What is Trackxi?
Trackxi is an AI-powered transaction management platform designed specifically for real estate professionals. It streamlines real estate transactions by automating key processes such as data extraction from PDF documents, task management, and client communication. The platform offers a visual interface for tracking deals, customizable workflows, and seamless collaboration tools for teams and transaction partners.
With features like automated email reminders, document management, and integration capabilities with industry tools like SkySlope and Follow Up Boss, Trackxi helps agents, brokers, and transaction coordinators save time and maintain compliance. The cloud-based system provides real-time updates to clients, ensuring transparency and trust throughout the transaction process.
Features
- AI-Powered Data Extraction: Automatically pulls key details like names, prices, dates, and contingencies from uploaded PDF documents
- Visual Deal Tracking: Patented interface for easy tracking of deals with automated workflows and clear deadlines
- Seamless Collaboration: Effortlessly share transactions, contacts, notes, and tasks with team members and partners
- Automated Compliance & Document Management: Organizes contracts and documents in one secure place with compliance guidance
- Smart Automation: Automated emails triggered for key milestones, follow-ups, and deadline reminders
Use Cases
- Managing real estate transactions from contract to closing
- Automating data extraction from real estate documents
- Collaborating with real estate teams and transaction partners
- Tracking tasks and deadlines for multiple deals simultaneously
- Providing transparency to buyers and sellers throughout the transaction process
FAQs
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What is included in the free plan?
The free plan provides access to intuitive CRM and prospect management tools at no cost. -
How does the 14-day free trial work?
During the 14-day free trial, users can explore the platform and access features included in their selected plan, testing real transactions before committing. -
What happens if I exceed my transaction limit?
If you exceed your transaction limit, you will be prompted to upgrade to a plan that better suits your needs or contact support for assistance. -
Are there discounts for annual subscriptions?
Yes, significant discounts are available for annual subscriptions compared to monthly plans, including savings equivalent to two months off. -
What payment methods are accepted?
Trackxi accepts all major credit cards (Visa, MasterCard, American Express), digital wallets like Apple Pay, and ACH bank transfers.
