Finding Work-life Balance, Ditching Outdated Software, and Getting 800+ Agents to Go Paperless – Maximum One Realty’s Success Story
Dawn Southern shares her wisdom as the Compliance Broker for Maximum One Realty an award-winning paperless office boasting over 800 agents. Dawn reveals how she overcame her struggles with flawed software and streamlined her daily workflow to become 100% stress-free. Get …
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Task @mentions, Quick selection of categories, Shared email templates, and more!
Pipeliners, you will love the highly requested features we have rolled out today!
Revealed: Secrets Behind Top-Ten Century 21 Brokerage Redwood Realty’s Wild Success
Get insights from Shawn Milletary, the founder and Chief Operations Officers of Redwood Realty, a paperless office that boasts over 400 agents. This highly successful brokerage went from a 3-man basement startup to a top-ten Century 21 company nationally and …
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Simpler and Faster CDA Generation, Agent Production Report, Working Docs Renamed To Unassigned Docs, and more!
The summer is heating up with new features recently added to Paperless Pipeline.
Email Transaction Coversheets Directly and Mark Agents’ Assistants On Transactions
May has ushered in a couple of neat features: Email transaction coversheets directly: Previously, you needed to download a transaction coversheet and send it out using your own email software. Now you can directly email it out from the system …
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Transaction Coordinator Goes Paperless, Gains Work-Life Balance and 277% Business Growth in One Year
Learn from Robbie Dobbs as she shares the keys to the success of her transaction coordinator business. Robbie Dobbs works as both Transaction Coordinator and Owner/Operator of Closer Concierge in the Plano, Texas real estate community. With over 20 years …
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Signs Your Office Is Ready To Go Paperless
Is my paper-based system keeping my business from growing? Will my staff and agents accept a paperless system? How will I take my company from paper-based to paperless? It feels daunting. There can be a lot of questions around the …
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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 …
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Print Transaction Coversheets and Search Unreviewed Docs
Spring is here and we have released a couple of helpful features to make you even more productive!
Download vCards for Contacts + Manage License Numbers for Brokerage and Agents + View Pre-close, Pre-expiry Notifications in Transaction History + More…
Here’s a look at recent improvements to Paperless Pipeline:
Set up a default format for the More Info field+ Copy over contacts to New Offer+ Filter unreviewed and unentered docs by their label+ Ability for agents to add commission notes to their transactions ______________________________= A feature packed release!
No tricks, all treats for you in this super sweet release! So, sit a spell and learn about all the goodies we just brought to you!
+ Automatically Track Sides of a Transaction+ Get Doc Assignment Email Notifications+ Auto-assign Checklists based on Transaction Side+ Merge Docs Painlessly+ Automatically Link Tasks to Documents+ MORE!________________________= Another Productivity-boosting Release!
Over the summer, we added a ton of time-saving features to raise your productivity to the next level!
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