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Simplifying Real Estate Broker Transaction Management

As a brokerage owner, optimize key processes like onboarding, license renewals, and monthly accounting reminders with Trackxi’s tailored templates. Simplified workflows and tracking features enhance productivity and transparency.

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Transaction Workflow
Transaction management software
Calendar Schedule 2

Manage all Buyer agreements in one spot

Transaction Task Details

Dashboard to make sure all the new rules are followed and your Brokerage is in process compliance

Buyer Agents Agreement

Agent Onboarding

Simplify the onboarding process with Customizable templates & structured workflows that guide agents step-by-step. It also ensures quick completion of tasks like document submissions and agreement signoffs. In addition the new agents will have full transparency of their onboarding process that can ease the transition to your brokerage.

Training Management

Streamline agent training by sharing task lists and scheduling sessions with ease. Automated reminders ensure timely participation and successful onboarding for new agents.

Account Management

Automate license renewals and transaction tracking with intelligent alerts for timely updates. Pre-designed templates make monthly accounting and financial management effortless, timely and accurate.

Compliance and Regulatory Reporting

Compliance and Regulatory Reporting: Ensure compliance with industry regulations using ready-to-use templates for recordkeeping, while automated alerts help ensure all tasks are completed within the deadline.

Buyer Agents Agreement Management

Trackxi streamlines buyer representation agreement management by providing a consistent and secure location to save signed agreements, ensuring transparency and efficiency. Leverage performance insights to analyze agent activity to drive compliance and better decision-making.

Office Events

Efficiently plan and organize office events with integrated calendars. Maintain detailed logs for future reference and improve coordination across teams.

Trackxi has a very flexible architecture to easily create custom templates to suit your specific organizational needs helping to run your brokerage operations seamlessly

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