-
A user's profile holds who they are and where they work — their name, role, primary location, and license number.
Introduction
A name is spelled wrong, or somebody has legally changed theirs and the old one is still showing on every transaction...
-
The Quick Search box finds one person by name or email, or a whole group by role. Answers to the common questions about role search, getting your full roster back, and searching from elsewhere in Pipeline.
How do I find one person on my roster?
...
-
A location admin runs the day-to-day inside the locations they're given — reviewing docs, managing checklists, and seeing every transaction there.
Introduction
Ask a broker who the admins are in their account and the answer is usually a guess. ...
-
The master admin sits at the top of your account — full access to every location, every transaction, and the settings no one else can touch.
Introduction
Every account has a master admin, and in most offices it's whoever set Pipeline up. The ro...
-
You commented on a doc, the agent says they never heard about it, and the comment is sitting right there on the document. Four things can break that chain, in roughly this order of likelihood.
The Agent Can't See the Doc
This is the usual answe...
-
Emails you send out of Pipeline arrive from help@paperlesspipeline.com with your name on them, and replies come back to you.
Introduction
This is the question support hears most often about messaging: why doesn't my email say it's from me? The ...
-
A tag that comes out blank, or throws a "not an available message tag" error, is almost always pointing at something the transaction doesn't have. Here's how to find which one.
Start With a Preview
Before you chase anything, open the transactio...
-
Pipeline runs in your web browser — it works best on the latest version of any major browser.
Introduction
Pipeline is a web app, so there's nothing to install and no software to manage. If you can open a browser, you can open Pipeline, whether...
-
Open the Commission Summary for a running snapshot of your pending and closed production, month by month and year by year.
Introduction
Most questions about how the office is doing are really one question asked three ways. How much is in flight...
-
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...