How do real estate agencies keep a transaction on track from offer to closing?

Give every transaction one project with a closing checklist, an owner for each step and a due date. Offer accepted, searches ordered, survey booked, mortgage offer received, contracts exchanged, keys released. When that checklist lives in a shared project instead of one agent's inbox, anyone in the office can see where the deal actually is and what is blocking it.

What is the best way to manage property viewing schedules across a team of agents?

Put viewings on one shared calendar tied to the listing itself, not on each agent's personal calendar. In Tixio, each listing is a project and its calendar view shows every booked viewing, so two agents cannot promise the same Saturday slot at the same address. Assign the attending agent and the vendor confirmation as tasks on that project.

How should a brokerage store compliance documents for a property sale?

Attach compliance documents to the transaction they belong to rather than to a folder tree. Keep identity checks, source of funds records and the signed listing agreement on the project for that sale, so the file assembles itself as the deal progresses. Tixio Wiki holds the policy and the standard contract clauses, with page level permissions on sensitive pages.

Does Tixio work for real estate agencies and brokerages?

Yes. Brokerages use Tixio CRM for the lead to close pipeline, Tixio Projects for one project per listing with a closing checklist and custom fields, Wiki for area guides and agent onboarding, Chat for a channel per office or per deal, and Boards as an agent daily start page. Tixio Connect shares a transaction with a buyer, lender or solicitor.

How much does Tixio cost for a 20 agent brokerage?

Tixio Team is 9 dollars per user per month, or 6.30 dollars billed yearly, so 180 dollars a month for 20 agents billed monthly. The CRM add on is another 5 dollars per user, which brings a full brokerage setup to 280 dollars a month. There is no free forever plan, but you get 14 days of full access free with no credit card.

Can Tixio replace our real estate CRM?

For pipeline, contacts and activity tracking, usually yes. Tixio CRM gives you a leads list, a Kanban pipeline shaped around your own stages, contacts and companies directories, email sent from inside the CRM, and custom sales reports. It will not replace an MLS, a portal syndication feed or an automated valuation tool, so check those needs first.

Is Tixio a good alternative to Monday or ClickUp for real estate teams?

It is, if you want the CRM, the wiki and the chat inside the same subscription rather than bolted on. Monday and ClickUp are capable project tools, but a brokerage usually ends up buying a separate CRM, a separate wiki and a separate chat app alongside them. Tixio Team plus the CRM add on is 14 dollars per user per month.

Can Tixio replace our shared drive for property files?

Mostly. Tixio Wiki holds documents, area guides and contract clauses with global search, inline comments and page level permissions, and files attach to the listing project they belong to. That covers what a brokerage usually keeps in a shared drive. Large media libraries, such as raw photo shoot files, are better kept in dedicated storage and linked from the project.

Tixio Journal

Tixio for Real Estate | One place for listings, deals and closings

A property deal has fifteen moving parts and thirteen of them live in someone's phone. Tixio gives real estate agencies one workspace for the pipeline, the listing project, the closing checklist and the team.

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Written byUmana

PublishedAugust 16, 2026

Tixio for Real Estate | One place for listings, deals and closings

A property deal has fifteen moving parts and thirteen of them live in someone's phone.

The listing agreement sits in an email thread, the viewing schedule is in one agent's calendar, and the buyer requirements sheet is a photo of a notepad.

Then that agent takes a week off and the deal quietly stops moving.

Why brokerage operations break down

The listing agreement lives in an inbox. Signed, scanned, attached to one email, and invisible to everyone who needs it during the sale.
Viewing schedules are personal, not shared. Two agents book the same Saturday slot at the same property because the schedule was never in one calendar.
Buyer requirements never get written down properly. The budget, the school catchment, the parking, the deal breakers. All of it sits in the head of whoever took the call.
The compliance file gets assembled twice. Once badly during the deal, then again in a panic when someone asks to see it.
Marketing waits on a photo shoot nobody chased. The shoot happens, the images land in a folder, and nobody tells the listing agent they arrived.
Every closing runs off a slightly different checklist. Which is another way of saying nobody knows what has been done and what has not.

What Tixio does for a real estate team

Six parts of Tixio matter for a brokerage. Ignore the rest until you need them.

Tixio CRM: lead to close in one pipeline

Tixio CRM holds the leads list and a Kanban pipeline you shape around your own stages: enquiry, qualified, viewing booked, offer made, under contract, closed. Contacts and companies directories keep buyers, sellers, developers and solicitors in one place instead of four phones. You send email from inside the CRM, so the offer and the counter offer stay attached to the deal rather than to a person. Activity tracking shows what happened and when. Custom sales reports tell you which lead source actually produced closings last quarter, not which one produced the most noise. It is a paid add on at 5 dollars per user per month.

Tixio Projects: one project per listing

Run Tixio Projects with one project per listing, or one per transaction if you prefer. The closing checklist becomes a task list with owners and dates. Custom fields carry what a deal actually needs: property reference, vendor, target completion, lender, solicitor. Recurring tasks handle the follow ups that decide deals, like the fortnightly vendor update and the monthly call to a buyer who is not ready yet. Calendar view holds the property viewing schedule, and the marketing photo shoot becomes a task with a date rather than a vague intention.

Tixio Wiki: the answers agents keep asking for

Tixio Wiki is where area guides, standard contract clauses and agent onboarding live. A new agent reads the same guidance the experienced ones read, on day one. Nested pages, global search and page level permissions mean the commission split policy can sit in the same wiki as the neighbourhood guides without everyone seeing it.

Chat: a channel per office, a channel per deal

Chat gives each office its own channel and each live transaction its own. When the deal closes, that channel is a record of what was agreed rather than a scroll of forwarded messages. Threads keep the survey conversation separate from the mortgage conversation.

Boards: the page an agent opens at 8am

A Board is the agent daily start page. Today's viewings, the listings they own, links to the portal back ends, the photography brief, a checklist of calls to make. Widgets sit on an infinite canvas, so the board matches how that agent actually works instead of how a product manager thinks they should.

Tixio Connect: bring the outside party in

Tixio Connect shares one transaction board or project with a buyer, a lender or a solicitor working in their own workspace. They see the closing checklist and its status. They do not see the rest of your brokerage.

How a brokerage week runs in Tixio

Monday, the sales meeting runs off the CRM pipeline board. Every deal with no activity in ten days gets a name against it.
New enquiries land as leads and get a buyer requirements record with budget, area and deal breakers, assigned before the meeting ends.
Each new instruction opens a project from your listing template: agreement signed, photos booked, copy written, portal live, viewings open.
Viewings go on the project calendar, so two agents cannot claim the same Saturday slot at the same address.
When an offer is accepted, the project switches to the closing checklist and the solicitor gets a Connect link to it.
Compliance documents attach to the project as they arrive, so the file is complete on the day someone asks for it.
Friday, the custom sales report shows closings, pipeline value and which lead source paid for itself.

What you can stop paying for

A ten agent brokerage usually pays for a real estate CRM at 25 to 80 dollars per user, a project tool at 10 to 15, a chat app at 7 to 8, a wiki at 8 to 10, and a shared drive nobody has audited in two years. Call it 55 dollars per user per month at the polite end, which is 6,600 dollars a year.

Tixio Team is 9 dollars per user per month, or 6.30 dollars billed yearly. Add the CRM add on at 5 dollars. That is 14 dollars per user per month, roughly 1,680 dollars a year for ten people, and one login instead of five. See pricing for the full breakdown.

Who this is for

Independent brokerages and agency teams of roughly 5 to 100 people who run listings, viewings and closings, and who are tired of chasing information across four apps.

This is probably not for you if you need an MLS. Tixio is not an MLS and does not syndicate listings to property portals. It does not do e-signature, and it does not hold escrow or client money. You keep your portal feeds, your signing tool and your accounting software. Tixio is where the work around them gets coordinated.

Getting started

Pick one live transaction and rebuild it as a Tixio project this week, with the real closing checklist and the real dates on it. If that project is clearer than the email thread it replaced, roll out the rest.

Tixio is 14 days of full access, free, no credit card required.