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Paperless Pipeline Review

Paperless Pipeline
Our score: 8.4 User satisfaction: 100%

What is Paperless Pipeline?

Paperless Pipeline is transaction management solution designed  for real estate companies of all sizes. It helps brokers, real estate agents, transaction coordinators, and realtors manage their transactions, replacing the use of file cabinets and file servers where transaction documents are typically and traditionally stored. It functions as a document management solution, enabling users to email,  scan, or upload documents into the system; and assign them to a transaction. It also allows staff to check the working documents and to email agents about missing docs,signatures, pages.

Paperless Pipeline, furthermore, offers a commission management system  that simplifies and automates the calculation of broker and agent commissions and allows the generation of production reports. Production reports with productivity numbers are also sent to brokers and agents, which they  can access from their inbox. The software is regarded as user friendly, enabling non-tech savvy real estate agents to use the system easily.

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Overview of Paperless Pipeline Benefits

The commission module of Paperless Pipeline is a feature that eliminates the use of Excel Spreadsheets in tracking of broker and agent commissions. It is considered as one of the unique features of the software, as it streamlines and simplifies the management and computation of commissions. When a transaction involves multiple agents, the commission engine of Paperless Pipeline helps users to easily calculate the commission splits.

Paperless Pipeline’s commission module also highlights the creation of production reports. These reports will show the volume of pending sales and the volume of closed listings per agent. The operations managers of real estate groups will also be able to send reports to their agents, showing them the total number of their closed transactions, gross and net commissions, and sales volume.

Meanwhile, the transaction management feature of the software saves time and accelerates communication. Users can add notes to a transaction. They can also review the documents that are assigned to a transaction. To be able to efficiently review documents, the software is built with checklist templates. These checklist templates are configurable, so users will be able to add all the document names or tasks that need to be checked as they review transactions. Users can communicate with their team and send emails to outside parties  straight from the transaction section.

As a document management solution, Paperless Pipeline organizes transaction documents in the Working Docs page. This page shows a list of documents that are not yet assigned to transactions. Users will be able to preview these documents before they assign them to the appropriate transaction. Establishing a paperless way of storing and organizing documents, Paperless Pipeline is an efficient platform for real estate companies.

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Overview of Paperless Pipeline Features

  • Commission Module
  • Production Reports
  • Working Documents Page
  • Assign Documents to a Transaction
  • Review Documents
  • Task and Document Checklist
  • Email Team and Outside Parties Directly
  • Scan and Upload Documents
  • Digital Signature

Paperless Pipeline Position In Our Categories

Bearing in mind companies have distinct business demands, it is logical they steer clear of paying for a one-size-fits-all, ”best” business program. Nevertheless, it is hard to try to stumble on such a software system even among widely used software systems. The better thing to do is to write the various essential functions which entail analysis like crucial features, budget, skill capability of staff, company size, etc. Next, you must follow through the product research thoroughly. Have a look at some of these Paperless Pipeline analyses and look into the other software options in your shortlist in detail. Such all-encompassing product investigation guarantees you weed out unfit apps and choose the system which meets all the benefits your business requires.

Position of Paperless Pipeline in our main categories:

TOP 200

Paperless Pipeline is one of the top 200 Collaboration Software products

Each enterprise has different wants and needs a software that can be personalized for their size, kind of staff members and clients, and the particular industry they are in. For these reasons, no platform can proffer perfect features out-of-the-box. When you look for a software system, first be sure what you need it for. Read some Paperless Pipeline Document Management Systems reviews and ask yourself do you need basic functionality or do you require sophisticated features? Are there any industry-specific tools that you are seeking? Get the answers to these queries to aid your search. There are lots of elements that you need to reflect on and these include your finances, particular business wants, your organization size, integration requirements etc. Take your time, use a few free trials, and finally choose the platform that provides all that you require to enhance your firm efficiency and productivity.

How Much Does Paperless Pipeline Cost?

Paperless Pipeline Pricing Plans:

Free Trial

Paperless Pipeline For Small Office

Starts at $75/month

Paperless Pipeline For Medium Office

Starts at $125/month

Paperless Pipeline For Large Office

Starts at $300/month

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What are Paperless Pipeline pricing details?

Paperless Pipeline Pricing Plans:

Free Trial

Paperless Pipeline For Small Office

Starts at $75/month

Paperless Pipeline For Medium Office

Starts at $125/month

Paperless Pipeline For Large Office

Starts at $300/month

Paperless Pipeline offers a transaction-based enterprise pricing scheme. Check the following plans to see which plan suits the needs of your company or group:

Paperless Pipeline For Small Office

  • $75/month – 10 new transactions/month
  • $100/month – 25 new transactions/month
  • Unlimited document storage
  • Unlimited users
  • Free setup of agent roster Free setup of agent roster
  • Free training course for Admins
  • Open Office Hours (OOH!) for Admins
  • Video tutorials and user guides for Agents
  • Human-friendly support with live chat

Paperless Pipeline For Medium Office

  • $125/month – 40 new transactions/per month
  • $175/month – 80 new transactions/per month
  • $225/month – 150 new transactions/per month
  • Unlimited document storage
  • Unlimited users
  • Free setup of agent roster Free setup of agent roster
  • Free training course for Admins
  • Open Office Hours (OOH!) for Admins
  • Video tutorials and user guides for Agents
  • Human-friendly support with live chat

Paperless Pipeline For Large Office

  • $300/month – 250 new transactions/per month
  • $350/month – 350 new transactions/per month
  • $450/month – 450+ new transactions/per month
  • Unlimited document storage
  • Unlimited users
  • Free setup of agent roster Free setup of agent roster
  • Free training course for Admins
  • Open Office Hours (OOH!) for Admins
  • Video tutorials and user guides for Agents
  • Human-friendly support with live chat

User Satisfaction

Positive Social Media Mentions 8
Negative Social Media Mentions 0

We know that when you choose to buy a Document Management Systems it’s important not only to find out how experts evaluate it in their reviews, but also to check if the actual people and companies that purchased these solutions are indeed happy with the service. That’s why we’ve devised our behavior-based Customer Satisfaction Algorithm™ that collects customer reviews, comments and Paperless Pipeline reviews across a broad array of social media sites. The information is then presented in a simple to understand way indicating how many clients had positive and negative experience with Paperless Pipeline. With that information at hand you should be equipped to make an informed buying choice that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Deployment

  • Cloud Hosted
  • Open API

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Paperless Pipeline?

Paperless Pipeline supports integration with all leading digital signature systems and other third-party systems used by real estate agents.

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Jenny Chang

By Jenny Chang

Jenny Chang is a senior writer specializing in SaaS and B2B software solutions. Her decision to focus on these two industries was spurred by their explosive growth in the last decade, much of it she attributes to the emergence of disruptive technologies and the quick adoption by businesses that were quick to recognize their values to their organizations. She has covered all the major developments in SaaS and B2B software solutions, from the introduction of massive ERPs to small business platforms to help startups on their way to success.

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