Send documents and messages into Paperless Pipeline by emailing them to your personal maildrop addresses.
Paperless Pipeline employs a comprehensive security framework that incorporates server security, data encryption, and login protocols.
Leveraging industry-standard SSL encryption and Amazon Web Services (AWS) 's world-class server infrastructure, Paperless Pipeline provides the same level of data protection and redundancy as an online bank.
Each doc area in Pipeline matches a step in your workflow.
Reference Docs
Your office-wide forms, templates, and shared files. It’s your central library, anyone can view and send from here.
Unassigned Docs
Docs that have been uploaded but aren’t yet tied to a transaction. Use this area to review and sort incoming files.
Transaction Docs
The core workspace for each deal. Your team shares, reviews, comments, and tracks docs here.
Unreviewed Docs
A focused view for compliance staff and brokers. Shows what’s still pending review—without needing to open each transaction.
Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection.
Who Can Do This: Anyone can view the library. Some templates are restricted to admins only.
To view the Message Template Library:
- Go to My Info
- Click your name in the upper right corner, then [My Info].
- Open the Template Library
- Click [Template Library] from the Message Templates section of the left menu.
- Browse Templates
- Browse the full collection of professional, ready-made templates.
- Browse the full collection of professional, ready-made templates.
Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection.
Who Can Do This: Anyone can view the library. Some templates are restricted to admins only.
To view the Message Template Library:
- Go to My Info
- Click your name in the upper right corner, then [My Info].
- Open the Template Library
- Click [Template Library] from the Message Templates section of the left menu.
- Browse Templates
- Browse the full collection of professional, ready-made templates.
- Browse the full collection of professional, ready-made templates.
Explore the collection of pre-built templates available for your team. The library is the starting point for finding new messages that you can add to your office's personal collection.
Who Can Do This: Anyone can view the library. Some templates are restricted to admins only.
To view the Message Template Library:
- Go to My Info
- Click your name in the upper right corner, then [My Info].
- Open the Template Library
- Click [Template Library] from the Message Templates section of the left menu.
- Browse Templates
- Browse the full collection of professional, ready-made templates.
- Browse the full collection of professional, ready-made templates.