The Better Way to Get Transactions Done

Join the Crowd

Agents & Staff Using Paperless Pipeline

Documents Stored

Deals Closed

Paperless Pipeline 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 scan, email, 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. Try it out.

Paperless Pipeline is Used by Top Offices for Real Estate Transaction Management

Everyone Loves Paperless Pipeline

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
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, from any laptop or tablet computer

Travel to appointments without a giant stack of papers
Turn in paperwork by scanning, emailing, or direct upload
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. Paperless Pipeline 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
24+ agent office in Virginia

Take The Tour of Paperless Pipeline

Dashboard Transactions Single Transaction Working Unreviewed Office Checklist Templates Admin

View all recent transaction activity at a glance.

Keep track of overdue and upcoming tasks.

Broker and staff can review documents from the Dashboard.

Follow up on transactions with incomplete checklists.

See which transactions are closing soon.

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Filter transactions by their office location, status, and checklists.

View all transactions and sort by transaction name or close date.

Use Quick Search, Advanced Search, and Filter to find the exact transaction you need.

Quickly access recently updated transactions.

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Easily edit transaction information as things change.

View essential transaction information, including the agents and contacts involved.

View, edit, and mark checklist items complete as documents are submitted.

Add notes to the transaction and easily communicate with your team.

Email notes to team members involved in the transaction.

Classify documents and make them viewable to only certain parties involved in the transaction.

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Upload documents directly to the Working Docs page.

View all documents waiting to be assigned.

Preview and assign documents to the appropriate transaction.

Upload documents using an email address.

Download, rotate, break apart, and delete documents.

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Open the transaction and preview documents to see whether they're complete.

Note what's incomplete on a document and mark completed documents as Reviewed.

Enable the "Entered" feature to keep track of entry into your accounting software.

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Store commonly used forms and documents so agents and staff can easily access them.

Organize documents using customizable categories.

Quickly search for the documents you need.

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Create reusable checklist templates that can be applied to transactions.

Control template permissions by office location.

Add, remove, or change the order of individual checklist items.

Create additional checklist items by clicking "+ Add more tasks".

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Update your office name.

Manage company-wide settings like notifications and features.

Choose an Admin + Tech Support contact for your company.

Upload your logo to fully brand the system to your office.

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How It All Works Together

1 Add Documents

There are 3 ways to get a document into the system. Scan it, email it as an attachment, or upload it directly to the site. You can even upload multiple documents at once.

2 Assign To Transaction

Uploaded documents are sent to a holding queue, where office staff or agents with appropriate permissions can assign them to a transaction.

3 Double-Check Docs

Staff can check for errors while assigning docs by reviewing them for missing signatures and pages. Instant document previews are available for PDFs.

4 Review Checklists

Staff can check off docs as they come in. A red checklist means it needs attention. A green checklist means everything is done and the agent can get paid.

5 Email Agents

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

6 Missing Paperwork

When agents are emailed about missing docs, they can reply with the missing doc attached and it'll go right to the transaction. Agents can also scan or upload directly.

7 Merge Paperwork

Staff can log in to see newly submitted files and can merge the paperwork together into a single file—all without leaving the system.

8 Mark It Complete

All finished? Staff can mark the paperwork complete in the system and send a message to the broker letting them know it's ready for review.

9 Final Broker Review

The broker can review all the transaction’s files on one page. They can fire off notes for items that still need work or mark them as complete.

I have been looking for a way to reduce the cost and efforts of storing paper files after closings, but Paperless Pipeline 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
25+ agent office in Portage, MI

See How Other Companies Got Started

Why It's Expensive to Keep Filing Cabinets

Learn how Chris eliminated filing cabinets and now handles his real estate transactions online in half the time.
Brokers: Are Your TC's This Happy?

See how Jenny went from stressed to overjoyed with the transition to Paperless Pipeline.
What Is It Really Like To Go Paperless?

Meet Brent, a non-techie agent from Tennessee, who now easily manages his real estate documents online.
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! Paperless Pipeline 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
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), Paperless Pipeline ensures the absolute privacy of our users' data. Paperless Pipeline incorporates the most advanced security solutions, giving you the same level of data protection and redundancy as an online bank.

Access Anywhere

Paperless Pipeline 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

Your log in connection with Paperless Pipeline is secure and encrypted using industry-leading SSL technology. The information stored in Amazon.com's 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 Paperless Pipeline is safer and more secure than with most online applications and is even safer than traditional offline storage.

Multiple Backups

Paperless Pipeline stores user data in Amazon.com's data centers. Every transaction document uploaded and every word typed into Paperless Pipeline 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 data center location.

Blowing past our competition is key to recruiting and with Paperless Pipeline 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 Paperless Pipeline 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
Top 100 RE/MAX In The World

Choose a Plan to Get Started Free

0 Monthly Transaction Files

Unlimited file storage
Unlimited users
Read-only access

$20/month

5 Monthly Transaction Files