Changing or Closing Your Account

Canceling closes your account and stops your billing, handled by our team once your master admin requests it. Answers to the common questions about timing, your data, refunds, and pausing instead. How do I cancel my account? Have your master a...

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 ...

A merge moves every Location out of one Pipeline account and into another, and closes the one you left. Answers to the common questions about cost, your agents' logins, duplicate email addresses, and what happens to the old account. What's the di...

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...

The account is closed and the records are still needed — for an audit, a lawsuit, a tax year, a deal that came back. They aren't gone. Getting them takes a reinstatement, and the sooner you ask, the less it takes. Introduction When you cancel a...

Merging Locations moves one office's transactions into another inside your account, and it's usually the first step in closing an office down. Answers to the common questions about cost, your agents, and doing it yourself. Can I merge two Locatio...

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...

A Location Transfer moves one office into a different Pipeline account, transactions and people included. Our Tech Team runs it once both master admins authorize it. Answers to the common questions about cost, logins, timing, and what comes across. ...

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...

Two of your offices are becoming one. Consolidating them inside Pipeline is a handful of steps in a particular order — and getting the order right is what keeps your checklists from quietly stopping. Introduction Locations are how one Pipeline ...

You bought an office and it already runs on Pipeline. A merge brings its Locations, its deals, and its people into your account with their history attached — and closes the account they came from. Introduction An Account Merge is the acquisitio...

You're moving to a new brokerage and years of closed deals are sitting in your old company's Pipeline account. Here's what can actually come with you, and how to have it in hand before your access ends. Introduction Start with the honest answer...

A branch is changing hands, a franchise is going independent, or one brokerage just bought another. A Location Transfer carries that office into the other account whole — but what you do before the transfer decides how much of it comes across, and...

Reinstatement brings a closed account back when it's still recoverable, reviewed by our team on request. Answers to the common questions about getting your data back, timing, and cost. Can I reinstate an account I canceled? Often, yes — reach ...

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...