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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 Finance Lobby?

The platform designed for commercial real estate financing acts as an essential bridge between mortgage brokers and lending institutions, enabling optimal transaction experiences. The efficiency of closing deals hinges on how quickly brokers and lenders can engage, but the existing market often demands immense networking efforts from both sides, leading to lost chances. Our digital marketplace simplifies this interaction, fostering quick and seamless connections between brokers and lenders. Utilizing advanced technology, the process of crafting ideal deals becomes remarkably easy. By expanding your options, you gain access to an extensive selection of lenders. Our commercial real estate marketplace employs a distinctive, preference-based algorithm that cleverly matches supply with demand, offering a more effective way to pair brokers with the lenders most capable of fulfilling the transaction. This ensures that brokers obtain exactly what their clients desire while lenders receive only viable deals to quote, thus creating a win-win environment for everyone involved. This forward-thinking strategy not only reduces the time spent on connections but also significantly boosts the efficiency of the entire commercial real estate financing journey, ultimately benefiting all participants in the market.

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

Finance Lobby

Company Location

United States

Company Website

financelobby.com

Categories and Features

Categories and Features

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