More Questions & Answers
Is my data safe and secure with Paperless Pipeline?
Paperless Pipeline ensures the absolute privacy of our users' data by utilizing 256-bit SSL encryption by GeoTrust and the world-class server infrastructure of Amazon Web Services (AWS). Paperless Pipeline incorporates the most advanced security solutions, giving you the same level of data protection as an online bank or the U.S. government.
Where is Paperless Pipeline located?
Paperless Pipeline is a virtual company, which means that at any given time, the team can be found in Iowa, Texas, New York and sometimes even more exotic aces. Paperless Pipeline is powered by Amazon Web Services. As a result, your files are backed up multiple times and safer even than keeping physical documents.
In the past two years, the application has been down a grand total of 15 minutes. And if you ask us, that was 15 minutes too many.
How long has Paperless Pipeline been around? How can I be sure it'll be around in 5 years?
The president and founder, Dane Maxwell, has been working in real estate software since 2006 - and created Paperless Pipeline in 2008. If you know Dane, you know how passionate he is about solving the problems of real estate offices. We have been profitable for a long time and love what we do… and we're just getting started!
Can I back up my data locally?
Sure! However, you don't need to. The data in Paperless Pipeline is more secure than it would be in the average real estate office. And we'll save your documents for an entire decade.
If you do want a copy, you can download a backup each month that contains everything in your account - transactions, documents, notes and checklists. These backups are included in your monthly fee - as long as you download the backup within 30 days. Past backups can be regenerated for a fee of $100 per four months.
What happens to our data if we cancel our service?
We don't believe in "locking in" our users. Paperless Pipeline is offered on a month-to-month basis and you can cancel anytime. Each month, backups with all your transaction documents are made available for download. It's not necessary to download your files each month, though some users prefer to keep a local copy.
How long do you store transaction data?
We keep every transaction and every document in your account for 10 years. As long as you maintain an active paid account, you will always have access to every transaction you need in order to be legally protected by your local board. Offline backups can be saved on your local computer or server and used as an alternate way to store and access your transaction data.
Do you have electronic signatures?
Paperless Pipeline doesn't offer electronic signatures because we believe in a focused product that does a few things very well. Luckily, getting signed documents from your favorite e-signature provider (DocuSign, EchoSign, RightSignature, etc.) into Pipeline is easy. You can use the maildrop feature to email them directly into a transaction.
Does Paperless Pipeline integrate with accounting systems like Lonewolf?
Paperless Pipeline is a document workflow system. It replaces your filing cabinets and folders on your computer server. Now, when documents come into your office, you probably enter them into accounting and save them on a computer server or file them in a filing cabinet. Paperless Pipeline plugs into that same workflow but makes everything easier and accessible from anywhere.
Documents can be scanned, emailed, or uploaded directly into Paperless Pipeline. Transactions only require 2 fields (address and listing) so your data entry is minimal. We're your "transaction filing cabinet" - and we're just as easy to use as an actual filing cabinet.
Once you've created a transaction and added documents, your data processor can sign in and see what needs to be entered into accounting. As they're entered, documents can be checked off in the system as complete.
Paperless Pipeline works really well with accounting software and data processors love it. As an added bonus, they can do it all without physically being in the office.
How can I integrate Paperless Pipeline into my office?
Don't just take our word for how great Paperless Pipeline is. Hear what our users have to say and check out three real-life case studies on YouTube:
What software is needed to run Paperless Pipeline? Will each agent have to install new software?
You will never need to install software to run Paperless Pipeline—it is a web-based application If you're reading this website right now, you have everything you need to run Paperless Pipeline. It's also accessible from your iPhone, iPad, BlackBerry or Android phone.
Why is web-based software better for my business?
Since there's nothing to install, web-based software saves you time and eliminates IT headaches. You don't have to sync data or worry about saving it to multiple locations. Paperless Pipeline is available on any computer and at any time. All you need is an Internet connection.
With Paperless Pipeline, you will never need to upgrade. You will never need to worry about viruses. You will never need to back up your information. Instead, you can focus on what you enjoy doing and we'll handle the rest.
For best performance, we recommend running Paperless Pipeline on Mozilla Firefox or Google Chrome.
I own several companies and have multiple offices. Can I manage everything in one Paperless Pipeline account?
Absolutely. We have support for multiple office locations within the application. Because you have permission control down to a very detailed level, you can be sure that transactions are seen by everyone who needs access - and by no one who doesn't.
Can I stop agents from accessing the application if they leave the company?
Removing agent access is very easy. Simply visit the user area, select the agent you'd like to edit, and check the box to make that user inactive. This means the user will not be able to log into Paperless Pipeline but the data will remain intact.
When that agent returns to your company in the future (you know they'll be back :) ), you can make their account active once again and they'll be up and running in seconds.
How much does Paperless Pipeline cost?
Pricing plans range from $40 to $450/month and are based on the number of transactions you create per month. We do not charge based on how many users or office locations you have. And, you won't have to worry about busy or slow seasons - you can change your plan by the month so your system costs will always be in line with your deal flow.
What does the free version include?
You can try Paperless Pipeline absolutely free for up to five transactions. We won't cancel your account after 30 days or limit the functionality. You get access to every feature in the entire application for 5 transactions.
Can my agents see how much the system costs?
Only admin users can see the account details and pricing options. You can verify this for yourself by logging in as one of your agents. Because of Paperless Pipeline's sophisticated permissions, individual agents can only access the transactions they are involved in and will not see administrator settings.
Do unused transactions carry over to the next billing cycle?
Your transaction quota does not rollover each month. Your quota is reset on your billing date to the amount available for your chosen plan. You're welcome to upgrade or downgrade at any time to a plan appropriate for your company's production levels.
How does the 0 transactions plan work?
The 0 plan gives you unlimited access to past transactions and docs, but does not allow for new transactions. This archive plan is perfect for offices that are shutting down, but want the convenience and simplicity of Pipeline to save their documents for audit.
How does the 450+ transactions plan work?
With the 450+ plan, you get 450 monthly transactions included. Any transactions beyond 450 are $1 each and will be added to your next month's bill. For example: If you create 497 transactions this month, your bill next month will be $450 + $47, or $497.
We have busy and slow seasons throughout the year. How do I choose the plan that works best for my office?
Paperless Pipeline allows you to upgrade and downgrade your account at any time throughout the month. When you change the plan in the middle of your billing period, you'll automatically be set to the new transaction level but you won't be billed for it until your next billing date. We do not automatically upgrade or downgrade your account, so you'll never be surprised at your monthly bill.
How many docs and transactions can be stored?
There is no limit to the number of docs and transactions that can be stored in the system. The number of transactions you can create per month is limited to your monthly payment plan.
How does the monthly billing work?
Your account is billed once per month on the day of your billing cycle. You can upgrade or downgrade anytime. If you upgrade or downgrade, you'll simply pay the new rate amount on your next billing date. You will not be charged a pro-rated amount for changes made between billing cycles. If you cancel your account, you will not be billed again. There are no refunds for past charges.
Do you charge per-user fees?
The prices you see above are all inclusive. There are no per-user fees - every Paperless Pipeline plan includes unlimited users. The prices listed above are based on the number of new transactions you create each month.
I have more than one location, can I use one account for all my offices?
Yes, you can create and manage multiple office locations from within a single account. But if you'd rather keep everything entirely separate, you're welcome to create separate accounts as well. Just be sure to use a different email address for each account.
What types of payment do you accept?
We accept Visa, MasterCard, and American Express. We do not accept PayPal, nor do we accept any forms of offline payment. For your privacy, we also cannot accept payment over the phone.
I still have a question!
Don't be shy, we want to hear from you. Click here to contact us.