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What is MoxiBalance?

MoxiBalance revolutionizes the way you handle agent reporting, making the management of January 30 tasks a breeze. With the 2023 introduction of more rigorous 1099 reporting regulations from the IRS, it’s an ideal time to permanently tackle your compliance hurdles. Eliminate the frantic rush at the end of the month when preparing reports for agents, as they can easily access their cap status and commission details anytime they need. Brokerages benefit as well, with the ability to manage payments directly through a user-friendly portal. You can print checks or oversee direct deposits seamlessly within the same efficient workflow. Our customizable closing and reporting templates adeptly manage both fixed and variable costs, simplifying routine billing and payouts while also accommodating unique one-time receipts effortlessly. Furthermore, MoxiBalance facilitates the direct collection of earnest or escrow funds from clients, ensuring these funds remain separate from regular transactions, thus simplifying their return at closing. In an environment where brokerages grapple with competitive splits, capping, and fee structures, the associated manual workload on administrative teams can be significant. Thanks to our templates, you can set up personalized payouts without the hassle of complex calculations, significantly boosting efficiency and accuracy in your operations. Discover how MoxiBalance can transform your agent reporting and payment workflows, alleviating stress while enhancing overall productivity. Embrace this innovative solution to streamline your processes and elevate your brokerage's performance to new heights.

What is BrightOffice Broker CRM?

BrightOffice is dedicated to supporting both emerging and seasoned brokers as well as lending enterprises with a variety of our software solutions. Our products serve a diverse array of industries, including commercial lending and brokerage, in addition to consumer lending and retail brokerage. Through our Cloud CRM platforms, users can seamlessly launch new offerings such as asset finance, short-term loans, bridging loans, and invoice factoring, facilitating entry into new markets. The fully customizable loan processing workflows enable efficient management of tasks ranging from fact-finding and credit assessments to application processing and invoicing, all within your personalized Broker-Lender Cloud CRM. Recognizing the importance of cash flow for your business operations, BrightOffice has developed software that diligently monitors all financial transactions related to individual lending cases. Additionally, all your information is securely held and routinely backed up on our UK-based servers, providing reassurance for your business continuity. Our unwavering focus on delivering customized solutions ensures that we evolve alongside the financial sector, empowering you to succeed in a highly competitive environment. As your business grows, our tools will adapt to meet the unique challenges you face, enhancing your operational efficiency.

Media

Media

Integrations Supported

Docusign
QuickBooks Online
dotloop

Integrations Supported

Docusign
QuickBooks Online
dotloop

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Moxiworks

Date Founded

2010

Company Location

United States

Company Website

moxiworks.com/back-office/

Company Facts

Organization Name

BrightOffice Cloud CRM

Date Founded

2009

Company Location

United Kingdom

Company Website

www.brightoffice.co.uk/crm/broker

Categories and Features

Categories and Features

Financial CRM

Account Alerts
Asset Management
Expense Tracking
Household Tracking
Influence Tracking
Lead Management
Marketing Management
Relationship Tracking
Team Assignments
Territory Management

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