Paperless Pipeline VS The Competition
What makes Paperless Pipeline different from the competition?
It’s simple.
The Objective of Paperless Pipeline: Is not to go totally paperless. (Some agents will always carry paper with them, no matter what!)
The objective is:
To go from a signed listing, to closed and stored, without using (pesky) filing cabinets.
Go ahead and ask any of our competition what their objective is, and see if they have a simple, succinct answer.
Paperless Pipeline vs the Competition
The competition is “Transaction Management” focused (task oriented)
Paperless Pipeline is “Transaction Filing Cabinet” focused (doc workflow oriented)
The most used features of Paperless Pipeline (in order) are:
- Uploading documents
- Viewing documents
- Creating a transaction
So we make it REALLY, REALLY easy and fast to do these 3 things.
The competition does not.
They focus FIRST on “Did you get your termite inspection report?” or “Did the loan get approved” … and then document workflow. Paperless Pipeline focuses FIRST on Document Workflow, and then “Did the loan get approved” stuff (which is still important, just not as important as document workflow).
Why is a focus on document workflow FIRST important? Because it free’s up labor/staff time.
Other systems suffocate you by making uploading and viewing docs a time draining task.
Pipeline makes it FAST.
And finally: here’s an idea for implementing Pipeline (so it’s as stress as possibly):
Pick a date, for example Monday, March 22nd: And all NEW closeds as of March 22nd, go into the system.
Then after you’ve gotten your feet wet, move to new listings and pendings. But don’t go back and add in past transactions, it’s stressful. Just make the switch moving forward from a specific date.