{"id":2127,"date":"2016-04-05T10:56:01","date_gmt":"2016-04-05T14:56:01","guid":{"rendered":"http:\/\/www.paperlesspipeline.com\/blog\/?p=2127"},"modified":"2022-11-29T13:53:06","modified_gmt":"2022-11-29T18:53:06","slug":"cbvb-success-story","status":"publish","type":"post","link":"https:\/\/www.paperlesspipeline.com\/blog\/cbvb-success-story","title":{"rendered":"Why Coldwell Banker Valley Brokers Trusts Paperless Pipeline to Manage $155 Million in Annual Sales Volume"},"content":{"rendered":"<p>Donna Jo Merrifield leads a team of 62 brokers and three principal brokers at Coldwell Banker Valley Brokers in Oregon.<\/p>\n<p>Learn how she implemented continued agent training, overcame excuses, and led a successful paperless revolution in her company.<\/p>\n<p>Successful business executives know one key secret to unbounded growth.<\/p>\n<p><!--more--><\/p>\n<p><strong>The secret: You can only get more done by doing less!<\/strong><\/p>\n<p>Wait, that&#8217;s crazy. Surely our packed calendars, to-do lists, 10+ hour work days, and the ever growing reams of paperwork strewn across our desks are signs of a growing company. Right?<\/p>\n<p>No, those are signs that your employees are doing <i>busy-work<\/i>.<\/p>\n<p>Doing less of this busy-work is how you can get more of the impactful work done. Work that produces measurable growth for your company. Work that really counts.<\/p>\n<p>Donna Jo got this done by:<\/p>\n<ul>\n<li>Giving her staff and agents tools that automate and simplify the tasks that were otherwise eating up endless hours<\/li>\n<li>Using modern technology to reduce operational costs and office expenses.<\/li>\n<\/ul>\n<p>There was one area of business where her agents and staff used to spend a majority of their time: <strong>Transaction Management<\/strong>.<\/p>\n<p>That area was also costing the business hundreds of dollars and numerous staff hours in stationery expenses, printing equipment, maintenance, filing cabinet and storage room upkeep.<\/p>\n<p>By switching to Paperless Pipeline, her office has been able to cut down on all these costs.<\/p>\n<p><strong>More importantly, Pipeline&#8217;s simplicity and automation has allowed her staff and agents to free up hours of time every week.<\/strong><\/p>\n<p>Her agents now work from wherever they want<span style=\"font-weight: 400;\">\u2014 flexibility<\/span> that allows them to devote more time closing deals, and less time doing paperwork.<\/p>\n<p>And the staff now manages transactions without being constantly buried in paperwork. Paperless Pipeline keeps track of everything that&#8217;s needed on every single transaction.<\/p>\n<h2><span style=\"font-weight: 400;\">Improve Your Transaction Management with Powerful Features<\/span><\/h2>\n<p><span style=\"font-weight: 400;\">Paperless Pipeline\u2019s transaction management tool helped Coldwell Banker Valley Brokers to operate more efficiently and it can do the same for you.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Here are some of its features that will help improve your real estate business.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">\u2714\ufe0fTransaction Checklists<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Custoize and automatically apply <\/span><a href=\"https:\/\/help.paperlesspipeline.com\/help\/understanding-checklists-and-tasks\"><span style=\"font-weight: 400;\">checklists<\/span><\/a><span style=\"font-weight: 400;\"> based on the type of deal, the size, the location, and each separate stage or status.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">\u2714\ufe0fAutomatic Due Dates<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Due dates are automatically calculated based on the listing date, acceptance date, option period, contingency due dates or completion dates.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">They are then applied to your agents\u2019 and admins\u2019 calendars.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">\u2714\ufe0fCustom Transaction Reports<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Search and filter options provide custom transaction views and reporting so you can access all the data you need, when you need it.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">\u2714\ufe0fSecure Files<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Instant in-app and email notifications are provided every time new documents are uploaded to the system to ensure you never miss a thing.\u00a0<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">\u2714\ufe0fSeparate Offices, Teams, or Departments<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Make sure each office or team only sees what they need\u2014and company leadership can see transactions and pull reports for the entire company.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Each location can have their own admin, agents, checklist settings, and more.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">\u2714\ufe0fIntegrate with 1,500+ Apps<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Send transaction information to your favorite tools with just a simple status change.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Move lead stages in your CRM when a listing goes under contract, pass financial information to your accounting system when a transaction closes, send custom notifications, and more.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">\u2714\ufe0fSimplicity for Agents and Admins<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Fine-tune user profiles to suit the technical abilities of your agents. Individual user customization helps ensure that every agent and admin is delighted to use your system.<\/span><\/p>\n<h3><span style=\"font-weight: 400;\">\u2714\ufe0fBe Audit-Ready and Compliant\u00a0<\/span><\/h3>\n<p><span style=\"font-weight: 400;\">Free automatic monthly backups mean you\u2019ll never lose your data. Access your transaction history and review logs from anywhere online.<\/span><\/p>\n<p><span style=\"font-weight: 400;\">Download and save your monthly backups and be ready for the next audit.<\/span><\/p>\n<p><strong><a href=\"https:\/\/www.paperlesspipeline.com\/coldwell-banker-success-story\" target=\"_blank\" rel=\"noopener noreferrer\">Learn the strategy Donna Jo used to successfully implement Paperless Pipeline and get her top tips for running a smooth paperless office \u2192<\/a><\/strong><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Donna Jo Merrifield leads a team of 62 brokers and three principal brokers at Coldwell Banker Valley Brokers in Oregon. Learn how she implemented continued agent training, overcame excuses, and led a successful paperless revolution in her company. Successful business &hellip; <br \/><a href=\"https:\/\/www.paperlesspipeline.com\/blog\/cbvb-success-story\" class=\"excerpt-continue-reading\">Continue reading <span class=\"meta-nav\">&raquo;<\/span><\/a><\/p>\n","protected":false},"author":8,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[2,3],"tags":[22,28,37,50,56,58],"class_list":["post-2127","post","type-post","status-publish","format-standard","hentry","category-blog","category-customer-success-stories","tag-case-study","tag-customer-success-story","tag-helpful-hints-2","tag-paperless-office","tag-real-estate","tag-real-estate-transaction-management-software"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>CBVB trusts Paperless Pipeline to manage $155 million<\/title>\n<meta name=\"description\" content=\"Learn why Coldwell Banker Valley 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