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What is Trackxi?

Trackxi is a versatile Real Estate Deal Tracker tailored for agents, teams, and transaction coordinators, fostering transparency among all parties involved in transactions. By leveraging this platform, users can reclaim over 75% of their time while efficiently completing real estate deals with a professional touch. Its intuitive yet powerful features encompass transaction dashboards with eye-catching visuals, organized calendars for managing tasks and transactions, color-coded alerts for proactive notifications, automated templates, a real estate-specific CRM, document storage, and a plethora of additional tools, allowing real estate professionals to finalize deals more effectively than ever before. Trackxi empowers organizations of all sizes to enhance their business results while improving the overall experience for both realtors and their clients. Our commitment to ongoing enhancement and the creation of innovative solutions enables you to concentrate more on activities that drive revenue instead of getting overwhelmed by follow-up challenges. As we continue to expand, our vision is to set a new benchmark for transaction management within the real estate sector, ultimately leading to better outcomes for everyone involved. This commitment to excellence ensures that we remain a valuable partner in the real estate process.

What is Prolegis | Convey?

Convey is a cloud-centric solution specifically crafted for residential real estate conveyancing, aimed at law firms across Canada. This cutting-edge platform simplifies the transaction journey, commencing from client onboarding and culminating in the final reporting phase, employing customized client questionnaires, automated task lists, and organized workflow processes, all complemented by real-time dashboards and a thorough closing calendar. Legal professionals can craft and modify document templates, handle essential lender documents, manage and finalize PDFs, as well as effectively store and search through case files. Additionally, the platform enhances communication through client portals and automated notifications via email or text, ensuring smooth collaboration among attorneys, clients, lenders, real estate agents, and other transaction participants. Convey also provides essential resources, including links to title and registration inquiries, title insurance, identity verification, lender directives, and home insurance options, along with capabilities for data exporting or integration with current legal software systems. Accessible through standard web browsers, Convey seeks to improve the organization and management of residential property transactions, including purchases, sales, and refinancing, thus boosting overall operational efficiency for law firms. With its extensive features, Convey stands out as an indispensable resource for legal practitioners tackling the intricate challenges of real estate dealings, ultimately transforming the way they operate in this multifaceted field.

Media

Media

No images available

Integrations Supported

Cloud CMA
Follow Up Boss
Gmail
Google Calendar
Microsoft Outlook

Integrations Supported

Clio
CosmoLex
PCLaw
Soluno

API Availability

API Availability

Pricing Information

$39/month
CRM - Free
Agent Plan – $39/month or $399/year (Save $69)
Teams & Transaction Coordinators (TCs) – $69/month or $699/year (Save $129)
Super Teams & TCs – $199/month or $1,999/year (Save $389)
Free Version
Free Trial Offered?

Pricing Information

CAD $68.50/transaction
CAD $68.50 per transaction. No fixed-term contract is required. The vendor says cancelled deals may be reused for a live deal or have the charge removed by contacting customer service; conditional matters can be created at no cost.

Supported Platforms

SaaS
Android
iPhone
iPad

Supported Platforms

SaaS

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Trackxi

Date Founded

2022

Company Location

United States

Company Website

trackxi.com

Company Facts

Organization Name

Prolegis Solutions

Date Founded

2018

Company Location

Canada

Company Website

www.prolegis.ca/convey

Categories and Features

Brokerage Management

Not specified

Real Estate Transaction Management

CRM
Commission Management
Critical Date Alerts
File Sharing
Task Management
Transaction Review

Categories and Features

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