Client Overview
Toni Neal, a seasoned real estate agent with Windermere in Bozeman, Montana, faced the challenge of managing multiple transactions simultaneously while ensuring nothing is missed in between. During the busy period of cash deals and multiple transactions, Toni realized the need for an efficient transaction management solution to streamline her workflow. That’s when she discovered Trackxi.
Challenges
Toni’s real estate business required a tool to:
- Manage Multiple Deals: Handling several transactions at once was overwhelming and time-consuming.
- Stay on Top of Deadlines: Keeping track of deadlines, such as inspection phases and repair schedules, required meticulous attention to detail.
- Efficient Vendor Communication: Sharing documents with vendors and ensuring repairs were completed to standard was challenging without a centralized platform.
- Customized Workflow: Existing solutions didn’t fit Toni’s unique process, making adaptation difficult.
How Trackxi Helped
Trackxi became a game-changer for Toni’s business, offering tools that addressed her pain points and enhanced her overall efficiency:
- Transaction Management Made Simple
Toni can now keep track of every transaction, ensuring no detail is missed. The built-in reminders and progress tracking tools have streamlined her workflow, allowing her to close deals with less stress. - Vendor Collaboration Simplified
During the inspection phase, Toni uses Trackxi to track repairs. For instance, she assigns tasks like plumbing inspections or painting services to vendors, sends them the necessary inspection reports, and keeps all timelines, receipts, and communications recorded within Trackxi. - Tailored Workflow
One of Toni’s favorite features is the platform’s flexibility. She customized Trackxi to fit her specific workflow needs, allowing her to track vendor assignments, due dates, and follow-up walkthroughs seamlessly. She tracks the transaction at a very minute detail level, step-by-step. When she shares this incredible diligence to her clients, they understand Toni’s expertise needed to take a transaction to a successful closing. Typically this type of expertise and service ends with 5 star reviews and multiple referrals! - Comprehensive Online Solution
With Trackxi, Toni manages everything online—from assigning tasks to vendors to tracking receipts and recording progress. This digital-first approach has saved her significant time and reduced manual paperwork. - Personal Assistant for Transactions
Toni describes Trackxi as more than just a tracker; it acts like a personal assistant that keeps her business professional, organized, on top of deadlines, and always ahead of the game.
Results
- Enhanced Organization: Toni now manages transactions more efficiently, ensuring deadlines are met and repairs are completed without delays.
- Increased Efficiency: The built-in reminders and automation tools reduced manual follow-ups and improved communication with vendors and clients.
- Less Stress, More Success: Toni feels more in control of her transactions, giving her the confidence to handle higher volumes of work without compromising quality.
- Close more deals: Toni gets more 5 star reviews and multiple referrals for each closing.
Testimonial
“Trackxi is like having a personal assistant for all your transactions. From managing vendors to tracking deadlines, it has truly transformed how I do business. If you’re in real estate and want to stay ahead of the game, Trackxi is the solution.”
— Toni Neal, Real Estate Agent, Windermere.
Trackxi isn’t just a tool; it’s a comprehensive solution for real estate professionals seeking to simplify their workflow and deliver a superior client experience. Whether you’re managing deadlines, vendors, or transactions, Trackxi keeps you organized and helps you succeed. Try Trackxi today!
