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Agent fees are what an agent pays the brokerage out of their own share of a commission: office admin, E&O, B&O tax. Set them up once and they're ready on every transaction.
Introduction
Every brokerage takes something back from its agents at cl...
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When a buyer or seller pays something on top of the commission, that's a client fee — collected at closing and routed to your brokerage or to the agent.
Introduction
A buyer pays a transaction fee. A seller offers your agent a bonus for getting...
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Last Updated: 11/10/2026
in More Guides By Topic Documents Switch on duplicate prevention and Pipeline checks every agent's upload against what's already on the transaction, so the same file can't land twice.
Introduction
The same signed disclosure has a way of arriving twice: once from the agent who s...
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Last Updated: 11/10/2026
in More Guides By Topic Documents A doc has landed in Unassigned and now it needs a home. Assigning is the step that puts it on the right transaction, with the right name and the right permission category.
Introduction
Until somebody says which deal it belongs to, a document th...
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Last Updated: 11/10/2026
in More Guides By Topic Documents Email, forward or scan docs into Pipeline without logging in. Pipeline pulls the attachments into Unassigned, ready to file on the right transaction.
Introduction
You can get docs into Pipeline without logging in, opening a transaction, or uplo...
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An agent's assistant needs that agent's files and nothing else. Add them to each transaction and the rest of the office stays invisible.
Introduction
One of your producers has hired help. The assistant works for the agent, not for the brokerage,...
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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. ...
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Autofill Tags let Pipeline do the typing. Drop a tag into a message template and the transaction's own details fill themselves in every time you send.
Introduction
An autofill tag is a placeholder you put in a message where a real value belongs...
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Save a message you send often, then reuse it in a couple of clicks the next time a transaction needs it.
Introduction
Message templates are the messages you send over and over, saved once and kept in your own profile. The welcome note to a new ...
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Pipeline runs in your mobile browser rather than a downloaded app. Answers to the common questions about whether there's an app and which browser to use.
Is there a Paperless Pipeline app to download?
No separate app — Pipeline runs in your mo...