Trackxi FAQs | Real Estate Software
Have questions about Trackxi? Explore our FAQs to learn how it streamlines real estate transactions from contract to close.
If you need more information, feel free to contact us.
General FAQs
Trackxi is an AI powered real estate transaction management system designed for real estate professionals.
It helps high performing Agents, Teams, Transaction Coordinators (TC’s) and brokerages to organize tasks, deadlines, and documents in one centralized platform.
With automated remainders and built-in client communication, Trackxi keeps every transaction on track from start to close. It eliminates manual follow-ups and helps agents close deals faster.
Real estate agents, transaction coordinators, teams, and brokerages can use Trackxi to simplify and automate their transaction management process.
Whether you close a few deals or hundreds a month, Trackxi adapts to your workflow.
Teams can collaborate using shared dashboards, track progress in real time, and maintain full visibility across all transactions, making it ideal for professionals who want a more organized and transparent real estate workflow.
Yes, Trackxi is extremely easy to use with a simple, intuitive interface that requires minimal setup. Key features like checklists, dashboards, and client updates are easy to navigate. Even teams new to transaction software can get started quickly and stay organized. We also offer quick bite size videos where help is needed.
Features & Functionality FAQs
Yes, Trackxi provides pre-built task templates (checklist) that you can use for different types of transactions like Buyers, Sellers, Listings and Custom internal projects.
Each template includes multiple tasks that cover all key stages from contract to closing. You can also customize these templates or create your own to match your specific workflow.
Each template updates progress as you or your team mark tasks complete, due, or needing attention, keeping everyone informed and ensuring accuracy and transparency throughout the transaction. Each task can even use a sub task based checklist for finer task management.
Yes, Trackxi includes powerful reporting features that let you track agent performance, transaction counts, and commissions all from one dashboard.
Reports are very useful to measure progress and team efficiency, making it ideal for agents who want complete visibility into their team’s results.
Trackxi offers a complete set of real estate transaction management tools designed to help agents, teams, and transaction coordinators (TCs) stay organized and close deals faster.
It includes AI-powered automation, customizable checklists, automated task reminders, follow-ups, an AI assistant, document storage, and real-time progress dashboards.
Trackxi’s AI document data extraction speeds up transaction creation by eliminating manual data entry.
Trackxi also provides client portals, partner portals, team collaboration tools, and deadline tracking, all accessible from both desktop and mobile, giving real estate professionals everything they need to manage transactions efficiently in one platform.
Trackxi helps real estate professionals streamline their entire transaction management process while boosting productivity and client satisfaction.
It automates key administrative tasks, organizes checklists and documents, and provides real-time client updates, all in one platform.
By improving team collaboration and transparency, Trackxi enhances your brand image and helps you close deals faster.
This powerful real estate transaction management software saves time, reduces costs, and supports business growth through efficiency and automation.
Yes, with a centralized dashboard, coordinators can easily manage and track multiple transactions simultaneously.
The color-coded task status bubbles make it simple to prioritize tasks and stay ahead of deadlines.
Yes, Trackxi includes role-based permissions that allow admins and team members to view activities across all transactions.
You can easily export transaction summaries, task lists, and progress reports for performance tracking or compliance. VA, agents, teams and Transaction coordinators (TCs) can also be granted specific access levels, making oversight simple for brokerages and growing teams.
Transaction Coordinator FAQs
Trackxi is simple, easy to set up yet has all the powerful features to grow with your business. Simplicity beats complexity when you have a busy and growing business.
Trackxi offers task management, customizable workflows, visual dashboards, document storage, collaboration tools, client communication, and an AI feature that helps you manage and extract data from documents automatically.
Unlike basic tools with a simple checklist, Trackxi provides full visibility for agents, coordinators, and clients, helping teams reduce manual work, prevent missed deadlines, and close deals faster.
Trackxi keeps coordinators organized by managing transactions, documents, and deadlines in one place.
It automates repetitive tasks and streamlines communication among all parties, like agents, buyers, sellers, lenders, and more.
Yes, Trackxi is designed to serve both in-house transaction coordinators and independent TCs, providing customizable workflows that can adapt to any team's needs.
Plan & Billing FAQs
Trackxi Pricing Plans – Tailored for Every Real Estate Professional
Trackxi offers flexible pricing plans to meet the needs of real estate professionals at every level:
- Free Plan: Access our intuitive CRM and prospect management tools at no cost.
- Essential: Essential features for managing transactions and client communication.
- Pro: Collaborative tools and task management for small to mid-sized teams.
- Pro Plus: Same as Pro but with SkySlope Integration
- Enterprise: Advanced capabilities designed for high-volume transaction management.
For Brokerages, MLS, and Associations, we provide customized solutions with full support and seamless system integration.
Let’s discuss your needs! Contact us at sales@trackxi.com or call +1 503-272-1071 for a personalized quote.
Pay only for your active transactions that are open at any given point in time. Closed transactions don’t count towards your transaction limit.
You can change your plan anytime to suit your needs. Upgrades are prorated for the remaining days in the billing cycle, while downgrades take effect in the following billing cycle.
Yes, Trackxi allows you to switch your subscription plan at any time to best fit your needs, upwards or downwards.
Every paid plan includes 2 hours of complimentary 1:1 onboarding with our expert team. You will learn the system, customize your setup, and get hands-on guidance to make Trackxi work the way you want.
For users who want a faster, more complete start, Trackxi also offers an Onboarding Setup Add-On Package. This optional service handles the full setup for you, checklists, transactions, contacts, users, and more, so your account is fully configured and ready to use right away.
Yes, Trackxi offers a 14-day FREE trial. To ensure you experience the full power of the features you need, you will select your desired plan first.
During the trial, you can explore the platform, access the features included in your selected plan, and test real transactions. At the end of the trial, you can continue with the same plan or upgrade based on your team’s requirements.
Trackxi accepts a wide range of secure payment options for maximum convenience.
This includes:
- All Major Credit Cards: Visa, MasterCard, and American Express.
- Digital Wallets: Apple Pay (for fast, one-tap mobile and web checkout).
- Bank Transfers: ACH bank transfers (ideal for reliable, recurring subscriptions).
Yes, we offer significant discounts for annual subscriptions compared to monthly payment plans, including two months off. Please check our pricing page for specific details.
If you exceed the limits of your current plan, you will be prompted to upgrade to a plan that better suits your needs. Alternatively, you can contact our support team for assistance.
No, there are no hidden fees or additional costs. All pricing details are transparently listed on our pricing page.
Yes, we offer custom plans for large teams and enterprises. Please contact our sales team sales@trackxi.com to discuss your specific requirements and get a custom quote.
You can cancel your Trackxi subscription at any time through your account settings.
Your billing will be affected at the end of the current billing cycle, meaning you will continue to have access to Trackxi until the end of that period.
No additional charges will be incurred after cancellation.
No, system upgrades and feature improvements are automatically included in your plan.
In a fast changing AI world, we are committed to regularly enhancing Trackxi to make it faster and more powerful. You will always have access to the latest updates at no additional cost.
Data & Security FAQs
Most of your key Transaction data is stored for as long as you have an account with Trackxi. Some of the large files and very old data may be removed to maintain system speed. If you have any specific questions, please email Support@Trackxi.com
When you cancel your Trackxi account, you will continue to have access until the end of your current billing cycle.
During that time, you can download all your data securely. After cancellation, your account and data are deleted in accordance with Trackxi’s privacy policy and standard data retention practices.
Support FAQs
Trackxi prides itself in offering amazing support and onboarding guidance. We want you to be successful in your business.
We offer support in multiple ways based on your convenience, email, phone, text, 1:1 video calls, help videos, social media private user groups to name a few.
We also offer a cost effective onboarding package that can be very helpful to set up your accounts, email templates, transaction templates / checklists, automations etc easily.
