Paperless Pipeline takes your real
estate transactions and related documents online - without changing how you
work.
It allows you to
easily access documents from any computer,
any browser, anywhere, and show up to closing without any paper. With Paperless Pipeline’s user-friendly
system, you can:
- Turn
in paperwork by scan, email, or direct upload
- Stay
organized with Listing, Contract and Closed checklists for each
transaction
- Email
documents to clients, lenders, and others right from the system
To access Paperless Pipeline, follow these steps:
Click the LOGIN link:
At the login screen, enter your User ID and Password, then click on the Log In button.
Enter your User ID: (your email address)
Enter your Password: (provided by your administrator)*
*Note:
Your password is usually your first name. Passwords
must be at least 5 characters. If your first name is fewer
than 5 characters (like Ann or John) add
the first 1 or 2
letters from your last name to make 5 characters
.
Examples: Ann Smith’s password would be annsm;
John Black’s password would be johnb
Accessing Paperless
Pipeline
Changing
your Password
To
change your password, click on the PROFILE link in the top-right corner of the
screen and follow the prompts to enter and save your new password.
Accessing
Transactions
Once
logged in, you will see several tabs across the top of the display.
Dashboard -an overview of your folders, due
dates, closings, etc.
Transactions -lists all your transaction folders
Working Docs -new uploads that need to be assigned to a folder
Unreviewed -assigned documents
waiting on Broker review
Office Docs -blank copies of
commonly used office/transaction forms
Accessing Paperless
Pipeline
Click
on the Transactions Tab to view a
list of your transaction folders, then click on a folder name to see the
details:
Accessing Paperless
Pipeline
Accessing Paperless
Pipeline
Editing a Transaction Folder
Contacts for each
transaction may be stored in the folder by clicking on Add Contact.
Notes for each
transaction may be stored in the folder by clicking on Add Note.
When adding Notes, you may choose one of two options:
1.
Make notes for yourself or any viewer of the folder by typing
the note text then clicking on the green SEND NOTE button; or
2.
Communicate with other folder viewers by typing the note text
then checking which email address(es) will receive the note in their mail
inbox, before clicking the SEND NOTE button. A copy of the note emailed will also be
stored in the folder for all folder viewers to see.
Accessing Paperless
Pipeline
Uploading a Document
Open the desired folder and click on the Upload Docs link:
Click the Browse
button and search your computer for the document, just like adding an
attachment to an email.
Use the “Document Name” field to type a viewer-friendly file name, such as:
Buyer Agreement
Listing Agreement
Contract
Earnest Money
There is no need to include the address as part of the file
name once it’s in Paperless Pipeline, so keep them short and clearly defined.
Use the “Category” field to select one of these types for your document:
Office
Use -Deposits, Blue Sheets, DA
Requests, etc.
Listing -Listing Agreement, copy of MLS page, Seller
Disclosure, Tax Records, etc.
Sale -All contract pages including Exhibits, Earnest
Money copies, Amendments, etc.
Buyer -Buyer Agreement, PreQualification Letter, etc.
The “Status” and “Reviewed” options are for Broker use when
reviewing the folder.
Accessing Paperless
Pipeline
Managing Checklists
Your Broker will add Checklists to your folder as it is reviewed. Checklists exist for:
New Buyer/Tenant
New Listing (regular)
New Listing (rental)
Pending (regular)
Pending (rental)
Closed
Leased
Retainer Fee
Referral Fee
Expired/Fell Through
Terminated Sale
As tasks are checked as completed, they “gray out”
so that the remaining tasks are more eaily identifiable.
To reduce the length of the list, you may use the “-“
button to the left of the checklist name.
To see all
items again later, use the “+” button to open the full
list.
Only your Broker can mark tasks as completed.
If you notice a tasks is not marked, but has been
completed, you may use the Add Note
feature to
communicate that update to your Broker.
No commissions will be paid until all checklist items
are completed.
Some items will not apply to your transaction; those
will be deleted from view by your Broker.
Refer to the separate document “Required Paperwork / Paperless Pipeline
Checklists” for additional transaction requirements and explanation of each
checklist item.
