MoxiBalance Description
MoxiBalance automates all your agent reporting, so that January 30 is always a smooth sail. The IRS will be imposing new reporting requirements for 1099s in 2023. It's time to end your compliance headaches for good. No more scrambling to provide agents with a report at the end each month. Agents can access their information at any time, and brokerages are able to collect payments via the portal. Print checks or manage direct deposits all in one workflow. Closing templates and reporting templates can be used to handle fixed or variable costs. They can also be used for routine billing, payouts and unique receipts. MoxiBalance allows consumers to deposit earnest money or escrow funds directly into the system. The money is kept separate from everyday items and can be easily refunded at closing. Many brokerages offer competitive splits, cappings, and fee structures. This is a lot of work for admins. Our templates let you apply unique payouts to your account without having to manually calculate.
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Transaction Management
• Commission Automation
Accounting
Agent Management
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BoldTrail is committed to providing the best possible client support.
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Open API and Integration Marketplace
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Professional Services
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Sisu
Sisu increases the annual volume of brokerage and team by 107%, and that of agents by 28%. Communication between brokers and agents, data analytics, agent coaching and accountability, motivation, contract management, closing transactions, and data driven decisions are all critical. You can replace your cumbersome coaching and tracking spreadsheets by one system that pulls data directly from your CRM and other systems. You can even make this data more accessible with TV-designed dashboards, intelligent notifications and sales challenges. This will ensure that your entire team is aligned around key performance indicators. We have redefined the term "transaction management software". Sisu project management software for real estate simplifies complex transactions and busy work schedules. It features drag-and-drop task boards, customer-created forms, fields, notifications, and task templates.
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Integrations
Company Details
Company:
Moxiworks
Year Founded:
2010
Headquarters:
United States
Website:
moxiworks.com/back-office/
Media
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Product Details
Platforms
SaaS
Type of Training
Documentation
Live Online
Customer Support
Online
MoxiBalance Features and Options
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