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Download a single closed transaction and hand it off to an agent — no waiting for the monthly backup.
Introduction
Someone needs one deal, and they need it now. An agent leaves and wants the files she closed with you. An auditor names three tra...
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Statuses mark where each transaction stands in its lifecycle — so your team reads any file at a glance.
Introduction
Somebody asks where a deal stands, and you shouldn't have to open it to answer. That's the job a status does, and it's why the ...
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Show your team a naming reminder right under the transaction name field, so files are named your way every time.
Introduction
Ask five people to name a file after the same house and you get five names. Unit numbers in three different places, th...
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Labels classify your transactions by property type, and they drive the checklists Pipeline auto-assigns.
Introduction
A residential closing and a commercial lease need different paperwork, and the person opening the file shouldn't have to remem...
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Turn on prebuilt fields like inspection dates and earnest money to track the details your team cares about.
Introduction
Every office tracks a couple of things a transaction doesn't show by default. An inspection date. Earnest money. A lockbox ...
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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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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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Build the fields your office needs, and Pipeline treats them like every other transaction detail.
Introduction
Every office tracks something the product doesn't ship a field for. An escrow number, a dual-agency flag, the date a buyer agency agr...
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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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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, ...