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Pipeline has no vendor report. It does have a search that answers the question one vendor at a time, and a way to make that search repeatable. Introduction The question sounds like a report and isn't one. Which lenders are we actually sending b...

Global Search reaches every transaction you have access to, in any status, from one box in the upper-left corner. Answers to the common questions about what it searches, which fields you can scope to, and what it won't match. Where is Global Sear...

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...

Pipeline has no coordinator field. It has four ways to make one, and which fits depends on how your office is built. Introduction Two or three coordinators share an account, everyone's files sit in the same list, and there's no column that says...

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...

A search that comes back empty for something you know exists is almost always a matching problem, not a missing transaction. Here's how to spot which one you've hit. The Transaction Exists, But Search Returns Nothing Pipeline matches the exact ...