Every feature, in one place.
A quick tour of what Paperless Pipeline does. Skim the highlights below, then click any feature for the full walkthrough.

Checklists that run themselves.
Retire cluttered paper checklists and bloated digital tools. Build playbooks once, and let Paperless Pipeline apply them automatically based on the deal type, side, location, and stage.
- Branch by deal type, side, location, or stage
- Reusable task blocks shared across templates
- Different lists for residential, commercial, lease, and referral
- Automatically swap lists when a listing becomes a sale

Never miss a deadline, ever again.
Stay on track and in compliance with due dates that calculate themselves. Anchor any task to the listing date, acceptance date, option period, contingencies, or closing — and let Paperless Pipeline do the math.
- Anchor to listing, acceptance, option, contingency, or closing
- Offset in business or calendar days
- Cascade updates across every linked task
- Skip weekends and configurable holidays

Your pipeline, instantly answerable.
Powerful search and filters turn your transaction history into a live dataset. Build custom views, export anything, and answer broker questions before they're even asked.
- Filter on any field, including custom fields
- Save and share views with your team
- Stack filters with AND/OR logic
- Pin top views to your dashboard

Every required doc, reviewed before close.
Set the documents every deal needs. Paperless Pipeline flags what is missing, routes each file to the right reviewer for sign-off, and keeps a clean audit trail - so if the department of real estate calls, you already have the file.
- Per deal type, side, and location - required files defined once
- Missing required docs are flagged for review before sign-off
- Reject with a reason - the agent gets a precise re-upload prompt
- No more 'we've been slipping by without being 100% compliant'

Built for brokerages, not just brokers.
Spin up locations with their own admins, checklists, and settings. Each office sees only what it needs while leadership keeps a clean, company-wide view.
- Per-location admins, checklists, and settings
- Company-wide reporting in one click
- Granular permissions for every role
- A primary admin per office, so agents always know who to reply to

Connected to 1,500+ apps.
Move stages in your CRM when a listing goes under contract. Push closings to your accounting tool. Fire custom notifications. A status change in Paperless Pipeline is the only action you need.
- A status change in Paperless Pipeline pushes your transaction data out automatically
- 1,500+ apps reachable through Zapier
- Native integrations for the tools real estate actually runs on
- No-code setup in Zapier - no developers required

Simple enough for every agent.
Fine-tune every profile so the system fits your tech-forward agents and your tech-averse veterans alike. Adoption stops being a battle.
- Per-user simplification of every screen
- Role-based defaults that ship out of the box
- Hide advanced settings from agents who don't need them
- One-click view between simple and power modes

Walk into any audit already prepared.
Free monthly backups, a complete review log, and an online history you can access from anywhere. When the auditor calls, you're already done.
- Free automated monthly backups
- Complete document review history for every transaction
- Self-serve download of historical archives
- Vendor-neutral archives in an open format you can keep locally

Commission math that doesn't end in errors.
Tiered plans, caps, fees, referrals, team splits, escrow-to-brokerage flows. Paperless Pipeline runs the math every time, generates the CDA, and shows each agent their net — without a calculator, a hand-typed worksheet, or a Friday afternoon recalculation.
- Tiered splits with cap-based tier transitions
- Per-deal, per-month, and per-anniversary fees
- Referral fees, mentor splits, and team overrides
- Plans inherit from a template; override per agent only when you need to
9
core features, fully integrated
1,500+
connected apps via Zapier
4.6M+
transactions managed on Paperless Pipeline
Free
guided setup - account setup, admin training, and transaction import
Transaction Management FAQs
Everything brokerages ask before switching to Paperless Pipeline.
What is real estate transaction management software?+
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.
How do transaction checklists work in Paperless Pipeline?+
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.
Can due dates be calculated automatically?+
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.
How does Paperless Pipeline help with compliance and audits?+
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.
Can I separate different offices, teams or departments?+
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.
How many users can I add?+
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.
What can Paperless Pipeline integrate with?+
Paperless Pipeline connects to 1,500+ 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.
Is my data backed up, and can I export it?+
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.
Does it work on mobile?+
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.
Can I run reports on my transactions?+
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.
How much does transaction management cost?+
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 an unlimited option for high-volume brokerages, no setup fees and no annual contract. Start with a 14-day free trial, no credit card required. See pricing.
How long does setup take, and is training included?+
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.
How is Paperless Pipeline different from a shared drive like Dropbox or Google Drive?+
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.
Try it with a real deal of your own.
Spin up a transaction with dummy data and walk through your real workflow. Nothing goes live, and you can't break it.
Dummy data · Nothing goes live · You can't break it
