For Keller Williams Teams
Transaction Management Software for Keller Williams Teams
Paperless Pipeline makes real estate transaction management utterly delightful for the country's top Keller Williams Teams. Every deal gets one file the whole team shares: documents, checklist, contract dates and tasks. Every agent, assistant and admin gets a login at no extra cost.
14 days, full access. No credit card. Free setup with you.
See why top Keller Williams Teams love Paperless Pipeline.
Paperless Pipeline is an easy way to keep our team's files organized.
For my team of highly productive agents, I need something that is reliable and functional. I appreciate that Paperless Pipeline makes updates where warranted, but isn't frequently changing processes where I have to constantly relearn things. The Pipeline team listens and is constantly innovating and incorporating what end users like us need. We are proud to be part of the Paperless Pipeline family!
Terri Dimond
Director of Operations, The Epstein Partners
Keller Williams
Santa Barbara, California
Why Top Real Estate Teams Love Paperless Pipeline
Keep your entire team on the same page
Keep all transaction communication, paperwork, and due dates in one place. Your team will instantly know the up-to-date status and next steps for every transaction.
Never miss a mission critical due date on any transaction
Paperless Pipeline automatically tracks your transaction's vital due dates, syncs them one way to Google, Outlook or Apple Calendar, and reminds you about upcoming tasks by email, so nothing ever falls through the cracks. Every task due date is worked out from the contract dates, in business or calendar days, and moves when the closing date moves.
Coordinate responsibilities across multiple team members
Assign contract-driven due dates and other time-sensitive tasks to members of your team. @Mention a person or a role on any task and it is highlighted for them. An agent checks a task off, then an admin verifies it.
Access transactions anytime anywhere
Your team will be able to access their transactions anytime anywhere using their internet connected smartphone, tablet, laptop, or desktop computer. There is nothing to download: it runs in the browser on iPhone and Android phones. Agents upload documents from their phone, or email them to the transaction's MailDrop address.
Who Does What on Your Keller Williams Team
Permissions are set per user, so each person on the team sees the work that is theirs.
Team leader
Set up as a master admin, with every permission, including billing, and reports across every transaction.
Transaction coordinator or assistant
Admin permissions such as View all transactions, so they run checklists, documents and dates across every agent's files.
Agents
Only the transactions they are on. They upload documents and check off their own tasks.
Bookkeeper
Separate permissions to enter financial data and view financial reports.
Running more than one team? Each can be its own location, and locations are unlimited. More on real estate team software.
Built for Your Keller Williams Transaction Coordinator
Your coordinator runs every agent's files from one account.
Files built from the contract
Drop in the signed contract and Pipeline AI fills in the new transaction: property address, parties, price and dates. Every field shows its source.
Checklists that apply themselves
Build each checklist once, and the right one is added when a transaction matches its status, side and label.
Missing documents flagged
Set the documents each deal needs. Missing ones are flagged for review, and every review is logged.
One task list for every agent
Filter the Tasks page by agent, office or status to see what is due on each agent's files.
Every account includes monthly Pipeline AI credits at no charge. More on transaction coordinator software.
See the Difference For Yourself.
Free for 14 days. No credit card needed. Cancel anytime.
14 days, full access·No credit card·Free setup with you
Closing 250+ transactions a year? Request a call
Paperless Pipeline has helped me to organize our systems team-wide so we are all on the same page with our transactions.
It has created a higher level of organization within the team.
Andy Alger
Team Leader, The Andy Alger Team
Keller Williams Premier
Linden, Michigan
Production and Commission Reports for Your Team
Built-in reports come with every plan, and there is nothing to set up.
What's closing and what's overdue
Ready-made reports: Closing in 30 Days, Expiring in 14 Days and Overdue Closings.
Each agent's production
Run the Comparative Production report for one agent or the whole team: sales volume, average sale and transactions closed, month by month.
Saved views and exports
Filter on any transaction field, save the search, and export it to CSV, XLSX or PDF.
Splits and CDAs
The optional Commission Module, from $58/month, calculates splits, caps and fees, generates the CDA and agent statements, and adds the Pending Commissions report.
Team overrides, mentor splits and referral fees are set on each agent's plan. See transaction reports.
Keller Williams Team Questions, Answered
What is Keller Williams transaction management software?+
Can my Keller Williams team keep its forms and e-sign tools?+
How much does Paperless Pipeline cost for a Keller Williams team?+
How long does it take to set up a team?+
Start Simplifying Your Transaction Management Today.
- Free for 14 days.
- No credit card needed.
- Cancel anytime.