Paperless Pipeline

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Ranked in Real Estate Transaction Management Software ·Free trial· paid from $69/mo

About

Paperless Pipeline organizes real estate transactions from contract to close, bringing documents, checklists, deadlines, compliance, commissions, and reporting into browser-based deal workflows. It is built for brokerages, teams, transaction coordinators, and operations staff. Reusable checklists can be applied by deal type, side, location, or stage. Tasks can take dates from the contract, use business or calendar day calculations, and pass changes to linked tasks. Required documents can be flagged and routed for review, with decisions recorded in transaction history. An optional Commission Module handles splits, caps, fees, disbursement authorizations, and year-to-date earnings, but does not generate or file 1099-NEC forms. Native integrations include Follow Up Boss, DocuSign, and Dropbox Sign; Zapier connects it to 1,500+ apps. It works in a browser on desktop computers, smartphones, and tablets without software installation. Monthly plans start at 69.00 USD per month for up to five new transactions, with unlimited users and storage. There is no free plan, but a 14-day trial is available.

Who it is for

Paperless Pipeline suits real estate brokerages and deal teams coordinating documents, deadlines, compliance, and commissions. It fits teams that already use a forms solution or MLS, since it is not a forms provider.

What is good

  • Reusable checklists can be tailored to deal attributes
  • Contract dates can drive linked task deadlines
  • Review decisions are recorded in transaction history
  • Integrates natively with DocuSign and Dropbox Sign
  • Monthly plans include unlimited users and storage

What to know first

  • No free plan
  • Does not generate or file 1099-NEC forms
  • Not a forms provider

Verdict

Paperless Pipeline focuses on transaction operations from contract through close, with deadline and review workflows plus optional commission handling. Teams need an existing forms solution or MLS, and should check that their transaction volume fits a plan.

Compared on real estate transaction management software

Free plan
Nopaperlesspipeline.com
E-signatures
Yespaperlesspipeline.com
Document templates
Yespaperlesspipeline.com
Deadline automation
Yespaperlesspipeline.com
Compliance checklists
Yespaperlesspipeline.com
Approval workflows
Yespaperlesspipeline.com
Audit trail
Yespaperlesspipeline.com
Transaction limit
5 transactionspaperlesspipeline.com

Facts

Purpose
Paperless Pipeline organizes real estate transactions from contract to close, including documents, checklists, deadlines, compliance, commissions, and reporting.paperlesspipeline.com · 29 Sept 2026
Automatic checklists
Reusable checklists can be applied based on deal type, side, location, or stage.paperlesspipeline.com · 29 Sept 2026
Due dates
Tasks can be anchored to contract dates, with due dates calculated in business or calendar days and updates cascaded across linked tasks.paperlesspipeline.com · 29 Sept 2026
Compliance
Required documents can be flagged and routed for review, with reviewer decisions recorded in the transaction history.paperlesspipeline.com · 29 Sept 2026
Commissions
The optional Commission Module handles splits, caps, fees, commission disbursement authorizations, and year-to-date earnings reporting; the product does not generate or file 1099-NEC forms.paperlesspipeline.com · 29 Sept 2026
Integrations
Native integrations include Follow Up Boss, DocuSign, and Dropbox Sign, while Zapier connects the product to 1,500+ apps.paperlesspipeline.com · 29 Sept 2026
Data security
The maker says the service uses AWS, SSL encryption, and optional two-factor authentication, and holds a PCI Compliance Certificate from Security Metrics.help.paperlesspipeline.com · 29 Sept 2026
Backups and portability
The service provides free monthly backups in an open, vendor-neutral format that customers can download and keep.paperlesspipeline.com · 29 Sept 2026
Support and setup
Every plan includes free account setup, admin training, and transaction import, and the maker says most brokerages are operational in under a week.paperlesspipeline.com · 29 Sept 2026
Intended customers
The product is built for real estate brokerages, teams, transaction coordinators, and operations staff managing deal workflows.paperlesspipeline.com · 29 Sept 2026
Platform access
Paperless Pipeline is browser-based and works on desktop computers, smartphones, and tablets without installing software.paperlesspipeline.com · 29 Sept 2026
Not a forms provider
The maker says Paperless Pipeline is not a forms company and expects customers to use an existing forms solution or MLS.paperlesspipeline.com · 29 Sept 2026

Company

Founded
2009paperlesspipeline.com · 28 Sept 2026

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