Trackxi Client Portal
A Smarter Way to Guide Buyers & Sellers
Introducing Trackxi’s
Real Estate Client Portal
Buying or selling a home is exciting, but can feel overwhelming. Trackxi’s Client Portal keeps buyers and sellers informed with real-time progress and document access, no calls or emails needed.
It’s like giving them a personal guide through the entire real estate journey.
Why Clients Love It
Most clients don’t see the hard work you put in behind the scenes.
Once the paperwork is signed, many feel like they’re in the dark about what happens next.
With Trackxi’s Client Portal, you can bridge that gap.
Instead of chasing updates, clients get clarity and peace of mind, while you save time and
highlight your professionalism.
Key Features
A simple, visual Real Estate Transaction Tracker shows what’s done, what’s next, and how close they are to closing.
Add clients when creating a transaction (or after). Send an invite instantly with one click or set it to run automatically.
Stay in control of what clients see. Share only what matters while keeping internal notes private.
Upload key utility details buyers need, along with all necessary documents, in one place.
How It Works
Step 1: Add your client & share the transaction info when creating or managing a transaction.
Step 2: With a quick (and free) sign-in, they access their personalized dashboard.
Step 3: From then on, they see real-time progress, documents, resources, and messages.
Simple for you. Stress-free for them.
Benefits for Clients
Clarity: No more guessing what’s happening next.
Convenience: All documents, updates, and resources in one place.
Confidence: They know their agent is proactive and transparent.
Peace of Mind: Easy access to key documents, transaction information including utilities, HOA info etc.
Benefits for Agents
Save Time: Automated updates reduce endless follow-up calls.
100% Transparency: Give your clients clarity on progress, documents, and deadlines with zero confusion.
Streamline Transactions: Deadlines and milestones are tracked clearly, so nothing slips.
Ready to Deliver a Better Client Experience?
Give clients clarity and ease with Trackxi’s Client Portal
