Account & Billing

Something looks wrong — a document nobody remembers uploading, a client contacted by someone posing as your title company. Here's how to find out what happened and shut the door, in the order that matters. Introduction Real estate transactions ...

Your state says seven years and you have fourteen. Before you delete anything, it's worth knowing what deletion actually buys you — and what it costs, because it can't be undone. Introduction This comes up every time an office reaches a milesto...

An office wound down onto the Archive Plan and now somebody needs a file out of it. The records are all there — the only thing standing between you and them is who's allowed to sign in. Introduction The Archive Plan keeps a closed office's data...

Closing your account doesn't have to mean losing the paperwork. Collect your backups while the account is still open, and the whole archive leaves with you. Introduction You've decided to leave, and years of transactions are sitting in Pipeline...

A month's backup is downloadable for 30 days, and then it's gone from the page. The months you missed aren't lost — our Tech Team can build them again, and this is how to ask. Introduction Every month, Pipeline generates a downloadable copy of ...

An auditor named a period that reaches back years, and every transaction in it is already in your backups. This is how to get them out and into the auditor's hands. Introduction Audit requests don't arrive as a list of deals. They arrive as a s...

The office is closing, but the records still have to be reachable for years. Winding down onto the Archive Plan keeps them online and searchable without keeping you on a full plan. Introduction Some offices don't leave Pipeline so much as stop ...

Your bookkeeper wants the invoices and Pipeline doesn't send invoices. What it sends is a monthly receipt, to every master admin, with no way to redirect it — so the answer is a download and one decision about access. Introduction This question...

You've sold the company and the buyer is taking the Pipeline account with it. There's no ownership-transfer button — it's four moves in a particular order, and the order is what keeps anyone from getting locked out mid-handover. Introduction A ...

A card expires, a bank blocks a charge, a replacement is in the post. Pipeline gives you about six days and two ways to use them — and knowing the timeline is most of what keeps an account out of suspension. Introduction A declined payment isn'...

The account is closed and the records are still needed — for an audit, a lawsuit, a tax year, a deal that came back. They aren't gone. Getting them takes a reinstatement, and the sooner you ask, the less it takes. Introduction When you cancel a...

Two of your offices are becoming one. Consolidating them inside Pipeline is a handful of steps in a particular order — and getting the order right is what keeps your checklists from quietly stopping. Introduction Locations are how one Pipeline ...

You bought an office and it already runs on Pipeline. A merge brings its Locations, its deals, and its people into your account with their history attached — and closes the account they came from. Introduction An Account Merge is the acquisitio...

You're moving to a new brokerage and years of closed deals are sitting in your old company's Pipeline account. Here's what can actually come with you, and how to have it in hand before your access ends. Introduction Start with the honest answer...

A branch is changing hands, a franchise is going independent, or one brokerage just bought another. A Location Transfer carries that office into the other account whole — but what you do before the transfer decides how much of it comes across, and...

Ten years of closed deals and a plan sized for the ten you do this month. There's a way to get the history in without paying for a year of capacity you'll never use again — and the whole thing turns on timing. Introduction Your plan is a monthl...

Two offices, one bill or two? Because Pipeline prices on transaction volume rather than headcount, the answer is usually simpler than it looks. Introduction You're opening a second office. Maybe you've bought a book of business, maybe a team ha...

Deal flow moves in seasons. Your plan can move with it, and most of the savings are in the timing. Introduction Spring gets loud and December goes quiet. If you're paying all year for the volume you only hit in June, you're paying for months yo...

Several offices, maybe several brands, and one question underneath all of it: how many Pipeline accounts should you actually have? The answer isn't about price — it's about how many company identities you need to show. Introduction Most people ...

Your brand lives in a handful of places in Pipeline — your company settings, your locations, and your team's email signatures. Here's each one, in the order to update it. Introduction Brokerages change names. You picked up a new DBA, another co...

Your closing coordinator left three weeks ago and her name is still on every reminder your agents get. There's no per-email setting to hunt for — Pipeline resolves the sender the same way every time, and two fields decide it. Introduction This ...