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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 MOXIS?

You have complete freedom in how you choose to use MOXIS, as it accommodates all three major hosting models. Whichever option you decide on, the vast array of services offered by MOXIS guarantees uniform quality and scope across various situations. Whether your preference leans towards an external or internal configuration, MOXIS works alongside you to ensure a smooth process. It integrates seamlessly with your existing IT infrastructure and communicates effortlessly with all current systems, including different signature solutions. With a single click of your mouse, you can electronically sign up to 100 documents, and MOXIS accurately reflects decision hierarchies on a one-to-one basis. It allows for the development and storage of both parallel and sequential workflows that can be tailored to meet any required signature quality, utilizing templates. The inclusion of external signers is managed with utmost data security, guaranteeing confidentiality at every stage. You have the option to create tailored documents or make use of pre-existing form fields, with any current contracts being processed efficiently within MOXIS. Our powerful API ensures easy integration, and MOXIS also offers ready-to-use connections with leading platforms such as SAP and Salesforce, which boosts your overall operational efficiency. This adaptability confirms that MOXIS can meet the needs of varied business environments, establishing it as an essential tool for organizations in search of efficient document management solutions. Furthermore, its user-friendly interface allows for quick onboarding, making it easier for teams to embrace its capabilities swiftly.

Media

Media

Integrations Supported

Docusign
Dropbox
Google Drive
Microsoft 365
Microsoft SharePoint
QuickBooks Online
SAP Business One
SAP Store
Salesforce
dotloop

Integrations Supported

Docusign
Dropbox
Google Drive
Microsoft 365
Microsoft SharePoint
QuickBooks Online
SAP Business One
SAP Store
Salesforce
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

XiTrust Secure Technologies

Date Founded

2002

Company Location

Austria

Company Website

www.xitrust.com

Categories and Features

Categories and Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

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