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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
Trackxi serves as a comprehensive Real Estate Deal Tracker designed for agents, teams, and transaction coordinators, promoting transparency for all stakeholders involved. By utilizing this platform, users can save over 75% of their time while successfully closing real estate transactions with a professional edge. Its user-friendly yet robust features include transaction dashboards with stunning visual representations, calendars for tasks and transactions, color-coded alerts for early warnings, automated templates, a CRM tailored for real estate, document storage, and much more, enabling real estate professionals to close deals more efficiently than ever before. Trackxi empowers organizations of any size to boost their business outcomes while enhancing the overall experience for realtors and their clients. We are dedicated to continuous improvement and the development of innovative systems that allow you to focus more on revenue-generating activities rather than getting bogged down by follow-up uncertainties. As we grow, our aim is to redefine the standard for transaction management in the real estate industry.
API Access
Has API
No
API Access
Has API
No
Integrations
Cloud CMA
No
Docusign
Yes
Follow Up Boss
No
Gmail
No
Google Calendar
No
Microsoft Outlook
No
QuickBooks Online
Yes
dotloop
Yes
Integrations
Cloud CMA
Yes
Docusign
No
Follow Up Boss
Yes
Gmail
Yes
Google Calendar
Yes
Microsoft Outlook
Yes
QuickBooks Online
No
dotloop
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$39/month
CRM - Free
Agent Plan – $39/month or $399/year (Save $69)
Teams & Transaction Coordinators (TCs) – $69/month or $699/year (Save $129)
Super Teams & TCs – $199/month or $1,999/year (Save $389)
Agent Plan – $39/month or $399/year (Save $69)
Teams & Transaction Coordinators (TCs) – $69/month or $699/year (Save $129)
Super Teams & TCs – $199/month or $1,999/year (Save $389)
Free Trial
Yes
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
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
Trackxi
Founded
2022
Country
United States
Website
trackxi.com
Product Features
Product Features
Real Estate Transaction Management
Accounting
No
Appointment Scheduling
No
CRM
Yes
Commission Management
Yes
Contract Management
No
Critical Date Alerts
Yes
Document Templates
No
Electronic Signature
No
File Sharing
Yes
Task Management
Yes
Transaction Review
Yes
