Transactions

Pipeline records every change on a transaction — search that history by action, person, or date. Introduction Most days a transaction's past doesn't come up. Then an auditor asks when a disclosure was turned in, or a field reads differently tha...

Add a new transaction to start tracking a listing or sale in your company's Pipeline account. Introduction A deal becomes real somewhere between the signature and the paperwork, and the first thing anyone in the office does about it is open a f...

Every transaction sits in one of your offices, and its Location is the field that says which. A master admin can change it at any point in the deal. Introduction A deal went in under the wrong office, or the agent who ran it has since moved to a...

Restart a deal or manage multiple offers without starting over — New Offer gives you a clean, linked transaction. Introduction A buyer walks two weeks before closing and the listing goes back on the market. The instinct is to reach into the tra...

See and update the information that makes up a transaction — its dates, prices, agents, docs, and more. Introduction Everything about a deal has to live somewhere. In Paperless Pipeline it lives in one place: open a transaction and the whole fi...

Reuse an existing transaction as the starting point for a new one. Introduction Some transactions are almost the same transaction. Twenty lots in one subdivision, or every file you open for the same builder, differ by an address and not much el...

Every transaction carries identifying numbers that tell it apart from every other one in your account. Introduction Two deals on the same street, or the same client buying twice in a year, and the name alone stops being enough to tell them apar...

A transaction's name is how you'll recognize it at a glance — set it to match your office's convention. Introduction A busy Transactions list is mostly names. You scan it, you read addresses, and how fast you land on the right deal comes down t...

Narrow the Transactions page to exactly the deals you need — search by name, filter by any field, sort the result, and download it. Introduction Finding one deal is the easy half. The harder question is usually a list: every file one coordinato...

Pipeline figures out whether you're on the listing side, the buying side, or both — automatically. Introduction Somewhere on a deal you have to know which side you're on. Most people go looking for the field where they set it. There isn't one...

The Transactions page lists every transaction you have access to — shaped by the columns you pick, the order you sort, and the scope you set. Introduction Most of the day you aren't hunting for one particular deal. You're looking at all of them...

Tag a user as an assistant on a transaction — they help with the file without taking sales credit or commission. Introduction Plenty of the work on a deal isn't done by the agent whose name is on it. A coordinator uploads the paperwork, an assi...

Put the right agents on each side of a transaction so Pipeline credits the deal correctly and everyone can open the file and work it. Introduction Assigning agents is how you attach the in-house people working a deal to the transaction itself. ...

Record the agent from the other brokerage for reference, without giving them any access to your transaction. Introduction On a co-op deal, half the people you have to reach don't work for you. The agent at the other brokerage is someone your te...

Put your contract's deadlines on the deal itself. The Contingency Dates section holds the earnest money, inspection, loan approval, appraisal, and option period dates your file runs on. Introduction A contract arrives with five deadlines in it, ...

Choose which details lead your company's coversheet and which fields appear on it at all. Introduction Escrow wants the deal on one page. So does the agent on the other side, and so does the client who asks where things stand. Somebody in your ...

Build the fields your office needs, and Pipeline treats them like every other transaction detail. Introduction Every office tracks something the product doesn't ship a field for. An escrow number, a dual-agency flag, the date a buyer agency agr...

Pre-fill the More Info, Admin Info, and Commission Summary fields on every new transaction so nothing important gets forgotten. Introduction You ask for the lockbox code on every deal and you get it on about half of them. Chasing a missing deta...

Track where your business comes from by tagging each transaction with its lead source, then measure what's working on reports. Introduction Marketing spend is easy to justify and hard to prove. You know roughly where business comes from, and ro...

Turn on prebuilt fields like inspection dates and earnest money to track the details your team cares about. Introduction Every office tracks a couple of things a transaction doesn't show by default. An inspection date. Earnest money. A lockbox ...

Labels classify your transactions by property type, and they drive the checklists Pipeline auto-assigns. Introduction A residential closing and a commercial lease need different paperwork, and the person opening the file shouldn't have to remem...

Show your team a naming reminder right under the transaction name field, so files are named your way every time. Introduction Ask five people to name a file after the same house and you get five names. Unit numbers in three different places, th...

Statuses mark where each transaction stands in its lifecycle — so your team reads any file at a glance. Introduction Somebody asks where a deal stands, and you shouldn't have to open it to answer. That's the job a status does, and it's why the ...

Download a single closed transaction and hand it off to an agent — no waiting for the monthly backup. Introduction Someone needs one deal, and they need it now. An agent leaves and wants the files she closed with you. An auditor names three tra...

Flag an individual transaction so it lands in your next monthly backup, even when Pipeline wouldn't pick it up automatically. Introduction You're editing a transaction and there's a checkbox about next month's backup. The question it raises is ...

Deleted a transaction by mistake? Our team can often bring a recently deleted one back — here's how recovery works. Introduction Deleting a transaction in Paperless Pipeline is permanent. There's no recycle bin and no self-serve undo, and confi...

The money on a deal lives on the deal. A transaction records what your office expects to earn, and once commissions are entered it shows what each person is owed. Introduction Somebody asks what an agent is getting on a closed deal, and the answ...

Access decides who can open a transaction and see what's inside it — and in Pipeline, that comes down to who's on the transaction and who can view everything in its location. Introduction A transaction in Paperless Pipeline is visible to a spec...

Permissions decide what someone can do to a transaction: create it, edit its fields, change its status, or delete it. You set them per user, per location. Introduction Two people can be inside the same transaction and still not be able to do th...