Why Coldwell Banker Valley Brokers Trusts Paperless Pipeline to Manage $155 Million in Annual Sales Volume
Donna Jo Merrifield leads a team of 62 brokers and three principal brokers at Coldwell Banker Valley Brokers in Oregon.
Learn how she implemented continued agent training, overcame excuses, and led a successful paperless revolution in her company.
Successful business executives know one key secret to unbounded growth.
The secret: You can only get more done by doing less!
Wait, that’s crazy. Surely our packed calendars, to-do lists, 10+ hour work days, and the ever growing reams of paperwork strewn across our desks are signs of a growing company. Right?
No, those are signs that your employees are doing busy-work.
Doing less of this busy-work is how you can get more of the impactful work done. Work that produces measurable growth for your company. Work that really counts.
Donna Jo got this done by:
- Giving her staff and agents tools that automate and simplify the tasks that were otherwise eating up endless hours
- Using modern technology to reduce operational costs and office expenses.
There was one area of business where her agents and staff used to spend a majority of their time: Transaction Management.
That area was also costing the business hundreds of dollars and numerous staff hours in stationery expenses, printing equipment, maintenance, filing cabinet and storage room upkeep.
By switching to Paperless Pipeline, her office has been able to cut down on all these costs.
More importantly, Pipeline’s simplicity and automation has allowed her staff and agents to free up hours of time every week.
Her agents now work from wherever they want— flexibility that allows them to devote more time closing deals, and less time doing paperwork.
And the staff now manages transactions without being constantly buried in paperwork. Paperless Pipeline keeps track of everything that’s needed on every single transaction.
Improve Your Transaction Management with Powerful Features
Paperless Pipeline’s transaction management tool helped Coldwell Banker Valley Brokers to operate more efficiently and it can do the same for you.
Here are some of its features that will help improve your real estate business.
✔️Transaction Checklists
Custoize and automatically apply checklists based on the type of deal, the size, the location, and each separate stage or status.
✔️Automatic Due Dates
Due dates are automatically calculated based on the listing date, acceptance date, option period, contingency due dates or completion dates.
They are then applied to your agents’ and admins’ calendars.
✔️Custom Transaction Reports
Search and filter options provide custom transaction views and reporting so you can access all the data you need, when you need it.
✔️Secure Files
Instant in-app and email notifications are provided every time new documents are uploaded to the system to ensure you never miss a thing.
✔️Separate Offices, Teams, or Departments
Make sure each office or team only sees what they need—and company leadership can see transactions and pull reports for the entire company.
Each location can have their own admin, agents, checklist settings, and more.
✔️Integrate with 1,500+ Apps
Send transaction information to your favorite tools with just a simple status change.
Move lead stages in your CRM when a listing goes under contract, pass financial information to your accounting system when a transaction closes, send custom notifications, and more.
✔️Simplicity for Agents and Admins
Fine-tune user profiles to suit the technical abilities of your agents. Individual user customization helps ensure that every agent and admin is delighted to use your system.
✔️Be Audit-Ready and Compliant
Free automatic monthly backups mean you’ll never lose your data. Access your transaction history and review logs from anywhere online.
Download and save your monthly backups and be ready for the next audit.