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Every request you've sent sits in one list, so you can see who has signed and who is holding things up. When the last signature lands, the signed document comes back to Pipeline on its own.
Introduction
Once a request is out, the waiting starts...
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Last Updated: 11/10/2026
in More Guides By Topic Pipeline AI
Review the changes AI Update pulled from a counteroffer or addendum, then save the ones you want.
Introduction
AI Update is the part of Pipeline AI that keeps a transaction current when the terms change, so you don't have to find what changed ...
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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 ...
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Last Updated: 11/10/2026
in More Guides By Topic Documents The Reference page lists every doc and link your office has posted, grouped into categories — browse it, search it by name, and take what you need without leaving Pipeline.
Introduction
An agent needs the current listing agreement and needs it ...
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Last Updated: 11/10/2026
in More Guides By Topic Pipeline AI
Review the documents AI Break Apart found inside a packet in Unassigned , then break it apart.
Introduction
AI Break Apart is the part of Pipeline AI that finds the separate documents inside a packet, so it's ready for you to break apart. It ...
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Build a checklist once as a template, then let Pipeline apply it to every transaction that needs it.
Introduction
Every listing needs the same set of documents, and typing them onto each new transaction is work you already did last week. A chec...
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Last Updated: 11/10/2026
in More Guides By Topic Documents Color-coded tags you name once and apply to any doc, so your team can spot, sort, and filter documents at a glance.
Introduction
Open a transaction carrying forty documents and the question is always the same one: where are the disclosures? The...
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Connect your own DocuSign account to Pipeline and send documents for signature without leaving a transaction — signed copies come back on their own.
Introduction
DocuSign is a separate e-signature service, and Pipeline plugs into it. Once your ...
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Last Updated: 11/10/2026
in More Guides By Topic Documents Your company's Reference page is the shared library — the blank forms, disclosures, training material, and links an admin posts once so nobody on the team has to hunt for them.
Introduction
Every brokerage has the same small pile nobody should ...
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Manage Commissions is the one screen where you record a transaction's money, and it's what your CDA and every financial report are built from.
Introduction
Every closed deal has a story in numbers: what it sold for, what the office earned, what...