The ideal way to add a co-broker is to have them in your Transaction Management system, however, you can still add them to MoxiBalance manually.
How to add a co-broker:
- Click Unlock Sides in Manage Contract.
- Select Add Sides. If your MLS is connected you can use your MLS roster.
- Hover over Add NON-MLS CO/OP Agent (this option is used the majority of the time).
- Choose the side that they are on (you will likely choose Side: BUY).
- Search for the broker in Select From Favorites if you already favorited them or manually add the broker by filling in the fields under Enter Non-MLS COOP OFFICE Info Below.
- Enter the agent’s name, setting their name for the Pay To value under Enter Non-MLS COOP AGENT Info Below, or click the This contact is a business checkbox if you do not know the agent’s name.
- Click Save.