I want to be able to click on the agents column to sort by agents.

Before we process that feedback, we need to consider the thought process that customer went through:

1. I’m trying to do something.
2. This is way #%*$ing harder than I think it ought to be.
3. I think Paperless Pipeline should change X. Then I’d be able to do this thing easier.

Customers usually only tell us the last part, however. To come to an elegant solution that will work for our users, it’s important for us to dig into the feature request to learn more:

• Why do you think that would be useful?
• What are you trying to accomplish that would be made easier / faster / better with that change?

And once we fully understand their feedback, we start asking ourselves many more questions:

• Would this change benefit the vast majority of our users?
• Would this change make Paperless Pipeline more or less complicated?
• Is this change easy to understand and intuitive for new users?
• Will this change make our users happier?

After considering all these factors and more, we can decide the best way to solve their problem. It may end up being exactly as the customer had designed it or it may be a totally different solution altogether.

My favorite part is when they talk to Karen and Debbie, who’d just been on a girls’ weekend in Florida. When another agent called them with a question, they logged into Paperless Pipeline and got the answer within seconds — without needing to drag their paper files on the trip. Check out the video to see why RE/MAX Properties East thinks Paperless Pipeline is fun and easy to use.

Backing up your transactions is not something you need to do. Paperless Pipeline has redundant file storage to prevent data loss and saves your files for up to 10 years. But some offices do find transaction file backups useful.

Transactions in the backup are organized in folders by property address and now include everything associated with a transaction: Documents, notes, checklists, emails, and activity history.

We have always believed in making it as easy for real estate offices to leave as it is to get started. In our research of the competition, no one else makes it as easy as Paperless Pipeline to take your transaction information wherever you’d like it to go.

Giving our customers the power of choice only makes us work harder to continue to provide the best real estate transaction management software on the market.

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 Paperless Pipeline 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.

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.

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.

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…

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 Paperless Pipeline in your hands.

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.

#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.

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 Paperless Pipeline – 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 Paperless Pipeline. We look forward to continuing to work with you for years to come.

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 Paperless Pipeline 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