Tag Archives: agent finances

MoxiWorks back-office solution sold to agent benefits startup

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MoxiWorks sells back-office software MoxiBalance to agent benefits facilitator Upfront as part of an emphasis on marketing and sales. Continue reading →

5 fresh ways real estate pros can earn passive income this spring

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The smartest agents aren’t just selling homes anymore, branding and marketing expert Alyssa Stalker writes. They’re building scalable income ecosystems that grow with them. Continue reading →

You’re the CEO of your business. Time to plan like it

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Sisters Maeda Palius and Amy Chorew offer guidance on developing a comprehensive business plan, so you can better understand your business as you plan for your financial future. Continue reading →

Symba has the cheat codes for managing agent finances: Tech Review

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Symba is fintech-light layered over a deal tracker, spliced with back-office accounting. It’s a superb tool for anyone new or growing in the business and a solid accessory solution for those already comfortable managing their numbers. Continue reading →

10 accounts agents need to optimize their business and personal cash flows

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Financial experts Jordan Curnutt and Michael Kilner outline a plan to apply the principles of the envelope or bucket method to both banking and investment accounts. That way, you can make your money work as hard as you do. Continue reading →

On a dime: Bootstrap your business with these 8 simple strategies

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Although sales aren’t expected to bottom out, it doesn’t hurt to reconfigure the budget to build a more robust nest egg that’ll help you expertly navigate whatever the market may throw your way. If you’re trimming back, brand new, or need to shore up a… Continue reading →

8 things agents need to know about filing 2020 taxes

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North Carolina-based tax professional Dalaine Bradley shares what real estate agents need to know about filing taxes in the midst of a pandemic. Continue reading →