What's New

Create Clean New Buyer Offers in Seconds When a transaction is buyer-side only, New Offer now works smarter, creating a new transaction that only brings over the buyer-related fields, contacts, and docs you need, and nothing you don’...

Send Reference Docs Directly from Transactions Save time and steps by attaching Reference documents directly to messages you send from transactions. It’s a fast, natural way to share the docs your team uses everyday, right from where you’r...

Save Time on New Offers by Not Having to Remove Buyer Side Contacts When initiating a New Offer on a transaction, any buyer-side contacts will no longer be carried over automatically. This means you can now enter fresh buyer contacts on New Of...

Default Value for Commission Summary Now Available to All Accounts To help meet recent NAR Settlement requirements and simplify tracking compensation sources, all Pipeline accounts may now set a default value for the Commission Summary f...

Enter Dual Buyers or Sellers Once and Forget It When there are two buyers or two sellers on a transaction, you can enter them both directly on the  Add  or  Edit Transaction  page. Doing so will automatically add them as contacts on the tr...

Break Apart: Split and Name Docs While Zoomed In If you need to get a closer look at a doc as you're breaking it apart, you can now complete the entire process while zooming in on a single page. You can now split, name, and assign permissions to y...

Duplicate Transaction: The Time-saving Tool You Didn't Know You Needed Say goodbye to repetitive manual transaction entries. Pipeline's new Duplicate Transaction option can streamline your team's workflow in unique and creative ways...

Break Docs Apart Faster By Pointing And Clicking Extracting pages and breaking large docs into smaller docs is now faster, easier, and more intuitive. Preview the doc's pages in thumbnail or enlarged form, then click the scissors in between the...

Get Signed DocuSign docs into Pipeline without lifting a finger Docs you send for DocuSign signature from Pipeline will now be automatically imported back into Pipeline once they've been fully executed...no upload needed! Once docs are fully ex...

Easily track custom information important to your team with optional pre-set and custom fields Optional Pre-set Fields  From Company Settings , click to turn on any of the following fields your office needs to track on transactions. Ear...