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reeazily Partners with MoxiWorks, Joining Their Extensive Open Platform Network
SEATTLE, September 18, 2018 – reeazily, a real estate back-office and accounting solution, has recently partnered with MoxiWorks, a fast-growing real estate technology company. reeazily joins over 40 other best-in-class brokerage solutions that live on the MoxiWorks open platform, known as the Moxi Cloud. reeazily is a cloud-based solution that makes transaction accounting and agent billing easy. Through its intuitive interface and strategic integrations, the technology eliminates duplicate entry and streamlines processing deals. "There was immediate synergy with MoxiWorks, as they are passionate about delivering quality solutions for brokerages. Connecting Moxi Cloud's innovative data platform to reeazily's automated workflow engine will provide mutual clients an efficient and modern back office," said co-founder, Casey Reagan. 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 integrated with the Moxi Cloud. "There are limited and outdated options for broker back office tools. MoxiWorks is excited to partner with reeazily, who understands the real estate industry needs and is committed to providing a great solution," said Kylah Searing, Director of Moxi Cloud Partnerships and Integrations. reeazily will integrate and leverage data from the Moxi Cloud, streamlining day-to-day processes. MoxiWorks plans on continuing to grow their open platform, adding more best-in-class technology solutions in the industry. With their 40+ partners, MoxiWorks also has their suite of tools they build in-house, including a CRM, interactive CMA tool, recruiting system, websites, intranet, and a series of marketing tools. About reeazilyCreated as a solution for RE/MAX Northern Illinois in 2005 to manage their franchisor operation, it supported a network of independent offices closing with as much as $380 million in commission. reeazily was spun off in 2018 to focus on delivering a better brokerage back office. reeazily is real estate workflow made EaZy. More information at reeazily.com. About MoxiWorksMoxiWorks is a comprehensive open platform system for large residential real estate brokerages that serves over 110,000 agents and 60 brokerages nationwide. MoxiWorks' integrated tools are centered on sphere methodology that drastically increases agents' repeat and referral business by 40%, while lowering overall technology, training, and support costs for the brokerage. Named one of the 10 Best Cloud Solution Providers of 2018 by Industry Era, the open platform known as the Moxi Cloud has tools from more than 40 partners that plug and play to create unique brokerage solutions. MoxiWorks also powers the LeadingRE Cloud. More information at moxiworks.com.
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planetRE Signs Multi-Year Partnership with ENGEL & VOLKERS California Franchisor
Prominent international luxury franchisor adopts transaction and financial management platforms for top markets SAN JOSE, Calif. -- planetRE, the nation's leading enterprise cloud vendor for online real estate, has signed a multi-year partnership with a large franchise ownership in California, operating for international luxury brand ENGEL & VOLKERS; on to its flagship platforms – planetRE Transact, planetRE Money and newly announced planetRE Crystal, the industry's first cloud based big data franchise management system. planetRE Crystal is browser agnostic and the industry's first automated cloud-based big data franchise management system with real time insights in to operations, financials, production, contracts, renewals, fees, receivables, and currency conversions with the ability to handle large global footprints. With built in hierarchy and federated office/agent roster capability, Crystal can setup and scale real estate franchise operations quickly. The core flow consists of real time production data from transaction management Transact with built in MLS property and status "tally"; synching to Money financials for accounting and to Crystal franchise management – automatically with no double entry. Contract docs are uploaded with ease, stored, shared with collaborative e-signatures and action plans. The big data platform then displays deep operational analytic and accountability at all levels. "We are excited to launch planetRE tools to our shops," said Mathias Bode, CEO of ENGEL & VÖLKERS® California. "planetRE Money and Crystal offers our network with financial reporting and deep operational insight at all levels." "Brokerages and franchisors need brutal transparency in modern business," said Subrao Shenoy, CEO of planetRE. "Reports showing compliance, financials with MLS tally offers uncompromised accuracy. This empowers franchise operators with collections, analyze performance, growth, agent compensation, tighten compliance and expenses." About planetRE TrSoft (d.b.a. planetRE) is a privately held, leading cloud vendor, providing Enterprise software to the real estate industry. Headquartered in Silicon Valley, CA, its primary mission is to provide cutting edge end-to-end products and services to the global real estate industry in areas of Lifestyle websites, CRM, Transaction, Financial and Franchise Management. More information about planetRE Transact, Money and Crystal can be found on www.planetre.com.
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Keep Your Business Resolutions with brokerWOLF
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MMSI Posts Record Sales Quarter for Membership Director
Davidsonville, MD – September 12, 2017 - MMSI, makers of Membership Director have announced that the third quarter sales for the company have set a record. In the third quarter of 2017, the company added four major Association of REALTORS® and MLS customers including San Diego Association of REALTORS®, Greater Fairfield MLS (via the SmartMLS merger), Dayton Area Board of REALTORS®, and Maine Listings. In total, the firm reports adding 42,500 active members to the platform this quarter. Membership Director is among the leaders in providing Realtor® Associations and MLSs with software to manage their members. The most important component of association and MLS management systems is the member portal – allowing agents to pay their dues, register for courses and events, vote in online elections, and stay engaged with the organization. For the San Diego Association of REALTORS®, "Membership Director has so much more of the functionality that we need to support the array of services we provide our agents," says Michael Mercurio, SDAR CEO. "Based on the needs of our 17,000 members, SmartMLS selected MMSI as our membership system. The new membership portal gives agents and brokers seamless access to update their profiles and pay their bills easily. The new membership portal allows the MLS to more effectively communicate and engage with our subscribers with targeted messaging. The portal is a one stop shop for member services, account management, and MLS-related needs. The conversion was quick and accurate, and our members love their new membership portal," says SmartMLS CO-CEO, Kathy Elson. According to CEO James Yockel, the key for the Greater Rochester Association of REALTORS® (GRAR) was "being able to put our entire value proposition for our members on a single clean, modern page. This 'consumer-grade' level of design and polish is the future of our industry and it's what agents nationwide have been demanding for years." Before switching to Membership Director by MMSI, Maine Listings was managing software they built internally for membership management. "For a very long time, we were unable to find software that was customizable enough to handle the needs of our MLS," said Cathy Libby, CEO of Maine Listings. A key piece of functionality developed for Maine Listings was the ability for brokers to Add, Edit, transfer, or drop agents from the broker roster. "Together with Maine Listings, we are pushing the boundaries of agent and broker self-service, from anywhere, on any device, 24/7. The new Member Portal also serves as an SSO dashboard, allowing Maine Listings, SmartMLS, and GRAR to drop their legacy SSO dashboards. Their members engage with their customized member portals each and every day," says Mark Richburg, MMSI Vice President. Out of the estimated 1,100 Boards who are chartered by the National Association of REALTORS®, around 400 have membership management software. Since buying Membership Director back from CoreLogic in 2011, the company has invested heavily in the product, experiencing 30% growth year over year for the past three years with 99% customer retention. The momentum continues in 2017 with the endurance of this extraordinary growth. Check out a video of the new Member Portal here: MMSI's Membership Director is the most accurate and customizable membership and accounting system specifically focused on REALTOR® associations and MLSs, on-site or in the cloud. With unmatched flexibility, we will meet your needs and exceed your expectations. With over 30 years of industry expertise and the highest standards of customer service, we are excited to help your organization cater to the needs of your members. Visit GoMMSI.com to learn more. Fully Responsive, ADA-Compliant Member Portal – Our new member portal becomes your members' front door to all of the services you offer. From a beautiful, clean dashboard, members can make payments, update contact information, register for courses and events, and see only the notifications that are important for them. Calls to action guide members to their next steps in our industry-leading user experience.
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BrokerSumo's Simplified Commission Management Platform Helps Brokers and Teams Retain Top Agents
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Brokersumo's Latest Product Update
Here's an overview of the latest platform updates from BrokerSumo: SkySlope Integration We are now integrated with Skyslope so you can sync your transactions into BrokerSumo to make it easier to close out your files and avoid double entry of data. Read about how it works here. Commission Detail Report This is a very detailed commission report and can be utilized in a variety of different ways. It will show you all the credits or debits on a deal. It has a column called Broker Commission after Agent Split. This is the company dollar paid, the amount that would go towards an agent's cap. It's the difference between the Brokerage Gross Commission and the Agent's Gross Commission excluding any fees. In Settings > Agent Permissions you'll see an option to turn this report on in your agents account. We know that some of you prefer to not share all the details of a transaction with the agents so you have the flexibility to turn this report on for them if you want. You can also download a copy of the commission disbursement from this report as well, there is a download button in the Action column. If you've turned on this report for the agents and you've also selected the agent permission allowing agents to view disbursements, they will also be able to download a full copy of the disbursement here. Agent Billing If you send out an agent invoice, and the agent's credit card is declined, the billing log shows this item as unpaid. Now you can click the credit card icon to re-charge the agent's card without having to enter the item again on an invoice. In addition, you'll see a pop up where you can add a late fee to this charge. The agent's card will then be charged for the original fee plus any late fee you add on to it. If the card is processed successfully, the log will be updated with the new amount you just charged so you won't have a duplicate entry in the log and the memo will be updated as well. The memo portion of the invoice can now be seen in the agent's billing log in their agent portal. The agent's can't edit or delete the memo, they can only view it. Invoices that have been emailed can now also be re-sent in the billing log. You'll see an email icon in the Action column. Clicking that will re-send the invoice to the agent. Collect Unpaid Billing Balances on the Commission Disbursement You can now collect unpaid billing balances on the commission disbursement. If your agent has an unpaid balance, when you run a commission disbursement for one of their transactions you'll see a line in the Additional Agent Closing Fees section that says: To collect just click the Collect Now button. This will add an entry to the memo for those billing items that make up the outstanding balance showing that this item was paid for from a transaction and the item will be marked as paid in the billing log. If you delete the disbursement, this item will be returned to unpaid in the billing log. If you are syncing to QuickBooks, we advise that you don't sync this item from the billing log as that will create a double entry in QuickBooks of this item being paid since it's already been paid on a transaction. Transaction Status Types You can now add a status type to a transaction. We've kept it simple for this initial roll out so your options are Active, Pending/Under Contract, Closed, Cancelled, as these can be applied to most scenarios. We will look to expand the options in the future. All your currently closed transactions will automatically have their status type updated to Closed. All your transactions without a disbursement created will be automatically updated to Active. All transactions at 25%, 50% or 75% complete will be changed to Pending/Under Contract. To change the status to Closed, you must complete the Pay Agent task. When this is complete, the status will be automatically updated to Closed. Cancelled status type transactions will be filtered out of the main view transaction page, but you can always access them by clicking the Filter button and updating your filter criteria. You can see all your cancelled deals on the Pipeline report by filtering by the Cancelled status type. Vendor Section You can now add, edit and delete vendors and their information in the Settings > Vendors section. Vendors are used for pre-commission and post-commission credit/debits on the commission disbursement and for paying vendors using the direct deposit feature. Try BrokerSumo free for 14 days. Click here to sign up. To view the original article, visit the BrokerSumo blog.
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NextHome, Inc. partners with BrokerSumo to bring commissions and accounting solution to its franchise network
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HouseLogic Helps Homeowners Get the Most from Filing their Taxes
  WASHINGTON, Feb. 24, 2017 -- After all the paperwork that comes with buying a home, few think about the ultimate paperwork – filing taxes. However being a homeowner comes with many benefits, including the opportunity for an increased tax refund. This month's File With Confidence: Tax Tips for Homeowners spotlight from HouseLogic.com, the comprehensive website for homeowners from the National Association of Realtors®, features six articles offering advice on how homeowners can get the most out of their filings. Following are a few tips from HouseLogic on how to sail through tax season and bring home the largest return. Will My Taxes Look Different Now That I'm a Homeowner? Becoming a homeowner comes with many changes, including saying goodbye to the standard deduction with a 1040-EZ form and embracing itemization on Schedule A. HouseLogic walks some recent first-time homeowners through their new tax benefits, including one-time deductions after buying a home, such as application or underwriting fees. How to DIY Your Taxes – and Not Miss a Single Deduction. Filing taxes alone can be a daunting task, especially when it involves itemizing deductions. Check out HouseLogic's tips for DIY tax filers on how to get every possible tax deduction, including recouping some of the costs of buying or selling a home. Are You Getting the Home Tax Deductions You're Entitled to? One of the many benefits of homeownership is the multitude of deductions that become available come tax time. However, homeowners can get overwhelmed attempting to take advantage of every single deduction to which they are entitled. Follow HouseLogic's list of often-overlooked deductions related to owning a home, including credits for installing energy-efficient home systems. How long to Keep Tax Records. Most people can think of 100 things other than tax documents they would rather make room for and store in their homes, but there are some forms that need to be kept to prove a deduction is deserved, to file an insurance claim or just in case. Follow HouseLogic's checklist to find out how long forms and returns should be stored – in some states it can be up to 10 years. Don't Panic! You CAN Do Your Taxes Error-Free. Here's How. Are condominium fees tax deductible? Does renting a room out on Airbnb count as rental income? Knowing what is and is not deductible can be difficult for even the most seasoned DIY tax filer, and it can be easy to make a mistake. Take a look at HouseLogic's list of the top six blunders homeowners make when filing taxes, including not challenging property tax bills when a home's value is reassessed. When It's Time to Get an Accountant to Do Your Taxes. When do taxes become too complicated for someone to handle on their own? HouseLogic lays out when it might be time to bring in a professional, such as when becoming a landlord or turning a home into a home office. For more information on quick and simple home improvement projects, visit HouseLogic.com. HouseLogic is a free source of information that helps consumers make smart, confident decisions about all aspects of home ownership. Made possible by Realtors®, the site helps owners get the most value and enjoyment from their existing home and helps buyers and sellers make the best deal possible. The National Association of Realtors®, "The Voice for Real Estate," is America's largest trade association, representing more than 1.1 million members involved in all aspects of the residential and commercial real estate industries.
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Move, Inc. aligns with Lone Wolf for a Seamless Lead-to-Commission System
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New REALTOR® Benefits Partner Allows Members to Save on Financial Management Software
  WASHINGTON (October 13, 2016) — The National Association of Realtors®, through the REALTOR Benefits® Program, has partnered with Intuit, the global leader in financial management software products, to offer exclusive savings on Intuit's signature products QuickBooks® Self-Employed and TurboTax®. "The addition of Intuit to the REALTOR Benefits® Program allows NAR to provide our members with access and discounts to world class financial management software products that are well-suited to meet the unique needs of real estate professionals," said NAR President Tom Salomone, broker-owner of Real Estate II, Inc. in Coral Springs, Florida. Through QuickBooks® Self-Employed, a streamlined app for income and expense management designed specifically for the self-employed, users can automatically track mileage, easily attach receipts, and track expenses and minimize tax bills all from a mobile device. Intuit's TurboTax® — America's No. 1 best-selling tax preparation software — offers easy filing preparation, print and e-file capabilities, income reporting and access to credentialed TurboTax® experts for tax advice and assistance. The partnership gives members access to pricing discounts on a suite of TurboTax® properties, including TurboTax Deluxe, Premier and Home & Business versions. "Intuit is excited to partner with NAR to help real estate professionals manage their finances with QuickBooks Self-Employed and TurboTax Online," said Kathy Tsitovich, director of business development at Intuit. "We recognize that busy real estate professionals want to stay focused on one thing — real estate. Our products are designed to help them keep more of their hard-earned income by maximizing deductions, simplifying tax time, and providing clear visibility into cash-flow throughout the year." For more information on the Intuit partnership and other REALTOR Benefits® partners, visit Realtor.org/RealtorBenefits. The REALTOR Benefits® Program is the official member benefits program of the National Association of Realtors®, connecting members with savings and unique offers on products and services just for Realtors® from more than 30 companies recognized as leaders in their respective industries. The National Association of Realtors®, "The Voice for Real Estate," is America's largest trade association, representing 1.1 million members involved in all aspects of the residential and commercial real estate industries.
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Keller Williams Enters Partnership with Hurdlr for Agent Finance Mobile App
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Does the End of the Year Have You Feeling Stressed?
  As we near the end of 2015, the thought of preparing for tax season, final financial reporting and closing the fiscal year can be stressful; with brokerWOLF it doesn't have to be. We've outlined a short list of key features within brokerWOLF that will help you to easily manage your back office and financials, and allow you to take your brokerage operations to the next level. Agent Management: License Expiry Protection Electronic Document Storage Team/Mentor Management Commission Split Management Expert Transaction Administration: Trust/Escrow Ledgers Automated Lawyers Letters/Commission Disbursement Authorizations (CDAs) to Title Companies Detailed Commission & Referral Checks EFTs (Electronic Funds Transfers) Real-Time Agent Billing: Recurring Billing Importing Charges Billing Direct from A/P Emailing Expense Statements Deducting Charges from Commission Checks Reporting: Pending Transaction Income (2.P.2) Agent Expenses Uncovered (8.6.6) Commission Cutting (2.P.5.6) Profitability Per Agent (8.F.2) Calculating Agent Value (8.F.8) Learn more about brokerWOLF! To view the original post, visit the Lone Wolf blog.
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Deductr and REALTORS® Federal Credit Union Solidify Partnership to Help Members at Tax Time
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Top 5 Year-End Recommendations for brokerWOLF Users
The brokerWOLF Support Department has compiled our annual top 5 recommendations to help your year-end process run smoothly. 1) Update your program: Ensure you are on the latest version of the program before you issue your first payroll for 2013, and again before you generate your tax slips. Any changes will be implemented as they are announced; however there can be late changes. Check the Release Notes which can be accessed under the HELP drop-down menu in brokerWOLF to see the changes implemented in each update. 2) Update your Control Dates: Control Dates are used to ensure that accounting posting entries are kept within a pre-determined date range. On the Misc1 screen of the Company Profile (E.1.1), select your Control Start and End Dates. Control dates ensure that no entries can inadvertently be posted or reversed into a prior period. Updating your control dates won't close your year-end; it simply ensures that your prior year financials won't be affected after you start working in the New Year. If you see a warning indicating your Control Start Date is more than one year in the past, choose the option to edit your control dates and consider changing them so postings for the New Year are not inadvertently dated for January 2013. 3) Refer to the Accountant Year-End Recommendations Tip Sheet: The Tip Sheet section of the brokerWOLF HELP menu (F1) includes tips for many different situations. When preparing for your fiscal year-end, this tip sheet provides a list of reports for you to review and provide for your accountant so you are prepared for your fiscal year-end. 4) Review the resources available before you start preparing your Tax Slips: Before you are ready to generate tax slips for your staff and/or agents, please refer to the information in brokerWOLF HELP for menu option 9.5.3 (staff) & 9.5.4 (agents). There is also a Tip Sheet called FAQ's for Tax Slip Preparation, which includes information on the most common questions... and don't forget to order your forms. 5) Make any Payroll updates that are unique to your company or staff members: Two of the most common changes the brokerWOLF support team sees are listed below: U.S. Payroll: Verify the state unemployment tax (employer) has the correct percentage in the auxiliary field (9.5.1). This percentage will be unique to each company and assigned by your state. Please ensure the percentage is entered correctly, for example 5.4% would be entered as .054. Canadian Payroll: When processing your first staff payroll, if any TD1 basic tax rates have changed you will be prompted to update your staff members that have the base tax credit amounts. Employees with overridden tax credit amounts will need to complete new TD1 forms to determine their tax rates. TD1 and Provincial Tax Credit amounts can be manually entered in on the Payroll screen in your staff profiles (I.1.1). TD1 forms are available from the CRA website. If you have any questions about this information or how it may affect your company please feel free to contact our Support Department. Utilizing the Support Request Form located in your HELP drop-down will allow you to attach Trades/Transactions, Staff/Agent profiles, Vendors, etc.., which will provide the brokerWOLF support team with information to investigate your questions and get back to you with a detailed response. Happy Year-End! To view the original post, visit the Lone Wolf blog.
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The Power of Reporting with brokerWOLF
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