Why Choose Paperless Pipeline
Over Google Drive?

• 1

  Never miss a task with custom checklists

  Set up custom checklists for tracking required documents and tasks.
• 2

  Manage transaction notes and communication

  Capture all communication and notes related to a transaction.
• 3

  Quickly review submitted documents

  Know exactly what documents have been submitted. Review and comment on those documents from a single page that’s accessible from any Internet connected device or computer.

Essential Paperless Pipeline Features
That Google Drive Doesn't Offer

• Instantly locate transactions and documents

  Your agents and staff must be able to easily locate
  a transaction or document with minimal effort.
• Get reminded when compliance tasks are due

  Receive reminders when important compliance tasks are due.
• Submit documents by email, scan, or direct upload

  Allow your agents to submit documents by email, scan, or direct upload.
• View summary and detailed performance reports

  Generate reports that show how well your brokerage is doing.
• Accurately track current status of all transactions

  See the full status of a transaction instantly.

More Features Exclusive to Paperless Pipeline

• Know exactly when agents submit documents

  Your staff should be automatically notified when an agent has uploaded new documents.
• Get smart notifications

  Automatically email your agents to remind them what paperwork is still missing in a transaction.
• Control data-access permissions of users

  Make sure agents have access to the right transactions and documents.
• Standardize document naming conventions

  Relying on agents to choose the right document name every time is tough.
  Setup standard document names so agents to name documents correc tly.
• Break documents apart

  Break a document into multiple pieces.
• Merge documents

  Merge multiple docs into one.
• Update clients

  Email contracts, notes, or updates to your clients.
• Directly send contracts to third-parties

  Email contracts to lenders, title companies, or cooperating agents directly from a transaction.
• Know what’s due and when

  Organize all due dates from your transactions onto a single page.
  Automatically send those due dates to your calendar.
• Measure daily activity

  Receive daily report and see what happened across all your company’s transactions that day.
• Manage contacts

  Manage all contacts involved in a transaction