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Every month, Pipeline builds a downloadable copy of your account so you always have an offline record of your transactions and documents — yours to keep, whether you're just being cautious or planning ahead.
Introduction
Most offices never down...
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Reinstatement brings a closed account back when it's still recoverable, reviewed by our team on request. Answers to the common questions about getting your data back, timing, and cost.
Can I reinstate an account I canceled?
Often, yes — reach ...
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Last Updated: 09/09/2026
in More Guides By Topic Automation Commission splits often change on an agent's start-date anniversary, so Pipeline reminds your admins five days ahead.
Introduction
Most brokerages reset an agent's split or their cap on the anniversary of the day they started. It's a real chang...
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Business holidays are the per-year list of days your office is closed, and Pipeline uses them only where a rule counts business days. Answers to the common questions about federal holidays, planning ahead, and what changes when you add one.
Does ...
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Build a new checklist template from scratch — name it, pick the locations that use it, and load it with the tasks a deal depends on.
Introduction
Every office has a process that lives in somebody's head. The eleven things that have to happen be...
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The tasks on a checklist are the documents to collect and the steps to finish on a transaction.
Introduction
A checklist template is an empty shell until you tell it what to track. Document Names or Tasks to Track is where that goes: one line...
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Pipeline's built-in reminder gives your agents five days' notice. Any lead time longer than that, you build yourself — out of a single checklist task.
Introduction
Five days is enough to notice a listing is expiring. It isn't enough to reach th...
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Mark a task as a key date and its deadline flows onto coversheets, calendars, and your emails.
Introduction
Most tasks on a checklist are work. A few are dates the whole deal turns on: acceptance, the inspection deadline, the day it closes. Fla...
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One flag turns a checklist task into a milestone — and milestones show up on your coversheets, in your calendar, and inside your client emails.
Introduction
A key date is a checklist task you've flagged with the key icon. That's the whole defin...
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The Checklists area is where a transaction's checklists live — expand them, reorder them, and set how they display.
Introduction
Every transaction keeps its checklists in one place, in the left menu under Checklists. Whatever landed on the deal...