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One listing agreement arrives and one file carries the deal to the closing table: the transaction is built from the contract, the checklist applies itself, documents and email land on the record, signatures come back on their own, and the commission...
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Type your question the way you'd ask a coworker, and search brings up the articles that match.
Introduction
Most things in Pipeline have more than one article, and each one answers a different question. Say an agent can't see a document:
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Last Updated: 11/10/2026
in I am an admin. One deal from the day it opens to the month it closes. Put a real property through this once and the rest of the system explains itself.
Introduction
Putting the agents on a transaction is what opens the file to them, credits the deal to them, ...
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Last Updated: 11/10/2026
in I am an agent. The deals you are on are the deals you can open. Here is how to find them, work them, and understand why one is or is not yours.
Introduction
Access comes from being assigned to a transaction. Not from having created it, and not from having ema...
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Master admins build eSign forms from the PDFs on your Reference page, and every field stays editable when a request goes out. Answers to the common questions about who builds forms, what you can put on them, and what a sender can change.
Who can ...
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A draft holds a signature request exactly as you built it: the documents, the signers, and every field you placed, waiting until you're ready to send. Answers to the common questions about saving, finding, and finishing one.
Where do I find a req...
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The Zapier integration sends transaction data out of Pipeline when a transaction changes status, and a master admin owns the setup. Answers to the common questions about what it connects to, what it sends, what it costs, and what it can't do.
Who...
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The YTD Pop-up reads from closed transactions inside the agent's current fiscal year, so what it shows depends on close dates as much as on the agent. Answers to the common questions about zero balances, date ranges, and the commission notes at the ...
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Welcome emails carry a user's login details and invite them into Pipeline, on your schedule. Answers to the common questions about resending a welcome, skipping it during setup, and what it resets.
I skipped the welcome email when I added the use...
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The Manage Users page lists your active users, with each person's record a click away. Answers to the common questions about where to find it, who can see it, deactivated users, and downloading your roster.
Where do I find my list of users?
Un...