Skip to content
SPECIFICTION
Get listed

Paperless Pipeline

paperlesspipeline.com

From $69/mo Free trial WebWindowsmacOSLinuxiOSAndroid
Visit paperlesspipeline.com
Spec score 8.7 #5 of 31 in Real Estate Transaction Management Software

What it is

Paperless Pipeline organizes real estate transactions from contract through closing, bringing documents, checklists, deadlines, compliance, commissions, and reporting into a browser-based workflow. Reusable checklists can be selected by deal type, side, location, or stage. Tasks can take dates from the contract, use business-day or calendar-day calculations, and pass changes to linked tasks. Required documents can be flagged and sent for review, with decisions recorded in transaction history. An optional Commission Module handles splits, caps, fees, disbursement authorizations, and year-to-date earnings, but it does not generate or file 1099-NEC forms. Native connections 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 installing software. Monthly plans start at $69 a month for up to five new transactions, with unlimited users and storage. There is no free plan, but a 14-day trial is available.

Spec sheet

What it does
Paperless Pipeline is cloud software for managing real-estate transactions, documents, deadlines, compliance reviews and commissions from contract through closing.Read 15 Oct 2026 · paperlesspipeline.com
Purpose
Paperless Pipeline organizes real estate transactions from contract to close, including documents, checklists, deadlines, compliance, commissions, and reporting.Read 29 Sep 2026 · paperlesspipeline.com
Integrations
Native integrations include Follow Up Boss, DocuSign, and Dropbox Sign, while Zapier connects the product to 1,500+ apps.Read 29 Sep 2026 · paperlesspipeline.com
Compliance
Required documents can be flagged and routed for review, with reviewer decisions recorded in the transaction history.Read 29 Sep 2026 · paperlesspipeline.com
Founded
2009Read 28 Sep 2026 · paperlesspipeline.com
API scope
The documented API options are single sign-on and Zapier integration; the help center does not describe a general public REST API or SDK.Read 15 Oct 2026 · help.paperlesspipeline.com
Automatic checklists
Reusable checklists can be applied based on deal type, side, location, or stage.Read 29 Sep 2026 · paperlesspipeline.com
Automatic due dates
Task dates can be anchored to listing, acceptance, option, contingency or closing dates, with business-day or calendar-day offsets and holiday handling.Read 15 Oct 2026 · paperlesspipeline.com
Backups and export
The service creates free automated monthly backups, offers historical archive downloads and uses an open, vendor-neutral format for local retention.Read 15 Oct 2026 · paperlesspipeline.com
Backups and portability
The service provides free monthly backups in an open, vendor-neutral format that customers can download and keep.Read 29 Sep 2026 · paperlesspipeline.com
Checklists
Admins can create reusable checklists that apply automatically by deal type, side, location or stage, including residential, commercial, lease and referral workflows.Read 15 Oct 2026 · paperlesspipeline.com
Commission management
The optional Commission Module handles tiered splits, caps, transaction and referral fees, team overrides, agent net statements and Commission Disbursement Authorizations.Read 15 Oct 2026 · paperlesspipeline.com
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.Read 29 Sep 2026 · paperlesspipeline.com
Company independence
Paperless Pipeline says it was founded by Dane Maxwell in 2009 and remains independently run rather than part of a private-equity portfolio or larger software suite.Read 15 Oct 2026 · paperlesspipeline.com
Company size and headquarters
LinkedIn lists Paperless Pipeline as privately held, founded in 2009, headquartered in Dexter, Iowa, with 11–50 employees.Read 15 Oct 2026 · linkedin.com
Compliance claim
The security page says Paperless Pipeline holds a PCI DSS compliance certificate from Security Metrics.Read 15 Oct 2026 · help.paperlesspipeline.com
Crunchbase profile
Crunchbase describes Paperless Pipeline as a private real-estate transaction and document provider headquartered in West Des Moines, Iowa, with a listed 1–10 employee range and Dane Maxwell as founder.Read 15 Oct 2026 · crunchbase.com
Data retention limit
The terms advise customers to export completed documents and state that signed documents and audit data may be deleted after a certain period; content can also be deleted after more than 60 days of nonpayment or termination.Read 15 Oct 2026 · paperlesspipeline.com
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.Read 29 Sep 2026 · help.paperlesspipeline.com
Document compliance
Required documents can be defined by deal type, side and location; missing files are flagged, reviewers can reject with reasons, and each review is timestamped and attributed.Read 15 Oct 2026 · paperlesspipeline.com
Documentation
The help center provides guides organized for agents and admins, FAQ/troubleshooting articles, system requirements, security material and a dated What's New log.Read 15 Oct 2026 · help.paperlesspipeline.com
Due dates
Tasks can be anchored to contract dates, with due dates calculated in business or calendar days and updates cascaded across linked tasks.Read 29 Sep 2026 · paperlesspipeline.com
Intended customers
The product is built for real estate brokerages, teams, transaction coordinators, and operations staff managing deal workflows.Read 29 Sep 2026 · paperlesspipeline.com
Limit: customization and training
G2 feedback mentions limited customization and a desire for more extensive training options.Read 15 Oct 2026 · g2.com
Limit: dated interface
Independent reviews describe the presentation as outdated, including one comparison of its appearance to 1990s Windows and requests for a more modern aesthetic.Read 15 Oct 2026 · getapp.ca
Limit: document assignment friction
A G2 reviewer says documents emailed into Paperless Pipeline do not automatically land in the intended transaction and may require manual assignment.Read 15 Oct 2026 · g2.com
Limit: high-volume pricing
An independent 2026 comparison says production-based pricing can become expensive as transaction volume rises, with AI and e-signature priced as add-ons.Read 15 Oct 2026 · docjacket.com
Limit: performance threshold
The help center warns that more than 5,000 unreviewed or unentered documents can make parts of the application slow and directs users to check the status page for outages or maintenance.Read 15 Oct 2026 · help.paperlesspipeline.com
Multi-office controls
Locations provide separate administrators, checklists and settings while company leadership retains cross-office reporting and role permissions.Read 15 Oct 2026 · paperlesspipeline.com
Native integrations
Native connections include Follow Up Boss, DocuSign, Dropbox Sign and Dropbox file import, with CSV transaction import and one-way calendar synchronization.Read 15 Oct 2026 · paperlesspipeline.com
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.Read 29 Sep 2026 · paperlesspipeline.com
Notable release
A June 12, 2026 product update announced automatic transaction-side tracking, document-assignment email notifications, side-based checklist assignment and easier document merging.Read 15 Oct 2026 · paperlesspipeline.com
Pipeline AI
Pipeline AI can read a signed contract to prefill a new transaction or compare a later document with an existing deal, but changes require user review and saving.Read 15 Oct 2026 · help.paperlesspipeline.com
Platform access
Paperless Pipeline is browser-based and works on desktop computers, smartphones, and tablets without installing software.Read 29 Sep 2026 · paperlesspipeline.com
Praise: checklists and tracking
Independent reviewers praise reusable checklists, assigned due dates, task ownership, document tracking and detailed reports for keeping brokerages on schedule.Read 15 Oct 2026 · softwareadvice.com
Praise: customer support
G2 reviewers frequently mention responsive or excellent support alongside the product's ease of use.Read 15 Oct 2026 · g2.com
Praise: ease of use
G2 and GetApp reviewers repeatedly describe the system as intuitive, easy to learn, simple to navigate and effective for organizing transaction files.Read 15 Oct 2026 · g2.com
Proprietary licence
The terms identify the service as proprietary, prohibit copying, reverse engineering and derivative works, and offer it through Paperless Pipeline LLC, an Iowa corporation.Read 15 Oct 2026 · paperlesspipeline.com
Rating on G2
4.6 out of 5 from 21 reviewsRead 15 Oct 2026 · g2.com
Rating on GetApp
4.8 out of 5 from 10 reviewsRead 15 Oct 2026 · getapp.com
Reporting
Search and reporting support custom-field filters, saved shared views, AND/OR filter logic, exports and dashboard-pinned views.Read 15 Oct 2026 · paperlesspipeline.com
Security architecture
Paperless Pipeline states that it uses SSL encryption, AWS infrastructure, account data isolation and encrypted Maildrop channels.Read 15 Oct 2026 · help.paperlesspipeline.com
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.Read 29 Sep 2026 · paperlesspipeline.com
Supported browsers
The documented browsers are Chrome 49+, Firefox 42+, Edge 80+ and Safari 9+; the product is browser-based with no installation required.Read 15 Oct 2026 · help.paperlesspipeline.com
System requirements
Minimum requirements are 2 GB RAM and a 1 GHz CPU for desktop computers, 1 GB RAM for mobile devices, and broadband of at least 4 Mbps down and 1 Mbps up.Read 15 Oct 2026 · help.paperlesspipeline.com
Zapier integrations
A transaction status change can send data to more than 1,500 apps through Zapier, including CRM, accounting, messaging and spreadsheet tools.Read 15 Oct 2026 · paperlesspipeline.com

Plans and prices

Up to 5 new transactions $69 a month $69/mo 5 new transactions · unlimited users · unlimited storage Read 15 Oct 2026 · paperlesspipeline.com
Up to 5 transactions $69 a month Monthly; month-to-month Up to 5 new transactions/month · Unlimited users · Unlimited storage Read 29 Sep 2026 · paperlesspipeline.com
Up to 10 new transactions $140 a month $140/mo 10 new transactions · unlimited users · unlimited storage Read 15 Oct 2026 · paperlesspipeline.com
Up to 10 transactions $140 a month Monthly; month-to-month Up to 10 new transactions/month · Unlimited users · Unlimited storage Read 29 Sep 2026 · paperlesspipeline.com
Up to 25 new transactions $190 a month $190/mo 25 new transactions · unlimited users · unlimited storage Read 15 Oct 2026 · paperlesspipeline.com
Up to 25 transactions $190 a month Monthly; month-to-month Up to 25 new transactions/month · Unlimited users · Unlimited storage Read 29 Sep 2026 · paperlesspipeline.com
Up to 40 new transactions $240 a month $240/mo 40 new transactions · unlimited users · unlimited storage Read 15 Oct 2026 · paperlesspipeline.com
Up to 40 transactions $240 a month Monthly; month-to-month Up to 40 new transactions/month · Unlimited users · Unlimited storage Read 29 Sep 2026 · paperlesspipeline.com
Up to 80 new transactions $335 a month $335/mo 80 new transactions · unlimited users · unlimited storage Read 15 Oct 2026 · paperlesspipeline.com
Up to 80 transactions $335 a month Monthly; month-to-month Up to 80 new transactions/month · Unlimited users · Unlimited storage Read 29 Sep 2026 · paperlesspipeline.com
Up to 150 new transactions $425 a month $425/mo 150 new transactions · unlimited users · unlimited storage Read 15 Oct 2026 · paperlesspipeline.com
Up to 150 transactions $425 a month Monthly; month-to-month Up to 150 new transactions/month · Unlimited users · Unlimited storage Read 29 Sep 2026 · paperlesspipeline.com

Every Paperless Pipeline plan and price →

Strong points and limits

Strong points

  • Checklist rules can reflect deal type, side, location, or stage.
  • Task dates can follow contract dates.
  • Review decisions are recorded in transaction history.
  • Plans include unlimited users and storage.

Limits

  • There is no free plan.
  • The entry plan covers up to five new transactions monthly.
  • It does not generate or file 1099-NEC forms.
  • Customers need a separate forms solution or MLS.

Who it suits

Paperless Pipeline is intended for brokerages, teams, transaction coordinators, and operations staff managing real estate deal workflows. It suits organizations seeking transaction checklists, document review, deadline tracking, and optional commission handling.

Paperless Pipeline in depth

Read the full write-up

Paperless Pipeline is a transaction-workflow system for real estate brokerages, teams, and coordinators. It is best suited to operations that need shared checklists, deadlines, and compliance review across deals. It is a focused management layer, not a substitute for a forms provider.

Overview

Paperless Pipeline organizes the work between contract and close: documents, tasks, deadlines, compliance, commissions, and reporting. Reusable checklists can be tailored to deal type, side, location, or stage, which helps teams standardize recurring workflows. Its scope is deliberately narrower than an all-in-one real estate suite; customers need an existing forms solution or MLS.

The optional Commission Module handles splits, caps, fees, commission disbursement authorizations, and year-to-date earnings reporting. It does not generate or file 1099-NEC forms, so brokerages needing that filing function will need another solution.

Key features

Deadlines and compliance

Tasks can be anchored to contract dates, with due dates calculated in business or calendar days. Updates cascade across linked tasks, helping keep dependent deadlines aligned when a date changes. Required documents can be flagged and routed for review, and reviewer decisions are recorded in the transaction history. That combination is useful for teams with formal handoffs and compliance oversight.

Connections and safeguards

Native integrations with Follow Up Boss, DocuSign, and Dropbox Sign cover common CRM and e-signature connections; Zapier extends connections to more than 1,500 apps. The maker says the service runs on AWS, uses SSL encryption, offers optional two-factor authentication, and holds a PCI Compliance Certificate from Security Metrics. Free monthly backups in an open, vendor-neutral format can be downloaded and kept, a practical safeguard for customers concerned about retaining portable copies of their data.

Every plan includes account setup, admin training, and transaction import. The maker says most brokerages are operational in under a week, which reduces the setup burden for organizations moving existing deal workflows.

Pricing

Paperless Pipeline has no free plan and offers a 14-day trial. All listed plans are month-to-month, billed monthly, and include unlimited users and unlimited storage; the tiers differ by new transactions per month:

Up to 5 transactions: $69 a month, for very small operations with low monthly deal volume.

Up to 10 transactions: $140 a month, for teams whose monthly pipeline exceeds the entry tier.

Up to 25 transactions: $190 a month, for growing teams with regular deal flow.

Up to 40 transactions: $240 a month, for busier operations.

Up to 80 transactions: $335 a month, for brokerages handling substantial monthly volume.

Up to 150 transactions: $425 a month, for larger transaction teams.

Up to 250 transactions: $540 a month, for high-volume brokerages.

Up to 350 transactions: $645 a month, for still larger monthly pipelines.

450+ Unlimited: $715 a month, including 450 new transactions; each additional transaction costs $1.65.

The entry plan’s five-new-transactions-per-month allowance is the main constraint for small teams with uneven or growing deal flow. The higher tiers raise that ceiling without adding seat or storage charges, while the top tier adds a per-transaction cost beyond its included volume. Month-to-month billing avoids a stated long-term commitment, but there is no free tier for ongoing use.

Platforms

Paperless Pipeline is browser-based and works on desktop computers, smartphones, and tablets without requiring software installation. Its supported platforms include Android, iOS, Linux, macOS, web, and Windows, so teams can use it across mixed devices.

Who it's for

This is a strong fit for real estate brokerages, teams, transaction coordinators, and operations staff that need to coordinate deal tasks, documents, and compliance in a shared workflow. Unlimited users make the volume-based plans more suitable for organizations with many participants than pricing that rises with each seat. It is a poorer fit for an agent seeking a forms provider, or for a brokerage that requires 1099-NEC generation and filing within its transaction system.

Pros and cons

Pros: Unlimited users and storage at every listed tier keep seat growth and document capacity from changing the plan price.

Pros: Contract-anchored deadlines, cascading task updates, and recorded review decisions support coordinated transaction and compliance work.

Pros: Included setup, training, and transaction import give brokerages a defined onboarding path.

Pros: Downloadable monthly backups in a vendor-neutral format support data portability.

Cons: Customers must bring their own forms solution or MLS, so this does not cover the forms side of a transaction workflow.

Cons: The lowest tier allows only five new transactions per month, and the highest tier charges $1.65 for each transaction beyond 450.

Cons: The Commission Module does not generate or file 1099-NEC forms.

Alternatives

Compare other options in Real Estate Transaction Management Software.

AFrame is worth considering if a free plan and a branded client portal with milestone reminders are priorities.

dotloop offers a free plan capped at 10 transactions, making it a possible starting point for agents who want to try transaction software without an initial subscription.

BrokerageBox has a free virtual platform that includes transaction and commission management, alongside cash-flow and billing tools.

REALM may suit teams seeking an intelligence layer over the CRM, portals, and inboxes they already use; its EVE X plan is $49 per seat per month.

CTM Smart eContracts is another paid option with a free trial and Android, iOS, and web support.

Open To Close may fit operations that prefer transaction-based volume without a transaction cap: its Grow plan is $99 a month with one user included, and additional users cost $69 a month each.

CLOSd offers a $59 a month Solo plan with one seat; additional seats cost $20.00 per month each.

Jointly may suit single agents who can start with seven free deals before its $9 a month Starter plan begins.

Verdict

Choose Paperless Pipeline if your brokerage needs centralized transaction workflows, compliance review, and unlimited users under monthly pricing tied to deal volume. Its strongest case is operational coordination without per-seat charges, backed by built-in onboarding and portable backups. Look elsewhere if you need forms included, 1099-NEC filing, or a free plan.

Verdict

Paperless Pipeline focuses on organizing transaction work rather than supplying forms. Its monthly tiers scale by new transaction volume, and the optional commission module has a stated 1099-NEC limit.

Where Specifiction places it

Alternatives to Paperless PipelineAll alternatives →