Pipeline Pipeline Used for collecting information when speaking to a client that is looking for a home. Mortgage Banker*Steve CurringtonKacey JonesRealtor Name*How Long Have you been looking for a home?*What questions do you have?*How do you prefer to be contacted?*Phone CallText MessageName* First Last Phone*Live Transfer Date or Date of Appointment* Date Format: MM slash DD slash YYYY Time of Live Transfer or Appointment* : HH MM AM PM