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Catch a wrong close date at the moment a deal is closed, not weeks later when your books or a file audit turn it up.
Introduction
A deal closing a few days ahead of its contract date is ordinary. The contract says the 31st, the deal wraps up on ...
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The page Admin / Settings opens on: every account-wide setting, box by box in the order you see it, with where each one is explained.
Introduction
Company Settings is one long form that shapes how the whole account works. Your company's details...
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Created On: 11/10/2026
in What's New Rename Docs in Seconds, No Menu Needed You can now rename any doc right where it sits, on a transaction or in Unassigned Docs, with no trip to the gear menu. Name a doc before it's assigned, and the name comes with it when you assign it. Your Stand...
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A checklist holds everything a deal needs done. Tasks put each piece in front of the right person on the day it's due.
Introduction
Every transaction runs on the same kind of list: the documents to collect and the steps to finish before it clos...
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Let agents change a task's due date themselves, task by task, so a deadline that moves on their side doesn't wait on an admin.
Introduction
Deadlines move. An inspection gets pushed, a lender needs two more days, and the agent hears about it fi...
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Send or forward a message to the transaction it belongs to. Pipeline keeps the message on the file and sends its docs to Unassigned, already pointed at that transaction.
Introduction
Every transaction you work on has an address that belongs to ...
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Enter a deal's listing, expiration, acceptance and close dates, and Pipeline counts deadlines and builds reports from them.
Introduction
Every deal runs on four dates of its own: the day the listing was taken, the day the listing agreement ends...
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Created On: 11/10/2026
in I am an admin. Turn Pipeline eSign on from one page under Add-On Modules, which also caps what it can cost and shows what the team has sent. It stays off until a master admin decides otherwise.
Introduction
Pipeline eSign arrives switched off. Nothing abou...
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Created On: 10/27/2026
in What's New Pipeline AI Now Comes With Your Plan
Starting today, Pipeline AI comes with your plan. It reads the paperwork your deals bring and gets it ready for your team to review. There's nothing to set up.
AI Assign and AI Break Apart are include...
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Created On: 10/22/2026
in I am an agent.
Agent Version
View Admin Version ↗
Send in your deal documents, and review what Pipeline AI gets ready from them.
Introduction
Pipeline AI is the AI built into Pipeline. It reads your real estate documents so you don'...