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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 ClosedEasy?

ClosedEasy is an online platform aimed at facilitating communication and tracking of escrow transactions specifically for real estate professionals, including agents, transaction coordinators, teams, and brokerages. It provides a client-accessible dashboard that highlights important milestones, deadlines, necessary actions, document requests, and appointments. Agents and coordinators can initiate transactions using contract information or available templates, adjust timelines, share secure links, and send updates via email or text as the transaction progresses. Clients can keep track of their transaction status, upload documents, inquire with a deal-specific assistant, and receive timely notifications. Furthermore, the platform includes workspaces for teams and brokerages that enable management of multiple transactions, coordinator assignments, activity tracking, reports, and personalized dashboards. Calendar feeds are regularly updated to reflect any changes in schedule, and it allows for the seamless integration of signature documents by including ClosedEasy in supported e-signature emails. Rather than replacing an existing transaction or compliance system, ClosedEasy acts as an additional layer for client communication, thereby enhancing efficiency and transparency during the real estate transaction process. This integration not only streamlines collaboration but also significantly improves the overall client experience throughout every transaction, making it an invaluable tool for real estate professionals.

Media

Media

Integrations Supported

Docusign
dotloop
QuickBooks Online

Integrations Supported

Docusign
dotloop
Adobe Acrobat Sign
Apple Calendar
Dropbox Sign
Follow Up Boss
Google Calendar
Microsoft Outlook

API Availability

API Availability

Pricing Information

Pricing not provided

Pricing Information

$35/user/month
Agent Pro is $35/month and Coordinator Pro is $79/month. Team starts at $99/month for six active agents; Brokerage starts at $299/month for 25 active agents. Annual billing is available. Agent and Coordinator plans include a 14-day free trial; Team and Brokerage offer a 30-day pilot.
Free Trial Offered?

Supported Platforms

SaaS

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Online Training

Training Options

Documentation Hub

Company Facts

Organization Name

Moxiworks

Date Founded

2010

Company Location

United States

Company Website

moxiworks.com/back-office/

Company Facts

Organization Name

Laejri

Company Location

United States

Company Website

closedeasy.com

Categories and Features

Brokerage Management

Not specified

Categories and Features

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