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Last Updated: 02/06/2025
in What's New Enhance your account's security with two-factor authentication Two-Factor authentication is an optional setting that adds an additional layer of security to your Pipeline account. When two-factor authentication is enabled on the Company Settings ...
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Last Updated: 02/06/2025
in What's New Admins, you can now share your saved message templates with agents. Previously you could only share with other admins. Easily scan transaction notes: Transaction notes are now shown collapsed. This will make it easier for you to scan them quic...
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Last Updated: 02/06/2025
in What's New Quickly search a transaction's documents: There's a new search option above the documents area of every transaction. Use it to instantly locate a document. And many more small improvements. Read the blog post for more info →
COMMISSI...
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Last Updated: 02/06/2025
in What's New Recover deleted docs: Master admins and document deleters can recover docs deleted from transactions as well as unassigned docs. Click the "Deleted Docs" option from the left-hand menu of the transaction or the Unassigned Docs section to locate an...
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Last Updated: 02/06/2025
in What's New Format notes and send structured emails from transactions: Format transaction notes and messages with bolded text, italics, bulleted lists, etc. Pipeline now supports the popular and easy-to-learn Markdown formatting method to give you better cont...
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Last Updated: 02/06/2025
in What's New View more information about an agent by hovering over their name on a transaction: Admins can view an agent's start date, license number, and more info by hovering over an agent's name on a transaction. Agents are not allowed to see each other's i...
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Last Updated: 02/06/2025
in What's New COMMISSION MODULE View Transaction Gross Commission and Franchise Fee on Agent Income Report: The Agent Income Report now includes Transaction Gross Commission and Franchise Fee amounts, allowing you to see the total commission produced by the ag...
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Last Updated: 02/06/2025
in What's New Copy doc comments to messages in one click: Instantly copy your doc comments into a note or email by dragging them into the message area. Learn how here → Include contacts when sending a coversheet. Now you can choose whether you'd like conta...
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Last Updated: 02/06/2025
in What's New Customize your message templates with automatic (auto-fill tags): Select from a list of auto-fill tags when creating a message template. The system will automatically replace each tag with the appropriate value from the transaction whenever you us...
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Last Updated: 02/06/2025
in What's New Track lead sources to measure the effectiveness of your advertising campaigns: Record buyer and seller lead sources on transactions. View a lead source aggregate report. View lead source information on other financial reports. Learn more about l...