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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

The way you choose to operate MOXIS is entirely at your discretion, as it supports all three prevalent hosting models. Regardless of the option you select, the extensive range of services provided by MOXIS maintains consistent quality and breadth across all scenarios. Whether you prefer an external or internal setup, MOXIS collaborates with you to pave the way. It integrates smoothly with your IT infrastructure and communicates seamlessly with all existing systems, including various signature solutions. You can electronically sign up to 100 documents with just one click of your mouse, and MOXIS effectively replicates decision hierarchies in a one-to-one manner. It enables the creation and storage of parallel and sequential workflows that meet any level of signature quality as templates. The incorporation of external signers is achieved with complete data security, ensuring confidentiality at every step. You have the flexibility to create individual documents or utilize existing form fields, and any current contracts can be efficiently processed within MOXIS. Our robust API facilitates effortless integration, while MOXIS also provides ready-to-use integrations with major platforms like SAP and Salesforce, enhancing your overall operational efficiency. This flexibility ensures that MOXIS can adapt to diverse business environments, making it an invaluable tool for organizations seeking streamlined document management solutions.

Description

MoxiBalance fully streamlines your agent reporting process, ensuring that January 30 is effortlessly managed. With 2023 introducing stringent 1099 reporting requirements from the IRS, now is the perfect moment to permanently resolve your compliance challenges. Say goodbye to the last-minute rush at month-end when preparing reports for agents. Whether it's cap status or commission details, agents can conveniently access their information at any time, while brokerages can manage payments directly through the dedicated portal. You can easily print checks or manage direct deposits within the same streamlined workflow. Our closing and reporting templates effectively address both fixed and variable costs, facilitating routine billing and payouts as well as handling unique, one-time receipts with ease. Additionally, MoxiBalance can directly collect earnest or escrow funds from consumers, ensuring that these funds are kept separate from daily transactions, making it simple to return that money at the closing stage. As many brokerages are navigating competitive splits, capping, and fee arrangements, this often translates to a considerable amount of manual effort for administrative staff. Our templates enable you to implement customized payouts without the need for tedious calculations, enhancing efficiency and accuracy in your operations. Experience the transformative power of MoxiBalance as it takes the stress out of agent reporting and payment processes.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

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

Integrations

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

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

XiTrust Secure Technologies

Founded

2002

Country

Austria

Website

www.xitrust.com

Vendor Details

Company Name

Moxiworks

Founded

2010

Country

United States

Website

moxiworks.com/back-office/

Product Features

Digital Signature

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

Product Features

Alternatives

Alternatives

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