Let Trackxi Take Care of the Busywork While You Focus on Revenue

Trackxi is a Real Estate Deal Tracker that consolidates your transactions, tasks, contacts and reporting into one frictionless platform.

Loved by Real Estate Agents & Transaction Coordinators from

Simple & User friendly

Emily Owner of TC Business

What I like most about Trackxi is that it's a "one stop shop" when it comes to transaction coordination. Once you have the system set up for your team's preferences- you can track EVERYTHING: timelines, to-dos, projects, new client follow up etc.

Craig C Rowe Technology Reviewer & Writer @ Inman.com

Trackxi is an app for managing all the little things that hamper progress between signature and closing. It’s more of an activity management solution, and it’s very good at it. Top selling points: a) Unique visual deal trackers b) Greatly reduces per-deal email c) Smart task management d) Client interaction e) Works alongside existing products There are also a couple of slick value-adds for day-to-day business, such as a password storage center, in-app video training snippets and listing lockbox manager that tracks box numbers and combinations. There’s a lot to like here.

Malia Spencer Writer - Portland Business Journal Inno

Trackxi helps to track tasks and offers visibility across the process of a sale for buyers, sellers, agents, lenders and title companies. It also has tools for agents to develop new business. Trackxi replaces old tracking systems that people have cobbled together from spreadsheets and other existing real estate software. It replaces what are typically manual systems that are difficult to scale. Trackxi also has tools for agents to develop new business.

My Home - a WFG Company Williston Financial Group Company

Modern experience with very little learning curve. If you’re a Real Estate agent, transaction coordinator, or brokerage owner and are tired of using checklists, spreadsheets, and antiquated software to manage your business, you need Trackxi – the core agent-friendly business management software. Forget expensive licensing fees and long learning curves – Trackxi is both an affordable and easy to use platform that keeps all of your real estate transactions up to date. Streamline processes and reduce anxiety with the power of Trackxi.

Trevor James The close - Real Estate Writer

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.

Paul Brokerage President/CEO

We have been able to reduce the amount of time spent managing a transaction significantly. This is a product we use every day -all day to manager transaction work flow and time lines. We are having depended on it and again recommend this to anyone needing a transaction/task management program.
"Transaction Support Team Loving Trackxi"

Emma Transaction Coordinator

Simple yet powerful. I love that you can intergrate templated and automate the entire experience. Trackxi helps save so much time when opening new transactions and our team is able to work together and stay updated across the board. Having a program geared specifically toward our needs has made the transition easy and pleasant.

Jeanette Owner of TC Business

AMAZING platform for TCs & agents. BEST TC Software Out There! I love how we can customize each agent's task list and add additional tasks during the transaction. We are used to a robust spreadsheet, so this is similar in we can still get a 1,000 ft view, but we are able to customize it and be way more accurate than we could with our spreadsheet. This is the best there is out there for our needs and how we operate our business! It's an AMAZING platform for TCs & agents, especially if you like Spreadsheets! Trackxi team has been amazing and really listens/values our feedback on changes that we have needed in Trackxi to make it work better for us! And it's really helped our business!

Melissa Transaction Support

When using Trackxi, agents and admin can easily see what duties are due and already completed.

Miles Assistant Real Estate Agent

Once you understand the basics of loading transactions and utilizing the templates, it allows for so much customization of your tasks that it really does feel like you can set up a transaction then pretty much forget about it. The daily emails with to-do tasks also helps a lot if you don't want to log in every day.

Kristin Transaction Support Director

The task management aspect of Trackxi helps us to stay on top of transactions and the share feature increases our level of transparency and accountability with the agents we work with.
"Trackxi is transaction management PLUS!"

Ruben Real Estate Agent

I liked that it is a software created by real estate agents and TCs for real estate agents and TCs. It has what I need and use and very little of what I don't. I hate paying for features I never use..
"Easy to use and an unbelievable time saver."

Ashlee Mortgage Sales Assistant

It was easy to customize for use in mortgage. The team is always available to help and solicit feedback. I haven't worked with a more hands on company!
"Simple transaction timeline tool for everyone!"



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Task Management

Automated Greetings

Transaction Tracking and Management

Email Templates


Customizable Workflows

Business Dashboard

Client Management

Contact Management

Transaction and Task Calendar

Lockbox and Password Manager



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© Trackxi. All Rights Reserved 2024

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