Send documents into the system in three convenient ways: Scan them, email them in or upload them directly with a web browser. You can even upload and email multiple documents in one shot.
2Assign Documents to Transaction
Uploaded documents are kept in a holding queue from where your office staff and agents with appropriate permissions can assign them to a transaction with a couple of clicks.
Your staff can instantly preview docs and notify agents about missing signatures, missing pages, errors and omissions. Mark a document as reviewed with one click, and the system will log the date and time of review for compliance.
4Stay compliant with document-tracking checklists
Use custom checklists to keep track of which documents are complete and which ones are still missing.
5Track due dates across all transactions
Track contract-driven and compliance-driven due dates as well as other time-sensitive tasks so nothing falls through the cracks across any transaction.
6Automatically Remind Agents of Upcoming Closings
The system can automatically email your agents a closing reminder five days before their transaction is scheduled to close. The email lets the agents know if any documents are missing from the file.
Once the transaction has closed and all necessary documents are in, just change the transaction to a closed status.
8Access Closed (and Open) Transactions from Anywhere
Your agents and staff will be able to access their closed as well as open transactions any time from anywhere using their internet connected smartphone, tablet, laptop, or desktop computer.
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