Reach out to our sales team today to talk through your back-office needs, and let’s find balance.
Money flowing in and out of your organization can seem chaotic. Let’s find some balance.
MoxiBalance is our back-office system designed for enterprise real estate brokerages and organizations seeking to manage the movement of money in clear, reportable, and convenient ways. With reporting that gives both brokers and agents visibility into the chaotic fray of transaction funds, earnest monies, commission splits, and other deductions — everyone finds balance.
Our system connects to the key data areas of your business, automates duplicate entry, and evolves your money management into a streamlined, transparent system. Unlike other real estate back-office providers that try to oversimplify split and cap plans, can’t scale to multi-office or multi-brand structures, force your staff to use outdated technology, or worse have no self-serve reporting for your agents — MoxiBalance brings calm to the chaos of managing the ebb and flow of money throughout your brokerage.
Your back-office system protects your entire business.
You need a back-office solution built for the future that will grow with you the more you and your agents succeed. Your system needs to be flexible, secure, and give you transparency into all the money movement in your company.
Honestly, it’s a lot like having a sturdy house.
- A sturdy roof shields you from disasters. Being able to quickly run reports across all areas of your business protect you from mingling funds, making errors when recording transactions, and allow you to forecast for the future.
- Strong walls and pillars create the framework of a house. Your commission plans, workflows, and templates create a framework for how your business operates.
- You need a solid foundation to build a house on. Your transactions, billing, and accounting all depend on a strong foundation of good record keeping and data sources.
A foundation that supports enterprise organizations
- MoxiBalance is built to scale and adapt no matter how you structure your brokerage.
- Our system expands to serve multiple tiers just like other MoxiWorks applications
- We can support multiple offices or regions, even if they have differing billing structures and processes. We can even account for subsidiaries, franchisees and sub-brands.
- You can also manage both fixed and variable item costs for agent billing, multiple types of commission plan structures including caps or special splits.
- But the best part? All of this can be templated and synced with your other services for accounting like QuickBooks and document management like DocuSign, dotloop, or SkySlope.
Reporting and information to protect your business
- Your back-office system is your greatest asset protecting your business from disaster, fraud, or audits.
- With efficient reporting of profit/loss, cap tracking, forecasting and more you can always see how your business is performing and even what the future holds.
- Agents can self-serve information through the agent access of MoxiBalance, seeing the cap status or pending transactions immediately (without having to request manual reports from our accounting team).
A repeatable framework that empowers automation
- Because MoxiBalance is built on your data from the MoxiCloud, many redundant data entry is removed from your day-to-day workflow. See transactions from DocuSign, dotloop, QuickBooks, or SkySlope in MoxiBalance and pull that information into your records for disbursement at closing.
- Collect and maintain records of earnest money or other escrows without fear of commingling accounts.
- Setup and manage multiple agent plan templates so that you don’t have to reinvent the wheel with every new onboard and every transaction.
- MoxiBalance supports auto-draft for easy agent billing as well as EFT for easy agent payouts. No need to hunt down agents over unpaid fees, or listen to agents worry over a delayed paycheck.
What sets MoxiBalance ahead of others?
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Extremely customizable and flexible commission plan setup while still being a cloud-based software.
Scale templates and information across multi-office company structures easily.
2-way integrations with DocuSign, dotloop, and SkySlope and live two-way sync with QuickBooks
Shifting back-office systems sounding too scary?
Relax. We’re here to help.
Whether you’re moving to MoxiBalance from another provider or from a manual spreadsheet process, our MoxiBalance team is here to help preserve your existing workflows and make your transition painless.
Maybe you’re not a MoxiWorks user yet? No problem! Newcomers to the MoxiCloud are always welcome and MoxiBalance can work for brokerages that haven’t used other MoxiWorks products before. Getting started with MoxiBalance can even be a great way to get familiar with our team and see what other solutions we have that fit your goals!
