Paperless Pipeline organizes real estate transactions from contract to close, bringing documents, checklists, deadlines, compliance, commissions, and reporting into a browser-based workflow. Reusable checklists can be applied by deal type, side, location, or stage. Tasks can use contract dates as anchors, calculate due dates in business or calendar days, and cascade changes to linked tasks. Required documents can be flagged and routed for review, with decisions recorded in transaction history. The optional Commission Module manages splits, caps, fees, disbursement authorizations, and year-to-date earnings reporting, 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. The service works in a browser on computers, smartphones, and tablets without installing software. 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
It is built for real estate brokerages, teams, transaction coordinators, and operations staff managing deal workflows. It may suit organizations that want browser-based transaction management and reusable checklists, but need a separate forms solution or MLS.
What is good
- Contract-date task scheduling with cascading updates
- Compliance review decisions enter transaction history
- Unlimited users and storage on the entry plan
- Monthly backups in an open, vendor-neutral format
What to know first
- No free plan
- Entry plan allows up to five new transactions monthly
- Does not generate or file 1099-NEC forms
- Customers need an existing forms solution or MLS
Verdict
Paperless Pipeline focuses on transaction workflow, document review, deadlines, and commission tracking for real estate operations. Account for transaction caps and the need for a separate forms provider when evaluating it.
Paperless Pipeline plans and pricing
All plansCompared on real estate transaction management software
- Free plan
- No
- E-signatures
- Yes
- Document templates
- Yes
- Deadline automation
- Yes
- Compliance checklists
- Yes
- Approval workflows
- Yes
- Audit trail
- Yes
- Transaction limit
- 5 transactions
