminders sometimes ke...

Listings that expire without warning, a greyed-out date field, and a date that vanished on a status change are all the same story: the account's automatic listing expiration setting is on. Here's how each symptom traces back to it, and what to do. ...

Anchors are the transaction dates that due date rules and message schedules count from. Answers to the common questions about which dates qualify, adding your own, and why a calculated date sometimes comes up empty. Which dates can I use as an an...

A scheduled message that never reached anyone usually stalled at one of three points: it never queued, it queued and waited, or it sent and got filtered. Each one looks identical from your inbox, so work down the list. The Message Is Sitting in t...

Pipeline generates scheduled messages once a day and then waits for you. Answers to the common questions about when messages queue, what they queue on, and why they don't leave on their own. Why didn't my scheduled message send by itself? Beca...

A schedule is a trigger plus a recipient list, and where you set it decides what you get. Answers to the common questions about triggers, recipients, send times, and what a schedule can't do. Can I schedule a Message Template to send on a specifi...

A queue is where a scheduled message waits, and Pipeline keeps two of them. Answers to the common questions about finding yours, who else can see it, and what you can change before a message goes. Where do I find my scheduled messages? Click t...