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Last Updated: 11/10/2026
in What's New Pipeline AI Is Officially Here This is a big one. Pipeline AI reads your contract and builds the transaction for you — property details, important dates, contacts, and commission info, all filled in automatically. What used to take 10–12 minutes no...
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Two-factor authentication adds a second step when you log in on a device Pipeline doesn't recognize: an email to finish logging in, with a link to click or a code to type.
Introduction
A password is one thing standing between a stranger and eve...
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Post a short message to the top of everyone's Home page to share news, a reminder, or a link with your whole team.
Introduction
There's a category of thing every agent in the office needs to know and nobody reads an email about. A commission de...
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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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A due date is what makes a task show up — on the Tasks page, in reminder emails, and on your calendar. Answers to the common questions about setting due dates, relative rules, holidays, and quieting tasks when a deal falls through.
Why don't my t...
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See your Pipeline task due dates right inside the calendar you already live in — Google, Apple, Outlook, or any app that takes a subscription link.
Introduction
Your appointments live in one calendar and your deal deadlines live in Pipeline. Wh...
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See a lead's Pipeline transaction status, dates, commission details, and recent docs right inside their Follow Up Boss profile.
Introduction
An agent chasing a deal is in Follow Up Boss. The same deal, with its dates and its paperwork, is in Pi...
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Half the story of a deal is in your inbox and none of it is on the file. Forward it to the transaction's own address and the whole conversation lands where the rest of the record already lives.
Introduction
Documents are the easy part — they wer...
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Turn a PDF from your Reference page into a reusable form with the signers named, the fields placed, and transaction details already filled in — so the doc your office sends most goes out the same way every time.
Introduction
Some documents go o...
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Not ready to send? Save the request as a draft and pick it back up when the details, the approval, or the timing finally lands.
Introduction
You've added the documents, chosen the signers, and placed every field. Then the sale price you were wa...