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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 CloseSimple?

CloseSimple is a robust platform designed to elevate the closing process by integrating proactive communication, secure client portals, integrated fraud detection, and payment functionalities into a single branded solution specifically for title and escrow professionals. It streamlines client interactions by automating communication via SMS, branded emails, and a real-time status tracker, significantly reducing the need for frequent status checks, while offering a secure, mobile-compatible portal for clients to electronically sign documents, upload files, complete forms, and track progress all in one convenient place. Moreover, the platform features sophisticated AI-powered fraud prevention tools that operate effortlessly within the portal, detecting potential risks and protecting clients without disrupting their workflows, and includes secure payment options that enable teams to request and collect earnest money and closing funds through a trustworthy interface. CloseSimple also prioritizes compliance by providing FinCEN-ready closing experiences, assisting organizations in meeting regulatory requirements while enhancing operational efficiency. This integrated system not only boosts client satisfaction but also alleviates administrative challenges for real estate professionals, ultimately transforming the traditional closing experience into a more streamlined and effective process. By consolidating these functionalities, CloseSimple sets a new standard in the industry, making it easier for professionals to manage their closing tasks effectively.

Media

Media

Integrations Supported

Docusign
QuickBooks Online
RamQuest One
ResWare
SoftPro
dotloop

Integrations Supported

Docusign
QuickBooks Online
RamQuest One
ResWare
SoftPro
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

CloseSimple

Date Founded

2012

Company Location

United States

Company Website

www.closesimple.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

Endpoint Reviews & Ratings

Endpoint

Endpoint Closing