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

Why Choose
Paperless Pipeline
Over Google Drive?

Paperless Pipeline was built to simplify transaction management for real estate agents and admins — not just to store and share documents.

Custom checklists
Setup custom checklists for tracking required documents and tasks.
Yes No
Record all communication and notes
Capture all communication and notes related to a transaction.
Yes No
Review submitted documents
Know exactly what documents have been submitted.
Review and comment on those documents from a single page that’s accessible from any Internet connected device or computer.
Yes No
Schedule a demo of
Paperless Pipeline
and see the difference for yourself
  • 1
    Never miss a task with custom checklistsSet up custom checklists for tracking required documents and tasks.Never miss a task with custom checklists
  • 2
    Manage transaction notes and communicationCapture all communication and notes related to a transaction.Manage transaction notes and communication
  • 3
    Quickly review submitted documentsKnow exactly what documents have been submitted. Review and comment on those documents from a single page that’s accessible from any Internet connected device or computer.Quickly review submitted documents

Essential Paperless Pipeline Features
That Google Drive Doesn't Offer

  • Instantly locate transactions and documentsYour agents and staff must be able to easily locate
    a transaction or document with minimal effort.
  • Get reminded when compliance tasks are dueReceive reminders when important compliance tasks are due.
  • Submit documents by email, scan, or direct uploadAllow your agents to submit documents by email, scan, or direct upload.
  • View summary and detailed performance reportsGenerate reports that show how well your brokerage is doing.
  • Accurately track current status of all transactionsSee the full status of a transaction instantly.
Schedule a demo of
Paperless Pipeline
and see the difference for yourself

More Features Exclusive to Paperless Pipeline

  • Know exactly when agents submit documentsYour staff should be automatically notified when an agent has uploaded new documents.
  • Get smart notificationsAutomatically email your agents to remind them what paperwork is still missing in a transaction.
  • Control data-access permissions of usersMake sure agents have access to the right transactions and documents.
  • Standardize document naming conventionsRelying on agents to choose the right document name every time is tough.
    Setup standard document names so agents to name documents correctly.
  • Break documents apartBreak a document into multiple pieces.
  • Merge documentsMerge multiple docs into one.
  • Update clientsEmail contracts, notes, or updates to your clients.
  • Directly send contracts to third-partiesEmail contracts to lenders, title companies, or cooperating agents directly from a transaction.
  • Know what’s due and whenOrganize all due dates from your transactions onto a single page.
    Automatically send those due dates to your calendar.
  • Measure daily activityReceive daily report and see what happened across all your company’s transactions that day.
  • Manage contactsManage all contacts involved in a transaction
Schedule a demo of
Paperless Pipeline
and see why brokers, admins, and agents
love Paperless Pipeline
20%

FREE GUIDE!

free guide image3 Simple Steps to Choosing the
Perfect Transaction Management System
for Your Real-Estate Brokerage.

Question 1: What’s your primary role within your company?

Pick one

Question 2: Is your company already using Paperless Pipeline?

Question 2: Are you using a paperless system?

All Done!

Ask your broker or office admin to add you to the brokerage’s Paperless Pipeline account.
Ask your broker or office admin to try out Paperless Pipeline.

Question 3: What system are you currently using to manage transactions?

Question 4: What’s most important to you in switching to another system?

(While all of them may be true, select the one that is most important)
I want a system that:

Question 3: What is the biggest roadblock to taking your company paperless?

(While all of them may be true, select the one that comes to mind first)

Thanks for your responses!

We’re creating a personalized plan for you now.

Question 4:Question 5: Where would you like your personalized plan to be delivered?

Next we recommend you try the following:

  1. 1.Attend a 20-minute free Live Demo Attend live demo ❯❯
  2. 2.Try out Paperless Pipeline for free (no credit card required) Try it out ❯❯
  3. 3.Got questions? Call us. (844) 467-2737