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Description
MoxiBalance fully streamlines your agent reporting process, ensuring that January 30 is effortlessly managed. With 2023 introducing stringent 1099 reporting requirements from the IRS, now is the perfect moment to permanently resolve your compliance challenges. Say goodbye to the last-minute rush at month-end when preparing reports for agents. Whether it's cap status or commission details, agents can conveniently access their information at any time, while brokerages can manage payments directly through the dedicated portal. You can easily print checks or manage direct deposits within the same streamlined workflow. Our closing and reporting templates effectively address both fixed and variable costs, facilitating routine billing and payouts as well as handling unique, one-time receipts with ease. Additionally, MoxiBalance can directly collect earnest or escrow funds from consumers, ensuring that these funds are kept separate from daily transactions, making it simple to return that money at the closing stage. As many brokerages are navigating competitive splits, capping, and fee arrangements, this often translates to a considerable amount of manual effort for administrative staff. Our templates enable you to implement customized payouts without the need for tedious calculations, enhancing efficiency and accuracy in your operations. Experience the transformative power of MoxiBalance as it takes the stress out of agent reporting and payment processes.
Description
This user-friendly solution enhances productivity by offering innovative features designed to streamline workflows. By providing flexible online access, it minimizes the time and resources typically allocated to local system upkeep, networking challenges, and support concerns. Users can now effortlessly maintain compliance with their escrow accounts stored in their database, as it manages daily three-way reconciliations on their behalf. Additionally, daily escrow alert notifications ensure you remain informed about any potential banking discrepancies or data entry mistakes. The platform simplifies the storage and submission of necessary monthly reconciliation reports required by underwriters, promoting efficiency. You also gain access to our experienced escrow reconciliation specialists for any support needed. Furthermore, important documents remain accessible even after the transaction concludes, ensuring that users have ongoing access to their vital records. This comprehensive approach ultimately fosters a more organized and stress-free management of escrow accounts.
API Access
Has API
API Access
Has API
Integrations
Docusign
QuickBooks Online
dotloop
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Moxiworks
Founded
2010
Country
United States
Website
moxiworks.com/back-office/
Vendor Details
Company Name
AccuTitle
Founded
2003
Country
United States
Website
accu-title.com/solutions/titlefusion/
