Brian Owens: How We Built a Business Based on Referrals with Paperless Pipeline

Recently, Paperless Pipeline founder, Dane Maxwell hosted a roundtable of our users to discuss strategies for surviving the real estate downturn.

One of the people Dane spoke to was Brian Owens, Owner and Closing Manager at Successful Closings LLC. Brian runs his business with his wife Christy, providing contract-to-close transaction coordination services for real estate agents.

This article is part of a series based on that event. You can find more advice from the roundtable on our blog.

Christy had been closing transactions for a partner at a large team for several years when she decided to start her company. Christy and Brian had always wanted to start their own business together. And as he was also looking for something new, it seemed like the ideal opportunity.

As a transaction coordinator specialist, finding the right software was critical. Brian tried 10–15 tools before choosing Paperless Pipeline. He even had an inside connection with a large competitor—but the functionality simply wasn't as good as Pipeline's.

He loves that Paperless Pipeline is so customizable. And he also likes the way the per-transaction pricing works for start-ups like his. Because you only pay for what you use, it allows your business to grow.

But it also works the other way around. Business has only recently started to slow down for Successful Closings, but Brian knows that he'll pay less for Pipeline if production falls.

Brian explained that his business is built on referrals, therefore his reputation is vital.

Paperless Pipeline is a key part of this, ensuring that everything is correct, and that both Brian and Christy always know what needs to happen next.

Brian described his simple marketing message to the group: 'We have a system in place. We do not drop balls.'

This proven system also enables the company to be more productive and profitable.

Brian explained that if you have a transaction management system that you can trust then you can close deals quicker—even three to four weeks becomes realistic. This is because you know exactly when what needs to be done and you can make sure all parties understand this.

Another important part of building your reputation is to provide a personal touch. That's why Brian and Christy treat their agents, buyers, and sellers the way they would their own clients.

Survive the Real Estate Downturn with Paperless Pipeline

One way to survive the real estate downturn is to make your closing process faster and more reliable with Paperless Pipeline.

We know that switching to new software during this time feels risky. That's why we offer a free trial—no credit card details are required.