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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.

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.

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

Keeping in mind companies have unique business wants, it is rational that they steer clear of selecting an all-encompassing, “perfect” system. Nonetheless, it is futile to try to come across such application even among branded software products. The correct thing to do can be to tabulate the varied critical factors that call for a scrutiny including important features, pricing, technical skill competence of staff, company size, etc. Next, you should double down on your product research to a full extent. Browse over some of these Paperless Pipeline reviews and scrutinize the other solutions in your shortlist in detail. Such well-rounded research makes sure you steer clear of unfit applications and subscribe to the one that meets all the features you require business requires.

Position of Paperless Pipeline in our main categories:

TOP 200

Paperless Pipeline is one of the top 200 Collaboration Software products

Paperless Pipeline is also listed in the following subcategories:

It is important to keep in mind that hardly any service in the Document Management Software category will be an ideal solution that can fulfill all the needs of different company types, sizes and industries. It may be a good idea to read a few Paperless Pipeline Document Management Software reviews first as specific solutions can perform well exclusively in a really narrow set of applications or be created with a really specific type of industry in mind. Others might function with a goal of being simple and intuitive and consequently lack complex elements needed by more experienced users. There are also apps that support a large group of customers and provide a rich feature base, but this frequently comes at a more significant cost of such a software. Make sure you're aware of your needs so that you pick a service that has exactly the features you look for.

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

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 realize that when you make a decision to buy Document Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Paperless Pipeline reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Paperless Pipeline. With that information at hand you should be equipped to make an informed buying decision 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

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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

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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Reviewed By Jenny Chang
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