Search, Navigation & Reporting

Every contact your office has ever added to a transaction, in one spreadsheet you can sort, share, or load into another tool. Introduction Pipeline keeps contacts where the work is, on the transactions they belong to. That's the right place for...

One click gives you every transaction your account has ever had, with every column, in a single file. Introduction The question that needs this one is usually awkward. An audit that wants every transaction the office has ever had. A comparison ...

Some of Pipeline's lists come out as their own spreadsheet — your user roster and a transaction's checklist timeline, ready to work with offline. Introduction Transactions and contacts are the exports people go looking for. Two smaller ones sit...

Take your transactions out of Pipeline as a spreadsheet — search and sort first, and download exactly the list you shaped. Introduction Somebody wants a list. The state wants two years of transactions for an audit, the franchise wants its own t...

Recently Viewed keeps your last five transactions one click away on the Home page, so picking up where you left off doesn't mean searching for it again. Introduction Most days you're moving between the same handful of files. Recently Viewed is ...

Your Home page opens on a row of live counts: closings this week, tasks due today, docs waiting on you — so you can see what needs attention before you click into anything. Introduction You open Pipeline and the first question is the same as ye...

Pipeline tells you when something has shipped. A What's New tile appears on your Home page and takes you straight to what changed. Introduction You log in, something looks different, and you'd like to know what it was. Or you've had a head-down ...

Open the Commission Summary for a running snapshot of your pending and closed production, month by month and year by year. Introduction Most questions about how the office is doing are really one question asked three ways. How much is in flight...

See how this year stacks up against last: Comparative Production lines the same month up across several years, so seasonal patterns show themselves. Introduction Every brokerage has a story about its year, and most of them are told from memory....

Track the health of your listing side: how many listings you took, what they were worth, and what the average list price was over the periods you choose. Introduction The listing side of a brokerage is easy to feel and hard to prove. You know w...

Forecast what's coming: the Pending Inventory Report totals the sales volume and the commissions sitting in your pending transactions. Introduction Knowing what closed last month is history. Knowing what's about to close is the number you actua...

A search you run every morning doesn't need rebuilding every morning. Save it once and it's one click away in your left menu, for as long as you want it there. Introduction Every morning it's the same list. This month's closings, one agent's pe...

Show the fields your job runs on and hide the rest. Your column choices are personal to you, and Pipeline holds them for next time. Introduction A transaction carries more fields than any one person reads in a day. A coordinator wants close date...

Sort any list on the column that matters to the job in front of you. Which lists hold that order for next time, and which start fresh, is worth knowing before you set one. Introduction You sorted the Transactions page by close date on Monday and...

Some transactions need watching. Save the search that finds them as a flag, and Pipeline marks every match on your Transactions page for you. Introduction A Transaction Flag is a search you've saved with a colored flag attached to it. Once it's...

Reach any transaction in your account from one box in the upper-left corner — type a name to look across every field at once, or pick a single field and search inside just that. Introduction You're after a transaction that isn't on the list in ...

Pipeline keeps the searches you've just run, so you can pick one back up without rebuilding it. Introduction Some searches you run twice in an afternoon. An agent's pending deals, everything carrying a particular doc label, a street name you ke...

Start typing on your Home page and your active transactions narrow as you go — click one and you're in it. Introduction You're on the phone and you need the file. Not a search page, not a list to scroll, the actual transaction, now, while the p...

Total Usage is the Reports page's account-wide view, counted from the day your account was created. It's a different screen from the Current Usage panel that tracks this month's billing quota. Introduction Two screens in Pipeline use the word u...

Download the Usage by Agent report to see who's logging in, who's uploading, and who hasn't touched Pipeline at all. Introduction You set the logins up months ago. The question now is which of them anyone is actually using, and that's not somet...