Setting Up Your Account

Your Admin & Support Contact is the help contact your team sees on the Home page and the sender behind system emails. Answers to the common questions about where it shows, what fills in by default, and how it differs from a location's primary contac...

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 ...

Several offices, maybe several brands, and one question underneath all of it: how many Pipeline accounts should you actually have? The answer isn't about price — it's about how many company identities you need to show. Introduction Most people ...

A Company Announcement is an account-wide message a master admin posts to the top of everyone's Home page. Answers to the common questions about who can post one, how long it can be, and how it's formatted. Who can post a Company Announcement? ...

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...

Your company logo is a .jpg or .png that Pipeline resizes to fit a wide, banner-shaped space. Answers to the common questions about file types, sizing, and where your logo appears. What file type does my logo need to be? A .jpg or a .png. Oth...

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....

Your company name identifies your account and prints on the documents Pipeline generates. Answers to the common questions about where the name shows up, what a solo TC should use, and what to update after a rebrand. Where does my company name app...

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...

Your brand lives in a handful of places in Pipeline — your company settings, your locations, and your team's email signatures. Here's each one, in the order to update it. Introduction Brokerages change names. You picked up a new DBA, another co...

Your closing coordinator left three weeks ago and her name is still on every reminder your agents get. There's no per-email setting to hunt for — Pipeline resolves the sender the same way every time, and two fields decide it. Introduction This ...

A logo that looks stretched or grainy almost always comes down to its shape — Pipeline resizes every logo to fit a wide space, and images far from that shape don't survive the resize cleanly. Your Logo Looks Stretched or Squished Pipeline resiz...