Hold a Pipeline profile at two brokerages at once — both accounts open side by side, every notification still landing in the one inbox you already watch.
Introduction
Plenty of people work across more than one brokerage: an agent licensed in two states, a transaction coordinator serving several offices, a broker who owns one company and hangs their license at another. Each brokerage runs its own Pipeline account, and you need to get into all of them.
Pipeline ties who you are to your email address: one address, one active profile. So the moment a second brokerage tries to add you with an address that's already in use somewhere else, they hit an email already in use message. An email alias gets you past it, and two decisions shape the rest: whether you actually need both profiles, and which account keeps your original address.
Your work isn't at risk here. Your transactions and documents stay with the account they live in. Having a profile somewhere else doesn't move them, change them, or take them away.
When to Use This
- You're licensed in two states, or hang your license at one brokerage while owning another.
- You're a transaction coordinator working deals for more than one office.
- A second brokerage tried to add you and Pipeline told them your email address is already in use.
- You're moving brokerages and need to reach the old account while the new one gets set up.
- You're already logging in and out of two accounts all day, or watching a second mailbox you keep forgetting to check.
Why This Beats Juggling Two Mailboxes
The obvious workaround is a second email address, and it's the one that costs you every day after. A separate mailbox means a second place to check, a second set of notifications to miss, and a login you'll forget by the time a deal needs you.
An alias skips all of it. Pipeline sees two distinct identities, so both brokerages can hold a profile for you — but the mail all lands in the inbox you already live in. Add a different browser for each account and a different color theme on each profile, and you stop logging in and out entirely: two windows, always open, impossible to confuse. The setup takes a few minutes once and then gets out of your way.
1. Decide Whether You Need Both Accounts
Start here, because it changes everything that follows.
If you're finished with the first brokerage, you don't need an alias at all. Ask support to deactivate your old profile — that releases your email address, and your new brokerage can add you with it. Your transactions stay in the old account, untouched, right where that brokerage needs them.
Keep both profiles only if you genuinely need to work in both accounts. Everything below assumes you do.
Turn off a user's access when they leave — without losing any of the work tied to their name.
2. Create an Email Alias
An alias is a second address that delivers to your existing inbox. Most providers offer them free — Gmail, Google Workspace, Outlook, and Apple Mail all do.
With Gmail and Google Workspace there's nothing to set up. Add + and any word to the part before the @, and it works immediately:
marci@yourbrokerage.combecomesmarci+pp2@yourbrokerage.comscrogginteam@gmail.combecomesscrogginteam+admin@gmail.com
Mail sent to either address arrives in the same inbox, so notifications from both brokerages land together.
3. Send the Alias to Your Second Brokerage
Decide which account keeps your original address first — keep it on whichever brokerage you work in most, and give the alias to the other.
Then send the alias to whoever manages users at the second brokerage and ask them to add you with it. From their side you're a new user like any other, and the address is free, so the email already in use wall doesn't come up.
Your login email address is the address you sign in with — and the one Pipeline sends your messages from.
4. Sign Into Both Accounts at Once
You don't have to log out of one to reach the other. Pipeline keeps you signed in per browser, so open each account in a different browser — or a different Google profile if you use Google Workspace — and leave both running. Switch accounts by switching windows.
Log in to reach everything your role gives you access to — your transactions, documents, checklists, and tasks.
See Login
5. Tell Your Profiles Apart
Two Pipeline windows look identical, which is how a document ends up in the wrong account. Set a different color theme on each profile and you'll know where you are without checking the address bar — the theme is saved per profile, so choosing Dark in one leaves the other on Light.
Prefer a darker screen? Switch Pipeline between Light and Dark to match how you like to work.
See Color Theme