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)
- Creating a List Side Contract
- agent.EZ PUSH Report overVIEW
- Creating a Billing Template
- How to Invite Agents to agent.EZ
- Adding an Agent
- Copying an Agent Plan
- Check Alignment
- agent.EZ - overVIEW
- Creating a Buy Side Contract
- Accept Your First Payment from broker.EZ (checkbook)
- Creating a List Side Contract
- agent.EZ PUSH Report overVIEW
- Creating a Billing Template
- How to Invite Agents to agent.EZ
- Voiding a Contract
- Fallen Contracts
- How to Send Invoices and Statements
- Monthly Reporting
- Voiding a Contract
- Transferring an Agent
- Referral Only Deal - Receiving money from an outside brokerage
- Recording Tax ID#s, 1099 Tracking and Attaching W-9s
- Recording a Payment or Prepayment in Quickbooks Online
- Outside Referral