MoxiBalance allows you to input your contract information for the purposes of reporting transaction details, royalties, fees, taxes, and more to your corporate head office.   We’ve provided a quick reference guide for anyone who wants to have a reminder of the steps but doesn’t need a full walk-through.  Following the Quick Reference Guide, you'll find a step-by-step walkthrough of recording transactions and reporting.

Quick Reference Guide

1. Go to the Contracts Menu
2. Select the Plus Icon and search for your listing
3. Select your listing and choose Start Contract
4. Verify listing details
5. Verify Side Screen details are correct
6. Verify Contacts Screen details are correct
7. Make sure listing status is set to Closed
8. Go to the Office Menu
9. Select the Org/Franchise Navigation panel on the left
10. Select Finalize/Report
11. Verify Contracts Ready to Close screen is correct
12. Save a copy of the report for your own records
13. Submit Report

Follow the steps below to see how to input the contract details and how to report this information.

Inputting Transaction Details

Processing Your Contract

Finalizing Your Contract for Reporting

Reporting to Your Corporate Head Office

Inputting Transaction Details

1. Select Contracts from the drop-down menu at the top of the screen.
   
2. Locate your contract using any of the following options.
   Option 1 – Search by the filters
   Option 2 – Select the contract from the TM Queue (DocuSign Transaction Room Integration)
   Option 3 – Search CREA for the listing to begin the contract

Option 1 – Search for your contract using the filters

1. Select the filter option from the drop-down menu:
   
   
   1. Contract Number
   2. MLS Number
   3. Agent Name
   4. Address
   5. Listing Status
2. Enter the search criteria in the search box
3. Select Go.
   All contracts fitting the filter options will display in the grid.
4. Select your contract or listing and move on to editing the details.

Option 2 – Select the contract from the TM Queue (available with DocuSign Transaction Room integration).

Select Vitals from the Navigation panels on the left side of the screen.

Select TM Queue
NOTE: The screen will automatically populate any new contracts that are available from the first of the current month to the current date. You can change the date range if needed.

Then Select your contract or listing and move on to editing the details.

Option 3 – Search the MLS for the listing

1. Select the Plus icon
   
   
2. Select the drop-down menu to scroll through available listings or type in the search box using Address, street, MLS#, etc.
   TIP: You can also add a manual listing if you need to track a contract that did not pass through CREA or DocuSign Transaction Rooms. Examples, Pocket Listings, Off-Market, or even For Sale by Owners.
3. Select your contract or listing and move on to editing the details.

Processing your contract

1. Select Start Contract
   
2. Review listing details including
   1. List Date
   2. Close Date
   3. Listing Price
   4. Listing Agent and Listing Office
3. Scroll to the bottom of the screen and select Create List Side Contract or Start a New Contract
   
   
4. Review the details highlighted in red. If correct, select Save and Start Contract
   
   
5. Next, review the Sides for the contract and make any needed adjustments
   
   1. Update List or Buy side commission %
   2. Include any Referral amounts
   3. Record any adjustments
   4. Add any additional agents to the correct side and verify the split details
6. When done editing Side details, select Save Sides
   
7. Next, select the Contacts tab and review.
   
   If any contacts need to be updated, select Edit on the right-hand side of the contact line.
     If any contacts need to be added, select the Add Contact button.
   TIP: Be sure to confirm all necessary people are included in the contacts list. Specifically, Seller’s Agent, Seller’s Brokerage, the Buyer’s Agent, the Buyer's Brokerage, and the Closing Attorney.

Finalize Contract for Reporting

To include this contract in your report, the Contract Status must be Closed. Follow these steps to update this information.

1. Select Edit Header
   
2. Select the drop-down list next to Contract Status
   
3. Chose Closed
4. Then Select Update Header

Reporting Your Transactions to your Corporate Head Office

After you have input all your transactions for the time period you are reporting, you’re ready for the next step!

1. Select offices from the drop-down menu at the top of the screen.
   
2. Select the office that you want to report from the grid.
   Note: If you have only one office, be sure it is selected.
3. Select Org/Franchise from the navigation on the left-hand side of the screen
4. Then Finalize/Report
   
   
5. Review the Contracts Ready to Close
   
   Office Summary – provides a per-agent list of contract totals
    Deals – click over to the Deals summary to dive deeper into a line item and look at each contract
     View totals for Units, Volume, Commission, Royalty, Tax, and Total
6. Save a copy of this report for yourself by selecting the Print icon
   
   
7. Then select the Save icon and choose your preferred save method (example: PDF, Excel, Word, etc.)
   
   
8. When ready to send the report, scroll to the bottom of the screen and Select Submit.
   

You have completed your reporting to the corporate head office for this time period.  Bookmark this article for quick access when you need to report again.