Why Choose Paperless Pipeline
Over Dropbox?

Paperless Pipeline was built to simplify transaction management for real estate agents and admins — not just to store and share documents.

With Paperless Pipeline, you get blazing fast, user-friendly transaction management software. Your agents will love it (and love you) for keeping things simple. Say goodbye to steep learning curves.

To see the difference for yourself, schedule a demo of Paperless Pipeline →

Paperless PipelineDropbox
Custom checklistsSetup custom checklists for tracking required documents and tasks.YesNo
Record all communication and notesCapture all communication and notes related to a transaction.YesNo
Review submitted documentsKnow 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.YesNo

Schedule a Demo and See the
Difference For Yourself.

  • 100% free to get started.
  • No credit card needed.
  • Cancel anytime.
  • 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.

The only way to figure out what version of the Dropbox document was complete was a proprietary naming system that no one could keep straight.

Kerry O'Neal|Broker / Owner|Strategic Realty, Bend, Oregon

Essential Paperless Pipeline Features
That Dropbox 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.

Schedule a Demo and See the
Difference For Yourself.

  • 100% free to get started.
  • No credit card needed.
  • Cancel anytime.

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

Schedule a Demo and See the
Difference For Yourself.

  • 100% free to get started.
  • No credit card needed.
  • Cancel anytime.

Our problem was we had volumes of digitally signed paperwork in Dropbox folders. The only way to figure out what version of the document was complete was a proprietary naming system that no one could keep straight. Finding transactions, specific documents, and backing up files was a challenge. Brokers in our office either had too much access to documents or not enough.

We needed a way of organizing volumes of digital paperwork into an easy to manage system that provided tools for sharing, auditing, and backup. And we didn't need a bunch of other features that were better handled in other system (ie. digital signatures).

Paperless Pipeline has what we need, and isn't bogged down with stuff we don't.

Kerry O'Neal|Broker / Owner|Strategic Realty, Bend, Oregon

Your Next Steps

Your office needs a transaction management product that best fits your agents' and admins' needs — a system they actually enjoy using.

Get our free and quick product demo today and save yourself hours and hours of mind-numbing product comparisons.

and see why brokers, admins, and agents love Paperless Pipeline.

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