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The Best Real Estate Transaction Management Software of 2023

Author: Trevor James

If you want to close more deals with less stress, real estate transaction management software can be a game changer. With so many options on the market, choosing the right platform for your business can be a challenge. When looking for this type of software, you should consider things like whether you already have an e-signature option, how many transactions you do on a regular basis, and whether you need integrations with your email and CRM.
As a Realtor and coach, I used my own experience shopping for this type of product to rank the best real estate transaction management software for 2023. Whether you’re a solo agent, team leader, or broker owner, there’s a tool here to help you keep your transactions in order.

Picks for the Best Real Estate Transaction Management Software for 2023:

The picks below are broken into two sections: The first few are better suited to solo agents and small teams, while the last ones are more targeted at brokerages and large teams. Not sure where you fit? Scroll down and take my needs assessment quiz!

ProviderStarting Price/MonthBest For
Trackxi (Best Overall)$39 for 5 usersAgents or small teams seeking a transaction-focused solution with basic CRM features
Folio by AmitreeFree or $29Solo agents and small teams looking for an email-centric approach
Open To CloseStarting at $99Agents and brokers looking for a user-friendly solution to manage transactions
Paperless PipelineStarting at $60Brokerages seeking a scalable and organized solution for managing transactions
DotloopStarting at $32 per user, depending on number of users & transaction volumeTeams or brokerages needing streamlined communication, built in e-signature & MLS integrations
SkySlopeStarting at $300High-volume brokerages requiring secure e-signatures, efficient task tracking & MLS integrations
BrokermintStarting at $99Brokerages looking for comprehensive back-office products including commission management & MLS integrations
Lone Wolf TransactionsStarting at $17Large teams and brokerages aiming to provide a fully digital transaction experience

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.

Pros & Cons

  • Customizable workflows and templates
  • No built-in e-signature
  • Shareable transaction and task calendars
  • Limited Integrations
  • Lockbox and password management
  • 14-day free trial
  • No contract

Trackxi 2023 Pricing

Trackxi price

A Closer Look: Why Trackxi Is on My List

There’s quite a bit to this little piece of software. It’s a very useful tool that agents can use every day and easily keep in touch with their clients. Trackxi has no contract, and you can upgrade or downgrade your plan at any time.

  • Baked-in CRM features: It probably won’t replace your regular CRM, but tasks like sending your clients automatic “happy birthday” messages and purchase anniversary emails is a really nice touch.
  • Plug & play: I love the way Trackxi automatically adds in leads and comes with prebuilt templates, so you shouldn’t have to tinker much to make it work for your business.
  • Convenient client portal: You can keep your clients informed with real-time updates through their own customized portal.

Final Thoughts on Trackxi

Trackxi reminds me of the saying, “There is beauty in simplicity.” It does what it’s supposed to do, and does it very well. I think that, oftentimes, real estate software can get bogged down by trying to do too much. This one takes some of the best features from other providers, like timeline websites and customer relationship manager (CRM) reminders, and packages them into a lightweight, easy solution.

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