After authenticating your profile, you will need to accurately complete your profile information and search for your company and branch (please keep in mind your company and branch may be the same depending on the size of your organization).
After completing your profile, we recommend connecting your profile to other members of your team. This ensures that your team is invited to every transaction you join
Discover the simple process to access an agent-initiated Title | Pipe™ transaction.
When an agent initiates a Title | Pipe™ transaction, you will receive an email invitation requesting action to access the transaction.
By clicking the 'my transactions tab,' you will have access to the pipeline overview of your current Title | Pipe™ transactions.
Select the transaction to search and invite transaction participants in the role they will play. Ensuring Title | Pipe™ securely disperses the right information, to the right people, at the right time, and in the right way.
Quickly access the walkthrough guides for commonly asked questions from professionals just like you
Maintaining an up-to-date profile is important for all participants to ensure your role within the given transaction.
Your notifications settings will determine how you will be notified during a real estate transaction. Real-time notifications can include; task requests, document uploads, status changes, and more.
The Activity Feed is the log of all activity associated with your transaction . It is located in the upper right section (above transaction participants) on the transaction details page.
The My Transactions page is on overview of all of the transactions that you are associated with - known as the "Pipeline View".
The My Transactions in Title | Pipe™ provides a summary view of all the transactions that you are associated with. Also known as "The Pipeline". The My Transactions section can be adjusted to meet your viewing preferences. More specifically, there are two ways to make adjustments.
Real Estate Brokerages are often comprised of teams or groups that operate within an existing real estate brokerage but have branding, members and processes that are specific to their team. Title | Pipe enables teams to be formed as their own branch. This allows the team to exist under the Company in Title | Pipe, but as their own Branch - and can then set up their team specific branding, members and funding details.
The Title Number or File Number is the transaction ID that your Escrow Officer/Settlement Agent assigns to your transaction. This number is used by Settlement Companies and their staff to identify the file for your transaction.
The Branch Manager role is for the user that has oversight over a specific branch within any type of Company - Settlement Companies, Brokerages, Transaction Coordinator Companies all have a branch manager role. The Branch manager is a universal role that has a specific set of privileges for the branch. However the Title Manager role is specific to the Settlement industry.
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