Automatic Emails

Agent anniversary reminders email your admins five days before each user's start-date anniversary, driven by the Start Date on the user's profile. Answers to the common questions about who receives them, what they do and don't change, and how to sto...

Commission splits often change on an agent's start-date anniversary, so Pipeline reminds your admins five days ahead. Introduction Most brokerages reset an agent's split or their cap on the anniversary of the day they started. It's a real chang...

A deal moves to Fell Through and nobody tells you. Pipeline has no real-time alert for that — but four things between them cover the job, and which you pick comes down to how fast you need to know. Introduction The worry behind this is always t...

Closing and expiration reminders are a single account-wide switch that emails agents five days before a close or a listing expiration. Answers to the common questions about timing, opting out, and what shows up inside them. When does the reminder...

Five days before a transaction is set to close or a listing is set to expire, Pipeline emails the agent a heads-up — automatically, across the whole account. Introduction Five days out from a closing, a file is either ready or it isn't, and fin...

Some of Pipeline's automatic emails are one switch for the whole company and some live on each person's own profile. Knowing which is which is the whole answer. Introduction The question almost always arrives the same way: one agent wants thes...

The Daily Activity Email is an admin-only, self-subscribed summary of yesterday's created transactions, status changes, and unassigned docs. Answers to the common questions about who can receive it, what counts as activity, and why one won't arrive....

Every morning, a single email tells you what happened in your account the day before — the transactions added, the ones that changed status, and how many docs are still sitting unassigned. Introduction You can't watch the account all day, and m...

The monthly production summary emails each agent their prior-month and year-to-date figures in the first week of the month, and it takes both an account setting and a personal one. Answers to the common questions about timing, blank figures, and res...

Once a month, each agent gets their own numbers by email — last month's production plus the year to date, with nobody having to run a report. Introduction Agents want to know how they're doing, and the question usually arrives at the worst mome...

The reminders are switched on, the agent swears nothing arrived, and you're the one holding a stack of "undelivered mail" notices. Here's what's usually behind it, in the order we hit it. The Address on Their Profile Is Wrong This is most of th...