Contacts

Keep the escrow officer, the lender, and the co-op agent right on the transaction, where anyone working the deal can find them. Introduction Half the people on a deal don't work at your brokerage. The escrow officer, the lender, the co-op agent...

Contacts show up in the order they were added, but you can sort your own view — or set the order your whole office sees. Introduction Contacts land on a transaction in whatever order people got round to adding them. The lender turns up before t...

When a contact's email or phone number changes, a master admin can fix it once and push the correction to every transaction they're on. Introduction A contact belongs to the transaction it was added to. That's what makes contacts quick to add a...

Retire an old or misspelled contact so it stops turning up as a suggestion, without touching the transactions it's already on. Introduction Contact suggestions build themselves, and they never forget. A typo somebody made three years ago, an es...

Type a few letters and Pipeline offers the people you've already worked with, details and all — so a repeat escrow officer or lender lands on the transaction without retyping a thing. Introduction You work with the same escrow officers, lenders...

Every contact you add carries the same short set of details: role, name, company, email, phone, and fax. Two of them are required and the rest are yours to fill in as you get them. Introduction A contact in Pipeline is a small record on purpose...

A Contact Role says what someone does on the transaction — buyer, lender, escrow officer, attorney. Type a new one once and Pipeline offers it back to you the next time. Introduction Open a transaction you didn't create and the Contacts section...