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Free Guide: 3 Simple Steps to Choosing the Perfect
Transaction Management System

Learn More About Paperless PipelineSee what makes Paperless Pipeline the World's Simplest Transaction & Commission Management Software.

How It All Works Together

1

Add Documents

There are 3 ways to get a document into the system. Scan it, email it in or upload it directly to the site. You can even upload multiple documents at once.

2

Assign to Transaction

Uploaded documents are sent to a holding queue, where office staff or agents with appropriate permissions can assign them to a transaction.

3

Double-Check Docs

Staff can check for errors while assigning docs by reviewing them for missing signatures and pages. Instant document previews are available for PDFs.

4

Review Checklists

Staff can check off docs as they come in. A red checklist means it needs attention. A green checklist means everything is done and the agent can get paid.

5

Email Agents

You can email agents right from the system. The message, date, and time are saved in the transaction to prevent "you didn't tell me that" discussions.

6

Missing Paperwork

When agents are emailed about missing docs, they can just reply with the missing doc attached and it'll go right to the system. They can scan or upload directly too.

7

Mark It Complete

All finished? Staff can mark the paperwork complete in the system and send a message to the broker letting them know it's ready for review.

8

Final Broker Review

The broker can review all the transaction’s files on one page. They can fire off notes for items that still need work or mark them as complete.

Paperless Pipeline is a great solution for our office. Not only did we get rid of a warehouse full of old files, but now the agents and staff can access their files anytime, from anywhere. State auditors are happy with it and gave it their approval. Simple, cost effective, and it works!- Lori ReeceBroker/OwnerRE/MAX Whatcom County, Washington75+ agent office

Everyone Loves Paperless Pipeline

Brokers Love It

  • Facing an audit? Get access to every document in an instant
  • Get agents and staff using the system without any expensive training
  • Have the freedom to work (and answer paperwork questions) from anywhere
  • Recruit agents from anywhere
  • Save time reviewing files - an hour or more per day!
  • Handle more agents and a higher volume of transactions without added staff
  • Retain your top agents by giving them the freedom of mobility
  • Eliminate expensive storage centers
  • Hire remote staff and utilize them for multiple locations
  • Control who has access to every transaction and every file
  • Stop sending paperwork back and forth between multiple parties and locations
  • Eliminate trips to the storage room to dig up old files

Managers & TCs Love It

  • Hold agents accountable and stop chasing down missing paperwork
  • Review and work on files from anywhere
  • Learn the system in minutes (not days or weeks)
  • Have a clean desk and empty filing cabinets
  • Spare yourself all "I turned it in, you lost it" discussions
  • Answer the "What do I need to close?" question in seconds
  • Examine documents and check for errors without downloading files
  • Easily break apart contracts or merge them together
  • Upload multiple files at once
  • Get a monthly backup of every transaction, every note, and every file

REALTORS® Love It

  • Quickly see what documents are missing across all transactions so you can get paid at closing
  • Learn it in minutes and start using it on your very next transaction
  • Access your deals anywhere in the world, 24 hours a day, from any laptop or tablet computer
  • Travel to appointments without a giant stack of papers
  • Turn in paperwork by scanning, emailing, or direct upload
  • Know which of your listings are about to expire
  • Show up to a closing without dragging along a stack of paperwork
  • Share files with the people who ask for them most often
  • Enjoy a peaceful vacation while leaving the mountain of paperwork at home
See More Reasons

100% Commitment to Safety and Security

Utilizing 256-bit SSL encryption by GeoTrust and the world-class server infrastructure of Amazon Web Services (AWS), Paperless Pipeline ensures the absolute privacy of our users' data. Paperless Pipeline incorporates the most advanced security solutions, giving you the same level of data protection and redundancy as an online bank.

Access
Anywhere

Paperless Pipeline is always available for you to access no matter where you are in the world via all modern web browsers (Internet Explorer, Firefox, Safari, Chrome, etc). In addition, you can download all the files and data from your account every month using a secure link created just for you.

Offline backups can be saved on your local computers or servers and used as an alternate way to store and access your transaction data.

Online
Security

Your login connection with Paperless Pipeline is secure and encrypted using industry-leading SSL technology. The information stored in Amazon.com's data centers is accessible only by SSL encrypted endpoints - meaning your data can't be viewed while being sent from your computer to Amazon's secure facilities.

Your data in Paperless Pipeline is safer and more secure than with most online applications and is even safer than traditional offline storage.

Multiple
Backups

Paperless Pipeline stores user data in Amazon.com's highly reliable data centers. Every document uploaded and every word typed into Paperless Pipeline is automatically copied to multiple backup locations using the Amazon S3 cloud storage service.

Amazon S3 provides a highly durable storage infrastructure designed for mission-critical and primary data storage. The service redundantly stores data in multiple facilities and on multiple devices within each facility.

After doing much research and actually purchasing another program, we are currently using Paperless Pipeline. We like that it is simple to use and easy to learn. Our agents embraced it and are thrilled with the convenience of having everything in one place that is accessible from anywhere. - Leslie MyersDirector of OperationsJ.P. Weigand, Wichita8 offices, 311 agents

Questions & Answers

What is a transaction file?

A transaction file is anything from listing to pending to closed. A transaction is counted only once - when it's created. Once a transaction is created, you can change the status at anytime and it will continue to count as just a single transaction file.

For example, if you start a transaction file as a listing, that counts as one transaction file. If you get a pending offer on that listing, you will change the status from "listing" to "pending" and it will continue to count as only one transaction.

How does the transaction file quota work?

When you create a transaction file, it counts against your quota for the current month's billing cycle. The transaction quota is reset on your billing date every month and any open transaction files you created in previous months will not count against your new quota.

How does Paperless Pipeline help my real estate company?

"What do I need to close my deal?"

"I turned in my paperwork…you lost it!"

Questions like this will disappear when you begin to use Paperless Pipeline. Brokers and agents love using the application for real estate document management because we focus on one thing: eliminating the burden of paper. It's not uncommon for an office using Pipeline to cut their paperwork management time in half for every single transaction.

If you've already gone digital and you store your files on a web server in carefully organized folders, then your email inbox is probably a mess. With Paperless Pipeline, your files are accessible by everyone who needs access (and no one who doesn't) no matter what time it is or where they are in the world. You can stop emailing files back and forth and save your inbox for valuable client communication.

See how other customers are using Paperless Pipeline

How does Paperless Pipeline work? What does it do?

Paperless Pipeline replaces your filing cabinets or file server where your transaction documents are stored. And, it's better than traditional real estate transaction software because you can access it from anywhere. Think of it as your online filing cabinet that's accessible 24/7 from wherever you are.

You can create a new transaction file in Paperless Pipeline by typing a property address and assigning a status like "Listing" or "Pending". That's it…very little data entry is needed to get started.

Docs can then be added to your account by scanning, emailing, or uploading directly into a transaction. The average Paperless Pipeline customer saves more than 50% on their copy bill as a result of putting their real estate documents online.

What doesn't Paperless Pipeline do?

Paperless Pipeline is not a forms company. If you want forms, choose from the dozens of existing solutions like Zipforms, RealFast, or your own MLS.

But once your forms are filled out, don't put them in a filing cabinet. Take your office mobile instead and use Paperless Pipeline for your real estate transaction management.

Will Paperless Pipeline help me track commissions and agent production?

Yes. Add Paperless Pipeline's optional commission module to your account and you can manage transactions and track commissions + agent production all from within the same system. Learn more about Pipeline's commission module »

How do I get started with Paperless Pipeline?

If you're a hands on person, just sign up and start using Paperless Pipeline. It's free and you don't need to enter a credit card.

If you want to learn exactly how Paperless Pipeline will help your office manage their real estate transactions online, sign up for a personal demo. You'll get a guided tour through the system as well as a chance to ask questions specific to your office.

Still have questions? Visit the FAQ page to read more answers