Lisa Rich - Founder, Managing Principal of Earnest Transaction Management
Industry: Transaction Management – New construction
Location: Texas, USA
Background & Challenges:
Lisa adopted Trackxi as her transaction management platform, leveraging its features to:
✅ Centralize document storage – Developers and agents access contracts and key documents in one place.
✅ Improve visibility for clients – Eliminating reliance on scattered spreadsheets.
✅ Provide a structured workflow – Customizing Trackxi to fit each developer’s unique process needs.
✅ Enhance credibility & trust – Demonstrating an organized system during client pitches.
Results & Key Takeaways:
1. Increased Client Confidence & Adoption
- Developers, VPs, project managers, and high-end agents actively use Trackxi to view task status and manage the documents.
- Trackxi is now an integral part of Lisa’s client onboarding process, reinforcing professionalism and reliability.
2. Operational Efficiency & Peace of Mind
- While Lisa doesn’t rely on Trackxi for email communication, she finds tremendous value in having a structured workflow.
- Custom checklists and templates tailored for each developer help keep projects on track.
- Developers appreciate Trackxi’s ability to provide a quick overview of active deals without digging through spreadsheets, emails and multiple contract documents.
3. Market Growth & Future Potential
- Large developers, including Pearlstone and Intercor, historically operated using spreadsheets for tracking multi-million-dollar projects!
- Lisa identified a significant industry gap—many top-tier developers lack a dedicated, streamlined system.
- Discussions are ongoing with many large builder operations teams to explore how Trackxi could fully replace spreadsheets and bring clarity to their operations.
Conclusion: Trackxi’s Role in Scaling Earnest
Trackxi has become an essential tool for Lisa Rich, not just for workflow management but as a differentiator in the market. By offering an organized, easy-to-use platform, Trackxi has helped Lisa solidify her position in the luxury development space, creating new opportunities for expansion.
Next Steps:
- Further collaborate with developers to refine workflow automation.
- Explore broader adoption by connecting with additional builder operations teams.
- Leverage this case study to drive awareness among agents, developers, and real estate firms.
- Very excited about the new AI features from Trackxi. I can already see it will save me a ton of time and also make my operations very efficient.
🚀 Trackxi is truly transforming how real estate transaction coordinators operate—bringing structure, efficiency, and credibility to an evolving industry. I am glad I found Trackxi. I did not know I needed a platform like this till I saw the true potential of Trackxi. Must have for any real estate agent, teams and TC’s.
