Paperless Pipeline Reviews

Simplest file manager for any RE office. Can make the transactions with any required documents from start to close. Easy to upload.

I really like everything about this software. I have used many platforms in 20+ years and this is the best by far.

Well worth the money.

All documents in one file. Easy to check thy they are complete and signed for RE board.

I am always able to do exactly what I need to do to get our transactions loaded (as an agent) and organized/reviewed (as an admin).

As an agent, I am unable to upload my own checklists, but Paperless support says they're working on it!

As admin, we are 100% keeping our 64 (and growing) agents transactions all perfectly organized and reviewed at all times.

what I like best about paperless pipeline is how easy it is to use. easy to get trained it, easy to manage.

what I dislike is that it doesn't house EVERY detail of a transaction, as well as Transaction Point software does.

worth considering. user friendly, especially for someone who isn't very computer-savvy!

it solved the problem of real estate transaction management. I have every document saved for each transaction and can very easily see whats missing and what gaps to fill. I have realized that this helps me to reach out to my clients for what I need - its a virtual checklist.

I love that we have visibility to all of our transactions in a simple, user-friendly format!

Wish there were more options on how to communicate with clients

Spend the time to set it up to customize task lists. It makes it more efficient in the long run!

Able to manage our full business pipeline with one system. More efficiency and visibility.

PP is constantly evolving while being careful not litter it up with unneeded enhancements.. PP's support is awesome and there team is always upbeat and available to help. PP has streamlined our processing of transactions and offers a simple interface for my agents to work with. It makes being compliance easier and has helped minimize employee hours. When I take the time to investigate PP further I always find something new that helps us.. I have been in the business for 29 years and owned my own brokerage for over 15 years, as competitive as brokerage is today having PP front and center affords us countless benefits!

I am currently investigating the commission module and uncertain whether or not it will work for us. If not, it's okay as it really is tough to add different components without complicating a product. So in the end this isn't really a dislike..

Learn it and take advantage of its functionality

On a company level we are truly paperless..

Very intuitive

Easy to learn

Great support

Unlimited storage

It made co-ordinating for documents so easy and simple. I can access it easily from anywhere and I don't have to remember everything I need.

Some documents in real estate sector need to be signed by the other party so it can't be done with this software. Some dashboards could be added to make it more useful.

Paperless transaction management

The idea to handle real estate transactions paperlessly in itself is a great idea. In addition to this, access to documents from any computer, any browser, anywhere is a great feature. One can even try it out for free in the starting.

The interface and dashboard can be made more easy to use. A tutorial for someone who is new to this kind of technology can help ramp up the integration process.

Real estate transaction management.

Totally eliminates the need for keeping any hard paper files on hand. Everything is easily accessible, stored and the ability to coordinate is at your finger tips.

I am not sure if there is one, but it would be nice if there was an app for mobile devices.

If you do not have a similar system, then you are doomed.

No need for paper files. Everything is accessible vs. being misplaced with hard paper files.

It's hard to imagine there being a better product out there for managing transactions. It's easy to use, has a good UI, good features, etc, etc.

The only issue I've come across is that agents will email docs to Paperless Pipeline, not realizing that they don't go straight into the transaction file. Most will figure out that they then need to assign the docs to the transaction but I usually have to assign several docs a week to the correct transaction. I'm not sure how they could make that simpler though.

We use the checklists in our company for ensuring that agents are submitting the required paperwork for each listing or sales transaction. It's easy to follow up with agents through the system, letting them know what else is needed or perhaps that they've missed a signature somewhere.