Real Estate Transaction Management Features

It is back-office software brokerages use to run every deal from listing to close in one place - documents, checklists, key dates, compliance and reporting. Paperless Pipeline gives each transaction a single virtual folder, so brokers, admins, transaction coordinators and agents always know what is done, what is due and what is missing.

Look for checklists and key dates that apply themselves by deal type, document review with an audit trail, reporting, and integrations with your CRM and e-signature tool. Check that you can export your own records, and how the bill moves as you add agents. Paperless Pipeline covers each of these.

Checklists apply themselves automatically based on the type of deal, the side (listing or buying), the location and the current status. You build a checklist template once and Paperless Pipeline attaches the right tasks to each new transaction, so nothing slips between listing and close.

Yes. Set the dates that matter once - listing date, acceptance date, option period, contingency dates, closing - and Paperless Pipeline calculates every task due date from them. You can count due dates in business days or calendar days, and agents and admins instantly see what is due today, overdue and coming up.

It keeps a complete, time-stamped history of every document and action on a transaction. Brokers get instant in-app and email alerts when a new document is uploaded for review, and document review history gives you an auditor-friendly trail. You can let an auditor view transactions directly in Paperless Pipeline, or download them in a couple of clicks.

Yes, using Locations. Each office or team sees only its own transactions, with its own admin, agents and checklist settings, while company leadership sees everything and can pull reports across the entire company.

Every plan includes unlimited users, unlimited locations and unlimited storage. Add admins, brokers, support staff and full or part-time agents at no extra cost - you pay for the number of new transactions you start each month, not per seat. See pricing.

Paperless Pipeline connects to thousands of apps through Zapier, triggered by a simple transaction status change - move a lead stage in your CRM when a listing goes under contract, push financials to your accounting system when a deal closes, or fire custom notifications. It also works with DocuSign and Dropbox Sign for signing, Follow Up Boss, CSV transaction import, and one-way calendar sync.

No. Paperless Pipeline is not a forms company. Agents fill in contracts and disclosures in the forms tool or MLS they already use, then upload, email or e-sign the finished documents into the transaction. From there, documents are reviewed like any other file.

Yes. Paperless Pipeline prepares free monthly backups automatically, and you can download and keep them locally any time. Your data stays yours in an open, vendor-neutral format, so you are never locked in.

Yes. Paperless Pipeline runs in any browser and works on PCs, Macs, tablets and phones, so agents and admins can review documents, check tasks and manage transactions from anywhere.

Yes. Powerful search and filters give you instant, custom views and reports - Closing in 30 Days, Expiring in 14 Days, Overdue Closings, by date range, by checklist status or by recent status change - so the data you need is always a click away.

Pricing is based on your monthly production - the number of new transactions you start in a month - not the number of users. Plans start at $69/month with a 450+ plan for high-volume brokerages, no setup fees and no annual contract. Start with a 14-day free trial, no credit card required. See pricing.

Two are optional add-ons. The Commission Module, from $58/month, adds splits, caps, fees, agent net statements and auto-generated CDAs. Pipeline eSign is billed in blocks of 10 signature requests, with no per-user fees. Everything else on this page comes with every plan, and every account includes monthly Pipeline AI credits at no charge.

Getting started is free and guided. Setup includes free account setup, free admin training and free transaction import, so your locations, users, statuses, labels and checklist workflows are ready before you go live.

A shared drive stores files; it does not run deals. Paperless Pipeline adds the things a brokerage actually needs - automatic checklists, calculated due dates, a compliance review trail, reporting and commissions - purpose-built for real estate transactions. See how Paperless Pipeline compares.