Paperless Pipeline Reviews & Product Details

It keeps all paperwork in one working file.

There are task lists that can be created and changed for each transaction.

You can send all email correspondence into the file.

But many, if not all, transaction management platforms have these abilities. It will depend on your need. Review collected by and hosted on G2.com.

I don't care for the way it 'looks', personally.

It's hard to find the documents you're looking for, which makes it clunky.

The 'Contacts Page' needs to be more specific. You have to play around with it before you can figure out how to get all of the information for each party to show up and not have to look for it.

I think they may be on the right track, but it still needs some work. Maybe getting the advice of a working TC might help. Review collected by and hosted on G2.com.

Simplest file manager for any RE office. Can make the transactions with any required documents from start to close. Easy to upload. Review collected by and hosted on G2.com.

I really like everything about this software. I have used many platforms in 20+ years and this is the best by far. Review collected by and hosted on G2.com.

I am always able to do exactly what I need to do to get our transactions loaded (as an agent) and organized/reviewed (as an admin). Review collected by and hosted on G2.com.

As an agent, I am unable to upload my own checklists, but Paperless support says they're working on it! Review collected by and hosted on G2.com.

what I like best about paperless pipeline is how easy it is to use. easy to get trained it, easy to manage. Review collected by and hosted on G2.com.

what I dislike is that it doesn't house EVERY detail of a transaction, as well as Transaction Point software does. Review collected by and hosted on G2.com.

PP is constantly evolving while being careful not litter it up with unneeded enhancements.. PP's support is awesome and there team is always upbeat and available to help. PP has streamlined our processing of transactions and offers a simple interface for my agents to work with. It makes being compliance easier and has helped minimize employee hours. When I take the time to investigate PP further I always find something new that helps us.. I have been in the business for 29 years and owned my own brokerage for over 15 years, as competitive as brokerage is today having PP front and center affords us countless benefits! Review collected by and hosted on G2.com.

I am currently investigating the commission module and uncertain whether or not it will work for us. If not, it's okay as it really is tough to add different components without complicating a product. So in the end this isn't really a dislike.. Review collected by and hosted on G2.com.

I love that we have visibility to all of our transactions in a simple, user-friendly format! Review collected by and hosted on G2.com.

Wish there were more options on how to communicate with clients Review collected by and hosted on G2.com.

It's hard to imagine there being a better product out there for managing transactions. It's easy to use, has a good UI, good features, etc, etc. Review collected by and hosted on G2.com.

The only issue I've come across is that agents will email docs to Paperless Pipeline, not realizing that they don't go straight into the transaction file. Most will figure out that they then need to assign the docs to the transaction but I usually have to assign several docs a week to the correct transaction. I'm not sure how they could make that simpler though. Review collected by and hosted on G2.com.

The thing I find most valuable about Paperless Pipeline is that there is a checklist on the side of an open transaction, reminding you of things that still need to be done and/or uploaded to the transaction. This way you are on top of the transaction and make sure that there is nothing missing. The second most important thing would be that it is in fact paperless. This is important for two reasons. One-it's environmentally friendly. We are using less and less paper in my office and doing more electronically. Two- it allows everything to be in one common place and also allows different people to have access to it. Here at me office we are lucky to have a closing department who manage our client transaction files throughout the duration of the transaction. With Paperless, you are giving them access to the file in it's entirety without having to make multiple copies or run things back and forth between offices. Review collected by and hosted on G2.com.

I would there to be a little more of an extensive training option. Review collected by and hosted on G2.com.

Very intuitive

Easy to learn

Great support

Unlimited storage

Mobile

Can access files from anywhere

Compliant for my state Review collected by and hosted on G2.com.

Upgrading to a full back-end system is steep and lacks value.

No ability to customize Review collected by and hosted on G2.com.