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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.
Description
Stack Moxie loves marketers. We are marketers. We know technology can make marketers do amazing things. Marketers are set up to fail.
Marketing departments need to be efficient, deliver more and comply with strict regulations. A CMO knows that technology is the best way to scale a business and ensure compliance. A CTO would be reluctant. She is aware that marketers are missing a key tool that IT cannot live without.
A CTO would insist on stack testing. End-to-end, repeatedly. Are web forms functioning properly? Did customer input trigger the correct actions? Can we pass an audit These tools are not available to marketers, nor is the budget or time required to perform this manually.
Stack Moxie was born out of this. Stack Moxie puts IT know-how in the hands of marketers. We make sure martech works: leads don't get lost, digital advertising spend doesn't go to waste, and broken things are noticed.
API Access
Has API
No
API Access
Has API
No
Integrations
Adobe Marketo Engage
No
Airtable
No
Asana
No
Chili Piper
No
Docusign
Yes
Drift
No
Eloqua
No
Gmail
No
Google Analytics
No
Google Sheets
No
Integrations
Adobe Marketo Engage
Yes
Airtable
Yes
Asana
Yes
Chili Piper
Yes
Docusign
No
Drift
Yes
Eloqua
Yes
Gmail
Yes
Google Analytics
Yes
Google Sheets
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$99 per month
Our Starter plan is always free. Paid plans start at $99. Growth plan starts at $1k/month. Enterprise plan starts at $4k/month.
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
Moxiworks
Founded
2010
Country
United States
Website
moxiworks.com/back-office/
Vendor Details
Company Name
Stack Moxie
Founded
2018
Country
United States
Website
www.stackmoxie.com
Product Features
Product Features
Automated Testing
Hierarchical View
No
Move & Copy
No
Parameterized Testing
Yes
Requirements-Based Testing
Yes
Security Testing
No
Supports Parallel Execution
No
Test Script Reviews
Yes
Unicode Compliance
No
Campaign Management
Channel Management
No
Contact Database
No
Email Marketing
Yes
Event Triggered Actions
Yes
Lead Management
Yes
Multi-Campaign
Yes
Change Management
Approval Workflow
No
Audit Trail
Yes
Automated Notifications
No
Change Calendar
No
Change Planning
No
Compliance Management
Yes
Prioritization
No
Release Management
No
Task Management
No
Tracking & Reporting
No
Training Management
No
Incident Management
Audit Trail
Yes
Corrective Actions (CAPA)
No
Disaster Recovery
No
IT Incident Management
No
Incident Reporting
Yes
OSHA Compliance
No
Root-Cause Diagnosis
Yes
Safety Management
No
Task Management
No
Ticket Management
No
Landing Page
A/B Testing
No
Analytics
No
Drag & Drop
No
Form Creation
No
Real Time Editing
No
Responsive
No
SEO Management
No
Templates
No
Marketing Automation
A/B Testing
No
Analytics / ROI Tracking
No
Artificial Intelligence
No
Content / Blogging Platform
No
Customizable CTAs
No
Drip Campaigns
Yes
Dynamic Content
No
Landing Pages / Web Forms
Yes
Lead Scoring
Yes
Sales Intelligence
No
Search Marketing
No
Segmentation
Yes
Social Marketing
No
Website Visitor Tracking
Yes
Policy Management
Approval Process Control
No
Attestation
No
Audit Trails
Yes
Policy Creation
No
Policy Library
No
Policy Metadata Management
No
Policy Training
No
Reporting / Analytics
Yes
Version Control
No
Workflow Management
Yes
SaaS Management
License Management
No
Onboarding
Yes
Renewal Management
No
SaaS Operations Management
Yes
Shadow IT Detection
No
Spend Management
No
Subscription Management
No
Usage Tracking / Analytics
No
Vendor Management
No
Sales Force Automation
Call Management
No
Campaign Management
No
Channel Management
No
Commission Management
No
Contact Management
No
Contract Management
No
Customer Database
No
Email Marketing
No
Field Sales Management
No
Lead Management
No
Opportunity Management
Yes
Performance Metrics
Yes
Proposal Generation
No
Referral Tracking
No
Sales Forecasting
No
Territory Management
No
Tool Management
Calibration Management
No
Fixed Asset Management
No
Issue & Return Management
No
Job Costing
No
Maintenance Scheduling
No
Order Management
No
Tool Kitting
No
Vendor Management
Audit Management
Yes
Contact Management
No
Customer Database
No
Self Service Portal
No
Supplier Master Data
No
Transaction History
No
Vendor Maintained Profiles
No
Vendor Managed Inventory
No
Vendor Performance Rating
No
Vendor Qualification Tracking
No
Workflow Management
Access Controls/Permissions
No
Approval Process Control
No
Business Process Automation
Yes
Calendar Management
No
Compliance Tracking
Yes
Configurable Workflow
No
Customizable Dashboard
No
Document Management
No
Forms Management
No
Graphical Workflow Editor
No
Mobile Access
No
No-Code
No
Task Management
No
Third Party Integrations
No
Workflow Configuration
Yes
