Messaging & Notifications

Every note you add and every email you send from a transaction lands in one running log at the bottom of the page. Introduction Six months after closing, somebody asks what went to title and when. If the answer lives in an inbox, it lives with ...

Check a name instead of typing an address. The Staff section of a transaction's message area lists the people in your office you can send to, and two settings decide who's on it. Introduction You send the same few people the same kind of message...

Leave a note on a transaction to document a detail or keep the team on the same page. Introduction Half of what matters on a deal never makes it into a field. A call you made, or a heads-up for whoever picks the file up next, usually ends up in...

An admin leaves a comment on a doc, and Pipeline emails it to the agent with a link straight to the document. Introduction A doc comes back missing an initial. You leave a comment on it saying what's wrong, and that's the whole message. Pipelin...

Get an email the moment an agent adds a doc to a transaction — so nothing waits in a queue for you to notice it. Introduction Most offices have someone whose job is to know what came in. Without a nudge, that means refreshing Unassigned and ...

Ask Pipeline to write back every time you email docs in, and you'll know what uploaded and what didn't without going to look. Introduction Email a doc to your maildrop address and it's gone for a moment. It's in a mail queue you can't see, on i...

Forward an email into a transaction and it stays there — the subject, the message, and a record of what came attached. Introduction The paperwork on a deal arrives in somebody's inbox. The lender's reply, the signed addendum, the title company ...

When a recipient's mail server rejects a message, their address lands on Pipeline's Bounce List and sending stops until it's cleared. Introduction One person in the office stops getting anything from Pipeline. Password resets, task reminders, t...

Every transaction has a built-in message area — write a note for your own records, or send an email with docs attached, without leaving the deal. Introduction The conversation on a deal tends to scatter. Some of it sits in your sent folder, som...

Attach docs to a message and Pipeline adds a Documents for line at the top, so recipients see at a glance what arrived and which transaction it belongs to. Introduction You write a careful note to a client, attach the disclosure, and send. Wh...

Email you send from Pipeline arrives from our servers with your name on it. When one doesn't land, a short list of causes accounts for nearly all of it. Introduction You sent something from Pipeline and the person on the other end says it never ...

Headings, bold, links, and lists live in a small toolbar above the message box, so a long message arrives easy to read. Introduction A one-line message doesn't need anything. A message carrying three deadlines, a list of what's still missing, a...

Emails you send out of Pipeline arrive from help@paperlesspipeline.com with your name on them, and replies come back to you. Introduction This is the question support hears most often about messaging: why doesn't my email say it's from me? The ...

Sending on an agent's behalf? Turn on alternate signatures and you can sign the message as them, or send it with no signature at all. Introduction Admins send a lot of mail that isn't really from them. The reminder to a buyer, the document requ...

Autofill Tags let Pipeline do the typing. Drop a tag into a message template and the transaction's own details fill themselves in every time you send. Introduction An autofill tag is a placeholder you put in a message where a real value belongs...

Every email you send from Pipeline signs off for you. Set your own signature and it's your name, your contact details, and your look at the bottom of each one. Introduction The bottom of an email is where a client goes looking for your cell num...

Minimal formatting takes the gray box and the Pipeline logo off messages sent from transactions, so what lands in a recipient's inbox reads like a plain, ordinary email. Introduction By default, emails Pipeline sends from a transaction arrive s...

Save a message you send often, then reuse it in a couple of clicks the next time a transaction needs it. Introduction Message templates are the messages you send over and over, saved once and kept in your own profile. The welcome note to a new ...

One admin can write a message once and hand it to the whole office. That's what sharing a message template does. Introduction Message templates start out private. Sharing is the switch that opens one up to the rest of your account, so the remin...

The Message Template Library is a shelf of ready-made messages for every stage of a deal. Browse it, copy what fits, and make it your own. Introduction Starting a template from an empty box is the slowest part of setting up your messaging. The ...