MoxiBalance

MoxiBalance

Moxiworks
Title 360

Title 360

Tokara Solutions
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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

Title 360 CRM is a customer relationship management platform built specifically for Title & Escrow companies that centralizes client, referral, and transaction data in one system and tightly integrates with leading closing software such as Qualia and Resware to give users complete 360-degree views of relationship profiles, notes, history, and order status. It streamlines sales, marketing, and escrow workflows by automating routine tasks and alerts, improving communication, reducing manual work, and providing detailed dashboards and built-in reporting so teams can identify top referral sources, track pipeline performance, and optimize time with key contacts. Designed to be intuitive with minimal training required, Title 360 lets users manage leads, follow-ups, pipeline activity, document status, and client interactions from one cloud-accessible interface that works across devices, and it supports customization of workflows, fields, and reports to fit unique business needs.

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

Agencies and professionals interested in a tool that integrates with their closing software to automate workflows, centralize client data, and boost transaction management efficiency

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

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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
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

Tokara Solutions
Founded: 2009
United States
title360crm.com

Alternatives

Alternatives

Landtech

Landtech

AccuTitle
TitleExpress

TitleExpress

First American Professional Real Estate Services

Categories

Categories

Integrations

Docusign
Qualia
QuickBooks Online
ResWare
dotloop

Integrations

Docusign
Qualia
QuickBooks Online
ResWare
dotloop
Claim MoxiBalance and update features and information
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