Overview
MORE Realty, a leading real estate brokerage, faced challenges in streamlining its transaction management processes while maintaining high levels of professionalism and efficiency. With a mission to provide superior service to their clients, the team sought a solution that could simplify workflows, improve communication, and ensure compliance with deadlines. Trackxi emerged as the ultimate solution, helping MORE Realty achieve seamless operations across various roles within their organization.
The Challenge
- Managing complex transaction workflows efficiently.
- Efficiently managing new agents onboarding process within multiple departments
- Keeping agents, transaction support staff, and leadership informed of transaction statuses.
- Ensuring timely communication and alerts for critical deadlines.
- Maintaining high standards of professionalism and client satisfaction.
The Solution: Trackxi
Trackxi provided MORE Realty with an all-in-one transaction management platform, helping the team simplify operations, significantly enhance transparency, improve communication, and meet compliance requirements.
Paul Knighton: CEO & Founder, MORE Realty
Paul emphasizes the importance of a streamlined and organized workflow for real estate professionals. With Trackxi, MORE Realty simplified the flow of transactions and enabled better communication across the team.
“Trackxi helps keep our transaction support department on track, ensuring high-quality service for our agents and clients. I highly recommend Trackxi to any real estate company looking to simplify and organize their transaction processes.”
By integrating Trackxi into their operations, Paul noted significant improvements in team efficiency and communication. Agents and transaction support staff could collaborate more effectively, enabling a smoother transaction flow and higher standards of professionalism.
In addition to transaction management, Trackxi is also used for managing internal processes like onboarding new agents.
Kristin Anderson: Director of Transaction Support
As the Director of Transaction Support, Kristin leverages Trackxi to ensure every transaction is managed effectively from start to finish.
“Trackxi simplifies the transaction flow by providing a single place for our agents and support staff to track progress and stay updated. Its visual representation of transaction stages, available in multiple formats, is invaluable for internal and external communication.”
Kristin highlighted how Trackxi’s robust features, such as deadline tracking and calendar reminders, ensure the team never misses critical milestones like inspections. She also praised the tool’s ability to integrate seamlessly with other software, making it a core component of their operational toolkit.
“Using Trackxi has made our team more professional and organized, giving everyone—agents, staff, and even clients—a clear view of where we are in the transaction process.”
Ruben Isai: Real Estate Agent
Ruben, a seasoned real estate agent, was an early adopter of Trackxi and has been using it daily to manage his growing workload.
“Before Trackxi, I managed 1-3 pending transactions at a time. Now, with Trackxi, I can easily handle 5-10 pending transactions without compromising quality or deadlines.”
Ruben relies on Trackxi to organize his tasks, track deadlines, and stay on top of client follow-ups. He particularly values the task color-coding system, which provides visual cues to prioritize actions:
- Red: Immediate attention required.
- Yellow: Tasks that need monitoring.
“Trackxi has built-in reminders for tasks like birthdays, client check-ins, and post-closing follow-ups. It has been a game-changer for me, allowing me to stay organized and scale my business without sacrificing quality.”
Key Benefits for MORE Realty
- Streamlined Workflows: Trackxi provided a centralized platform for managing transactions, tasks, and communication, eliminating manual inefficiencies.
- Streamlined internal processes: easy to manage new agent onboarding and other processes
- Improved Professionalism: The team now operates with a higher level of organization and transparency, impressing clients and partners alike.
- Deadline Management: Features like calendar reminders and visual task tracking ensure timely execution of critical milestones.
- Enhanced Collaboration: Agents, support staff, and leadership can easily access transaction details and updates, improving internal and external communication.
- Scalability: Agents like Ruben scaled their workloads while maintaining quality, thanks to Trackxi’s intuitive task management and automation tools.
Conclusion
Trackxi has become an essential tool for MORE Realty, driving efficiency, professionalism, and client satisfaction. By addressing the unique needs of each role-CEO, Director of Transaction Support, and 930+ Agents in OR, WA, NV, and NM.-Trackxi has empowered MORE Realty to focus on what matters most: delivering exceptional service to buyers & sellers and closing deals with confidence.
Ready to simplify your real estate operations like MORE Realty? Contact us today to learn how Trackxi can transform your business.
