Paperless Pipeline

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:

Go to www.PaperlessPipeline.com

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.