Paperless Pipeline
6 Case Studies
A Paperless Pipeline Case Study
Closer Concierge, led by transaction coordinator Robbie Gaston, was drowning in paper as its contract‑to‑close business expanded — growing from 4 to 23 contracts per month and supporting dozens of agents across multiple states. Robbie was working 12‑hour days managing 50‑item paper checklists and binders, and needed an automated, mobile solution. She turned to Paperless Pipeline’s paperless transaction management system to escape the paperwork bottleneck.
Paperless Pipeline provided a cloud‑based platform with mobile access, powerful checklists and daily reminders that adapted to contracts in six states, letting Robbie phase out paper and manage files in seconds. The result: restored work‑life balance, faster responses for agents, the ability to work from anywhere, and a 277% business growth in one year — an outcome Robbie attributes directly to Paperless Pipeline.
Shawn Milletary
Chief Operating Officer