How This Real Estate Expert Uses Paperform to Power Multi-State Real Estate Workflows

Real Estate Broker. 20 States. 5,000 Homes Sold. One Platform That Scales With Her: Paperform

Julie Winter is not your typical broker. With real estate licenses in 20 states and over 5,000 homes sold, she now leads 3 Solutions Real Estate, a growing national brokerage helping companies launch and operate real estate businesses across the U.S.

To scale her operations, automate compliance, and streamline agent onboarding, Julie turned to one platform: Paperform.

Paperform is literally the perfect way for me to scale and cover bases.

About Julie Winter

Julie is a fourth-generation Broker with 25+ years of experience spanning high-volume residential sales, asset management (Freddie Mac), brokerage leadership (Keller Williams, US & Canada), and the prop-tech space (Opendoor)

• Roles: Real Estate Broker, Owner of Lakes and Hills Realty, & Founder of 3 Solutions Real Estate
• Industry: Real Estate, PropTech, Brokerage Operations
• Location: Texas-based, operates in 20+ U.S. states
• Business Models: Traditional agency + Broker-for-Hire firm
• Focus: Real estate compliance, brokerage expansion, onboarding, licensing, and automation
• Linkedin: linkedin.com/in/juliewinter/

When you sit with Julie, it becomes clear that she is not only a wonderful human being, but her expertise is extensive. She specializes in structuring and scaling brokerages regionally and nationally, providing compliance oversight, training, contract expertise, IDX access, and 1099 brokerage services. With deep expertise in multi-state contracts and transactions, Julie helps companies cut through the complexity of real estate operations by bringing structure, speed, and clarity to every step. And the work is her passion.

"I like the pace. And I like all the scenarios you can see. Somewhere along the line, it became a passion."

But, on top of that, her passion for real estate is also founded in people.

"If you had told me back in 2003 that I would ever sell 5,000 homes, I wouldn't have believed you! [Houses] become the next person's dream. A place to raise their family or live close to work."

And it's clear she loves her work. Julie's experience makes her a sharp, tech-savvy real estate broker with a passion for efficiency, a heart for people, and a rare ability to bridge old-school real estate with modern, scalable solutions.

Julie (center) and the Lakes and Hills Realty team

Why Paperform?

I’m a tech nerd stuck in a broker’s body… I love tools that let me think once and scale forever.

For Julie, Paperform wasn’t just another tool—it was a turning point. As someone who balances traditional real estate with the fast-moving demands of PropTech, she needed something powerful but approachable. “I don’t have time to train a team or learn a new coding language,” she says.

Julie adopted Paperform during a large project she co-ordinated with a development team, building a digital platform for launch.

"This was back in 2019. I was going to use a free form builder. My friend said you've got to try Paperform. I got in there and very quickly I put together a really basic form."

But then she saw the scalable potential of Paperform.

"I learned about the little waterfalls and the 'if/thens" and...my gosh. I was able to do much more than I anticipated because of the ease of use. Literally in no time it was beautiful and usable."

Paperform let her build once, scale infinitely, and maintain a personal touch in every interaction. It gave her freedom to grow without growing overhead. Paperform gave her:

• End-to-end client and agent onboarding
• Managable workflows for real estate compliance
• Data syncing to Airtable
• Quick forms that feel personal—not robotic
• Seamless document signing (via Papersign)
• Start-up launch flexibility—even used Paperform as a product stand-in during a platform launch

Use Cases: How Julie Winter Uses Paperform

1. Client & Agent Onboarding

When Julie took over Lakes and Hills Realty, she inherited processes that included paper contracts, emails, verbal agreements. But instead of forcing a platform overhaul on her capable agents, she introduced Paperform and Papersign to streamline independent contractor agreements. No complicated tools, no onboarding friction. Soon, she had collected and organized signed agreements for every agent without needing a single training session.

An example of Julie's Real Estate client onboarding form

Paperform enables Julie and her team to capture license details, agreements, contracts, and client data from anywhere—automated, branded, and structured for scale.

2. Capturing Customer Info & Signing Agreements

Early on, Julie needed to collect details from a new corporate client onboarding across multiple states. She needed to meet deadlines and she didn’t have time to hunt for signatures. Julie built a quick Paperform with conditional fields, embedded a simple signature block, and sent it. The form came back—complete, clean, and compliant.

"Paperform really helps me have continuity. You can just collect [data] in such an easier way. And of course it, works with everything so easily and collects the information."

Julie uses Paperform to collect lead information, client intake details, and signed independent contractor agreements, all without switching tools.

3. Real Estate Compliance & Supervision

As a licensed broker in 20 states, Julie must maintain agent oversight. She built a Paperform workflow that logs check-ins, escalations, continuing education, and bank reconciliation. This gives Julie confidence that she is running everything in compliance.

“If I need to show proof, I can show the forms, the check-ins, the whole system. That’s peace of mind.”

4. Internal CRM-Like Automation

As her businesses grew, Julie saw the importance of avoiding data bloat from calls, emails, and spreadsheets. She worked with her workflow expert friend to build an Airtable dashboard fed entirely by Paperform. Now, using the Paperform and Airtable integration, when Julie receives a license update or form submission, it syncs instantly to her dashboard: expiration dates, signatures, continuing education notes.

An example of one of Julie's property report forms

“It helps me onboard clients consistently and professionally. Everything flows right into Airtable. It’s like I have a virtual assistant that never forgets, never misfiles, and never sleeps.”

Using the Paperform + Airtable integration, Julie tracks agent education, license expirations, documentation, and reminders—without an expensive CRM system.

5. Startup-Ready Form Functionality

Julie was once working with a European PropTech company prepping for a big product launch. The night before, it became clear their actual product wouldn’t be ready. But because of Paperform, Julie was able to solve the issue. “Fortunately, I had built a Paperform prototype during testing.” Without missing a beat, she redirected the product URL to the form. The launch went ahead. “No one knew. Two weeks later we swapped in the real product. Paperform saved the day.”

FAQ: Real Estate + Paperform

Julie proves that Paperform is a powerful digital Swiss-army knife that covers many real estate needs.

Q: Can real estate agents use Paperform for onboarding and contracts?

Yes. Julie uses Paperform to onboard agents with conditional logic, signature capture, and Airtable syncing. You can sync with hundreds of different apps that best suit your needs. It's a fast, professional, repeatable system.

Q: Can Paperform help real estate or broker compliance needs?

Yes. Julie uses it to document communication, upload signed bank statements, and conduct agent check-ins. With the right documentation and systems in place, Paperform helps collect data needed for compliance across multiple states.

Q: Can I replace my CRM or lead capture tool with Paperform?

Yes, with integrations. Julie’s using Paperform + Airtable as a lightweight CRM to track expirations, licenses, and education milestones. With thousands of integrations available, you can set up your ideal data collection and workflow. It’s flexible, customizable, and code-free.

Q: How does Paperform compare to other form tools?

According to Julie, “Paperform is literally the perfect way for me to scale. It just so did everything I needed. It wasn’t crazy expensive. I had great customer service.”

Q: Why would you recommend Paperform as a Real Estate tool?

It helps me be a lot more people than I’m having to pay. I use Paperform to onboard agents, collect signatures, supervise compliance, and connect to Airtable. It’s a friendly, flexible way to connect with clients. It just works—and it works every time.

I'm relatively techie, but you can also reach a point [with tech] where you hit a wall, so I'm going to kind of bail. I never hit that wall with Paperform.

Also, it doesn’t feel like there’s a bot behind Paperform. It feels like there’s a person. I've emailed their team—and they responded, even from Australia. Super personable, really nice people. That has been my favorite part of Paperform. It feels like real people. I think that's really important and rare. Especially when they have a good product on top of it. Good heart, good product, wow.

Measurable Outcomes

• Time Saved: No manual data re-entry. No chasing documents. Forms automate the workflow.
• Professionalism: Clean, consistent onboarding boosts trust with clients and agents.
• Audit-Ready: Compliance processes documented and centralized.
• Operational Freedom: Scaled operations without needing to hire full-time staff.

Want to Scale Your Real Estate Business Without the Overhead?

Whether you're an agent, a broker expanding across state lines, or a PropTech company needing a custom backend—Paperform is built for the way you work.

Start your free trial today
Or contact us at support@paperform.co to learn how real estate pros use Paperform every day

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