MoxiBalance

MoxiBalance

Moxiworks
+
+

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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.

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.

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

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

Audience

Title and escrow companies requiring a tool to streamline client communication, secure payments, and fraud prevention during real estate closings

Audience

Companies in search of a solution to manage and optimize their financial reporting operations

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Company Information

CloseSimple
Founded: 2012
United States
www.closesimple.com

Company Information

Moxiworks
Founded: 2010
United States
moxiworks.com/back-office/

Alternatives

Alternatives

Endpoint

Endpoint

Endpoint Closing
DeedSpring

DeedSpring

Stacker

Categories

Real Estate Supported

Categories

Integrations

Docusign Not Supported
QuickBooks Online Not Supported
RamQuest One Supported
ResWare Supported
SoftPro Supported
dotloop Not Supported

Integrations

Docusign Supported
QuickBooks Online Supported
RamQuest One Not Supported
ResWare Not Supported
SoftPro Not Supported
dotloop Supported
Claim CloseSimple and update features and information
Claim CloseSimple and update features and information
Claim MoxiBalance and update features and information
Claim MoxiBalance and update features and information