Case Study: Maximum One Realty achieves paperless operations and streamlined workflows for 1,000+ agents with Paperless Pipeline

Finding Work-life Balance, Ditching Outdated Software, and Getting 1000+ Agents to Go Paperless

Maximum One Realty, an agent-owned Georgia brokerage that has grown to over 1,000 agents, struggled with a chaotic, insecure transaction workflow: a broken TMS, a separate Broker Wolf accounting system, endless email attachments, and a single overwhelmed Compliance Broker, Dawn Southern. Before switching to Paperless Pipeline, files were often lost, visible to the wrong people, and required time-consuming manual tracking that made compliance and payouts difficult.

Maximum One implemented Paperless Pipeline’s transaction management platform and Commission Module to consolidate processes, enable mobile access, enforce privacy controls, and automate checklists and communications. Paperless Pipeline let Dawn create CDAs, email accounting, and support direct deposits from within the system, eliminating Broker Wolf, speeding payouts, improving reporting and oversight, and enabling widespread adoption across 1,000+ agents — contributing to smoother closings and the brokerage’s ability to process 1,600+ transactions by June 2016.

Maximum One Realty

Dawn Southern

Compliance Broker