What's New

Bulk add doc names :  When setting up Standard Document Names, paste in your list of doc names to save time and minimize errors. Learn how to bulk add doc names here → Agent communication of task completion :  Agents can indicate to admins...

Hide completed tasks on transaction checklists :  Make checklists cleaner and easier to work with by setting completed tasks to be hidden on transaction checklists. Hidden tasks can be displayed at any time with a single click. Learn how to hi...

On-demand transaction reporting:  Build ( and save ) custom reports that pull the exact transactions you need to see. The Advanced Search area allows you to combine search and filter criteria for all the primary transaction fields, including date...

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...

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 ...

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 con...

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 ...

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...

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 co...

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 ...