Trackxi Partner Portal
Collaboration tool for Agents
Introducing Trackxi’s
Real Estate Partner Portal
Real estate deals go beyond just agents and clients. They rely on lenders, inspectors, photographers, and more to reach the finish line. Yet coordinating these partners often
leads to scattered emails, calls, text messages, and
unclear deadlines.
Introducing Trackxi’s Partner Portal – a centralized workspace where partners access tasks, upload documents, and share real-time updates, giving agents full visibility without constant follow-ups. Everything assisted by AI.
Why Partners Love It
Partners often don’t have visibility into the full transaction timeline. They only know their piece of the puzzle.
When tasks aren’t clear or updates are delayed, it slows everyone down.
Trackxi’s Partner Portal removes the chaos. Partners know exactly what needs to be done and when, and agents get automatic updates the moment work is completed. It makes teamwork effortless.
Key Features
Grant access only to the tasks and documents relevant to that partner nothing more.
Assign tasks such as photography uploads, appraisals, loan approvals, or inspection reports, etc.
Partners mark them as Completed once done.
Partners can upload photos, reports, invoices, files, or contracts directly to the transaction, eliminating the need for email juggling.
As soon as a partner updates a task or uploads a document, agents and clients see real-time progress.
How It Works
Step 1: Add a partner to a transaction and assign relevant tasks.
Step 2: With just a quick (and free) sign-in, partners access their personalized dashboard.
Step 3: They complete their task(s), upload documents, and mark them as completed.
Effortless collaboration for everyone involved.
Benefits for Partners
Clear Task Visibility: Partners know exactly what to do and
by when.
Easy Uploads: No more email chains or lost attachments.
Faster Communication: All updates and messages in one place.
Professional Experience: Looks organized and efficient
to agents and clients.
Benefits for Agents
Save Time: No chasing partners for updates or files.
Centralized Tracking: Every document and update is tied to the task and transaction.
Real-Time Visibility: Know immediately when tasks are done.
Better Client Experience: Partners update progress directly, reducing agent workload.
Ready to streamline collaboration with your transaction partners?
Give your partner the clarity they need and get real-time updates
without constant follow-up.
