Case Study: Coldwell Banker Valley Brokers achieves paperless operations and manages $155M in annual sales with Paperless Pipeline

Why Coldwell Banker Valley Brokers trusts Paperless Pipeline to manage $155 million in annual sales volume

Coldwell Banker Valley Brokers (Coldwell Banker), a 65-broker office in Oregon, struggled with mountains of paperwork, rising storage and stationery costs, and slow manual transaction reviews that hindered productivity and growth. Seeking an easy-to-use paperless transaction management solution, they evaluated options and chose Paperless Pipeline after a free trial that proved simple for agents of all tech levels.

Paperless Pipeline’s transaction management system was rolled out for new listings and, within months, CBVB ran a fully paperless office—enabling mobile access, faster document review, and reduced storage costs. The change helped support continued agent training and contributed to measurable gains: the office now manages $155 million in annual sales volume, saw nearly a 16% increase in combined sales from 2013–2014, and consolidated hundreds of transactions and thousands of documents more efficiently thanks to Paperless Pipeline.

Coldwell Banker

Donna Jo Merrifield

VP of Business Development