Real estate agent experience: simple enough that your least technical agent logs in.

You can keep each agent's view focused on the work they need to do: find a transaction, upload documents, and check tasks. Set permissions per user and use the trial to see how it fits your team.

Yes - permissions are granular and set per user, so you decide exactly what each person can see and do. A veteran who just needs to upload documents gets a stripped-down experience, while an admin or power agent gets the full toolset, all from the same account.

The agent-facing workflow is intentionally small - find a transaction, upload a document, check off a task - so there is very little to learn before someone is doing real work.

Yes - Paperless Pipeline runs in your browser on a PC, Mac, tablet, or phone, with no install required. Agents can pull up a deal, review documents, and send their paperwork in from wherever they are, which is what makes it practical for people who are rarely at a desk.

No, there is nothing to download. Paperless Pipeline runs in the web browser on iPhone and Android phones, tablets, PCs and Macs. Agents can upload documents straight from their phone into a transaction, or email them to the transaction's MailDrop address.

Yes - every agent gets a unique maildrop email address they can send documents to, and the files land in Paperless Pipeline ready to file. It works from a phone's email, a desktop, or an office scanner programmed with the address, so paperwork gets into the system without anyone learning a new app.

No - agents only see the transactions they are on, while admins with the right permission can see everything in their location. Document permission categories add another layer, so even within a single deal, sensitive files can be limited to the people who should see them.

Yes - Paperless Pipeline has keyboard shortcuts for the actions agents and admins use most, like adding a transaction, uploading documents, or composing a note. Power users can move quickly without reaching for the mouse, while everyone else can ignore them entirely.

Yes - a searchable help center and a real human support team are available when an agent has a question. Because the day-to-day workflow is so small, most people rarely need it, but help is there without leaving the deal they are working on.

No. Users are unlimited on every plan. Pricing is based only on the new transactions you start each month, from $69/month, so every agent on your team can have an account without raising your bill. See what is included on our pricing page, or explore the full toolset on our features page.