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Pipeline identifies a transaction by the MLS or Transaction Number you enter when you create it. Answers to the common questions about who can change that number, why it can only be used once, and what to do when it's already taken.
Can agents ed...
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Defaults cover three fields, seed new transactions, and stay fully editable. Answers to the common questions about which fields qualify, existing transactions, and who can set them.
Which fields can have a default value?
More Info, Admin Info,...
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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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Download a single closed transaction and hand it off to an agent — no waiting for the monthly backup.
Introduction
Someone needs one deal, and they need it now. An agent leaves and wants the files she closed with you. An auditor names three tra...
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Access decides who can open a transaction and see what's inside it — and in Pipeline, that comes down to who's on the transaction and who can view everything in its location.
Introduction
A transaction in Paperless Pipeline is visible to a spec...
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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
Every office has a ...
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At the start of each month, a single spreadsheet lands in your inbox with last month's charges for every account in your Enterprise.
Introduction
Closing the books on twelve offices means twelve sets of charges, and none of them sit anywhere yo...
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Last Updated: 08/28/2026
in What's New Break Docs Apart Faster By Pointing And Clicking Extracting pages and breaking large docs into smaller docs is now faster, easier, and more intuitive. Preview the doc's pages in thumbnail or enlarged form, then click the scissors in between the d...