What is Paperless Pipeline? A Complete Guide

Hiring a new agent should be a win, not a reason for your software bill to go up. Yet, many platforms punish you for growing with per-user fees that can hold your brokerage back. We do things differently. With Paperless Pipeline, our pricing is based on your deal volume, not your headcount. You can add your entire team—agents, transaction coordinators, and staff—without ever worrying about extra costs. It’s a straightforward, fair approach to transaction management that grows with you, not at your expense.

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Key Takeaways

  • Unify your brokerage operations: Paperless Pipeline combines transaction management, commission calculations, and compliance into one straightforward system, helping your entire team work more efficiently from a single, cloud-based platform.
  • Grow your team without growing your bill: The platform’s pricing is based on your monthly transaction volume, not the number of users, so you can add agents and admins without paying extra per person.
  • Use software that works like you do: Built specifically for real estate professionals, the system avoids unnecessary complexity and offers a simple setup, allowing you to customize workflows that match your existing processes.

What is Paperless Pipeline?

Paperless Pipeline is a transaction and commission management platform built specifically for real estate professionals. Think of it as the digital command center for your brokerage. It’s designed to take the headache out of managing deals by simplifying every step, from contract to close. Instead of wrestling with complicated software or chasing down paperwork, you get a clean, straightforward system that helps your team work more efficiently. The whole idea is to give you back your time so you can focus on what really matters: closing deals and growing your business.

Simplify Your Real Estate Transactions

At its core, Paperless Pipeline helps you streamline how you manage your deals. We built it to make the entire process faster and less stressful by cutting down on unnecessary clicks and visual clutter. This means your agents can get work done without getting lost in a complicated system. It’s all about providing a clear path to manage documents, track progress, and keep every transaction organized from start to finish. By standardizing your workflows in one place, you reduce the chance of costly errors and ensure everyone on your team follows the same compliant process. The platform is designed to feel intuitive, so your team can manage real estate transactions with confidence from day one.

One Central Hub for Your Entire Brokerage

Paperless Pipeline is a cloud-based platform, which means it acts as a central, secure hub for all your transaction documents. You can finally say goodbye to bulky filing cabinets and unreliable local servers. Storing your files in the cloud isn’t just about better organization; it’s about better security and accessibility for your entire team, whether they’re in the office or on the go. Plus, Paperless Pipeline connects with over 3,000 other applications you may already use, including tools like DocuSign and your CRM. This makes it a flexible home base for your brokerage’s operations, tying all your essential tools together in one place. You can find more details in our company FAQ.

A Trusted Partner Since 2009

Our History and Scale

We’ve been around the block a few times. Paperless Pipeline has been a reliable partner for real estate companies for over 16 years, helping brokerages manage their deals with confidence. We’re not a fly-by-night startup; we’re a seasoned company that understands the ins and outs of the real estate industry. To date, more than 90,000 real estate professionals have used our platform to close over 4.5 million transactions. This isn’t just about big numbers—it’s about the thousands of brokerages we’ve helped simplify their operations and grow their businesses. Our long history and the trust placed in us by so many professionals are things we’re incredibly proud of.

What Can You Do With Paperless Pipeline?

Paperless Pipeline is designed to make running your brokerage simpler, not more complicated. It brings all the essential pieces of your transaction and commission process into one clean, easy-to-use system. Let’s look at the core features that help you get deals done faster and with less friction.

Manage Every Transaction with Automated Workflows

If you’re tired of chasing paperwork and tracking deadlines in spreadsheets, this is for you. Paperless Pipeline is a real estate transaction management software that helps your business manage every deal from a central hub. It’s your go-to place for handling contracts, getting signatures, and overseeing closings. You can create standardized checklists for your agents to follow, set up automated reminders for important dates, and see the status of every transaction at a glance. This brings consistency to your brokerage and frees up everyone’s time to focus on clients, not administrative tasks.

The Basic Workflow: Create, Upload, and Manage

So, how does it actually work day-to-day? The process is designed to be as simple as possible. When you get a new deal, the first thing you do is create a transaction in Paperless Pipeline. This gives the deal a dedicated, digital home. From there, you can upload all the necessary documents. You can email them directly to the transaction, drag and drop them from your computer, or upload them from cloud storage. Once your documents are in, you can apply a checklist, assign tasks, and set due dates to keep everything on track. This simple workflow helps you streamline how you manage deals, turning a chaotic process into a clear, repeatable system that everyone on your team can follow.

A Note on Real Estate Forms

Here’s an important distinction to make: Paperless Pipeline is built to manage your transaction documents, but it doesn’t create the forms themselves. Think of it this way: your agents will still use their preferred tools—like Zipforms, dotloop, or your local MLS software—to fill out and get contracts signed. Once those documents are executed, they come into Paperless Pipeline for storage, compliance review, and organization. We focus on being the absolute best at transaction management, which means we don’t try to be a second-rate forms provider. This keeps our platform clean and simple, just the way our customers like it. You can learn more about what Paperless Pipeline is not on our FAQ page.

Calculate and Track Commissions

Commission calculations can get complicated, fast. Paperless Pipeline simplifies the entire process so you can quickly figure out earnings, send payments, and give agents a clear view of their pipeline. The system is flexible enough to handle different commission plans, splits, caps, and fees, so you don’t have to rely on manual calculations. It creates a transparent and accurate record for every transaction, which means fewer errors and fewer questions from your agents. Everyone involved can see what they need to, making payday straightforward and stress-free.

Secure Your Documents and Ensure Compliance

In real estate, keeping sensitive information safe is non-negotiable. With Paperless Pipeline, your data is often more secure than it would be in the average real estate office. Storing documents in the cloud protects them from physical damage and ensures only authorized people have access. Every action is tracked, creating a clear audit trail that keeps you compliant and ready for any review. You can rest assured that your files are backed up and protected, giving you and your clients peace of mind.

Track Agent Activity for Compliance

Staying compliant shouldn’t feel like a guessing game. With Paperless Pipeline, you get a complete overview of every action taken within a transaction, so you can stop wondering if your agents are following the right steps. Every document upload, review, and note is automatically logged, creating a detailed audit trail. This means if a question ever comes up, you have a clear, time-stamped record to show exactly what happened. This level of transparency helps you proactively secure your documents and ensure compliance across the brokerage, reducing the chance of errors and preparing you for any review without the last-minute scramble for paperwork.

Get eSignatures and Work From Anywhere

Waiting for signatures can bring a deal to a halt. That’s why Pipeline eSign, the platform’s built-in electronic signature tool, is a game-changer. It allows you to send, track, and receive signatures without ever leaving the system. This means you can stop paying for extra apps or juggling multiple logins and integrations. Your agents can request signatures from anywhere using their phone or tablet, which helps them close deals faster. It’s a seamless way to keep transactions moving forward, whether you’re in the office or on the go.

How Paperless Pipeline Works for Your Brokerage

Think of Paperless Pipeline as the central nervous system for your real estate business. It’s designed to connect your people and your paperwork in one simple, organized system. Instead of forcing you to change how you work, our platform adapts to your existing processes, making them faster, more transparent, and easier to manage. It helps you create a clear path for every deal, gives your team a single place to collaborate, and takes the stress out of compliance.

From the moment a contract is signed to the day you cut the commission check, Paperless Pipeline provides the structure to keep everything moving smoothly. It’s about spending less time chasing signatures and digging through email threads and more time supporting your agents and growing your brokerage. By bringing transaction management, commission tracking, and compliance into one place, you can build a more efficient and predictable business.

Streamline Your Process from Contract to Close

A smooth closing starts with a clear process. Paperless Pipeline helps you standardize your transaction workflows so everyone on your team knows exactly what to do and when. You can create custom checklists for each stage of the deal, ensuring no detail gets missed. This helps you stay organized, reduce the risk of errors, and close deals faster by getting rid of manual paperwork. With all your documents, deadlines, and communications in one spot, your agents and admins can manage their tasks with confidence, knowing everything is on track from contract to close.

Add Custom Fields to Track Unique Information

Every brokerage has its own way of doing things, and that often includes tracking specific details that are unique to your business. Maybe you want to monitor referral sources, log lockbox codes, or keep tabs on which marketing campaign brought in a lead. Instead of using separate spreadsheets, Paperless Pipeline lets you add custom fields directly to your transactions. This feature allows you to track specific information that matters most to your team, all within the same system. It’s a simple way to tailor the platform to your brokerage’s needs, ensuring all critical data is organized and accessible right where you manage the deal. This keeps your workflow consistent and your records complete without adding any unnecessary complexity.

Unify Your Team in a Single Platform

When your team works from a single playbook, everyone wins. Paperless Pipeline serves as a central hub where agents, transaction coordinators, and admins can collaborate seamlessly. Because every plan includes unlimited users, you can give your entire team access without worrying about per-seat fees. This transparency means fewer back-and-forth emails and missed calls. Everyone can see the status of a transaction, access the latest documents, and communicate in real-time. It’s a simpler way to keep your team connected and your deals moving forward.

Use Built-In Team Messaging

Instead of digging through endless email chains and text messages, you can keep all your transaction-related conversations in one place. Paperless Pipeline includes built-in messaging that lets you communicate directly within a specific transaction file. This means every note, question, and update is automatically organized and attached to the right deal. Your agents, admins, and transaction coordinators can collaborate in real-time, which drastically cuts down on confusion and ensures everyone is working with the same information. It’s a simple feature that saves a surprising amount of time and keeps your team perfectly in sync.

Manage Multiple Office Locations

As your brokerage grows, managing operations across different branches can become a major challenge. Paperless Pipeline simplifies this by letting you manage multiple office locations from a single account. This gives you a high-level view of your entire business while allowing you to maintain separate, organized records for each office. You can standardize compliance procedures and workflows across all locations, ensuring a consistent experience for your agents and clients no matter where they are. It’s the perfect way to scale your brokerage without adding unnecessary complexity to your back-office systems.

Automate Compliance and Stay Audit-Ready

Compliance doesn’t have to be a source of anxiety. Our software is built with powerful features to help you stay audit-ready at all times. Every action taken within a transaction is automatically recorded, creating a detailed log that shows who did what and when. All your documents are stored securely with backups for up to 10 years, so you can pull records instantly. The goal isn’t just to go paperless; it’s to be paperless enough to streamline your process and ensure compliance without adding complexity.

What Makes Paperless Pipeline Different?

With so many software options available, it’s easy to get stuck with a tool that’s overly complicated or expensive. Paperless Pipeline was created to be different. We focus on the essential features that real estate brokerages, teams, and transaction coordinators need to close deals efficiently. We skip the enterprise-level complexity and confusing pricing so you can get back to what you do best: running your business. Here’s a closer look at what sets us apart from the rest.

No Per-User Fees, No Long-Term Contracts

We believe your software costs should be predictable and fair, which is why we don’t charge per-user fees or lock you into long-term contracts. Instead, our pricing is based on the number of new deals, or “pipelines,” you start each month. This model makes Paperless Pipeline a cost-effective solution for brokerages of any size. Whether you’re a small team or a growing brokerage, you only pay for what you use. This simple approach allows you to add agents, admins, and TCs without worrying about your bill increasing every time your team grows.

Built for Real Estate, Not Enterprise

Paperless Pipeline is designed specifically for real estate. Unlike generic, one-size-fits-all software, our platform is a purpose-built tool for real estate transaction and commission management. Every feature, from automated checklists to commission tracking, was developed to solve the unique challenges real estate professionals face daily. You get exactly what you need to manage deals from contract to close without paying for unnecessary features that don’t apply to your business. It’s a focused, streamlined system that works the way your brokerage already operates.

A Simple CRM for Your Contacts

While Paperless Pipeline isn’t a full-blown CRM, it does a great job of handling the essentials. The platform acts like a simple Customer Relationship Management tool by keeping all contacts and their information tied to a specific transaction. This means every person involved in a deal—from clients and co-op agents to lenders and attorneys—is organized in one central place. When you need to find a phone number or look back at a past deal, you don’t have to dig through spreadsheets or old emails. It’s all right there, making it easy to manage relationships and reach out to past clients for future business.

Attract and Retain Top Agents

The best agents want to work with brokerages that provide tools to make their jobs easier, not harder. Offering a clunky, complicated system is a quick way to frustrate your team. Because Paperless Pipeline is a purpose-built tool for real estate, it gives agents an intuitive platform that saves them time on administrative work. With features like automated checklists and transparent commission tracking, they can focus more on their clients and less on paperwork. Providing software that agents actually enjoy using is a powerful recruiting and retention tool that shows you’re invested in their success.

Get Set Up Quickly and On Your Terms

Getting started with new software shouldn’t be a headache. Our setup process is straightforward and designed to get you up and running quickly. You can customize the platform to match your company’s unique workflow, create checklists for your team, and manage visibility settings for different roles. Best of all, we’re here to help every step of the way. We offer free assistance with setup and training to ensure your team feels confident using the system from day one. This hands-on support continues even during your free trial, so you can make sure Paperless Pipeline is the right fit for your brokerage.

Access from Any Web Browser

You shouldn’t need an IT degree to use your transaction software. That’s why Paperless Pipeline is entirely web-based, meaning you don’t have to install anything on your computer. It simply runs in your web browser, like Chrome, Firefox, or Safari. This gives you the freedom to securely access your files from any computer with an internet connection—whether you’re at the office, at home, or working from a client’s kitchen table. It eliminates the need for bulky local servers and ensures your entire team can get to what they need, when they need it, without being tied to a specific machine. You can find more details in our company FAQ.

This flexibility means you can pull up transaction documents on your laptop, tablet, or smartphone while you’re on the go. Since Paperless Pipeline acts as a central, secure hub for all your files, you can finally ditch the overflowing filing cabinets. Everything is stored in the cloud, organized and accessible to your team 24/7. This approach makes your brokerage more efficient and gives you the peace of mind that comes with knowing your important documents are safe and always within reach. It’s a straightforward way to manage your brokerage without the technical headaches.

How Much Does Paperless Pipeline Cost?

Let’s talk about one of the biggest questions for any new software: what’s it going to cost? Many brokerages are used to complicated pricing tiers, per-user fees that add up quickly, and long-term contracts that feel like a trap. We do things differently. Our pricing is designed to be as simple and transparent as our software, so you always know exactly what you’re paying for and can focus on what matters most: closing deals.

Pay Per Transaction, Not Per Agent

Instead of charging you for every agent, admin, or transaction coordinator on your team, our pricing is based on one simple metric: the number of new deals you handle each month. This transaction-based model means you can give access to your entire team without watching your bill climb. It’s a fair approach that aligns our success with yours. You only pay for what you actually use, making it a predictable and cost-effective solution for managing your brokerage’s operations. This structure encourages collaboration because you never have to worry about the cost of adding another user to a transaction file.

What Counts as a Transaction?

This is where our simple pricing gets even better. In Paperless Pipeline, a “transaction” is any new deal file you create, and we only count it once. It covers the entire lifecycle of a deal, from a new listing to a pending sale and finally to a closed transaction. So, when a listing goes under contract and you change its status, you aren’t charged again. This means you can accurately forecast your costs without worrying about hidden fees or confusing terms. Our definition of a transaction file is designed to be completely transparent, helping you budget with confidence.

No Hidden Fees, Ever

We believe in earning your business every single month, not locking you into a service that isn’t working for you. That’s why you’ll never find hidden charges, setup fees, or long-term contracts with Paperless Pipeline. Our month-to-month plans give you the freedom to change your plan or cancel at any time without penalty. This transparency is at the core of what we do. Your monthly subscription covers everything: unlimited users, document storage, and dedicated support. What you see on our pricing page is exactly what you’ll pay. No surprises, ever.

Find a Plan That Fits Your Brokerage

Real estate has its seasons, and your business volume can change from one month to the next. Our pricing structure is built to be flexible right alongside you. As your brokerage grows or experiences natural market fluctuations, you can easily adjust your plan up or down to match your current deal flow. This adaptability ensures you’re never overpaying for services you don’t need or hitting a wall when you have a record-breaking month. You have complete control to choose the plan that fits your brokerage’s needs right now, giving you a scalable solution that supports your business at every stage.

Pricing Tiers for Every Size

We offer several pricing tiers designed to fit the needs of any brokerage, big or small. With Paperless Pipeline, our pricing is based on the number of deals you close each month, not the number of people on your team. This means you can give access to everyone—agents, transaction coordinators, and staff—without worrying about extra costs. It’s a fair, predictable approach to transaction management that supports your growth. As your deal volume changes, you can easily move between plans to make sure you’re always on the right one for your business. This flexibility ensures you only pay for what you need, making it a smart, scalable choice for your brokerage.

The Archive-Only Plan

We understand that businesses evolve, and sometimes that means closing up shop. But what happens to all your transaction records? For compliance and legal reasons, you need to keep those files accessible for years. That’s why we offer an ‘archive-only’ plan for offices that are closing but need to keep old documents for audits. This low-cost option gives you continued access to all your closed transaction files, ensuring you can pull records whenever you need them without paying for a full-featured account. It’s our way of providing peace of mind and supporting you even after your last deal is done.

Plan Rules and Payment Methods

You’ll never find hidden charges, setup fees, or long-term contracts with Paperless Pipeline. Our month-to-month plans give you the freedom to change your plan or cancel at any time without penalty. We accept all major credit cards, and your subscription is handled through a simple, secure online payment. Our pricing is designed to be as simple and transparent as our software, so you always know exactly what you’re paying for and can focus on what matters most: closing deals. This straightforward approach removes the risk and lets you find answers to your questions without digging through fine print.

Transaction Management Myths, Busted

Switching to a new system can feel like a huge leap, especially when you’re used to doing things a certain way. It’s easy to let common worries and misconceptions hold you back from finding a tool that could make your life easier. You might worry about security, the cost, or how new technology will affect your team’s roles.

These concerns are completely valid, but many of them are based on outdated ideas about real estate software. The truth is, modern transaction management platforms are designed to be secure, affordable, and supportive, not disruptive. They act as a partner to your brokerage, helping your team work more efficiently without adding unnecessary complexity. Let’s clear the air and look at a few myths that might be keeping you from streamlining your process and getting back to what you do best: closing deals and supporting your agents.

Myth: Your Digital Documents Are at Risk

It’s natural to feel protective of your clients’ sensitive information. For years, the industry standard was a locked filing cabinet, but a physical lock is often less secure than modern digital protection. Reputable transaction management platforms invest heavily in security measures that go far beyond what a typical real estate office can manage on its own. With features like encryption and secure cloud storage, your files are protected around the clock. In fact, your brokerage’s data is often safer in a system like Paperless Pipeline than it would be in a local office. Think of it as upgrading from a file cabinet to a bank vault.

Engineered for High Uptime and Reliability

A tool is only useful if it’s available when you need it, and the fear of a system crash during a critical closing period is real. We built Paperless Pipeline to be a reliable system that brokerages can depend on for years. For your business, high uptime isn’t just a nice-to-have feature; it’s a core requirement. That’s why our platform is engineered to be a system that is always working, giving you and your agents constant access to your transaction files. This commitment to stability and strong security is why so many brokerages choose us for the long haul. It’s about providing a dependable foundation so you can run your business without worrying about technical interruptions.

Your Data Backup and Cancellation Policy

No one wants to feel like their data is being held hostage by a software provider. Your data is yours, and you should always have control over it. While your account is active, we use bank-level encryption and secure cloud storage through Amazon Web Services (AWS) to protect your files. We store every transaction and document for up to 10 years, which is longer than most state compliance rules require. Because our service is month-to-month, you’re never locked in. If you decide to cancel, we make it easy to download a full backup of your data. You can find more details in our company FAQ, but the bottom line is you always have an exit plan that leaves you in complete control of your records.

Myth: Automation Will Replace Your People

This is a big one, but it’s simply not true. Technology is a tool, not a replacement for the expertise and personal touch your team provides. A great transaction coordinator brings empathy and problem-solving skills to a deal that software can’t replicate. The goal of a platform like Paperless Pipeline isn’t to replace your TC or admin; it’s to handle the repetitive, time-consuming tasks for them. By automating checklists and organizing documents, the software frees up your team to focus on high-value work, like communicating with clients and ensuring a smooth closing. It helps great people become even more effective at their jobs.

Myth: Going Paperless is Expensive and Complicated

Years ago, real estate software often came with a hefty price tag and a complicated setup process that took weeks or even months. Thankfully, those days are over. Modern, cloud-based software is much more cost-effective and designed for simplicity. Many platforms, including Paperless Pipeline, offer straightforward, transaction-based pricing without locking you into long-term contracts or charging per user. You can get started quickly without needing an IT team or extensive training. The focus is on providing a simple tool that works the way your brokerage already does, so you can get up and running in no time.

Is Paperless Pipeline Right for You?

Choosing the right software for your brokerage is a big decision. You need a tool that fits how you already work, supports your team, and doesn’t come with a shocking price tag. Many transaction management systems are built for massive enterprise companies, leaving smaller, leaner brokerages to deal with clunky interfaces, features they’ll never use, and rigid annual contracts. If you’re tired of that approach and just want a simple, reliable way to manage your deals from contract to close, you’re in the right place.

We believe your software should make your life easier, not more complicated. It should give you peace of mind knowing that every document is secure, every deadline is tracked, and every commission is accurate. Let’s walk through who gets the most out of Paperless Pipeline and what you can expect, so you can decide if it’s the right fit for your business.

Who We Built Paperless Pipeline For

We designed Paperless Pipeline for residential real estate brokerages, teams, and transaction coordinators who value simplicity and efficiency. If you run a fast-moving office and prefer straightforward tools over complicated systems, you’ll feel right at home. Our platform is perfect for those who want one central hub to manage transactions and commissions without the enterprise-level complexity or cost. We focus on giving you the essential tools you need to stay organized and compliant, so you can spend less time chasing paperwork and more time supporting your agents and clients.

How to Measure Your Success on the Platform

Success with Paperless Pipeline often looks like a sense of calm and control. It’s the feeling of knowing exactly where every document is and that your files are always audit-ready. Our users often tell us the system is so user-friendly that they can handle more business without feeling overwhelmed or stressed. Success is measured by how much more efficient your team becomes. When your agents and admins can manage transactions smoothly from anywhere, you’ll see a direct impact on your brokerage’s productivity, compliance, and overall peace of mind.

Quantifiable Savings in Time and Money

The real value of any software comes down to what it saves you in time and money, and with Paperless Pipeline, those savings are clear. Our pricing is based on the number of deals you close, not the number of people on your team, making it a predictable and cost-effective solution. You can add agents and admins without your bill going up. The time savings are just as significant. One customer told us they saved about two hours per day just on moving documents after making the switch. By standardizing your workflows in one place, you reduce the chance of costly errors and give your team a clear path to manage every deal. This means less time spent on administrative tasks and more time focused on clients.

What to Expect When Making the Switch

Switching to a new system can feel like a huge task, but we’ve made it as simple as possible. Think of Paperless Pipeline as the digital replacement for your filing cabinets or the shared server where you currently store documents. You can start a free trial in minutes, without a credit card, to see how it works for your team. Our pricing is flexible and based on your transaction volume, so you’re never locked into a long-term contract. You can easily adjust your plan as your business grows or changes, ensuring you only ever pay for what you need.

Try It Out with a Demo or Free Trial

The best way to see if a tool is the right fit is to get your hands on it, and we make that easy with a no-strings-attached approach. You can start a 14-day free trial—no credit card required—and explore the entire platform at your own pace. We encourage you to create a test transaction using fake information to see exactly how the checklists, document management, and commission tracking work. There’s no commitment, and nothing you do goes live. If you’d rather have a guided tour, you can always book a demo with our team. We’re here to help you get set up, even during your trial, so you can see how simple it is to get started.

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Frequently Asked Questions

What happens if my deal volume changes from month to month? That’s a common reality in real estate, and our pricing is built for it. You can easily move your plan up or down to match your current transaction volume. There are no penalties for making a change, so you’re never stuck overpaying during a slow month or hitting a limit during a busy season. The goal is to give you a flexible tool that adapts to the natural rhythm of your business.

Do I have to pay for each agent or admin I add to the system? No, you don’t. Every Paperless Pipeline plan includes unlimited users. We believe your entire team, from agents to transaction coordinators to office staff, should have access to the tools they need to collaborate effectively. Our pricing is based on the number of new transactions you start each month, not the number of people on your team, so you can grow your brokerage without worrying about your software bill growing too.

How difficult is it to get my team started on Paperless Pipeline? We designed the platform to be intuitive, so most teams pick it up very quickly. We also know that switching systems can feel like a big project, which is why we offer free, hands-on help with setup and training. Our team will work with you to customize the platform to your brokerage’s workflow and make sure everyone feels confident using it from the start.

Is the eSignature tool included, or is that a separate cost? Our eSignature tool, Pipeline eSign, is built directly into the platform and included with your plan. You won’t have to pay for a separate subscription or manage a clunky integration to get documents signed. It’s all part of the same system, which helps you keep deals moving forward without adding extra costs or complexity to your process.

How do I know my brokerage’s documents are actually secure? We take security very seriously. Storing your files in Paperless Pipeline is often much safer than keeping them on a local server or in a physical filing cabinet. Your documents are protected with bank-level security and encryption, and every action is tracked to create a clear audit trail. This gives you a secure, compliant, and centralized place for all your records, so you can have peace of mind.