Contact to Closing - Task Management Simplified

Close Mortgage Transactions like a Pro

No more spreadsheets or antiquated & expensive systems.

Never miss another Task or a Deadline

Simple, User friendly & Affordable

Mortgage Loan Originator

Trackxi provides Mortgage Loan Originators a comprehensive transaction management platform to streamline their workflow, automate repetitive tasks, and keep clients informed through a customizable portal. This can lead to increased efficiency, productivity, and client satisfaction.

Mortgage Loan Processor

Trackxi can help a Mortgage Loan Processor streamline their workflow by providing a centralized platform for all loan-related tasks. It can also help them stay on top of deadlines and easily communicate with all parties involved in the loan process, leading to increased efficiency and faster closing times.

Never miss another Task or a Deadline with Trackxi

Transaction Management

Manage all your transactions & tasks in one central place with interactive dashboards and modern visualizations

Early Warning Notifications

Let Trackxi remind you when tasks are due or upcoming reducing your anxiety

Email Templates

Trackxi can gather all transactional information and send professional looking emails with just a few clicks. It's almost like magic!

Collaboration

Take notes for yourself or share your comments with your team. All in one place, in Trackxi

Client Journey

Track your clients' journey from lead to close with consistent follow-ups. Amaze them with your top notch service using Trackxi

Tools

Password hints manager, Lockbox manager & more upcoming tools that you need to run your business from one central tool

Calendar Integration

You can seamlessly view your Trackxi tasks in your preferred calendar applications

Document Storage

You can effortlessly save all your contract files and relevant documents within each transaction

Contact to Closing - Task Management Simplified

Close Mortgage Transactions like a Pro

No more spreadsheets or antiquated & expensive systems.

Never miss another Task or a Deadline

Simple, User friendly & Affordable