The Better Way to Get Transactions Done

Join the Crowd

Agents & Staff Using PaperlessPipeline


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PaperlessPipeline takes your real estate transactions and related documents online - without changing how you work.

  • Access documents from any computer, any browser, anywhere. Show up to closing without paper.
  • Turn in paperwork by email, scan, fax, or direct upload.
  • Stay organized with an "Items Needed" checklist for every transaction.
  • Email contracts to clients, lenders, and title companies right from the system.
  • Getting started is 100% free and pricing scales with your office. .

PaperlessPipeline is Used by Top Offices for Real Estate Transaction Management

Offices using PaperlessPipeline for real estate transaction management

Everyone Loves PaperlessPipeline

Brokers Love It

  • Facing an audit? Get access to every document in an instant
  • Get agents and staff using the system without any expensive training
  • Recruit agents from anywhere in the state
  • Save time reviewing files - an hour or more per day!
  • Have the freedom to work (and answer paperwork questions) from anywhere
  • Handle more agents and a higher volume of transactions without added staff
  • Retain your top agents by giving them the freedom of mobility
  • Eliminate expensive storage centers
  • Hire remote staff and utilize them for multiple locations
  • Control who has access to every transaction and every file
  • Stop sending paperwork back and forth between multiple parties and locations
  • Eliminate trips to the storage room to dig up old files
See More Reasons

Managers & TCs Love It

  • Hold agents accountable and stop chasing down missing paperwork
  • Review and work on files from anywhere
  • Learn the system in minutes (not days or weeks)
  • Have a clean desk and empty filing cabinets
  • Spare yourself all "I turned it in, you lost it" discussions
  • Answer the "What do I need to close?" question in seconds
  • Examine documents and check for errors without downloading files
  • Easily break apart contracts or merge them together
  • Upload multiple files at once
  • Get a monthly backup of every transaction, every note, and every file
See More Reasons

REALTORS® Love It

  • Quickly see what documents are missing across all transactions so you can get paid at closing
  • Learn it in minutes and start using it on your very next transaction
  • View documents and share files from an iPhone, Blackberry, or Android phone
  • Access your deals anywhere in the world, 24 hours a day
  • Travel to appointments without a giant stack of papers
  • Turn in paperwork by faxing, scanning, or as an email attachment
  • Know which of your listings are about to expire
  • Show up to a closing without dragging along a stack of paperwork
  • Share files with the people who ask for them most often
  • Enjoy a peaceful vacation while leaving the mountain of paperwork at home
See More Reasons

I have tried using other paperless systems and it took so much time to put the documents in and the whole system was so convoluted that it ended up wasting time and frustrating my staff. PaperlessPipeline is so easy to use - we are still transitioning but I have already had two agents tell me that they think it is a wonderful addition to the office. My agents are happy!

Susie Hall - Owner, RE/MAX Today

Susie Hall
Owner - RE/MAX Today
24+ agent office in Virginia

Take The Tour of PaperlessPipeline

1
View all recent transaction activity at a glance.
2
Broker and staff can review documents from the Dashboard.
3
Follow up on transactions with incomplete checklists.
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See which transactions are closing soon.
Tour 1
1
Upload documents directly to the Working Docs page.
2
View all documents waiting to be assigned.
3
Preview and assign documents to the appropriate transaction.
4
Upload documents using an email address.
5
Download, rotate, break apart, and delete documents.
Tour 2
1
Filter transactions by their status, office location, checklists, and document statuses.
2
View all transactions and sort by transaction name or close date.
3
Use Quick Search, Advanced Search, and filter to find the exact transaction you need.
4
Quickly access transactions that have been recently updated.
Tour 3
1
Edit the transaction on-the-fly as things change.
2
View essential transaction information, including the agents and contacts involved.
3
View, edit, and mark checklist items as finished when documents come in.
4
Add notes to the transaction and keep track of your communication.
5
Notify agents and staff of a new note and they'll receive an email.
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Use permissions to decide who can view and edit documents.
Tour 4
1
Open the transaction and preview documents to see whether they're complete.
2
Leave a note for incomplete documents and mark completed documents as Reviewed.
3
Enable the "Entered" feature to keep track of entry into your accounting software.
Tour 5
1
Upload forms and documents for easy access by agents and staff.
2
Organize documents using customizable categories.
3
Quickly search for the documents you need.
Tour 6
1
Create reusable checklist templates that can be applied to transactions.
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Control template permissions by office location.
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Add or remove individual checklist items.
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Create unlimited checklist items by clicking "+ Add more items".
Tour 7
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Update your office name.
2
Manage company-wide settings like notifications and features.
3
Choose a theme to match your company branding.
4
Upload your logo to fully brand the system to your office.
Tour 8

How It All Works Together

A Wicked Fast System for Managing Office Paperflow

1Get Paper In

Get Paper In

There are 4 ways to upload a doc. Scan it, email it as an attachment, fax it, or upload it directly to the site. You can even upload multiple documents at once.

2Assign Transaction

Assign Transaction

Files are sent to a holding queue until office staff assigns them into a transaction.

3Double Check Docs

Double Check Docs

Missing paperwork is a drag on closing date. Staff can find errors while assigning docs by reviewing them for missing signatures and pages.

4Review Checklist

Review Checklist

After assigning, staff can check off items as they come in. A red checklist means it needs attention. A green checklist means everything is done and the agent can get paid.

5Email Agents

Email Agents

You can email agents from right within the system. The message, date and time are saved in the transaction in case "you didn't tell me that" discussions start.

6Missing Paperwork

Missing Paperwork

Agents will receive an email about missing docs. They can simply reply with the missing item attached and the doc goes directly into the transaction! Of course, agents can also turn in paperwork using fax, scan or direct upload.

7Merge Paperwork

Merge Paperwork

Staff will receive an alert about newly submitted files on the dashboard and can merge the paperwork together into a single file - all without leaving the system.

8Mark It Complete

Mark It Complete

All finished? Staff can mark the paperwork complete in the system. Hallelujah!

9Final Broker Review

Final Broker Review

The broker can review all the transaction files on one page. They can fire off notes if items still need work or mark 'em off as complete!

I have been looking for a way to reduce the cost and efforts of storing paper files after closings, but PaperlessPipeline went way beyond that, totally eliminating our daily office files too! We have reduced paper costs, file handling, lost files and eliminated numerous file cabinets completely. And, all the while providing superior service and 24/7 file access to our sales associates. I could not ask for a better product at such an affordable price.

Al Rowe - Broker/Owner - RE/MAX Advantage

Al Rowe
Broker/Owner - RE/MAX Advantage
25+ agent office in Portage, MI

See How Other Companies Got Started

  • Why It's Expensive to Keep Filing Cabinets

    Why It's Expensive to Keep Filing Cabinets

    Learn how Chris eliminated filing cabinets and can now handle transactions in half the time.

  • Brokers: Are Your TC's This Happy?

    Brokers: Are Your TC's This Happy?

    See how Jenny went from stressed to overjoyed with the transition to PaperlessPipeline.

  • What Is It Really Like To Go Paperless?

    What Is It Really Like To Go Paperless?

    Meet Brent, a non-techie agent from Tennessee, who now easily manages his transaction docs online.

  • Interview With A Top 10 RE/MAX

    Interview With A Top 10 RE/MAX

    Robb saves $1,500 a month with Paperless Pipeline and most of his agents can work from anywhere.

A few minutes of my time, a few clicks to navigate, and Voila! Paperwork submitted! Make your whole operation run a lot smoother, Mr. Broker! PaperlessPipeline puts the right responsibility on the right parties - at our office the agents must upload contracts, office must review. It's really that simple and creates communication about paperwork worry-free. Contract paperwork is moved around electronically today so it's a godsend to have it in one place.

Bobbie Burke - RE/MAX Preferred Choice

Bobbie Burke
RE/MAX Preferred Choice
60+ Agent office in Arizona

110% Commitment to Safety and Security

Utilizing 256-bit SSL encryption by GeoTrust and the world-class server infrastructure of Amazon Web Services (AWS), PaperlessPipeline ensures the absolute privacy of our users' data. PaperlessPipeline incorporates the most advanced security solutions, giving you the same level of data protection and redundancy as an online bank.

Multiple Backups

Multiple Backups

PaperlessPipeline stores user data in Amazon.com's S3 data centers. Every transaction document uploaded and every word typed into PaperlessPipeline is automatically and immediately copied to multiple backup locations worldwide.

Because backups are done instantly, the rare interruption at one location can be automatically resolved by accessing data at any other Amazon S3 data center location.

Access Anywhere

Access Anywhere

PaperlessPipeline is always available for you to access no matter where you are in the world via all modern web browsers (Internet Explorer, Firefox, Safari, Chrome, etc). In addition, you can download all the files and data from your account every month using a secure link created just for you.

Offline backups can be saved on your local computers or servers and used as an alternate way to store and access your transaction data.

Online Security

Online Security

Your login connection with PaperlessPipeline is secure and encrypted using industry-leading SSL technology. The information stored in Amazon.com's S3 data centers is accessible only by SSL encrypted endpoints - meaning your data can't be viewed while being sent from your computer to Amazon's secure facilities.

Your data in PaperlessPipeline is safer and more secure than with most online applications and is even safer than traditional offline storage.

Blowing past our competition is key to recruiting and with PaperlessPipeline we have been able to do that. The ease of this system has cut down on Admin costs, paper costs and storage costs. (In fact we calculated ~$3000 in savings per month!) The agents & their assistants are now able to scan any pertinent documents directly into PaperlessPipeline and the office staff immediately assigns them into the transaction, and the agents can access their transactions from anywhere. With 5 offices located in Whatcom County we now have the means to be able to upload our closed transactions to one secure place without the paper waste of faxes and copies.

Janice Poe - CEO - RE/MAX Whatcom County

Janice Poe
CEO - RE/MAX Whatcom County
Top 100 RE/MAX In The World

Request A Pricing Sheet

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Pricing for real estate transaction management

Questions & Answers

What is PaperlessPipeline?

PaperlessPipeline helps real estate companies (or agent teams) take a transaction from a signed listing to closed and stored without touching a filing cabinet. You'll have 24-hour access to documents and deals whether you're in the office, at home or pretty much anywhere!

How does PaperlessPipeline help my real estate company?

"What do I need to close my deal?"

    "I turned in my paperwork…you lost it!"

Questions like this will disappear when you begin to use PaperlessPipeline. Brokers and agents love using the application because we focus on one thing: eliminating the burden of paper. It's not uncommon for an office to cut their paperwork management time in half for every single transaction.

If you've already gone digital and you store your files on a web server in carefully organized folders, then your email inbox is probably a mess. With PaperlessPipeline, your files are accessible by everyone who needs access (and no one who doesn't) no matter what time it is or where they are in the world. You can stop emailing files back and forth and save your inbox for valuable client communication.

How does PaperlessPipeline work? What does it do?

PaperlessPipeline replaces your filing cabinets or file server where your transaction documents are stored. Think of it like your online filing cabinet that's accessible from anywhere.

You can create a new transaction file in PaperlessPipeline by typing a property address and assigning a status like "Listing" or "Pending." That's it…very little data entry is needed to get started.

Docs can then be added to your account by uploading, emailing, scanning or faxing directly into a transaction. The average PaperlessPipeline customer saves over 50% on their copy bill as a result.

What doesn't PaperlessPipeline do?

PaperlessPipeline is not a forms company. If you want forms, choose from the dozens of existing solutions like Zipforms, RealFast or your own MLS.

But once your forms are filled out, don't put them in a filing cabinet. Take your office mobile instead and use PaperlessPipeline for your real estate transaction management.

How do I get started with PaperlessPipeline?

If you're a hands on person, just PaperlessPipeline. It's free for your first 5 transactions and you don't need to enter a credit card.

If you'd prefer to learn exactly how PaperlessPipeline would fit into your office before you give it a shot, watch this live event where we walk through the system from the perspective of a broker, agents, and staff.

Still have questions? Visit the FAQ page to read more answers.

The best thing I've done is subscribe to PaperlessPipeline. I've streamlined our office and team operations, saved money by printing less, have a back-up storage, and I'm now receiving all the documents I need in a transaction. It's a great program and a fantastic value.

Al Allegue - CEO, RE/MAX by the Gulf

Al Allegue
CEO, RE/MAX by the Gulf
10+ Agent office in Mississippi

PaperlessPipeline

5 Free Transactions