Articles
Activity History FAQ
A transaction's history records what happened on it, who did it, and when. Answers to the common questions about what's tracked, what isn't, and how to trace a change.
Does the history show who made a change and when?
Yes. The Transaction His...
Activity History
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...
Adding a Transaction FAQ
Adding a transaction takes a name, an MLS or Transaction Number, a status, and the agents on the deal. Answers to the common questions about who can add transactions, the keyboard shortcut, and what's required to save.
Who can add a transaction? ...
Adding a Transaction
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...
Answer How Many and How Much for the Monday Meeting
How many listings did we take, how many went under contract, how many closed, and what was it worth. The search box answers all four — the count at the top of the results is the report.
Introduction
There is no monthly summary report in Pipelin...
Control What Carries Over to a New Offer
A New Offer copies almost everything. The permission category on each document is what decides the exceptions — and it works in both directions.
Introduction
The rule is short enough to memorize: a New Offer brings the listing side across and l...
Deal Falls Through, New Offer on the Same Listing
A contract dies, the property goes back on the market, and every page of listing paperwork is still perfectly good. New Offer moves you forward without rebuilding the file.
Introduction
It's the most common thing that happens to a deal that isn...
Find the Deals With Something Missing
The commission nobody entered, the close date nobody filled in, the deal nobody has touched since March. Pipeline has no "show me the blanks" button — it has four techniques that do the same job.
Introduction
There's no filter for this field i...
Load Your Past Transactions Into a New Account
Switching to Pipeline with a year of closed deals behind you? Your history comes with you, in one spreadsheet.
Introduction
Nobody starts a brokerage the day they start using Pipeline. You arrive with a back catalog: deals closed in Brokermint,...
Location
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...
Manage Both Sides of a Sale in a Single Transaction
Your office has the listing and one of your own agents brings the buyer. One transaction holds the whole deal — and permissions keep each side out of the other's paperwork.
Introduction
An in-house deal, sometimes called dual-sided, is one wher...
Move an Agent's Transactions to a Different Office
An agent moved to your other office and their deals stayed behind. Here's why that happens, and the reliable way to bring the files across.
Introduction
Two different fields are involved and they don't talk to each other. A user has a primary L...
New Offers FAQ
New Offer copies your side's details into a fresh, linked transaction. Answers to the common questions about how it differs from duplicating, the monthly quota, and why the button may not appear.
What's the difference between a New Offer and dupl...
New Offers
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...
Prove When a Document Arrived and Who Reviewed It
An auditor doesn't want the document. They want to know it arrived on the fourteenth and that a broker read it on the fifteenth. Pipeline has been keeping that record the whole time.
Introduction
Pipeline writes every action on a transaction to...
Store Buyer Broker Agreements Before You Have an Address
The agreement is signed. There's no property yet, no address, no seller. So what do you call the file?
Introduction
Since the NAR settlement, buyer-broker agreements get signed at the start of the relationship — before a showing, let alone an o...
Track a Lease or Commission That Renews Every Period
A lease that renews, a management fee that arrives monthly, a commission paid in two halves a year apart. Each period needs its own transaction — and Pipeline will spin them off for you, linked, without touching your quota.
Introduction
One tra...
Transaction Details FAQ
What you can see and change on a transaction depends on your role. Answers to the common questions about who can view and edit, admin-only fields, and finding inactive transactions.
Who can edit a transaction?
Agents added to the transaction, ...
Transaction Details
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...
Transaction Duplication FAQ
Duplication copies an existing transaction into a new one you can adjust. Answers to the common questions about who can duplicate, what gets copied, and duplicating versus creating a New Offer.
Who can duplicate a transaction?
Admins. The [Du...
Transaction Duplication
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...
Transaction ID FAQ
Pipeline identifies a transaction by the MLS or Transaction Number you enter when you create it. Answers to the common questions about who can change that number, why it can only be used once, and what to do when it's already taken.
Can agents ed...
Transaction ID
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...
Transaction Names FAQ
You choose a transaction's name and can change it any time. Answers to the common questions about renaming, whether the name has to be an address, and the name versus the MLS number.
Can I rename a transaction?
Yes. Open the transaction, clic...
Transaction Names
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...
Transaction Search FAQ
The Transactions page searches by name and filters by any field, across every status. Answers to the common questions about what the search box covers, filtering by status, and searching from anywhere.
What does the search box on the Transactions...
Transaction Search
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...
Transaction Sides FAQ
Pipeline sets sides automatically from the agents on a transaction. Answers to the common questions about how sides are decided, what L and B mean, and why a transaction might show no side.
How does Pipeline decide a transaction's side?
From t...
Transaction Sides
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...
Transactions List FAQ
The Transactions page shows your active deals by default, with columns and scope you control. Answers to the common questions about missing closed deals, choosing columns, and downloading your list.
Why don't I see my closed or sold transactions?...
Transactions List
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...
Why Can't I Add a Transaction?
If the [➕ Add Transaction] button is missing from your account, it almost always comes down to one thing: permission. Here's what's happening and how to fix it.
The Symptom
You want to add a transaction, but there's no [➕ Add Transaction] optio...