Product Overview of Paperless Pipeline
Paperless Pipeline is a cloud-based transaction management system designed to streamline and automate the operations of real estate brokerages, teams, and transaction coordinators. Here’s a detailed look at what the product does and its key features:
What Paperless Pipeline Does
Paperless Pipeline is tailored to manage and simplify the entire real estate transaction process. It replaces traditional file cabinets and file servers by providing a secure online platform to store, manage, and track transaction documents. The system is designed to enhance efficiency, ensure compliance, and improve the overall workflow of real estate transactions.
Key Features and Functionality
Transaction Management
- Paperless Pipeline allows users to manage documents, track deadlines, and handle the entire transaction process securely online. It supports automated checklists and date tracking to ensure all tasks are completed on time, helping users stay compliant.
Commission Management
- The platform includes a robust commission management module that simplifies and automates the calculation of broker and agent commissions. Users can generate commission disbursements, manage agent splits, and set up custom commission plans. It also provides instant commission statements and detailed financial reporting.
Document Management
- Users can securely store, share, and track revisions of transaction documents. The system integrates with over 3,000 tools via Zapier, making it easy to manage eSignatures and other legal documents. Documents can be submitted via email, scanning, or direct upload.
Compliance and Audits
- Paperless Pipeline ensures compliance by allowing brokers to review transactions, automate audits, and maintain all documents in a central location. The platform keeps users audit-ready, helping them meet regulatory requirements.
Reporting and Analytics
- The system provides essential reporting features such as transaction summaries, production reports, and commission tracking. These customizable reports help brokers monitor progress and finances.
Checklists and Tasks
- Paperless Pipeline uses checklist templates to track tasks that need to be completed on a transaction. These templates can be set up by admins and automatically assigned to transactions based on predefined rules, ensuring that all necessary documents and tasks are tracked and completed on time.
Integration and Flexibility
- The platform integrates seamlessly with existing tools, eliminating the need for agents to learn new software or processes. It supports over 3,000 Zapier integrations, making it easy to manage documents, commissions, and transaction-related financial tasks.
Pricing and Subscription
- Paperless Pipeline offers a transaction-based pricing model, starting at $60 per month with unlimited users. There are no annual contracts, setup fees, or hidden costs. Users can upgrade, downgrade, or cancel their subscription at any time.
Training and Support
- The platform provides free admin training, setup, and ongoing support to help users and their agents get the most out of the software. This ensures a smooth transition to a paperless system without additional costs or complexities.
In summary, Paperless Pipeline is a comprehensive and user-friendly solution that streamlines real estate transaction management, commission tracking, and document handling, while ensuring compliance and providing valuable reporting and analytics. Its flexibility, affordability, and ease of use make it an ideal choice for real estate brokerages of all sizes.