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The Reports page holds the production and inventory reports every account has, the usage reports, the downloads, and the financial reports that arrive with the Commission Module.
Introduction
Every report on the page takes the same transactions...
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Created On: 11/10/2026
in More Guides By Topic Documents Your office's shared library: the blank forms, disclosures, training material, and links an admin posts once, and the same current copy for everyone who opens the page.
Introduction
An admin posts a document or a link to the Reference page and ...
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The first page after you sign in: what needs attention today, the deals you were just in, and one box that reaches any file in the account.
Introduction
Home is a dashboard rather than a list. Its counts are live and scoped to what you can reac...
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The eSign menu at the top of the page, once a master admin has turned Pipeline eSign on: your forms, your drafts, and every request you have sent and where each one stands.
Introduction
The menu appears the moment eSign is activated for the acc...
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The moves that turn a long list into a short morning: saved searches, keyboard shortcuts, messages you build by dragging, and names that do the matching for you.
Introduction
Most of a day in Pipeline is the same few motions repeated. You run a ...
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The settings that are yours alone: the Gear in the upper-right corner, then My Info. Who you are to Pipeline, how it looks to you, and how your email reads.
Introduction
Everything here belongs to one person and changes nothing for anyone else....
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Every company-wide switch in one place: the Gear in the upper-right corner, then Admin / Settings. This is that page, section by section, with where each setting is explained.
Introduction
Admin / Settings is where a master admin shapes the acc...
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Almost every list in Pipeline narrows as you type. Two or three letters, then Enter, and the doc is named, the contact is picked, the template is loaded, and the filter is set.
Introduction
A long list is a small tax you pay all day. Forty stand...
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Every message about a deal can start, go out, come back, and be found again on the transaction itself. Templates do the writing, drag-and-drop does the attaching, and one saved search tells you which files got mail.
Introduction
The email about ...
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The Home page tells you where to look, the Transactions page becomes whatever report you shape it into, and three reports under Reports answer the questions a broker asks most. Agents can pull their own numbers without asking.
Introduction
Most ...