Simple Utility for Signatures and Follow-up

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I recently heard from an office that’s been using TextExpander to make agent follow-up much faster. This simple application allows their office staff to set up keyboard shortcuts that will expand into sentences or paragraphs.

Using TextExpander, this office can take a message they might send 10 times a day and assign it a simple key combination like “contractfollowup.” Anytime they type that phrase, it will be erased and replaced with the longer sentence or paragraph they wanted to send.

They’ve also found it useful in PaperlessPipeline when sending a document to an outside party. With it, they can create a custom signature with their contact information and company name, save it in TextExpander, and type the short key combination when sending a message. And, it can be customized based on who the message is being sent to. Although this may seem trivial, over a typical workday, the seconds saved start to add up.

Use TextExpander to include a signature in your emails.

Unfortunately, TextExpander is available for Mac only. If you’re on a Windows computer, I’ve heard of some alternatives like Phrase Express. Or, you might try searching for others, though I haven’t tested any of the available options.

I hope this tip saves you time managing your transactions.

Feedback and Changes

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Since we launched the redesign on Tuesday night, you’ve all shared some really great feedback.

It looks great, and you have incorporated a lot of the things that we had asked questions about previously which we are extremely thrilled about. I have worked at this company for six and a half years and your system is by far the best in terms of quality, customer service, response time, and overall business model I have worked with. If there ever is a problem (which rarely there is) I don’t worry about what will happen because I know that you and your team are already working to fix it before I even have a chance to email to let you know about it. :)

-Megan

We’re not only quick with bug fixes, we’re mind readers!

We love the new look by the way. Very clean and looks more classy/professional.

-Doreen

Thanks Doreen, you’re classy all the way.

There are also several small things we’ve tweaked after getting your feedback. The biggest change was adding a Filter for location to Working Docs. You and your staff can use this filter if you only want to assign docs from a specific location at any one time.

Filter for location on Working Docs

Other changes include:

  • Better keyboard control on “Action” menu
  • More intuitive controls on Help pages
  • Auto-complete restored for doc names on Working Docs
  • Fixes for many tiny issues with Internet Explorer

If you use Internet Explorer and aren’t required to for any particular reason, we highly recommend switching to Chrome or Firefox. Thanks for all the kind words and helpful feedback you’ve shared. Keep ‘em coming…

Redesign Launch Date

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We’ve worked over a year on a totally redesigned PaperlessPipeline that’s even faster, easier to use, and more robust than the current app. The redesign will launch on January 3rd at 9PM EST. Watch the video below to see what’s new.

 

 

Here’s what one of our favorite users (Megan from Charles Rutenberg Realty) said about the new design:

I’m excited to start using the new layout. It looks great, and you have incorporated a lot of the things that we had asked questions about previously which we are extremely thrilled about. I have worked at this company for six and a half years and your system is by far the best in terms of quality, customer service, response time, and overall business model I have worked with. If there ever is a problem (which rarely there is) I don’t worry about what will happen because I know that you and your team are already working to fix it before I even have a chance to email to let you know about it. :)

Thanks Megan, we can’t wait to get the new PaperlessPipeline in your hands.

New PaperlessPipeline Design Revealed

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The PaperlessPipeline team has been working behind the scenes for nearly a year on a new design. This morning we held a webinar to share it with our users. Unfortunately, the demand was high and we maxed out our webinar service. That’s never happened to us before and we’ll make sure it doesn’t happen again. We’re very sorry to those who registered but weren’t allowed in.

Fortunately, we recorded the webinar and posted it below for anyone who couldn’t make the event.

Thanks to everyone who joined us this morning—we’re happy to see everyone is excited as we are about the new design.

We’ll be announcing the official launch date of the new design soon so stay tuned. If you have any questions email us at shelly@paperlesspipeline.com.

PaperlessPipeline: New Features Just Added!

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We’ve made some exciting changes to PaperlessPipeline over the last few weeks and we wanted to make sure you knew about them and how they can help your office:

#1: Duplicate doc detection – Now, when your agents email documents to their maildrop or upload them to the dashboard, the system will reject any documents they’ve already sent in. However, they can send in a copy of the same doc to two different locations. If the system detects their doc is a duplicate, it will give them a message that looks like this:

#2: New permission for users: Edit agents of an existing transaction - You can now give your users the ability to add and change the listing/selling agents of an existing transaction that they created. Previously, users could create the transaction and assign the listing and selling agent, but weren’t allowed to edit them after it was created. The new permission can be found when creating or editing users – simply check “Change listing/selling agents of own transaction.”

#3: Ability to change transaction location – Our latest update gives your company admin the ability to change the location of a transaction through the “Edit Transaction” screen. Previously, you were required to email our support team to make that change.

That’s it for this release, but we’re already working hard to add in some great new features next time around. Remember, if you discover a feature that you think may be useful to you and other users, let us know by submitting your idea here. And if you have any questions, email us at help@paperlesspipeline.com.

PaperlessPipeline Featured in Realtor Magazine

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Here at PaperlessPipeline, we’re so excited (and humbled) to see our service appear on the page of Realtor Magazine. If you haven’t had a chance to check it our, read their recent article titled, 8 Ways to Run Your Office Remotely.

And, not only were we recognized in their article – we were listed first among our competitors SkySlope, Sureclose, and Relay. Looks like Realtor Magazine has good taste – and so do our brokers. We’ve had brokers leave nearly every single competitor to try out PaperlessPipeline – and they’ve loved it ever since.

A special thanks goes out to Rajesh and Shelly – two of our team members who have been working their tails off to make sure our Pipeline users are happy.

And thanks to all of you for using PaperlessPipeline. We look forward to continuing to work with you for years to come.

Kansas Broker Raves About PaperlessPipeline

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“We’ve been using PaperlessPipeline for [about 3 years]. Going Paperless was a big deal for me. I wanted to be able to check all files remotely, cut back on copy and file cabinet expenses, and use our staff more efficiently.

Other programs had a per-user charge and I didn’t like that because I like the monthly bill to be about production – not about how many [people] I had on staff. Other programs were okay for the individual user, but didn’t have the broker controls that PaperlessPipeline had.

What’s better is the development of the program based on our requests. For example, we can now easily cut a PDF and replace pages. [We requested this], and Dane developed it for us. A PDF preview and the ability to email checklists to an agent were also added per our requests.

I have agents I’ve recruited simply because we’ve streamlined the file checking process. They have access 24/7 and can upload from home.

Finally, I’ve checked with our state auditors – we went through the program and they gave me the OK. If needed, we can give an auditor access to certain files (or send files to them) without having them ever stepping foot in our building.”

- Greg of Realty World in Kansas

What’s a Florida Broker Have to Say About PaperlessPipeline?

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“We’ve been using PaperlessPipeline for about one year now. We absolutely love it. It gives me a great overview of my organization, as well as piece of mind that we have all our files secure and accessible at any time. We also found it to be a good tool to make sure our agents turn in all required forms with the checklist too.”

- Michal of Engel&Volkers

Switching to PaperlessPipeline: A Real Office’s Perspective

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Recently, Brian G. in Washington asked a current PaperlessPipeline user how she liked the system:

“Hi Lori,

We’re looking at PaperlessPipeline so we can get rid of our filing cabinets…and I know you will give me the straight scoop. Are you glad you did it? Did it help you as a recruiting benefit? How much of a challenge was it to get all your associates up to speed? How long did it take to get it running smoothly? Any comments or advice would be appreciated! Thanks!

- Brian

And here was Lori’s reply:

“I do recommend PaperlessPipeline. It was easy to implement – we just chose a date and started from that point forward. The agents love it, my staff can stay on top of files more easily, and my storage costs for old files is plummeting. And, being able to access files from a smart phone is a huge plus for my agents.

[Paperless Pipeline] took about four months to fully integrate. We started with our larger teams and early adopters, then worked out from there. It’s very easy to use, and Dane is open to suggestions you have for improvements. All in all, it’s a good platform.”

- Lori

If you’d like to learn more about PaperlessPipeline or sign up for a free trial, visit our homepage.

Relay vs. PaperlessPipeline

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Why did they switch from Relay?

  • The broker review of documents was cumbersome in Relay.
  • Uploading docs was time consuming. It had to be done slowly, with just one at a time.
  • Getting around from transaction to transaction took way too many clicks.

Using PaperlessPipeline, it’s lightening-fast to review docs and even faster to upload them. We boast the fewest clicks (2 to 3) to get just about anywhere in the system. If you haven’t checked out PaperlessPipeline, try it out today.