Welcome to the MoxiCloud, Paradym!

By Tiana Baur, Marketing Manager

 

ParadymThe forever-growing MoxiCloud just got even bigger with the latest addition of marketing software partner, Paradym! For those that don’t know, the MoxiCloud is at the heart and soul of MoxiWorks, connecting all brokerage data and tools into one point of truth. The MoxiCloud is built on an open platform model that gives brokerages the freedom to pick and choose their own tools, retain current investments, and most importantly, maintain control of their own data.

We now have 50+ partners that integrate into the MoxiCloud, such as DocuSign, Buyside, MoveEasy, QuantumDigital, and many more. We’re excited to welcome Paradym as the newest member of the MoxiCloud squad.

So, what do they do? Simple. Paradym makes marketing super easy for real estate agents with the power of automation. Here’s how they do it:

Brilliant marketing campaigns for every listing, automatically.

Paradym combines MLS listing data, text, voice, and visual effects into elegant stories, so agents can use Paradym to share those stories about client successes, properties and places, and engage more prospective buyers and sellers.

Coaching at its finest.

When you sign up for Paradym, you’re immediately connected with a success coach. You’ll get to know each other, and they’ll be able to tailor a marketing plan that fits your specific needs. Plus, you can call the coach at any time along the way.

paradym marketing

Tell your story.

Once you get a feel for how Paradym works, you can start sharing your stories. These stories invite potential clients into your world and help keep you top of mind. You can use Paradym to tell stories about people (think client success stories!), places (think neighborhoods), and/or specific properties!

The ways you can tell your stories.

Paradym’s marketing toolkit is packed with great stuff. Agents can easily create single property sites for all or just their tops listings, listing videos, easy lead capturing and reporting, social media campaigns, and more. Agents can do it all on the go from their powerful app.

Progress is everything.

An agent dashboard allows users to constantly be tracking the progress, keeping them on track to get the most out of Paradym’s technology.

MoxiCloud + Paradym.

The MoxiCloud and Paradym integration will include SSO (single-sign-on) and API integration, which means agents will spend less time doing duplicate data entry and logging into multiple places, giving them more time to focus on what they do best: helping their clients!

Great to have you aboard, Paradym! If you’re interested in finding out more about Paradym and what it can do for your brokerages and agents, you can do so here.

Posted on May 22, 2019 at 8:21 am
Tiana Baur | Category: Integration, Moxi Partners | Tagged , , ,

MoxiCloud Partner Spotlight: LiveBy

LiveBy

At MoxiWorks, we’re committed to building integrations that bring value to brokerages, agents, and vendors by improving and streamlining workflows. We want to be the ubiquitous open cloud platform, which means anyone can join! That means even competitors to some of our very own products are integrated with the MoxiCloud. After all, we want the power of choice to stay with the brokerage.

We want our partners to share our vision and contribute to making the MoxiCloud even better. One of our more recent partners is LiveBy! They have a unique way of serving up content that benefits consumers during the home search and makes agents’ jobs easier.

So, what is LiveBy exactly?

LiveBy is an all-inclusive local data company that works with 200 of the top real estate brokerages across North America, four of the leading networks/franchises, and 118,000 agents. They are dedicated to streamlining the home search process by removing all ambiguity around location. By leveraging LiveBy, real estate websites drive robust, real-time, local content that increases SEO and provides an amazing search experience.

Essentially, LiveBy’s technology gives real estate professionals a new way to connect with homebuyers through local content. Agents can provide their clients deeper insights into neighborhoods and streamline the discovery process.

Local content pages = hyper-local content, on demand

Neighborhood content is valuable when it comes to attracting visitors to agents’ sites, keeping them there, and building credibility in a particular area. However, it can be costly to gather, curate and maintain this content. LiveBy’s Neighborhood Pages deliver customized and dynamic content for all of your local communities…in seconds!

Enhanced websites. Showcasing local expertise.

LiveBy makes it easy for brokerages to launch hyper-local content on their existing websites. Their data and content become part of the site to help drive search engine optimization (SEO) and engagement. LiveBy also allows for brokerages to tap into a new kind of “neighborhood lead,” capturing potential sellers and buyers 12, 24, or 48 months earlier in their search process.

Agents can be the go-to source for all community and neighborhood information by:

• Providing local content
• Creating an interactive experience
• Capturing higher qualified leads
• Increasing website engagement
• Effective client nurturing

LiveBy Coverage

LiveBy supports local data and unique content for all 50 U.S. States, Canada, Bahamas and Cayman Islands. Their coverage includes access to the largest proprietary library of neighborhood boundaries, along with cities, subdivisions, school districts, zip codes and more. Companies can also create custom boundaries on the fly and offer insights that have never been seen.

We’re beyond excited to have LiveBy on the MoxiCloud – a great addition to our 50+ partners! If you’d like to learn more about the MoxiCloud, you can do so here.

Find out more information on LiveBy here.

Posted on April 25, 2019 at 7:49 am
Tiana Baur | Category: Moxi Partners, Open Platform | Tagged , ,

Welcome to the MoxiCloud, ActivePipe!

ActivePipe is one of the latest and greatest partners to join the MoxiCloud open platform. They simplify email marketing and automate communications. From a brokerage or office level, email drip-campaigns that seamlessly integrate property data can be created and then deployed on behalf of all your agents, in minutes. ActivePipe then uses behavioral driven analytics to tell these agents exactly who is looking to buy or sell a home, based on how their contacts interact with a campaign’s content.

Here’s a closer look at what ActivePipe has to offer your real estate business:

ActivePipe

 

 

SEND: build and deploy beautiful, professional and mobile responsive emails in minutes.
Take the hard work out of communicating with an agent’s database with:

  • An easy-to-use drag and drop editor
  • Instant blog and video incorporation
  • Detailed reporting that tracks how contacts interact with properties
  • Newsletters that showcase listings with maximum impact

 

 

 

 

 

ActivePipe

 

AUTO: your agents can build emails which keep them front of mind by delivering automated customer journeys. These nurture contacts and build trust so your agents are the first person they call when the time comes to transact.

  • A simple drag and drop editor
  • CRM and Property Feed integration
  • Blog and video incorporation
  • Local property reports
  • Sends automatic, personalized reminders to contacts
  • Predictive data analytics to identify active buyers and sellers
  • Customer lifecycle programs that help build more meaningful relationships

 

 

 

ActivePipe

 

ENTERPRISE: build emails in minutes, automate customer journeys and use interactive call-to-action pages to identify a client’s next move.

  • An easy-to-use drag and drop editor
  • CRM and Property Feed integration
  • Blog and video incorporation
  • Profile an entire database with data discovery surveys
  • Instantly generate more appraisals
  • Predictive data analytics which identify active buyers and sellers
  • Uncover buying or selling intent with advanced behavioral driven profiling
  • Customer lifetime nurture programs that create more meaningful relationships
  • Promote other products and services using call-to-action pages

 

 

 

We’re so excited to have ActivePipe on the MoxiCloud and you should be too! If you’re an existing MoxiWorks customer and would like to add ActivePipe to your tech stack, simply contact your MoxiWorks Account Manager and they’ll get you set up!

Posted on March 25, 2019 at 4:05 pm
Tiana Baur | Category: Moxi Partners, Open Platform | Tagged ,

Your 2019 Real Estate Resolution: Get Your Head in the Cloud

By Kylah Searing, Director of MoxiCloud Partnerships & Integrations

moxiworksIt’s common to hear someone say, “get your head out of the clouds,” but here at MoxiWorks, we want everyone to get their heads IN the cloud! We’re not daydreaming anymore, the MoxiCloud is the real deal and I’m sitting on cloud nine reflecting on all that’s been accomplished and what’s in store for 2019. Too much cloud? Oh, just you wait!

When we started our MoxiCloud Partner Program a few years ago, we knew there was great potential and worked hard to find partners willing to join that shared our common vision. That vision? To create a ubiquitous data platform across all of real estate.

Being a software company, we first handedly know the pain points of onboarding a client. Not only do we need a lot of data just related to the brokerage, but we also need their MLS data. Anyone who’s had to secure MLS data for their application understands the complexity there. Just jumping through the hoops to secure it is one thing, but then digesting the different formats is a whole other ball game. So, why not take the pain out of all of that? The MoxiCloud was designed to help both our brokerages and vendors!

Why life is better in the MoxiCloud

Brokerages don’t need to spend time creating feeds or files of agent roster data or gather logos/colors, etc. They just point people to the MoxiCloud! The MoxiCloud is predictable which makes it attractive to the vendors. No more dealing with MLS data or brokerage data in different formats… it’s consistent and streamlines everything. For instance, one specific partner would typically estimate onboarding around three months, but after integrating with the MoxiCloud was able to shorten it to two weeks and even created hundreds of demo agent accounts in 24 hours to run a pilot! That is the power of the MoxiCloud.

Over the last few years of running this program we have acquired 40 partners who are actively leveraging the MoxiCloud in some form or fashion! I’m sure you’re saying to yourself, “40? That’s it? But others are claiming 200+ integrations!” Right, but one-way “integrations” at the agent level don’t count in our book! Are those “integrations” able to reduce onboarding time, get vendors to revenue quicker, access brokerage logos and colors, access brokerage listings, agent’s consumer data, and transaction data? I think not! Most other API’s out there can provide one data set, which is great, but it still requires someone to go out and find all the other necessary data. It’s also doing next to nothing to enrich that data and make it available to others.

Over 50% of our partners are actively enriching the MoxiCloud by passing data into it. By doing this, the data is automatically available to everyone else who is using the data. Imagine this: An agent who is using MoxiEngage CRM gets a new lead from their agent website (hosted by one of our many amazing web partners). It’s automatically populated into the MoxiCloud and into their MoxiEngage CRM account. This lead turns into a new listing and because their transaction management provider and marketing provides are also in the MoxiCloud can automatically generate a transaction room and send the just listed marketing (and the agent didn’t have to do anything). When the listing is pending the client automatically receives an invite to a moving concierge service and signs up. The information on that sign up is populated into MoxiEngage automatically so the agent can be in the know. After closing the transaction, the agent has quick access to gifting services to send a thank you – phew! Get the picture? With everyone contributing to the cloud we can save the agent so much time by reducing all the redundant data entry they are used to.

The value of the MoxiCloud for brokerages

It’s not just the vendors who value in this equation. Many of our brokerage clients are using the MoxiCloud themselves to access their own data in a more streamlined way and even using it for custom development and streamlining their own processes to help their agents. Woah, right?

If you thought this was all a ploy to get people to use our Moxi products (MoxiEngage, MoxiPresent, etc.) you couldn’t be more wrong. We believe our products can stand on their own merit, but we also know they’re stronger with the MoxiCloud and we want others to be stronger with the MoxiCloud too (yes, we want others to succeed). Last year we worked with two of our partners who needed to share data. We built the attributes necessary so one partner could enrich the cloud with their data and the other partner could access it. None of it is being leveraged by any Moxi products… it’s just data sharing in the cloud!

Looking to the future: Your 2019 Real Estate Resolution

As we hit the ground running in 2019, I do hope everyone will get their heads in the cloud and share in our vision. The MoxiCloud and our partner program have come so far in the last few years and I love that we have so much support from all our brokerages and partners! If you’ve stayed with me this far and your brain has exploded into a mushroom cloud from all this cloud talk and you’re thinking “I need to get my head in that MoxiCloud,” don’t hesitate to reach out! You can contact me here.

Posted on January 22, 2019 at 3:42 pm
Tiana Baur | Category: Moxi Partners, Open Platform | Tagged , ,

Welcome to the cloud, reeazily!

reeazily back-office

Last month we announced our newest Moxi Cloud partner and the latest tool available to our clients: reeazily! We’re beyond excited to add them to the Moxi Cloud. What do they do? reeazily is a cloud-based solution that makes transaction accounting and agent billing easy. Through its intuitive interface and strategic integrations (more on this later), the technology eliminates duplicate entry and streamlines processing deals. Basically, it’s the ultimate back-office solution for brokerages!

A little bit of background on reaazily: In 2005, reeazily developed a SaaS solution for real estate franchise membership management, billing, and reporting, which serviced a network of 160 offices. In 2016 they launched broker.EZ, a full brokerage back-office solution built on the same platform. The brokerage back office solution, broker.EZ™, integrates with QuickBooks Online for accounting and DocuSign for transaction management, which are already partnered with the Moxi Cloud.

Workflow Made “EaZy”
Large brokerages and organizations can manage membership and transactions through a central portal providing oversight and compliance. Their fully prorated billing system integrates with QuickBooks to provide a complete accounting solution – we’re in love!

Brokerage Back-Office
Keep your office running like never before. This extension of region.ez™ can support affiliated offices or serve as a standalone service for individual brokerages. Their plans allow you to streamline billings and automate commission deductions.

MoxiWorks Integration
Reeazily will integrate and leverage data from the Moxi Cloud, streamlining day-to-day processes. Their brokerage back office solution, broker.ez™.

Why do we love them?
In a world of few and far between options for brokerage back-office tools (not to mention many of the ones out there are outdated) reeazily is a shining beacon of hope and awesomeness. They not only understand the industry extremely well, but they have committed to building a true and viable back-office solution. They have an amazing product with amazing people that stand behind it.

Interested in getting reeazily for your brokerage? Simply contact your dedicated MoxiWorks Account Manager. For more information on this new Moxi Cloud partnership, please go here.

Posted on October 4, 2018 at 3:40 pm
Tiana Baur | Category: Moxi Partners, Open Platform | Tagged , , , , ,

Introducing: HomeActions Email Marketing

A complete email marketing system to keep your agent’s pipelines full.

We’re stoked to introduce our newest Moxi Cloud partner, HomeActions! We’ve partnered with HomeActions to provide an easy email marketing solution to our client brokerages. Not only is their tool intuitive, it instantly turns agent’s email marketing efforts into a goldmine.

What is HomeActions Email Marketing?

HomeActions is an e-Relationship platform that starts out as an e-newsletter but ends up as a flawless conversation starter and lead-gen system with the help of their amazing content and tools.

The Ultimate Email Marketing Database

HomeActions helps your agents consolidate their contacts and create their very own exclusive marketing database.

Extensive Metrics

HomeActions provides extensive metrics for their e-newsletters. See when someone opens the newsletter, clicks a link and get immediate feedback as readers respond to how well they liked a given article.

Knowing who is engaging with what content makes it easy to know who to direct your marketing efforts at and who you should pick up the phone and call asap.

In-Demand Content & Widgets

HomeActions delivers content and articles your readers will love that triggers predictive behavior. They drive traffic to an agent’s CMA request page and even works with TrendGraphix reports!

Neighborhood 360

Neighborhood 360 is their newest feature. Recipients can get the “Inside Scoop” on any neighborhood they wish. Home value estimates, cost of living data, demographics, lifestyle data, school info, nearby sold properties, and so much more. This widget covers 150 million street addresses and neighborhoods!

MoxiWorks Integration

HomeActions is integrated into the Moxi Cloud and streamlines an agent’s day-to-day with their Moxi Engage CRM.

Think of HomeActions as the frosting and cherry on top of Engage. It gives the agent the ability to upload their exclusive HomeActions database into their email in the correct format to connect to MoxiWorks tools. That means their CRM and email marketing efforts just got a whole lot sweeter.

Find out more about HomeActions here and read the official press release here.

Posted on July 23, 2018 at 4:43 pm
Tam Nguyen | Category: Moxi Partners, Open Platform | Tagged , , , , , , ,

Why We’re Flippin’ Ecstatic About Predictive Analytics

By Maddie Jostol, Marketing Manager

flipt blog header imageOur friends over at Flipt are doing some big things. They’re revamping lead generation for real estate, giving agents a unique advantage.

What does this mean for you? You should have your eyes on predictive analytics. It’s making big waves in real estate, particularly as it relates to lead generation. The vast majority of homeowners end up working with the first agent who contacts them. So, how do you get to someone first? That’s where the power of data comes in.

Flipt leverages predictive analytics to identify potential buyers and sellers, then strategically markets to them, generating high-quality leads. They have a network of carefully vetted advertising partners, including the likes of The Wall Street Journal, The New York Times, CNN, Spotify, and many more. The power of identifying buyers and sellers before they’ve taken any action. It enables agents to be the first to contact a prospect in the very early stages of their home buying or selling journey.

Homeowners value responsiveness, an expectation that Flipt allows agents to deliver on. Agents can claim their zip codes, which automatically launches locally targeted campaigns for you, reaching motivated sellers and prompting them to speak with an agent (you!). Ads are only shown to verified homeowners in your selected zip codes, ensuring your marketing dollars are spent wisely. Since Flipt is a MoxiWorks partner, those leads are immediately routed into your Moxi Engage account for easy follow-up and tracking.flipt

We obviously love having Flipt as a partner, but even more than that, we love seeing the results agents have seen from using their service. Recently, Flipt took a closer look at The Keys Company, the largest independently-owned real estate company in Florida. With the goal of increasing transaction volume while decreasing marketing costs, they made recommended Flipt to their agents. Quickly, they saw high adoption and tracked the results.

They found that Flipt helped to strategically grow agents’ pipelines. The leads they received were nurtured, and filled the agents’ pipelines, becoming listings in the following weeks and months. Agents and Managing Brokers throughout the company immediately reported positive results. Several noted they saw an immediate impact on their business and many attributed successful sales to having used Flipt. After 12 months, Keys attributed $920,000 in profit to using Flipt. Download the full case study here.

If you’re an agent interested in trying out Flipt, click here.

Posted on May 18, 2018 at 5:05 pm
Tam Nguyen | Category: Moxi Partners | Tagged , , , , , , , ,

New Partner Alert! Moxi Cloud Welcomes VoicePad

By Tiana Baur 

voicepad lead genIn case you hadn’t heard, we have a new partner! VoicePad builds IDX (Internet Data Exchange) mobile lead generation and automated property marketing solutions for some of the most successful real estate brokerages and teams across the country, so you can see why we wanted them on the Moxi Cloud open platform.

Like the Moxi Cloud, VoicePad is able to build a custom solution from their tools and services for each brokerage, making this the ultimate partnership for a la carte customization. The integration to the Moxi Cloud includes SSO (single-sign-on), meaning agents have one less login to remember – a growing necessity (and frankly, makes day-to-day life a little less stressful).

Randall Standard, CEO of VoicePad said, “Seldom do we have such an alignment of client interests as we have with the MoxiWorks partnership. Their API documentation is excellent, and the integration process has been accomplished in a most professional manner. MoxiWorks makes it easy for agents to use our services.”

On our end, we also had quite a bit to say about why we’re so excited about this particular partnership, but we’ll just give you the highlight. Mike McHenry, VP of Moxi Cloud Partnerships & Integrations at MoxiWorks said, “When it comes to tools and services, VoicePad brings a variety we haven’t seen before. It enables our brokerage clients to truly pick the options they need, without having to settle for an all or nothing ‘solution.’”

VoicePad has a lot to offer, including: Curbside lead-gen, mobile sites, virtual tours, property videos, virtual reception, social posts, texting, audio stream, mortgage lead-gen, MLS automation, rental marketing, and flyers. Brokerages are able to pick and choose the tools and services they need from VoicePad, and they are plugged into the Moxi Cloud open platform with the rest of their unique ecosystem! For more info on each of these offerings, see below.

Tools and Services available on VoicePad:

Curbside Lead-Gen
Real Estate mobile lead generation…at its best!

Mobile Sites
Put your brand in their hand. Your brand is one of the most powerful tools you have.

Virtual Tours
Mobile-friendly, buffer-free property tours with bilingual narration.

Video
Your property videos are automatically created and updated from your listing data.

Virtual Reception
Meet “Eve.” She narrates your tours, handles your property inquiries and routes calls to the right people.

Social
Listing data updates and triggers auto-posts to your Facebook, Twitter and Google+ accounts.

Text
Search + Share via text.

Audiostream
Innovative website accessibility solutions.

Mortgage Lead-Gen
Position your mortgage offering within your curbside lead-gen. Smart.

Intelligence
VoicePad counts what you don’t, such as text and call property inquiry analytics. Better insights = Better decisions.

MLS Automation
Many tools…One data source.

Rental Marketing
“Eve” handles rental inquiries by phone that you can’t. She’s bilingual and works 24/7.

Flyer
1. Choose Design. 2. Hit Print. 3. That’s it.

More info on the Moxi Cloud Open Platform here and you can learn more about our newest addition to the Cloud here.

Posted on May 17, 2018 at 5:29 pm
Tam Nguyen | Category: Moxi Partners, Open Platform | Tagged , , , ,

Introducing: Sisu, Accountability Software for Real Estate Agents

sisu logoOn the heels of our latest exciting announcement that MoxiWorks is powering LeadingRE’s new initiative, the LeadingRE Cloud, we’re now thrilled to welcome a new best-in-class tool the Moxi Cloud: Sisu – an accountability software solution for real estate agents.

Like MoxiWorks, Sisu isn’t just another tech company, its real estate roots run deep. Sisu began a few years ago when a team of real estate agents in Salt Lake City leveraged a system of disciplined tracking and analysis of agent activities to more than double their sales numbers. Recognizing the power of the system they had created, Sisu Founder and CEO, Brian Charlesworth, developed the system of accountability into full-fledged software that gamifies and visualizes the data to increase the top line revenue of agents.

Sisu is built to track sales performance and coach agents to success through powerful data. This data needs to be connected to contacts within a CRM, so agents can use it to grow their relationships. Enter Moxi Engage. The partnership between Sisu and Moxi creates a single point of entry and collaboration between the services. This way the data will be more clean, accurate, and easy to maintain.

Here’s how it works:

Visualize what is achievable

Sisu’s accountability software solution “doubles production with intuitive performance tracking, monitoring, leaderboards, and dashboards, and eliminates duplicate entry with real-time, real estate CRM data sharing.” According to Sisu, real estate agents that consistently track and know their daily sales activities and KPI’s increase sales by at LEAST 100%. As we like to say, the numbers will set you free.

See more, sell more

Sisu also has a mobile app that provides a competitive edge with contact, and appointment tracking and viewing, conversion ratio calculation, pipeline overview, and real-time GCI reporting. This means agents are constantly in the know and reminded of there they stand the steps they need to take to increase their bottom line.

Accountability through visibility

sisu dashboard

With a simple to use interface, and robust and dynamic sales performance dashboards, Sisu enforces accountability, which we all know is a key aspect when it comes to adoption. It displays real-time scoreboards and leaderboards throughout your brokerage and on your real estate agent’s phones, accelerating competition, creating a fun sales environment, and producing outstanding results.

Motivate, play, win

Inspire increased levels of team performance with a seamlessly linked, online community of peers while empowering them to track, analyze, compare, and filter their leaderboards to measure results. Sisu makes selling competitive, visual, fun and more importantly, highly productive.

With the sales competition in place, agents will be motivated to go out and drive results. With the data stored in the Moxi Cloud and across other brokerage plug and play tools and services solutions, they’ll have all the data they need to be effective. They’ll be able to track down expired listings and previous clients, and the software will automagically log all of their efforts and update the scoreboard.

We’ve said over and over again how powerful data is to your brokerage and your agents. Data is now the most sought-after and powerful commodity in the world. If you’re not using your brokerage data to the fullest, you’re missing out on higher productivity and of course, more profit.

We’re ecstatic to add another like-minded partner to our Moxi Cloud open platform that knows the importance of data. If you’re interested in adding Sisu to your brokerage power strip of tools and services, please contact your dedicated Moxi Account Manager and they’ll get you set up. Want to meet the brains behind Sisu? You can set that up here

Read more about this new partnership here. 

Posted on February 13, 2018 at 4:09 pm
Tam Nguyen | Category: Moxi Partners, Open Platform | Tagged , , , , , , , , , ,

How to survive tax season as an independent contractor

tax seasonBy Maddie Jostol

As an independent contractor, you’re running your own business – and you experience all of the perks and challenges that come with that. Tax season isn’t fun for anyone, but it’s particularly frustrating as a 1099 independent contractor.

We all experience the same thing year over year. Tax season arrives, and it’s all you can do to pull everything together to file, let alone do it in a way that will save you money. You work through the endless forms, attempting to find all of the information you need. You get to the part where you need to fill in your Schedule C deductions… and… nothing. Another year went by and you don’t have the necessary documentation to deduct most of your business expenses. “Oh well” you think to yourself, “it’s not worth the time anyway.”

Here’s the deal: real estate agents are losing serious cash by neglecting to take advantage of available deductions.

The truth is, it’s incredibly time consuming to track your expenses, mileage, and deductions all year-round. And guess what? It isn’t as difficult as it sounds if you start early in the year. Below are a few things you can do to help yourself survive tax season as an independent contractor.

1. Know what deductions you should be looking out for.

The first step is knowing what deductions are available to you – and there are more than you might think. Things like your home office or software subscriptions are deductible expenses that you shouldn’t let slip through the cracks. Know what you should be looking out for, so you can get a system in place to track them year-round.

For a comprehensive list of deductions and information about each, click here to download our Guide to Stress-Free Taxes for Agents.

2. Track your expenses as they happen.

Receipts are every independent contractor’s worst enemy. Paper or digital, they’re a pain to keep track of and they’re difficult to organize when it comes time to file those taxes.

Consider a simple personal accounting system like QuickBooks Self-Employed. This app lets you snap a pic of a receipt from directly within the app and it automatically categorizes and stores that receipt. It then matches the receipt with the expense when it comes through as a bank charge. When it comes time to file, all of those business expenses have been tracked, categorized for your Schedule C, and documented appropriately. You can officially say goodbye to that mismanaged shoebox of receipts.

Mileage tracking is one you definitely won’t want to miss. You’re always on the go. Some days it feels like you live in your car – you’re running errands before an open house, picking up signage, meeting with clients, and having coffee with prospective clients.

When you have the QuickBooks Self-Employed app, it tracks your mileage every time you get in your car (seriously!). You can then go into your app, view your recent trips, and swipe left or swipe right to designate those trips as business or personal. Yes, it can be that easy (we didn’t believe it until we tried it either). Easier than a dating app, even.

3. Don’t do it alone.

Get a reliable system in place. As much as we’d like to do it all ourselves, the reality is it takes time and energy that we’d rather put into closing sales. At the same time, there are thousands of dollars to be saved by efficiently managing your business finances. When you get technology on your side, it takes away the weight and frustration of accounting and tax filing.

The best part of this is that you don’t need a complex, expensive system, you just need one that is designed for 1099 independent contractors. That’s the key. Use an accounting system that fits your unique needs as a realtor and helps you run your business more smoothly.

Want to give QuickBooks Self-Employed a try? We’re offering 50% off your first 12 months (that makes it just $5/month!). Click here to try it out!

Posted on February 6, 2018 at 4:28 pm
Tam Nguyen | Category: Moxi Partners, Open Platform, Productivity | Tagged , , , , , , ,