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A search you run every morning doesn't need rebuilding every morning. Save it once and it's one click away in your left menu, for as long as you want it there.
Introduction
Every morning it's the same list. This month's closings, one agent's pe...
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Some transactions need watching. Save the search that finds them as a flag, and Pipeline marks every match on your Transactions page for you.
Introduction
A Transaction Flag is a search you've saved with a colored flag attached to it. Once it's...
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Put your contract's deadlines on the deal itself. The Contingency Dates section holds the earnest money, inspection, loan approval, appraisal, and option period dates your file runs on.
Introduction
A contract arrives with five deadlines in it,...
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Pre-fill the More Info, Admin Info, and Commission Summary fields on every new transaction so nothing important gets forgotten.
Introduction
You ask for the lockbox code on every deal and you get it on about half of them. Chasing a missing deta...
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Where a referral fee comes from changes everything about how you enter it. Three placements, one decision — and picking the wrong one quietly moves money between the brokerage and the agent.
Introduction
Every referral question that reaches supp...
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Set the most your office can spend on signature requests in a month, then pay only for the blocks your team actually sends.
Introduction
Pipeline eSign is a paid add-on, separate from what you already pay for Pipeline. That catches offices out,...
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Pipeline AI is billed by the run, and a run only happens when somebody asks for one. Answers to the common questions about what a run is, what it costs, and what's included.
How much does Pipeline AI cost?
$1.00 per AI run. A run is one pass ...
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Log in with the email address on your profile and your password to get to your company's account.
Introduction
Your office sets up your Paperless Pipeline login when it adds you to its account. Your welcome email brings a temporary password, an...
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Last Updated: 11/10/2026
in More Guides By Topic Automation Set a checklist template to add itself to a transaction the moment that transaction's status, side, or label matches the rule you choose.
Introduction
A new file goes in and the same checklist goes on it. Buyer side gets the buyer list, listing...
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Last Updated: 11/10/2026
in More Guides By Topic Automation Let Pipeline retire a listing on its expiration date, so nothing lingers on your active list past the day the agreement ended.
Introduction
Every listing has an end date, and automatic listing expiration puts that date to work. When a transacti...