MoxiBalance

MoxiBalance

Moxiworks
MoxiEngage

MoxiEngage

MoxiWorks
+
+

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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.

About

Agents see 54% more business, on average. Drive your business further with a CRM that keeps you organized, increases productivity, and truly strengthens your relationships by focusing on your sphere of influence first. MoxiEngage was built for real estate agents, so it fits with how you actually do business: contacts are synced both ways between MoxiEngage and your devices, lead nurturing and sales flow zones allow you to easily segment and monitor your business, and a robust goal setting structure makes agents more productive - on average, 54% more productive.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

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

Audience

brokerages

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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:

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Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.5 / 5
design 1.0 / 5
support 2.0 / 5

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

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

Company Information

MoxiWorks
Founded: 2012
United States
moxiworks.com

Alternatives

Alternatives

MoxiPresent

MoxiPresent

MoxiWorks
MoxiBalance

MoxiBalance

Moxiworks
MoxiWebsites

MoxiWebsites

MoxiWorks

Categories

Categories

Real Estate CRM Features

Campaign Management
Client / Property Matching
Contact Management
Dashboard
Email Marketing
Interaction Tracking
Lead Management
Property Alerts
Referral Tracking
Segmentation

Integrations

Docusign
QuickBooks Online
Leo
dotloop

Integrations

Docusign
QuickBooks Online
Leo
dotloop
Claim MoxiBalance and update features and information
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