We’ve been hard at work this year, creating products we know agents will love. Today we’d like to announce our newest product: Secret Agent! This product gives agents access to client insights with the click of a button.
Secret Agent, currently in Beta, gives quick and organized client information to agents through their Moxi Engage CRM. General demographics, housing info, lifestyle choices, financials, and more can all be learned about clients through the Secret Agent product.
“Secret Agent is a feature that not only adds to the overarching Engage CRM experience, but it’s also one that has the potential to revolutionize sphere marketing as we know it. Let’s face it, the core of an agent’s business is built upon a strong client base, but it’s impossible to personally keep up with every single one. Secret Agent now does it for them. By reminding an agent to reach out to clients when their kids are heading off to college or letting them know the investment opportunities their clients care about, it frees up even more time for agents and keeps them on track,” said York Baur, CEO of Moxi Works.
Depending on the public data available, the insights given from Secret Agent might include detailed information anywhere from hobbies to where clients/prospects donate and invest their money. Agents can potentially see if their clients have pets, certain cars, or if they’re a value shopper.
Secret Agent also allows agents to filter their client lists based off of their likelihood to sell. For instance, if there are teenagers in the house, Secret Agent will notify the agent that this family might be interested in downsizing soon. This is all based off public data that Moxi pulls into the agent’s Engage account. It helps agents quickly understand who they should be targeting in their sphere today, with badges next to the clients that are gearing up for a major life change.
Like all Moxi Works products, Secret Agent is mobile optimized through their Moxi Engage CRM and can be accessed on any handheld device, laptop, or tablet.
Find out more about Secret Agent, our other products, and what the Moxi Cloud is all about right here.
Watch how Secret Agent Works below!
With over 30 integrated vendors and growing fast, Moxi Works is very excited to announce our new addition to the Moxi Cloud: QuantumDigital.
QuantumDigital is renowned in the world of direct mail, digital, and email marketing for real estate. It’s hard to beat solutions that generate revenue, all while having a 24-hour turnaround time for postcards and all print marketing.
The Moxi Cloud open platform is an entire system built specifically for brokerages and agents to make their lives more efficient. This new vendor will be integrated into the Moxi Cloud through our sphere marketing system powered by Moxi Engage CRM.
“QuantumDigital has great relationships in the real estate industry and we’re jazzed to be partnered with them. Integrated in the Moxi Cloud, together we bring a seamless print, digital, and email experience to our broker and agent customers. We’re looking forward to innovating with the Quantum Digital team,” said Mike McHenry, VP of Channels and Partnerships.
Jim Damman founded QuantumDigital in the 80’s to provide a simple way for agents to generate leads, while freeing up their time to meet clients face-to-face. He pioneered the concept of targeted direct mail and created a postcard marketing service that was fast and easy. Since then, they have paved the way for real estate marketing.
Agents can utilize their offerings by choosing from hundreds of online marketing services or the classic and effective direct mail solution. Some direct mail postcard marketing options include Just Listed postcards, farming, and buyer follow-up.
With agents in mind, QuantumDigital created easy ordering tools that store agents’ photos, company logo, and other details to save agents time in the ordering and checkout process. Their suite of products and services was truly created to make direct mail simple and fast for real estate agents. After all, they’ve been doing it for over 30 years in the industry!
Learn more about QuantumDigital and their deep roots in real estate below:
We’d love to formally announce our newest partner, Loop & Tie, making sphere marketing through Moxi Works tools even easier for our agents.
Sending closing gifts is a seemingly small, but quintessential aspect to any deal done with clients, and later on, can be a reminder that their agent still cares and are thinking of them. Everyone likes presents, but more importantly, everyone likes to be thought of. We have partnered with Loop & Tie to provide an easy and effective way for agents to build and maintain these integral client relationships. “This partnership allows Moxi Works to save agents, even more, time and provides them with more tools to grow and maintain their long-term relationships. We love what Loop & Tie is doing,” said Mike McHenry, VP of Channels & Partnerships. The positive feedback from agents is what made this an easy decision. Sara Rodell, CEO at Loop & Tie says, “Using Loop & Tie for gifts is like taking your clients shopping. Clients get to select what they want, and agents don’t have to stress about what to buy.”
Loop & Tie lets you send gifts from curated selections. Simply choose a price point and let your client pick from the gifts. This way your client gets what they want and they never see the pricing – win, win! Loop & Tie has a variety of unique products in numerous categories, including Home, Bath, Travel, Lifestyle, Food & Drink, and Accessories.
At Moxi Works, we also know that there is never enough time or days in a week for those in the real estate world. It is the entire reason we are in this business: to save brokerages and agents, precious time and money. The best part of this? No training required!
• Clicking a button leads you to the collections where you choose the level of gift to send
• Loop & Tie sends a gift email to the recipient, who then chooses the gift, where to send it, and a thank you note back
• All steps are brokerage-branded for a professional looking environment
• Moxi Works will show reminders to send gifts at logical points in the sales process
• Support is handled by Loop & Tie
Maintain long-term relationships and start impressing clients with these exciting closing gifts! Find out more about the importance of sphere and why it’s a quintessential part of your business: