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Open Pipeline on any device, edit a transaction from the keyboard, read its history instead of guessing, sort tasks your way, and set up the company settings that make every new file start right.
Introduction
A transaction in Pipeline is a page ...
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Created On: 11/10/2026
in I am an admin. Commissions are an add-on you switch on for the account, and the settings behind them are made per office. Once it is on, your offices do the entering.
Introduction
Switching the module on is a master admin's action, and the first thirty days a...
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Created On: 11/10/2026
in I am an admin. Compliance questions arrive months after the deal. Two things carry most of the answers: what each person could do with a document, and how long a removed one stays recoverable.
Introduction
The account keeps more than it appears to. A deleted ...
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Created On: 11/10/2026
in I am an admin. Every page in Pipeline is a queue for one kind of work. Knowing which page holds which is most of running an office.
Introduction
Transactions holds the live deals, Tasks holds every deadline, Unassigned holds documents that have arrived and no...
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Created On: 11/10/2026
in I am an admin. Pipeline sends a set of emails nobody on your team writes: a reminder before a close, the day's tasks, a monthly summary. Each has its own switch, and this is where they all are.
Introduction
Some of these go out under your account's support co...
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Created On: 11/10/2026
in I am an admin. Three levels of access, and most people need the smallest one that does their job. The level and the location you give someone is the whole of what they can see, so read this once before you add anyone.
Introduction
A master admin reaches every...
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Created On: 11/10/2026
in I am an admin. The lists say what a deal is called and what a document is named. This is what your company does with them: who sees which paperwork, and the checklist that drives every deal to done.
Introduction
The category on a document decides who can open...
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Ten templates that cover most of what a transaction coordinator sends, each one written once and filled in by the transaction: the seller intro, the buyer check-in with key dates, the inspector reminder, the pre-closing confirmation, the closing pac...
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Write the message once and hand Pipeline the moment it goes out: a set number of days before a transaction date, the morning a task is checked off, or a date and time you pick. Two methods, one for standing rules and one for one-offs.
Introduction...
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An emoji is a text character, so it works in any field in Pipeline and searches like a word. Used with a small, fixed vocabulary, it becomes a third layer of classification on transactions, a priority marker on tasks, and a label in More Info, all o...