Paperless Pipeline

What do you like best?

It keeps all paperwork in one working file.

There are task lists that can be created and changed for each transaction.

You can send all email correspondence into the file.

But many, if not all, transaction management platforms have these abilities. It will depend on your need.

What do you dislike?

I don't care for the way it 'looks', personally.

It's hard to find the documents you're looking for, which makes it clunky.

The 'Contacts Page' needs to be more specific. You have to play around with it before you can figure out how to get all of the information for each party to show up and not have to look for it.

I think they may be on the right track, but it still needs some work. Maybe getting the advice of a working TC might help.

What problems are you solving with the product? What benefits have you realized?

None, actually. As I was shopping and looking at platforms, I tried this one. It did not suite my needs.