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In their own words

We asked our customers: what's it like to run your brokerage on Paperless Pipeline?

Here's what brokers, transaction coordinators, and office managers had to say — straight from the field, unedited.

Compliance, Audits & Peace of Mind

18 quotes
Paperless Pipeline brings me peace of mind knowing our files are safe and easy to access.
Letty Arellano
Designated Broker, Welcome Home Yuma Realty, AZ
State auditors are happy with it and gave it their approval. Simple, cost effective, and it works!
Lori Reece
Broker/Owner, RE/MAX Whatcom County, Bellingham, WA
It was just a mess before Paperless Pipeline. There were so many different folders - not to mention anyone could log in and see anything. Everybody's stuff was out there for anybody to see.
Dawn Southern
Compliance Broker, Maximum One Realty, GA
Paperless Pipeline gives me a record of every single time I email someone. There is no question when anything was sent — it's all right there for you to see.
Dawn Southern
Compliance Broker, Maximum One Realty, GA
Anybody can jump in at any time and know exactly what's going on. If I'm on vacation or out sick, my back-up can get in there and I don't have to worry about a thing!
DeAnna Crysler
Transaction and Office Manager, The Cascade Team
We're renting around 400 properties per month. As the broker, I need to deal with the paper trail. Paperless Pipeline helps us to keep that intact.
Vee Rayford
Qualifying Broker, Atlanta Residential Property Group, Atlanta, GA
No one ever knows if they are going to get sick. When someone is gone things are still going to happen. We needed to have the ability for anyone to pick up a transaction.
Jill Warner
Transaction Coordinator, Greater Midwest Realty, Twin Cities, MN
It is really convenient being able to quickly download all of the files, the paperwork, the notes … The process was super simple!
DeAnna Crysler
Transaction and Office Manager, The Cascade Team
Paperless Pipeline gives me a check and balance. I can look at it and see that everything is correct. It's much better than what we used to do before — it was all paper, and that's a lot. This makes it a lot easier to process. It holds all the information right there together. All you have to do is pull it up.
Toni Lewis
CFO, United Real Estate
I don't have to shuffle stuff around. I don't have to worry about leaving confidential information on my desk — I shut it down, close it out, and it's secure. I don't have to run around behind an agent saying 'I need this piece of paper' — it should be in the system, categorized, and right there. Really convenient.
Toni Lewis
CFO, United Real Estate
I can pull up anything from anywhere and prove that things got done. So Paperless Pipeline is here to stay.
Joshua Branscum
Broker/Owner, Independent Brokerage, TN/VA
At the end of the year, when it's tax time — one of my clients called and said, 'I misplaced my settlement statement, can you send me a copy?' With Paperless Pipeline, absolutely. Click, boom, done.
Joshua Branscum
Broker/Owner, Independent Brokerage, TN/VA
What I really have always liked about Paperless Pipeline is that it's one place where, if someone were to come from the state and ask to see someone's last three transactions, it's all there. The document retention policy makes sure of it and it's easy to get. I don't have to wonder where's that file cabinet.
Mitch Gready
Broker/Admin, Smart Hub Realty, PA
I would never be in business if I wasn't operationally efficient. Paperless Pipeline is really operational efficiency — that's what makes it all work.
Jeremy Ganse
Principal Broker, Smart Hub Realty, PA
The source of truth is Paperless Pipeline. We have other systems that will either manually or automatically port that information elsewhere, but whenever we have an actual question about the accuracy of the data, we come back into Paperless Pipeline.
Chris Sanders
Operations Manager, Designed Realty, WA
We use Paperless Pipeline as the source of truth instead of relying on individual brokers to keep their files updated.
Chris Sanders
Operations Manager, Designed Realty, WA
The checklists are the source of truth inside of Paperless Pipeline. We love these. These are great for compliance.
Chris Sanders
Operations Manager, Designed Realty, WA
Documents are being turned in faster, they're being uploaded on their own. As a conveyancer — thank you for putting that in the file. That way I don't have hundreds of emails.
Erica Pukatsch
Onboarding & Conveyance, Realty Mark, ~1,800 agents

Central Hub / Single Source of Truth

11 quotes
I love that I can access EVERYTHING on my phone, iPad or computer.
Chris Millsap
Owner/Designated Broker, RE/MAX Advantage Lake Chelan, WA
If I could go back several years, I would tell myself not to be scared. Go paperless - just set a date and time and get a plan on how you're going to implement this. My life is just so much easier now.
Donna Jo Merrifield
VP of Business Development, Coldwell Banker Valley Brokers, OR
Everything works very well. It's very seamless for us as we move into new markets.
Craig Plantz
President and CEO, Resident Realty
Paperless Pipeline is so streamlined. I have my templates, checklists, and customizations all in one place. The ongoing improvements over the past few years have made my job easier, and I recommend it to other TCs and agents all the time.
Tonjah Wilkins
Owner and Transaction Coordinator, On Poynt Transaction Services
Paperless Pipeline is my main hub. I use it for transaction management, project management, and even managing myself. All my to-do lists and agendas live there—it's the first thing I log into every morning.
Kasie Cook
Owner and Transaction Coordinator, K.C. Business Solutions
We put every single one of our transactions into Paperless Pipeline, and we use it to monitor completeness and keep track of deal volume across a variety of projects.
Jade Benitez
Conveyance and Sales Operator, Breakside Real Estate Group, Surrey, BC
It's always great to log in and see where things are at.
Jade Benitez
Conveyance and Sales Operator, Breakside Real Estate Group, Surrey, BC
The bulk of the system is meant to manage transactions; it's our filing cabinet.
Reed Wilson
Principal Broker & Coach, The Wilson Group, Richmond, VA
Overall, it's very seamless. It's easy to be able to onboard our clients, and they liked it a lot better than other systems we've tried.
Megan Walz
Co-Founder, Owner & Transaction Coordinator, Avenue Transactions
I'm very happy with your product, and I'm happy with the customer service.
Craig Plantz
President and CEO, Resident Realty
Paperless Pipeline doesn't go down.
Craig Plantz
President and CEO, Resident Realty

Ease of Use & Simplicity

14 quotes
It's just an easy program to use. It's simple. It's beautiful. It gets the job done without being complicated.
Shawn Milletary
Chief Operating Officer, Redwood Realty (Century 21), Washington D.C.
The platform is extremely user-friendly, making the learning curve very minimal.
Laura Kingsbury
Administrative Coordinator, Andrew Mitchell & Company, Marion, MA
Even the least computer-savvy agents have grown to love it.
Jenny Yager
Transaction Admin, Coldwell Banker ProWest, Medford, OR
They said 'Wow! This is simple. It's so easy.' Now there's no question about anything. Since we've been using it, I haven't had a single agent tell me they hate Pipeline. Not one. They love it.
Dawn Southern
Compliance Broker, Maximum One Realty, GA
I have been unable to find another product like Paperless Pipeline that is able to work at all levels of agent technical expertise.
Shawn Milletary
Chief Operating Officer, Century 21 Redwood Realty, VA
With many systems, you need a couple of hours of training, followed by follow-up training. But with this system, it's so intuitive that it's hard to mess up!
Michael Greer
Managing Partner, Good 2 Go Properties & Services
When I opened my brokerage I heard other software was better. But now I'm back because of the ease of Paperless Pipeline—it's just so user-friendly. I've used it for years and I love it!
Kesha Kennedy
Team Leader and Broker, Legacy South Real Estate Group
I think we've made our system really simple and cohesive for agents to come in and figure it out. Paperless Pipeline has made it really simple on that front. It's not a tedious thing, it's just straightforward.
Megan Walz
Co-Founder, Owner, and Transaction Coordinator, Avenue Transactions
After trying multiple options, Paperless Pipeline was the only one that truly fit my workflow. It's simple, effective, and doesn't bury me in unnecessary clicks.
Tonjah Wilkins
Owner and Transaction Coordinator, On Poynt Transaction Services
Some systems have so many bells and whistles to look perfect. But ultimately, it comes down to one question: does it work or not? That's how I knew Paperless Pipeline was right for us.
Jill Warner
Transaction Coordinator, Greater Midwest Realty, Twin Cities, MN
It's so nice just to have everything in one place. Such easy access to get what you need.
Karen Rigsby
Office Manager, RE/MAX First
I love the idea that anything I need to know about any transaction is here — very easy to find. I like not having to toggle back and forth. It's just a very user-friendly program.
Karen Rigsby
Office Manager, RE/MAX First
A lot of these programs are more agent-friendly, but this one's actually admin-friendly too. I like the simplicity of how quickly I can get to what I need. It's simplified a lot.
Karen Rigsby
Office Manager, RE/MAX First
There's absolutely nothing wrong with your platform at all. I love it.
Joe Homs
Broker/Owner, Pellego

Switching From Competitors

10 quotes
To this day (two years later) I still have people who initially balked that we were going 'to the cloud' with their transactions that now sing the praises of Paperless Pipeline.
Tavia Ritter
IT Operations Manager, RE/MAX of Reading, PA
We finally said 'this is it - no more excuses, no more reasons to say next year'. We chose Paperless Pipeline - and we are so glad we did. We're never going back. Pipeline gave us that big 'Aha' moment and all we could think of is 'why didn't we do this sooner?'
Donna Jo Merrifield
VP of Business Development, Coldwell Banker Valley Brokers, OR
I was shocked about how well the transition went from Dotloop to Paperless Pipeline. We had all the support we needed.
DeAnna Crysler
Transaction and Office Manager, The Cascade Team
I used to use a notebook to track payments. At the end of the year I'd end up adding things up five or six hundred times—it was the only way I knew, I just printed everything. But not anymore!
Vee Rayford
Qualifying Broker, Atlanta Residential Property Group
I used to manage transactions in Trello, but discovering Paperless Pipeline was a game changer. Once I switched, I never went back. I absolutely love it.
Tonjah Wilkins
Owner and Transaction Coordinator, On Poynt Transaction Services
With my previous brokerage, I used up to five different tools to manage transactions. Now I only use Paperless Pipeline.
CeCe Ellis
Broker/Owner, Ellis Luxury Homes, St. Louis, MO
Transaction coordinators ask me which system I use — this one or a competitor. I say we use Paperless Pipeline. They say 'I'm familiar with that — I'll get everything uploaded in Pipeline instead.'
Joe Homs
Broker/Owner, Pellego
We came from SkySlope before this and I hated it — I didn't think it was user-friendly. We've had Paperless Pipeline ever since we moved into this building. Agents who've come from other companies that also use Pipeline tell me they enjoy it. It keeps everything in one spot.
Danielle Byrd
Compliance Manager & TC, Byers & Harvey
We really love Paperless Pipeline. I'm the kind of person who goes through all the software demos — BoldTrail, Dotloop, all of them — and I keep telling them: we just really like Paperless Pipeline. It's easy for us and easy for our agents. Quick.
Noah Ballard
Broker/Owner, True Valor Realty
I prefer Paperless Pipeline over all of them.
Carli Santa Cruz
Operations Manager, Windermere Professional Partners

Loyalty & Long-Term Love

9 quotes
If you're starting a real estate company and have to decide between Paperless Pipeline and an office chair, get Paperless Pipeline and sit on the floor. It's that good!
Darren Montgomery
Data Analyst, Coldwell Banker, Gosslee, LA
Paperless Pipeline is the best thing since sliced bread. It has absolutely helped Maximum One's production... Pipeline saved my life. I absolutely could not manage without it - I love it.
Dawn Southern
Compliance Broker, Maximum One Realty, GA
I love Pipeline - I could just preach about it for days because it has simplified everything.
Dawn Southern
Compliance Broker, Maximum One Realty, GA
When I logged in and saw how he was running his contracts through it, I immediately heard the angels sing! I knew that is what I could use to load my checklists in to and to keep track of everything for my business.
Robbie Gaston
Transaction Coordinator & Owner, Closer Concierge, Plano, TX
Paperless Pipeline lets me offer a very comprehensive service with minimal day-to-day effort. I've built a 160+ step checklist where almost everything is automated because of Pipeline.
Kasie Cook
Owner and Transaction Coordinator, K.C. Business Solutions
I went right back to Paperless Pipeline because it has so many benefits you just don't get in other TC tools. For how I operate, it's absolutely worth it to stick with Pipeline.
Kasie Cook
Owner and Transaction Coordinator, K.C. Business Solutions
When I say I'm a Pipeline fanatic, I mean it. I lean on it for almost everything I do in my business.
Kasie Cook
Owner and Transaction Coordinator, K.C. Business Solutions
I love it. We had a couple of different platforms before we found this one, and it does everything I want it to do. It's customizable — we can tailor the checklists and review them regularly. It's been a game changer for sure.
Betsy Cotten
TC Lead & Operations, The Real Estate Collective
The whole fact that we're now using it for onboarding and offboarding checklists — it's helping us in other areas of our business rather than just deals contract to close.
Dallas Edwards
Director of Operations & Recruiting, 85-agent Brokerage, TN

Time Savings & Efficiency

12 quotes
Within 30 seconds I can have answers for agents. Now that's the way it works all day long. I am more efficient and I don't have to work so hard.
Robbie Gaston
Transaction Coordinator & Owner, Closer Concierge, Plano, TX
Pipeline takes a ten-minute job and makes it a two-minute job. You do that a dozen times a day and you can see how that comes back to benefit us.
Marlan Platt
Chief Financial Officer, BHHS Elite Real Estate, UT
Having the tasks, due dates and everything automatically calculated based on the information entered made so much sense and it was exactly what we needed. It definitely saves me time! I'm not needing to search around and create another spreadsheet.
DeAnna Crysler
Transaction and Office Manager, The Cascade Team
If I had to run my transactions out of Excel or Google Calendar, it would be insane. Paperless Pipeline fixes that time hurdle so I can handle the volume without the chaos.
Kasie Cook
Owner and Transaction Coordinator, K.C. Business Solutions
Everything has become so streamlined and efficient that we've gained three hours per day.
Emalee Kauth
COO & Transaction Manager, Bowen Capital
By streamlining our process, we are able to close deals the same day our clients find sellers.
Emalee Kauth
COO & Transaction Manager, Bowen Capital
It just made everything a lot easier for me, which in turn made it easier for the realtors to get their information. There are reports I can run for them at the click of a button and they've got what they need. I love the idea that everything is in one place.
Karen Rigsby
Office Manager, RE/MAX First
He'll say 'How many transactions have we closed this year?' — I can give him that in two seconds off the reports menu. That is a real time saver. I really like that feature.
Karen Rigsby
Office Manager, RE/MAX First
We have checklists that auto-populate depending on the transaction type and status — it's been a game changer for our workflow.
Jamie Thornberry
Broker, RE/MAX Boone Realty
We can handle so many transactions with so little people because your system tells us exactly what to do, who's supposed to do it, and what their deadline is based on the dates in the contract. And it works.
Jason Carpenter
COO, 85-agent Brokerage, TN
The system takes the easy stuff and keeps it easy — so we don't miss stupid deadlines we should never miss. It gives us the ability to do the hard stuff well because we're not worried about the easy stuff.
Jason Carpenter
COO, 85-agent Brokerage, TN
Doing everything in Pipeline makes it a lot more efficient than sending someone a text or calling someone to say I'm still missing xyz. Having it all in one place where I can manage it from makes it a lot easier than relying on different communication channels.
Mitch Gready
Broker/Admin, Smart Hub Realty, PA

Scalability & Growth

11 quotes
We can definitely tell the difference after using Paperless Pipeline for a couple of months. Before, we kind of felt like we were working backward. Even if the administrative personnel have to make comments or send an email, they can do it all on the one system, so it's effortless and convenient.
Janis Hall
Broker in Charge, Asheville Realty Group
Before switching to Paperless Pipeline, the administrative employees spent about two hours per day moving documents to the right places and reminding agents about missing information.
Janis Hall
Broker in Charge, Asheville Realty Group
During the first meeting with Paperless Pipeline, we knew this was what we wanted.
Janet Jolly-Porter
Director of Brand and Marketing, The Cascade Team
I think it's wonderful software. We didn't have it for a while, but when we got it back it was really easy to just jump back in.
Vee Rayford
Qualifying Broker, Atlanta Residential Property Group
Paperless Pipeline is the perfect tool for small and mid-size brokerages. It gives them the system they're missing and then grows with them no matter how large they get.
Kasie Cook
Owner and Transaction Coordinator, K.C. Business Solutions
Once people get used to Paperless Pipeline and really understand how it functions, it makes everything so much easier—for both the brokerage and the agents.
Kasie Cook
Owner and Transaction Coordinator, K.C. Business Solutions
Being able to create custom date fields in transactions is very helpful because we do look at firm date being a key point. That was something I was able to add into the transactions, and I appreciate having that customized ability.
Jade Benitez
Conveyance and Sales Operator, Breakside Real Estate Group, Surrey, BC
I've been using Paperless Pipeline for 10 years through a variety of different brokerages and business types, which is really cool.
Jade Benitez
Conveyance and Sales Operator, Breakside Real Estate Group, Surrey, BC
The team buy-in was amazing; they were ready for it.
Reed Wilson
Principal Broker & Coach, The Wilson Group, Richmond, VA
We thought fully-implementing Pipeline was going to take about a year but it is coming sooner because the agents want to use it. There are still hurdles we are working through but once we do it will be amazing—we'll be saving so much time!
Jill Warner
Transaction Coordinator, Greater Midwest Realty, Twin Cities, MN
I watch all of your updates and Jamie and I play with it every time you release something new. We're always trying to find ways to get more out of it.
Mary Templeton
Compliance Team, RE/MAX Boone Realty

Customer Support & Company Relationship

11 quotes
It's refreshing to work with a tech company that gets how real people work.
Kris Keener
Agent Business Support, RE/MAX Equity Group, Portland, OR
We know we can count on the staff at Paperless Pipeline for support and resolution as quickly as possible.
Megan Vokac
Agent Advocate, Charles Rutenberg Realty, Naperville, IL
It's a great product and what I like about it is that we have been with them since the beginning and Paperless Pipeline has rolled out additional features as a result of our feedback - and when they are rolled out they actually work!
Shawn Milletary
Chief Operating Officer, Century 21 Redwood Realty, VA
Paperless Pipeline had great reviews, great customer feedback and everything that we needed seemed to be available. Anytime we have a question or recommendation we contact support and we have an answer immediately.
Charity Clancy
Director of Operations, RE/MAX Plus, Rochester, NY
I have to say, it really is kind of a family atmosphere. Everybody has each other's backs.
Marlan Platt
Chief Financial Officer, BHHS Elite Real Estate, UT
Paperless Pipeline is really receptive to suggestions and feedback, which is nice. I remember a long time ago I requested the ability to click the sale heading for a document when you're emailing it and have it select all of them, and that feature was added.
Jade Benitez
Conveyance and Sales Operator, Breakside Real Estate Group, Surrey, BC
The flexibility is there, the adaptability is there, and the customer support is spot-on.
Janet Jolly-Porter
Director of Brand and Marketing, The Cascade Team
What you are doing is so wonderful. We love it. I wish everybody could have it and benefit from it.
Jessica Brokaw
Transaction Coordinator, Landmark Realty
I just really, really appreciate the collaboration between you guys and myself. That's rare — it's almost unheard of. I feel like you guys are listening.
Joshua Branscum
Broker/Owner, Independent Brokerage, TN/VA
Customer service is fantastic. Anytime I've ever had an issue — mostly it's me not understanding what I'm doing — you guys are great. It goes both ways.
Jason Carpenter
COO, 85-agent Brokerage, TN
I've sung your praises every time.
Jason Carpenter
COO, 85-agent Brokerage, TN

Cost Savings & ROI

7 quotes
We've saved $24,000 in personnel, $1,200 in storage costs, and $6,000 in paper per year. We're already at $30,000-plus. And I'm spending less than $5,000 with Paperless Pipeline.
Marlan Platt
Chief Financial Officer, Berkshire Hathaway Home Services Elite, Orem, UT
Another thing we really liked about Paperless Pipeline is that we weren't tied to a contract. The other companies wanted us tied to them for at least a year or pay a lot of money to break the contract.
Donna Jo Merrifield
VP of Business Development, Coldwell Banker Valley Brokers, Corvallis, OR
Paperless Pipeline eliminates the need for at least one full time person. If we didn't have Pipeline, to run effectively we'd need at least one or more full time employees, so that saves us about $2,000–$2,500/month.
Charity Clancy
Director of Operations, RE/MAX Plus, Rochester, NY
Paperless Pipeline replaced my $35,000/year office manager for just $125/month. Over 14 years, I've saved more than $470,000—with flawless service and zero issues. I would gladly recommend Paperless Pipeline to anyone without reservation.
Tony Garrant
Broker/Owner, Abundant Realty
We were paying almost $5,000 a year for our DocuSign account. Switching to Pipeline eSign has been a huge savings for us.
Jessica Brokaw
Transaction Coordinator, Landmark Realty
I went with Pipeline because you were more affordable and non-contractual. It was less risk to roll it out that way — and I've liked it. So I've not made any changes.
Joshua Branscum
Broker/Owner, Independent Brokerage, TN/VA
That's probably everything you need to know about how valuable I feel the system is — I have no idea how much it costs. Because it doesn't matter.
Jason Carpenter
COO, 85-agent Brokerage, TN

Reporting & Visibility

5 quotes
At this point, I've tried everything. Paperless Pipeline makes the most financial sense and it was the easiest platform to onboard agents.
Megan Walz
Co-Founder, Owner, and Transaction Coordinator, Avenue Transactions
The reporting has made such a massive difference for a lot of our brokers in terms of being able to generate a report per agent. That has been a very helpful tool and a huge lifesaver for us.
Megan Walz
Co-Founder, Owner, and Transaction Coordinator, Avenue Transactions
All my TCs have to do is follow my instructions and put all the info in. Then we generate the CDA for all the agents to approve.
Megan Walz
Co-Founder, Owner & Transaction Coordinator, Avenue Transactions
At this point, I've dealt with every single compliance system available across the country. Paperless Pipeline is the one that makes financial sense. It has the best reporting. It's very clean, easy to use, and easy to get people onboarded onto. It takes me less than a minute to add a new agent to the system.
Megan Walz
Co-Founder, Owner & Transaction Coordinator, Avenue Transactions
The more we push Pipeline, the better. I can see that it is actually making a difference.
Erica Pukatsch
Onboarding & Conveyance, Realty Mark, ~1,800 agents

Work-Life Balance & Personal Impact

3 quotes
Having Paperless Pipeline has helped me to balance life for my agents. I also have freedom and a lot of balance brought back in my life as well. With that, my business has grown 277%. There's no way I could have achieved that level of growth without Paperless Pipeline. I guarantee it.
Robbie Gaston
Transaction Coordinator & Owner, Closer Concierge, Plano, TX
Paperless Pipeline is better than chocolate! I am involved with my family now. I can be in the living room, be at the dinner table and not be distracted by work. It's wonderful. I'm free!
Robbie Gaston
Transaction Coordinator & Owner, Closer Concierge, Plano, TX
We have a system in place now. We do not drop balls.
Brian Owens
Owner & Closing Manager, Successful Closings LLC
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