Back office solutions for real estate

Built to balance brokerages big or small, manage your money movement in clear, convenient, and reportable ways. 

Calm the chaos with MoxiBalance.

  • Payout and billing rules and automations as flexible as you need.

  • On-demand dashboards and reports for execs, admins, and agents.

  • Compliant transactions and accurate books.

  • Real-time 2-way sync with leading document management and e-signature providers in real estate like DocuSign, Skyslope, and Dotloop. 
  • Instant sync connection with QuickBooks.  
  • Build repeated rules, templates, schedules and more to reduce manual processing. 
  • With agent access for MoxiBalance, agents can self-serve their cap status, upcoming payouts or bills, and automatic billing and deposit.

  • You’ve got support for multiple options for billing and payout like direct deposit or check printing.

  • Handle accounts payable within the same space; giving a full-picture of money moving in the business.

  • Happy agents = happy company, no more waiting, hand-wringing or fretting when it comes to commissions, bills, closings, and payouts.

moxi balance real estate backoffice software

Stack MoxiBalance with other products

Looking for more than a back office solution? MoxiBalance pairs well with other solutions. See our recommended stacks.

Transaction Management that Transcends Magnificence

Streamlining transactions eases friction for your agents and their clients, turning complex navigation into smooth sailing.


Streamline closings and make reporting easy


Centralize learning resources and tools for your agents


Stay on track with tailored workflows for every transaction

MoxiCloud Partners

Top-tier-2-way-tie-ins with DocuSign, DotLoop, or Skyslope


Hear it from them

“My recommendation is jump in, try the product, I think you’ll look at it and say wow this is really unbelievable; it does have all the tools we need to better our brokerage and better our agents’ careers."

Carl Torres

Co-Owner & Executive VP | Pinnacle Estate Properties

Automate it all, agents don't have to lift a finger

Conquer time-intensive marketing tasks with confidence.


Ready-to-use marketing materials created and delivered right to the agent


Keep contacts in flow with relevant, curated content


Automated, compelling ads to the right audience


Keep track of all relationship touchpoints from a central CRM


Hear it from them

“It’s what you do inside of your sphere that makes a difference — and Moxi, they allow you to stay so in touch with your sphere and what is going on with each of their individual lives.”

Scott Wetzel

President & CEO | Windermere Services Mountain West

Day-to-Day Done Right

Share and build upon your best practice.


Help agents achieve goals and serve clients without missing opportunities


Get agents paid fast, track cap progress, and ease closing chaos


Centralize learning resources and tools for your agents


Hear it from them

[It's] incredible technology — everything an agent needs to be successful, and the different segments of the platform work together, meaning our agents can spend time on their clients’ needs and delivering an excellent experience.

Brian Rushton

Executive Vice President | CENTURY 21 Canada

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Transform your business with MoxiWorks