Paperless Pipeline organizes real estate transactions from contract to close, including documents, checklists, deadlines, compliance, commissions and reporting. Reusable checklists can be applied according to deal type, side, location or stage. Tasks can use contract dates as anchors, with due dates calculated in business or calendar days and changes passed to linked tasks. Required documents can be flagged for review, with reviewer decisions recorded in transaction history. The optional Commission Module handles 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 browser-based service works on desktop computers, smartphones and tablets without software installation. It is designed for brokerages, teams, transaction coordinators and operations staff. Plans start at $69.00 USD per month for up to five new transactions, with unlimited users and storage. There is no free plan; a 14-day trial is available.
Who it is for
Paperless Pipeline suits real estate brokerages, teams, transaction coordinators and operations staff managing deal workflows. It is not a forms provider, so customers need an existing forms solution or MLS.
What is good
- Reusable checklists can be applied by deal attributes
- Deadline changes cascade across linked tasks
- Review decisions are recorded in transaction history
- Plans include unlimited users and storage
- Free monthly backups are downloadable in an open format
What to know first
- No free plan; trial lasts 14 days
- Commission Module does not generate or file 1099-NEC forms
- Plans limit the number of new transactions
Verdict
Paperless Pipeline focuses on transaction workflows, deadlines and compliance, with optional commission handling and integrations. Check the monthly transaction allowance and whether your brokerage already has a forms solution.
Get started with Paperless Pipeline
- Open the Paperless Pipeline website in a browser.
- Start the 14-day trial or choose a monthly transaction plan.
- Use the included account setup, admin training, and transaction import.
- Set up reusable checklists and deal workflows for your transactions.
- Connect Follow Up Boss, DocuSign, Dropbox Sign, or apps through Zapier as needed.
Limits to know first
The lowest listed plan costs 69.00 USD per month and covers up to five new transactions per month. It includes unlimited users and storage. There is no free plan; the trial lasts 14 days.
Questions about Paperless Pipeline
How much does Paperless Pipeline cost?
Plans are billed monthly and start at 69.00 USD per month for up to five new transactions. The listed 450+ Unlimited plan costs 715.00 USD per month and includes 450 new transactions, with each additional transaction priced at $1.65.
Is there a free plan or trial?
There is no free plan. A 14-day trial is available.
Which platforms does Paperless Pipeline support?
It is browser-based and works on desktop computers, smartphones, and tablets without software installation. Listed platforms include Android, iOS, Linux, macOS, web, and Windows.
What integrations are available?
Native integrations include Follow Up Boss, DocuSign, and Dropbox Sign. Zapier connects Paperless Pipeline to 1,500+ apps.
Does it provide real estate forms?
No. Paperless Pipeline expects customers to use an existing forms solution or MLS.
Does the Commission Module file 1099-NEC forms?
No. The optional module handles commission splits, caps, fees, disbursement authorizations, and year-to-date earnings reporting, but does not generate or file 1099-NEC forms.
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
