Going Totally Paperless! Here's how our office is doing it

By
Real Estate Agent with RE/MAX Revolution

Going Paperless in Kansas City with Paperless Pipeline, Docusign and an iPadSo here is the BIG question: "What are we going to use those offices for which are currently packed with ugly metal file cabinets, IRS boxes, receipts and other files??"

Paperless is here and it's not as hard as people make it out to be. Personally, I've been using tools like Docusign, Dropbox, Google Docs, the iPad and others for almost two years, but now our AWESOME broker, Stephen Smith with RE/MAX Revolution, is leading the troops to a paperless office place.

HOW?
I'm fortunate to be one of the beta-testing agents in the office now as we transition over to Paperless Pipeline (www.PaperlessPipeline.com), a web-based solution for storing documents (basically a ramped up version of Dropbox). This kind of software WILL revolutionize the industry as we know it. (and I'm not being paid to say that by the way!!)

Paperless Pipleline deserves its own blog entry, but basically it offers items like assigning a document to seller/buyer/office so only certain people can see it; it will break apart PDFs easily without going into Acrobat; you can email documents directly to the transaction (this is one of the BIG highlights!!)

 

TOOLS?
I still rarely use paper contracts anymore. All is stored on my iPad where I have clients sign directly on it and then email out to the coop agent/office/lender all with one click.

Docusign allows me to "set it and forget it" by assigning WHO will get this contract when all parties have signed. Automatically. No thinking. (My kind of program). AND, Paperless Pipeline has further streamlined this process by just sending it directly to the Pipeline and giving all parties access to those files who will need them.

Facebook is also being tested for our days that we tour new homes. In the past, we would each have a sheet to fill out with comments for each listing, but now we just leave a comment on our private group page for each listing RIGHT THERE in the home before we leave! It's fast, easy and immediatly avaialbe to the agent to pass on to the seller. AWESOME!

 

I leave my briefcase in the car now and only have to worry about the Earnest Money Check when we leave a contract signing. Pretty nice. Your thoughts? Are you are going paperless and what tools have you used? 

Posted by

  Jay O'Brien, Kansas City : Social Media Guy (RE/MAX Revolution)Jay O'Brien
 
RE/MAX Revolution, Kansas City, Missouri

  www.JayTheHomeGuy.com

 

Comments (4)

Corey Lee Miner
Keller Williams Salt Lake City - Salt Lake City, UT

I love the idea of paperless systems and in fact I'm set up to be 100% paperless however I still print everything and build a hard copy file.

I just prefer to have the file in my hand when I'm reading through it.  Hopefully I'll stop killing trees someday :)

Jun 25, 2012 04:30 AM
Rosemary Brooks
BMC Real Estate - 209-910-3706 - Stockton, CA
The Mother & Daughter Realty Team

Thank you for the tip, I sent off to get an estimate.  I have a feeling it is expensive, but its worth seeing. 

Jun 25, 2012 06:58 PM
James A. Browning
Browning Real Estate School/REO Institute - International, IT
MRE REOCertified(R) SSCertified

Thank you for sharing your blog; we need Real estate Professionals to share their comments and information regarding their markets and experiences. Thanks again from beautiful Colorado

Please, check out our website for Real Estate Education Opportunities @ www.REOInstituteColorado.com for Continuing Education Courses.

Jul 04, 2012 01:01 AM
Senad Dizdar
cloudHQ - San Francisco, CA

 

Hi Jay,

Dropbox is very cool. And Dropbox is an excellent storage service.

For example, you can use Dropbox as a backup destination to backup all your data from other cloud services. For example, if you use Evernote and Google Docs, it might good to backup all notes and Google Docs documents to Dropbox.

So please check out cloudHQ (http://cloudHQ.net) - cloudHQ can backup and sync all your files from Google Docs, Evernote, SugarSync, Box, etc. to Dropbox - even Basecamp projects.

 

Jul 30, 2012 12:14 AM

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