The Best Real Estate Transaction Management Software of 2023
Author: Trevor James
If you want to close more deals with less stress, real estate transaction management software can be a game changer. With so many options on the market, choosing the right platform for your business can be a challenge. When looking for this type of software, you should consider things like whether you already have an e-signature option, how many transactions you do on a regular basis, and whether you need integrations with your email and CRM.
As a Realtor and coach, I used my own experience shopping for this type of product to rank the best real estate transaction management software for 2023. Whether you’re a solo agent, team leader, or broker owner, there’s a tool here to help you keep your transactions in order.
Picks for the Best Real Estate Transaction Management Software for 2023:
The picks below are broken into two sections: The first few are better suited to solo agents and small teams, while the last ones are more targeted at brokerages and large teams. Not sure where you fit? Scroll down and take my needs assessment quiz!
| Provider | Starting Price/Month | Best For |
|---|---|---|
| Trackxi (Best Overall) | $39 for 5 users | Agents or small teams seeking a transaction-focused solution with basic CRM features |
| Folio by Amitree | Free or $29 | Solo agents and small teams looking for an email-centric approach |
| Open To Close | Starting at $99 | Agents and brokers looking for a user-friendly solution to manage transactions |
| Paperless Pipeline | Starting at $60 | Brokerages seeking a scalable and organized solution for managing transactions |
| Dotloop | Starting at $32 per user, depending on number of users & transaction volume | Teams or brokerages needing streamlined communication, built in e-signature & MLS integrations |
| SkySlope | Starting at $300 | High-volume brokerages requiring secure e-signatures, efficient task tracking & MLS integrations |
| Brokermint | Starting at $99 | Brokerages looking for comprehensive back-office products including commission management & MLS integrations |
| Lone Wolf Transactions | Starting at $17 | Large teams and brokerages aiming to provide a fully digital transaction experience |
Best Overall Real Estate Transaction Management Software: Trackxi
There’s quite a bit to like about Trackxi. Beauty is in simplicity. It does what it’s supposed to do, and does it very well. Trackxi is a great solution for agents or teams seeking a budget-friendly, transaction-focused solution with basic CRM features. Once you’ve added in a transaction, you can easily create folders, a timeline website and connect with your contacts in one easy hub.
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Trackxi 2023 Pricing
A Closer Look: Why Trackxi Is on My List
There’s quite a bit to this little piece of software. It’s a very useful tool that agents can use every day and easily keep in touch with their clients. Trackxi has no contract, and you can upgrade or downgrade your plan at any time.
Final Thoughts on Trackxi
Trackxi reminds me of the saying, “There is beauty in simplicity.” It does what it’s supposed to do, and does it very well. I think that, oftentimes, real estate software can get bogged down by trying to do too much. This one takes some of the best features from other providers, like timeline websites and customer relationship manager (CRM) reminders, and packages them into a lightweight, easy solution.
