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Every task with a due date, across every transaction you can see, on one page you can search, filter, and sort.
Introduction
The Tasks page works like a calendar: it lists the tasks that carry dates. A task with no date still sits on its checkl...
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Last Updated: 11/10/2026
in More Guides By Topic Contacts Keep the escrow officer, the lender, and the co-op agent right on the transaction, where anyone working the deal can find them.
Introduction
Half the people on a deal don't work at your brokerage. The escrow officer, the lender, the co-op agent...
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Last Updated: 11/10/2026
in More Guides By Topic Documents Every document you file carries a permission category, and choosing it is what puts the right paperwork in front of the right people. You can change it afterwards, on one document or on thirty at once.
Introduction
Every screen that puts a docu...
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Last Updated: 11/10/2026
in More Guides By Topic Documents Leave a note right on a doc and it travels with the document — your team sees it, the agent hears about it, and Transaction History keeps the record.
Introduction
Page three came back without an initial. You need the agent who uploaded it to ...
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Every email you send from Pipeline signs off for you. Set your own signature and it's your name, your contact details, and your look at the bottom of each one.
Introduction
The bottom of an email is where a client goes looking for your cell num...
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Download the Usage by Agent report to see who's logging in, who's uploading, and who hasn't touched Pipeline at all.
Introduction
You set the logins up months ago. The question now is which of them anyone is actually using, and that's not somet...
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Choose which details lead your company's coversheet and which fields appear on it at all.
Introduction
Escrow wants the deal on one page. So does the agent on the other side, and so does the client who asks where things stand. Somebody in your ...
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Track where your business comes from by tagging each transaction with its lead source, then measure what's working on reports.
Introduction
Marketing spend is easy to justify and hard to prove. You know roughly where business comes from, and ro...
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A cap only works if Pipeline knows two numbers about each agent and can see the deals behind them. Set those, and the warning finds you while you're entering the commission that crosses the line.
Introduction
Most brokerages run some version of...
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Agent Commissions gives the office a single agent's sales volume and commission figures for a period, while the per-transaction statement covers one deal at a time. Answers to the common questions about running, reading, and sharing them.
What's ...