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Last Updated: 11/10/2026
Need a hand? The quickest way to reach us is right inside Pipeline — and a real person on our team reads every message.
Introduction
When something in Pipeline isn't working or doesn't make sense, you can write to our support team from inside P...
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Last Updated: 04/10/2026
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Last Updated: 11/10/2026
in I am an admin.
Admin Version
View Agent Version ↗
Let Pipeline AI do the reading, and review what it gets ready for you.
Introduction
Pipeline AI is the AI built into Pipeline. It reads your real estate documents so you and your team don't h...
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Last Updated: 11/10/2026
in More Guides By Topic Documents Drag a stack of PDFs in or pick them from your computer — docs go straight onto a transaction, or into Unassigned to file later.
Introduction
Sometimes the paperwork is already sitting on your computer and there's nothing to forward. Uploading ...
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Last Updated: 11/10/2026
in More Guides By Topic Pipeline AI
Choose who can use Pipeline AI, and limit what it costs once your monthly credit is used.
Introduction
Pipeline AI Settings is the one page where a master admin decides how Pipeline AI works for your office. Pipeline AI works with nothing to s...
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Last Updated: 11/10/2026
in I am an agent.
Agent Version
View Admin Version ↗
Send in your deal documents, and review what Pipeline AI gets ready from them.
Introduction
Pipeline AI is the AI built into Pipeline. It reads your real estate documents so you don'...
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Last Updated: 11/10/2026
in More Guides By Topic Documents Click a doc's name and it opens right there on the page — read it, page through it, and keep working without downloading a thing.
Introduction
Most of the time you don't need the file, you need to look at it. Checking one initial shouldn't cost...
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Paperless Pipeline protects your data with bank-grade encryption, isolated accounts, and PCI-certified infrastructure — with simple ways to add your own layer on top.
Introduction
People arrive at this page for one of two reasons: they're evalu...
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Last Updated: 11/10/2026
in More Guides By Topic Pipeline AI
Review the Add Transaction form AI Create fills in from a contract, then add the transaction.
Introduction
AI Create is the part of Pipeline AI that turns a contract into a new transaction, so you review it instead of typing it in. When some...
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Last Updated: 11/10/2026
in More Guides By Topic Pipeline AI
Review the name and transaction AI Assign picked for each new doc in Unassigned , then assign it.
Introduction
AI Assign is the part of Pipeline AI that sorts the docs coming into Unassigned , so they're ready for you to assign. It works on ...