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Paperless Pipeline
What it is
Paperless Pipeline organizes real estate transactions from contract to close, bringing documents, checklists, deadlines, compliance, commissions, and reporting into browser-based workflows. It is built for brokerages, teams, transaction coordinators, and operations staff. Reusable checklists can be assigned by deal type, side, location, or stage. Tasks can use contract dates, calculate deadlines in business or calendar days, and cascade changes to linked tasks. Required documents can be flagged and routed for review, with reviewer decisions recorded in transaction history.
The optional Commission Module handles splits, caps, fees, commission disbursement authorizations, and year-to-date earnings reporting, but it 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. 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.
For and against
For
- Reusable checklists can be tailored to deal attributes.
- Contract dates can drive task deadlines.
- Review decisions are recorded in transaction history.
- Zapier connects the product to 1,500+ apps.
- A 14-day trial is available.
Against
- No free plan is available.
- The Commission Module does not generate or file 1099-NEC forms.
- Plans start at $69 a month.
- Customers need an existing forms solution or MLS.
The verdict
Paperless Pipeline brings transaction tasks, document review, and commission workflows together in a browser-based service. Plans start at $69 a month, and customers should note that it is not a forms provider and does not file 1099-NEC forms.
Who it suits
Paperless Pipeline suits real estate brokerages, teams, transaction coordinators, and operations staff managing transaction workflows. It is designed for users who want browser access without installing software.
Plans and prices
Up to 5 new transactions
5 new transactions · unlimited users · unlimited storage
Read 15 Oct 2026 · paperlesspipeline.com
Up to 10 new transactions
10 new transactions · unlimited users · unlimited storage
Read 15 Oct 2026 · paperlesspipeline.com
Up to 25 new transactions
25 new transactions · unlimited users · unlimited storage
Read 15 Oct 2026 · paperlesspipeline.com
Up to 40 new transactions
40 new transactions · unlimited users · unlimited storage
Read 15 Oct 2026 · paperlesspipeline.com
Up to 80 new transactions
80 new transactions · unlimited users · unlimited storage
Read 15 Oct 2026 · paperlesspipeline.com
Up to 150 new transactions
150 new transactions · unlimited users · unlimited storage
Read 15 Oct 2026 · paperlesspipeline.com
Up to 250 new transactions
250 new transactions · unlimited users · unlimited storage
Read 15 Oct 2026 · paperlesspipeline.com
Up to 350 new transactions
350 new transactions · unlimited users · unlimited storage
Read 15 Oct 2026 · paperlesspipeline.com
Unlimited
450 transactions included · $1.65 per additional transaction · unlimited users · unlimited storage
Read 15 Oct 2026 · paperlesspipeline.com
On the record
- 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.help.paperlesspipeline.com · read 15 Oct 2026
- Automatic checklists
- Reusable checklists can be applied based on deal type, side, location, or stage.paperlesspipeline.com · read 29 Sep 2026
- 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.paperlesspipeline.com · read 15 Oct 2026
- Backups and export
- The service creates free automated monthly backups, offers historical archive downloads and uses an open, vendor-neutral format for local retention.paperlesspipeline.com · read 15 Oct 2026
- Backups and portability
- The service provides free monthly backups in an open, vendor-neutral format that customers can download and keep.paperlesspipeline.com · read 29 Sep 2026
- Checklists
- Admins can create reusable checklists that apply automatically by deal type, side, location or stage, including residential, commercial, lease and referral workflows.paperlesspipeline.com · read 15 Oct 2026
- Commission management
- The optional Commission Module handles tiered splits, caps, transaction and referral fees, team overrides, agent net statements and Commission Disbursement Authorizations.paperlesspipeline.com · read 15 Oct 2026
- 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.paperlesspipeline.com · read 29 Sep 2026
- 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.paperlesspipeline.com · read 15 Oct 2026
- Company size and headquarters
- LinkedIn lists Paperless Pipeline as privately held, founded in 2009, headquartered in Dexter, Iowa, with 11–50 employees.linkedin.com · read 15 Oct 2026
- Compliance
- Required documents can be flagged and routed for review, with reviewer decisions recorded in the transaction history.paperlesspipeline.com · read 29 Sep 2026
- Compliance claim
- The security page says Paperless Pipeline holds a PCI DSS compliance certificate from Security Metrics.help.paperlesspipeline.com · read 15 Oct 2026
- 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.crunchbase.com · read 15 Oct 2026
- 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.paperlesspipeline.com · read 15 Oct 2026
- 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.help.paperlesspipeline.com · read 29 Sep 2026
- 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.help.paperlesspipeline.com · read 15 Oct 2026
- 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.paperlesspipeline.com · read 15 Oct 2026
- Due dates
- Tasks can be anchored to contract dates, with due dates calculated in business or calendar days and updates cascaded across linked tasks.paperlesspipeline.com · read 29 Sep 2026
