How Paperless Pipeline Helped Asheville Realty Group Clear Hundreds of Emails From an Overflowing Inbox and Save Two Hours Per Day
The Asheville Realty Group needed a more streamlined way to organize their transaction information and real estate documents.
š„ļø Discover how Paperless Pipelineās real estate transaction management software helped this brokerage to make their administrative processes more efficient.
About Asheville Realty Group
Asheville Realty Group is a boutique brokerage based in Asheville, North Carolina.
The business was started in 2009 when Bobbie Baxter gathered a team of knowledgeable local agents to start her own business.
In 2019, Asheville Realty Group was taken over by Hadley Cropp. As the new owner, Hadley focused on a rebrand of the company and changed its approach to marketing. Today Asheville Realty Group has a strong social media presence and a blog that provides tips and information to buyers and sellers.
This helped Asheville to almost double its number of employees and clients.
š§āš¼ Asheville Realty Group currently employs around 40 dedicated real estate agents and a number of administrative personnel.
šļø These agents are experts in their field and specialize in residential real estate, luxury properties, and everything in between.
Before Paperless Pipeline
š The brokerage began to experience strong sales growth. This meant that its agents had to access more information and documents, as well as be able to store it all on a secure database.
They needed to find a more efficient and streamlined way to manage their administrative processes.
āBefore switching to Paperless Pipeline, the administrative employees spent about two hours per day moving documents to the right places and reminding agents about missing information.ā
Janis Hall, Broker in Charge
The brokerage initially used a combination of email and Dropbox to manage their transactions. Agents would send all transaction documents and information to Janis Hall, Broker in Charge of Asheville Realty Group.
Administrative personnel would then move all of these documents to the brokerageās Dropbox folder.
Not only was Janisā inbox flooded with daily emails, but the process for agents and admin was also inefficient and disorganized:
ā Administrative personnel often had to send multiple messages to busy agents to remind them of missing documents.
ā This caused delays in closing sales since all of the information wasnāt in order or readily available.
ā Agents didnāt have complete control over their transactions and had to go back and forth between the administrative personnel and the client.
Asheville Realty Group also knew that in the event of an audit, it would be difficult and time-consuming to go back to each document and check if everything was in order.
āWe had to begin looking into options that would help us streamline our management processes and help us create a more consolidated place to find things. We reached a breaking point where we knew we had to find a better way of doing this.ā
Janis Hall, Broker in Charge
The Paperless Pipeline Solution
An Asheville employee, who previously worked for a firm that used Paperless Pipeline, recommended our transaction management software to the brokerage.
After demonstrating how easy it was to access Paperless Pipeline from any deviceāhe used his phoneāAsheville Realty Group knew that they had to look into our software.
In April 2022, Janis Hall, Broker in Charge, and Hadley Cropp, Owner, started a 14-day free trial to put Paperless Pipeline to the test.
Janis quickly realized that having a central place for agents to upload their documents to would significantly streamline their process and keep her inbox more organized.
Janis and Hadley scheduled a complimentary setup call during their trial period to learn exactly how to customize the system to fit their unique workflows. They also took advantage of the free agent roster import to save time when it came to adding their agents to the system.
Although the group was looking at similar management systems, Paperless Pipelineās user-friendly software and variety of features stood out.
Paperless Pipeline helped the Asheville Realty Group streamline its employees’ work across the board.
ā Agents are using Paperless Pipeline to keep track of their transactions and important documents.
ā Administrative personnel use Paperless Pipeline to keep everything organized.
ā Paperless Pipeline offered comprehensive admin training to ensure that each employee would be comfortable using the software as part of the brokerageās transaction management process.
ā Paperless Pipelineās friendly Customer Care Team was always available to answer any questions that the Asheville Realty Group had, even after the training and program switch. Not only did this increase their confidence in using the software, but it also allowed them to train new employees effectively.
Paperless Pipeline has helped Asheville Realty Group clear hundreds of emails from an overflowing inbox while logically organizing files, all in one place.
āWe can definitely tell the difference after using Paperless Pipeline for a couple of months.
Janis Hall, Broker in Charge
Before, we kind of felt like we were working backward. Even if the administrative personnel have to make comments or send an email, they can do it all on the one system, so itās effortless and convenient.ā
Success Story Provided By:
Janis Hall, Broker in Charge
828-252-1910