Switching to Paperless Pipeline: A Real Office’s Perspective

Recently, Brian G. in Washington asked a current Paperless Pipeline user how she liked the system:

“Hi Lori,

We’re looking at Paperless Pipeline so we can get rid of our filing cabinets…and I know you will give me the straight scoop. Are you glad you did it? Did it help you as a recruiting benefit? How much of a challenge was it to get all your associates up to speed? How long did it take to get it running smoothly? Any comments or advice would be appreciated! Thanks!

– Brian

And here was Lori’s reply:

“I do recommend Paperless Pipeline. It was easy to implement – we just chose a date and started from that point forward. The agents love it, my staff can stay on top of files more easily, and my storage costs for old files is plummeting. And, being able to access files from a smart phone is a huge plus for my agents.

[Paperless Pipeline] took about four months to fully integrate. We started with our larger teams and early adopters, then worked out from there. It’s very easy to use, and Dane is open to suggestions you have for improvements. All in all, it’s a good platform.”

– Lori

If you’d like to learn more about Paperless Pipeline or sign up for a free trial, visit our homepage.