Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
No
API Access
Has API
No
Integrations
Docusign
No
Dropbox
Yes
Google Drive
Yes
Microsoft 365
Yes
Microsoft SharePoint
Yes
QuickBooks Online
No
SAP Business One
Yes
SAP Store
Yes
Salesforce
Yes
dotloop
No
Integrations
Docusign
Yes
Dropbox
No
Google Drive
No
Microsoft 365
No
Microsoft SharePoint
No
QuickBooks Online
Yes
SAP Business One
No
SAP Store
No
Salesforce
No
dotloop
Yes
Pricing Details
No price information available.
Free Trial
Yes
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
Yes
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
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
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
No
Task Progress Tracking
Yes