Workflow guides

How the work moves through Trexia.

Short, practical walkthroughs. Each guide shows the steps, what Trexia does at each one and where your review comes in.

Guides

Pick a workflow

  • For agents

    From listing to close

    Price the listing, draft marketing for your review, follow up with leads and keep the transaction and client on track.

    Read the guide →
  • For brokerages

    Brokerage review and oversight

    Set roles and sign-in, pilot approved workflows, route content to broker review and inspect the activity log.

    Read the guide →
  • For hotel owners

    PIP procurement

    Turn a brand PIP into scoped procurement: intake, review, vendor proposals and delivery tracking in one workspace.

    Read the guide →
Keep learning

Build AI skills for your role

  • AI Academy

    Role-based lessons for agents, brokerages, buyers, sellers, investors, vendors and builders.

    Open the AI Academy →
  • Trexia AI overview

    How Trexia combines analytical engines and specialist AI workflows with human review.

    Read the overview →
  • State guides

    Market, licensing and continuing-education references for every state.

    Browse states →

Ready to try a workflow?

Pick one workflow and one team. A focused pilot shows more than a feature tour.