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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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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...
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Pipeline records every change on a transaction — search that history by action, person, or date.
Introduction
Most days, nobody asks about a transaction's past. Then an auditor wants to know when a disclosure came in, or a field doesn't match w...
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Restart a deal or take the next offer as a new transaction, linked to the one before it.
Introduction
A buyer backs out two weeks before closing and the house goes back on the market. A listing expires and the seller signs on again. A second bu...
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Agents who move up a tier after generating enough for the brokerage get tracked automatically, and Pipeline warns you on the transaction that takes them over.
Introduction
An agent caps, nobody notices, and the check goes out at the old split. ...
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The Compensation Disbursement Authorization tells your closing agent how the commission should be split — and Pipeline builds it from the numbers you enter on the transaction.
Introduction
Somewhere between your office and the closing table, so...
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Last Updated: 09/11/2026
in More Guides By Topic Documents Docs that share a base name fold into a single group on the transaction, with the newest version up front and every other version tucked behind it.
Introduction
The same form tends to come back three times: a draft, a version signed by the sell...
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Narrow the Transactions page to exactly the deals you need — search by name, filter by any field, sort the result, and download it.
Introduction
Finding one deal is the easy half. The harder question is usually a list: every file one coordinato...
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The closed-business record — every closed transaction in your period, with the commission and fees your company collected and what it paid back out.
Introduction
Year-end arrives and your accountant doesn't want a total. They want the closings ...
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Last Updated: 11/10/2026
in More Guides By Topic Automation Start each day knowing exactly what's due — Pipeline emails you a rundown of the tasks that are overdue, due today, and due tomorrow.
Introduction
The first question of the day is what's late. The second is what's due before you get to tomorrow...