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Some tasks on a checklist just don't apply to a given deal — mark them Not Applicable to set them aside without pretending they're done.
Introduction
Checklists are built for the general shape of a deal, not the one in front of you. A cash sale...
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Last Updated: 11/10/2026
in More Guides By Topic Contacts Type a few letters and Pipeline offers the people you've already worked with, details and all — so a repeat escrow officer or lender lands on the transaction without retyping a thing.
Introduction
You work with the same escrow officers, lenders...
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Connect Pipeline to QuickBooks, your CRM, or a spreadsheet, and let a transaction changing status kick off whatever comes next.
Introduction
Something happens on a deal and three other systems need to know about it. A bill has to be drafted, a ...
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A TC touches every file in your office but shouldn't own any of them. Three setups, and the one you pick decides what they see.
Introduction
There's no "TC" role in Pipeline. You build one out of a user and a set of permissions, and that's a goo...
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The master admin sits at the top of your account — full access to every location, every transaction, and the settings no one else can touch.
Introduction
Every account has a master admin, and in most offices it's whoever set Pipeline up. The ro...
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The Message Template Library is a shelf of ready-made messages for every stage of a deal. Browse it, copy what fits, and make it your own.
Introduction
Pipeline comes with a set of prewritten messages you can copy instead of starting from a bla...
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We train admins on the product and give you the material to train your agents on your own process. Answers to the common questions about who trains whom, where the videos are, session recordings, and what we set up for you.
Was the session record...
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Add a transaction, upload docs, jump between pages, and page through a preview from the keyboard.
Introduction
A few moves come up all day: starting a transaction, uploading documents, opening the edit page for the transaction you're viewing, a...
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See how this year stacks up against last: Comparative Production lines the same month up across several years, so seasonal patterns show themselves.
Introduction
Every brokerage has a story about its year, and most of them are told from memory....
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See and update the information that makes up a transaction — its dates, prices, agents, docs, and more.
Introduction
Everything about a deal has to live somewhere. In Paperless Pipeline it lives in one place: open a transaction and the whole fi...