MoxiBalanceMoxiworks
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Related Products
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About
CloseSimple is a unified closing-experience platform that consolidates proactive communication, secure client portals, integrated fraud prevention, and payment functionality into one branded system to simplify real estate closings for title and escrow teams. It automates client communication with text messages, branded emails, and a real-time status tracker that reduces inbound status calls and includes a secure, mobile-friendly portal where clients can sign documents electronically, share files, complete forms, and track progress in one place. Built-in AI-powered fraud prevention tools operate directly within the portal to detect risk and protect clients without disrupting workflows, while secure payment capabilities let teams request and receive earnest money and closing funds through the same trusted interface. CloseSimple also supports FinCEN-ready closing experiences to help organizations meet regulatory requirements.
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About
MoxiBalance completely automates your agent reporting so January 30 will always be smooth sailing. 2023 brings tough new 1099 reporting obligations from the IRS. Now is the time to eliminate your compliance headaches forever. No more scrambling at the end of each month to give agents a report. Cap status or commissions; agents can access their info anytime, and brokerages can collect payments through the portal. Easily print checks or handle direct deposits in the same workflow. Closing and reporting templates tackle fixed or variable costs, supporting routine billing and payouts or unique one-off receipts. MoxiBalance can collect earnest or escrow money directly from the consumer and hold the money separate from other day-to-day items, so it's super easy to send that money back out at closing. Many brokerages are offering competitive splits, capping, and fee structures, that's a lot of manual work for admins. Our templates allow you to apply unique payouts without manual calculation.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Audience
Title and escrow companies requiring a tool to streamline client communication, secure payments, and fraud prevention during real estate closings
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Audience
Companies in search of a solution to manage and optimize their financial reporting operations
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Not Supported
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API
Offers API
Not Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Pricing
No information available.
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Supported
In Person
Not Supported
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Company InformationCloseSimple
Founded: 2012
United States
www.closesimple.com
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Company InformationMoxiworks
Founded: 2010
United States
moxiworks.com/back-office/
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Categories |
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Integrations
Docusign
Not Supported
QuickBooks Online
Not Supported
RamQuest One
Supported
ResWare
Supported
SoftPro
Supported
dotloop
Not Supported
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Integrations
Docusign
Supported
QuickBooks Online
Supported
RamQuest One
Not Supported
ResWare
Not Supported
SoftPro
Not Supported
dotloop
Supported
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