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One listing agreement arrives and one file carries the deal to the closing table: the transaction is built from the contract, the checklist applies itself, documents and email land on the record, signatures come back on their own, and the commission...
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Created On: 11/10/2026
in What's New Create a Transaction From Multiple Docs You can now hand Pipeline AI more than one doc when you create a transaction, and it reads them together to fill in the details. Select the contract along with an addendum or a disclosure, and each doc lands ...
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Send a document out for signature without leaving Pipeline — start from a transaction, from your Reference Library, or from a file on your computer.
Introduction
An addendum is ready and the seller needs to sign it tonight. Done outside Pipelin...
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Import your past transactions from a spreadsheet, up to 50 at a time.
Introduction
Nobody starts using Pipeline on the day they start doing deals. You arrive with a back catalog: closed files in another system, a year of listings, records your ...
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Narrow the Tasks page to an exact set — search by task or transaction name, then filter by @mention, agent, due date, status, and more.
Introduction
The Tasks page holds everything due across every transaction you can reach, which on a busy acc...
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Every email Pipeline sends for you leaves from one of our addresses with your name on it. Which address, what the recipient sees, and where their reply lands all depend on who you sent it to.
Introduction
You wrote the message inside a transact...
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Created On: 11/10/2026
in More Guides By Topic Documents The compliance queue: every doc assigned to a transaction waits here until an admin signs off, and this is where the sign-off, the comments, and the labels happen.
Introduction
Every document that lands on a transaction appears on the Unreviewe...
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Created On: 11/10/2026
in More Guides By Topic Documents The holding queue for documents that have arrived and not yet been filed: everything emailed in lands here first, and this is where it gets a transaction, a name, and a permission category.
Introduction
Unassigned is a workqueue, not a folder. ...
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The working list of the account: every deal you have access to, shaped by the columns you pick and the scope you set, with the tools to add one, mark one, and take the list out.
Introduction
The Transactions page shows active deals by default a...
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One deal, all of it on one page: its details at the top, the people on it, its documents, its checklists, and its notes, with a left menu for the things you do to the whole file.
Introduction
Open a transaction and the page is the file. The Inf...