MoxiBalance

Navigating Broker.ez

• Where to find bill templates
• Where to find monthly agent bills

Training and Tutorials - MoxiBalance

• Adding an Agent
• Copying an Agent Plan
• Adding and Mapping a New Agent
• Check Alignment
• Creating a Buy Side Contract
• Accept Your First Payment from broker.EZ (checkbook)

See all 81 articles

Getting Started with MoxiBalance

• Adding and Mapping a New Agent
• Disburse Escrow to Yourself (Commission)
• Disburse Escrow to Title or Attorney
• How to Process a Basic Closing

F.A.Q.

• File 1099 NEC with TAX1099
• Useful Office 1099 Reports
• Agent 1099 Reports
• Common Issues

Instruction Sets

• agentEZ Office Setup
• Payload Agent Enrollment
• LLC Reporting Log Page
• Processing Refund to Title via Checkbook.io
• Accept agent.EZ Invite
• agent.EZ (NO KPI)

See all 13 articles