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Last Updated: 09/11/2026
in More Guides By Topic Pipeline AI Upload a signed contract and a filled-in transaction comes back — AI Create does the typing, so you review what Pipeline pulled, add what's missing, and save.
Introduction
Opening a new file means reading the contract and typing what it says ...
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AI Create reads your contract and fills the transaction in for you. Answers to the common questions about what it pulls, which documents it handles, and how it sits alongside manual entry.
What does AI Create pull from my document?
The transac...
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The signed listing agreement already holds the property, the sellers, the dates, and the price. Hand it to Pipeline and the file builds itself while you check the work.
Introduction
New listing intake is the same twenty minutes every time. Some...
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Inside an Enterprise, the card on file is controlled from the Enterprise Portal — so a missing [Update Credit Card] option is almost always permissions, not a bug. Here's how to tell which wall you've hit.
[Update Credit Card] Isn't in Your Admin...
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At the start of each month, a single spreadsheet lands in your inbox with last month's charges for every account in your Enterprise.
Introduction
Closing the books on twelve offices means twelve sets of charges, and none of them sit anywhere yo...
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Pipeline emails the Combined Billing Report to Enterprise Admins at the start of each month, covering the month just ended. Answers to the common questions about who gets it, what's in it, and what to do when it doesn't arrive.
Who receives the C...
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In an Enterprise, billing runs from one place. The Enterprise Admin controls the card on file for every member account, and can hand that control to a master admin whenever an office would rather manage its own.
Introduction
An office admin goe...
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Billing for every account in an Enterprise runs through the Enterprise Admin, from the Enterprise Portal. Answers to the common questions about who can update a card, delegating billing to a master admin, and what each account is charged.
Who can...
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The accounts inside your Enterprise are still whole accounts, with their own users, their own settings, and their own bill. The portal is how you reach them.
Introduction
The worry when offices get grouped together is that they stop being their...
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Every account in an Enterprise stays a complete account, and moving one in or out is a request rather than a switch. Answers to the common questions about adding accounts, leaving an Enterprise, and who pays for what.
Can an account that already ...