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The accounts inside your Enterprise are still whole accounts, with their own users, their own settings, and their own bill. The portal is how you reach them.
Introduction
The worry when offices get grouped together is that they stop being their...
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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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Last Updated: 11/10/2026
in More Guides By Topic Documents One scanned stack, many documents. Break a doc apart to split it into separate docs, pull out the pages you need, and name each one as you go.
Introduction
A scanner doesn't know where one document ends and the next begins, so a single upload a...
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Every transaction has a built-in message area — write a note for your own records, or send an email with docs attached, without leaving the deal.
Introduction
The conversation on a deal tends to scatter. Some of it sits in your sent folder, som...
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A due date is what puts a task on your Tasks page, into your reminder emails, and onto your calendar — and taking it back off is how you quiet a task you no longer need.
Introduction
A task with no due date sits on its checklist and waits for s...
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How long does Pipeline keep your data? Here's what stays, what's recoverable, and for how long.
Introduction
Real estate records outlive the deal. A state audit, a lawsuit, or a referral dispute can land years after closing, and your license us...
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Last Updated: 11/10/2026
in More Guides By Topic Documents Build a shared list of your company's document names, and everyone on your team names the same form the same way — with your preferred label and permission category already attached.
Introduction
Your office handles the same forms on every deal...
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Deductions come out of the brokerage's share or an agent's share of a commission and get paid to someone else — an in-house teammate or an outside company.
Introduction
Not every dollar on a closing goes to the brokerage or the agent. The trans...
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Add a Location to give an office, team, or group its own users, transactions, and permissions.
Introduction
You're opening a second office, or a group inside your company needs its files kept apart from everyone else's. Either way the move is t...
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Ready to run commissions out of Pipeline? A master admin can switch the Commission Module on from inside your account, and the first 30 days are free.
Introduction
Right now your office calculates commissions somewhere else: a spreadsheet, an a...