Transaction Management Your Whole Brokerage Runs In a Week
Checklists, compliance and CDAs with no data entry. Import your open deals, get free setup and admin training, and be fully operational in under a week. Plans from $69/month.
No credit card·Free setup·Unlimited users·No contract
What the next 30 days actually looks like.
Day 1 you get operational. Week 1 is the real work. Month 1 it becomes how the office runs. Every step is here, in order.
Get operational
About an hour. By the end of it, the system looks like your brokerage.
Set up your offices and people
Add each location or branch, then your admins and agents. Permissions are per-role, so agents only see their own files. Every user is free.
Add offices, admins and agents
Load a real deal, then let Pipeline AI build the next one
Start with a deal you know cold so you can check the system against something you can verify. Then drag in a contract PDF: Pipeline AI reads it and builds the file; dates, parties, addresses and you review before anything is accepted. No more manual data entry or human error. Your trial includes up to 9 transactions.
Load real deals with AI Create
Make it yours
This is the real work of the trial, and it is configuration, not exploration.
Build your checklist templates, statuses and labels
Your compliance process, as software. Dates calculate themselves from the contract dates. Then rename the pipeline stages to whatever your office already calls them, so the system speaks your vocabulary, not ours.
Build templates, statuses and labels
Set up commissions
Splits, caps, fees, referrals. Configure it against how you actually pay people.
Set up the Commission Module
Bring your agents in and let them email documents
Short training, usually 20 minutes. Agents only learn one thing: their Maildrop address. Every transaction gets a unique one, so agents forward contracts straight from their inbox with no login on their side.
Onboard agents, docs come in by email
Watch the loop run once, then take that file to close
Agent emails a contract, you get notified, Pipeline AI builds the file, you review and accept, the checklist takes over. Run that single deal all the way through. Everything after this is repetition.
Run the loop once, all the way to close
Make it the system of record
The trial proves the loop runs. Month 1 is when it becomes how the office works.
Bring the roster on and move your open deals over
Most brokerages start with one office or one admin. Month 1 is when everyone else comes in, and when active transactions come across so nothing is running in two places.
Roster on, open deals moved
Tune the checklists and run a real CDA
Your week-1 templates meet reality and need a second pass. Everyone does this. Then run commission disbursement on an actual closing, checked against what you would have calculated by hand.
Tune checklists, run a real CDA
Turn the old system off and start reporting
Until the previous system is cancelled, your office is running two, and people default to the one they know. Once you cut over, the audit trail builds itself and commission data pushes to your accounting system via Zapier.
Old system off, reporting on
Get started today
Free 14 day trial, sample checklists and email templates. Email only, no card, no contracts, no strings attached.
Start your free trial
Add offices, admins and agents
Illustrative view of Paperless Pipeline at this step. 1/10
Other software stores the work. We do it.
Contracts get read for you. Checklists run themselves. Your coordinator handles exceptions, not data entry.
Agents drop docs in one place. Commissions and reporting turn on at closing. Add agents without adding admin.
What changes on Day 1.
Kill the data entry
AI creates and updates transactions from your contracts, so your coordinator isn't re-keying deal details across systems.
Stop chasing agents
Agents get a dead-simple place to upload docs. The system nudges them, so your TC doesn't have to.
Compliance on autopilot
Broker-defined rules run on every file. Nothing closes with a gap, and the audit trail is already built.
Usable on day one
Your account is usable on day one. Most brokerages are fully operational in under a week: Day 1 you load a real deal, Week 1 you run splits and a test CDA, Month 1 you close and pull your first report.
Built for multi-office
Manage every office, split structure, and coordinator from one place.
Monthly Pipeline AI credits included
Every account includes monthly Pipeline AI credits at no charge. One credit reads one contract and creates or updates the transaction from it, citing every value it filled so you can review before saving.
See how Pipeline AI works →Your account is usable on day one. Most brokerages are fully operational in under a week.
Free hands-on setup·Unlimited users·No contract
"It's just an easy program to use. It's simple. It's beautiful. It gets the job done without being complicated."
"Pipeline takes a ten-minute job and makes it a two-minute job. You do that a dozen times a day and you can see how that comes back to benefit us."
"Paperless Pipeline brings me peace of mind knowing our files are safe and easy to access."
The honest questions.
We're mid-year, switching sounds brutal.
It isn't. You import your open deals by CSV, we set up your locations, users, statuses and checklist templates for you, and closed deals stay in your old system. Most brokerages run both for two weeks and then stop logging into the old one. Setup, admin training and transaction import are free on every plan.
How long does setup actually take?
Your account is usable on day one. Most brokerages are fully operational in under a week, with free white-glove setup help from a real person.
What does it cost?
Plans start at $69/month, priced on the number of new transactions you start each month, not per user. Unlimited users, unlimited offices, unlimited storage on every plan. No setup fee, no contract. The 14-day free trial needs no credit card and includes 9 free transactions.
My agents will never adopt it.
Most agents are productive within their first hour. Agents only ever see their own transactions and tasks, so there is almost nothing to learn.
What you get in the free 14-day trial
- Automated checklists + due dates
- Compliance rules + audit trail
- Commission splits + one-click CDAs
- Multi-office management
- Agent document experience
- Reporting (activates on first closing)
- Integrations + backups
- Pipeline AI create & update
- Free setup help
Your account is usable on day one. Most brokerages are fully operational in under a week. Plans from $69/month, priced on the new transactions you start each month, not per user.
Every week on spreadsheets is another week of chasing docs and hoping nothing slips.
Start Day 1 today. Load a real deal, invite your coordinator, and see it run before you decide.
No credit card·Unlimited users·Closing 250+/year? Request a call
Questions? help@paperlesspipeline.com