Upload a sale agreement PDF and instantly extract key details to build transactions 4X faster. Ask your AI Assistant real-time deal questions, trigger auto‑tasks and emails
Product Category
Real Estate Operations
Product Subcategory
AI Functions
AI document intake that extracts key details from sale agreements to auto create a transaction with dates, parties, and milestones
Assistant style prompts that deliver instant answers about a deal and accelerate setup
Smart automation that triggers deadline reminders and milestone emails to clients and partners
AI enhanced task generation from templates to reduce manual checklist work
Product Core Functions
Trackxi centralizes everything that happens between contract and closing. Start by creating a transaction from a form or upload the signed agreement and let AI prefill the file with key dates, parties, and tasks. Managers and agents work from visual timelines and a business dashboard that surfaces all active deals, upcoming deadlines, and risks at a glance.
Each transaction keeps tasks, documents, contacts, notes, and communications together. Customizable checklists and templates map to your state forms and brokerage process. Built in email tools send templated updates for key milestones, while automated reminders keep buyers, sellers, lenders, and title on schedule. Calendar integration mirrors critical dates in Google, Outlook, or Apple so the team never loses track of contingency periods or closing prep.
A super light CRM tracks prospects and clients with simple fields and Kanban style progress. Teams can sync contacts from Follow Up Boss and send or log emails directly from Trackxi. For money movement, an integration with Earnnest streamlines earnest deposits. Reporting views summarize workload and progress across agents or coordinators, and mobile friendly access supports on the go updates. The result is a focused workspace that replaces scattered spreadsheets with one source of truth for deal execution.
Key Features
Visual timeline, business dashboard, and monthly calendar views
Customizable task templates with automated reminders
Email templates and in app messaging for milestone updates
Calendar integration for Google, Outlook, and Apple
Contact management with Kanban style progress
Follow Up Boss contact sync and native email integration
Earnnest connection for digital earnest money deposits
Roles for agents, teams, TCs, and broker owners with portfolio rollups
Ease Of Use
Setup: Create an account, import contacts, connect calendar and email, build or import a checklist, and create your first transaction. Same day value is realistic.
Daily workflow: Agents and TCs work from timelines and calendars, send templated updates, capture documents, and check progress on the dashboard. Managers review portfolio views and unblock items before they slip.
Team onboarding: Agents, coordinators, and brokers learn role based screens quickly using saved templates, visual timelines, and simple forms. A short walkthrough gets each role productive.
Tool integration: Turn on Follow Up Boss sync, enable calendar and email, and connect Earnnest if you collect deposits. Validate one contract to calendar to client update flow and you are operational in a couple of hours.
Admin demand: Light to moderate. Maintain users and permissions, refine templates, monitor reminders and calendar feeds, review integration health, and archive completed files on a routine cadence.
Use Cases
Solo agents and growing teams replacing spreadsheets for contract to close
Transaction coordinators managing high volumes across multiple agents
Broker owners who want portfolio visibility and standardized checklists
Mortgage or escrow partners collaborating on dates and document flow
New agents who need guided timelines and ready to send client updates