Account & Billing

Paperless Pipeline protects your data with bank-grade encryption, isolated accounts, and PCI-certified infrastructure — with simple ways to add your own layer on top. Introduction People arrive at this page for one of two reasons: they're evalu...

Two-factor authentication adds a second step to every login: a one-time security code sent to your email, entered right after your password. Introduction A password is one thing standing between a stranger and every file your office keeps in Pi...

The Archive Plan keeps your Pipeline data online and read-only for a low monthly rate, so you can step away from the service without leaving your records behind. Introduction Most offices that stop using Pipeline don't stop needing what's in it...

How long does Pipeline keep your data? Here's what stays, what's recoverable, and for how long. Introduction Real estate records outlive the deal. A state audit, a lawsuit, or a referral dispute can land years after closing, and your license us...

Every month, Pipeline builds a downloadable copy of your account so you always have an offline record of your transactions and documents — yours to keep, whether you're just being cautious or planning ahead. Introduction Most offices never down...

Your Billing History page is the record of every Pipeline charge — what you paid, when, and the date your account is paid through. Introduction You almost never open a billing page because things are going well. Either the charge on the stateme...

Pipeline keeps one credit card on file and charges it automatically each billing cycle — update it anytime from your account settings. Introduction Cards expire. They get reissued after a fraud alert, or they belong to someone who's left the co...

Ready to close your Paperless Pipeline account? Our team handles cancellation, and your master admin starts it with a single message. Introduction Offices close. Brokers retire. A transaction business winds down, or a team decides on something ...

Two brokerages, two Pipeline accounts, one company now. An Account Merge brings every Location across and leaves you running on one. Introduction Two brokerages become one company, and both of them already run on Paperless Pipeline. That leaves...

Two of your offices are becoming one. Our Tech Team can move a Location's transactions into another one in bulk, so nobody re-files them a hundred at a time. Introduction An office closes, a team folds back into the main branch, or a Location g...

An office is moving to a different Pipeline account. A Location Transfer brings the whole thing across: every transaction, every user, logins and all, so nobody rebuilds a thing. Introduction An office changes hands. A franchise splits off on i...

Canceled an account you now want back? Reinstatement may be possible — and if you're still inside the recovery window, your data can come back with it. Introduction Sometimes an account is closed and then the situation changes. A merger falls t...

Your plan renews on a monthly cycle: your transaction quota resets, and Pipeline charges your card on your bill date. Introduction It's the third of the month, you've added nothing, and Pipeline says your transactions are used up. That's the mo...

The Current Usage panel is your at-a-glance meter — transactions used, transactions left, and when the quota resets. Introduction Most people meet Current Usage right after a warning email: you're close to your transaction limit, and the number...

Overages let you go past your monthly quota without a full upgrade — Pipeline bills each extra transaction at a flat rate. Introduction Some months run one or two deals past the plan you're on. It's an awkward size of problem: not enough to jus...

Pipeline bills on a simple monthly transaction plan — a ladder you move up or down as your deal volume changes. Introduction The first question most brokers ask about Pipeline's pricing is how many agents it covers. It isn't priced that way. Wh...

Point your team to the right person for help — the contact shown on every Home page and used on system emails. Introduction A new agent joins and doesn't know who to ask about anything. An office manager leaves and their name is still on every ...

Post a short message to the top of everyone's Home page to share news, a reminder, or a link with your whole team. Introduction There's a category of thing every agent in the office needs to know and nobody reads an email about. A commission de...

Add your brokerage's logo so your Home page, coversheets, and commission documents all carry your brand. Introduction Your brokerage's brand turns up in more places inside Pipeline than you'd think. The Home page your agents open every morning....

Set the company name and brokerage license number that identify your account throughout Pipeline. Introduction Your brokerage's name and licence number turn up in more places than most people expect. They head the documents Pipeline produces, t...