Stay up to date with what’s new in RISE. June’s updates bring more intelligence to your day — AI-powered market insights on your dashboard, a richer way to capture client preferences, new presentation types for any conversation, and mobile updates that keep you connected wherever you are.
Start Every Day Knowing What’s Moving in Your Market
What’s New: Today in Market surfaces a snapshot of market activity directly on your RISE dashboard, based on the zip codes in your contacts’ profiles, your office location, and MLS coverage. Find it in your Opportunities section.
Benefits: Walk into every client conversation with current context already in hand. When you know what’s moving in your contacts’ areas, reaching out at the right moment becomes a lot easier.
See how Today in Market works in this Knowledge Center article.
Know More About Your Clients Before You Reach Out
What’s New: The Client Discovery Survey replaces the Data Discovery survey and now captures buyer and seller preferences in one place. When a contact completes the survey, their responses are saved to their contact record and you receive a notification. Contacts who indicate interest in a home valuation or listing appointment trigger an immediate alert.
Benefits: Build a fuller picture of where each contact stands in their journey without having to ask directly. The more you know about what they need, the easier it is to reach out at the right moment with the right message.
Find out how to send the Client Discovery Survey in this Knowledge Center article.
Your Most Important Contacts and Market Data, Now on Mobile
What’s New: Two updates come to the RISE mobile app this month. The Top 5 Contacts widget is now available on the mobile dashboard, showing you who RISE recommends you reach out to today. Interaction Rate is also now visible on contact detail pages in the mobile app.
Benefits: The insights you rely on in RISE are now with you in the field. Check your top priorities and a contact’s engagement history without needing to be at your desk.
Get started with the RISE mobile app in this Knowledge Center article.
Never Miss a Signal When You’re Away from Your Desk
What’s New: RISE now sends push notifications to your mobile device for important contact signals and follow-up prompts.
Benefits: Stay on top of your highest-priority opportunities even when you’re not actively in the app. When RISE surfaces something worth acting on, you’ll know about it right away.
Learn how to set up push notifications in this Knowledge Center article.
Boost Your Listings Without Leaving Your Campaign
What’s New: Listing Boost lets you sponsor a listing on Facebook as part of creating a Just Listed, Just Sold, or Open House campaign in RISE. Set your target radius, duration, and ad budget in the campaign builder and your ad launches automatically when a listing enters the campaign. Ad reporting is available via a direct link in your campaign report.
Benefits: Get your listing in front of more buyers while you’re already building your campaign. One flow handles your marketing email and your paid ad together, so nothing gets missed.
Walk through setting up Promote in this Knowledge Center article.
Introduce Yourself Professionally, No Listing Required
What’s New: Non-Listing Presentation is a new presentation type in MoxiPresent that generates a branded Cover page and Agent Bio instantly, with no listing data required. Add pages to build it out further, including Canva imports, and share it directly from RISE.
Benefits: Put together a polished, on-brand presentation for any conversation, whether you’re meeting a new prospect, supporting a recruiting conversation, or introducing yourself to a sphere contact, without starting from scratch.
See what you can build with Non-Listing Presentations in this Knowledge Center article.
Turn Past Clients Into Listing Opportunities With a Property Review
What’s New: A new Property Review presentation type is now available in RISE Presentations. Create a polished, data-driven review for any homeowner, tied to a contact and property. Select your comparable listings, and the presentation automatically calculates an estimated sale price range and potential equity — giving you a natural conversation-starter for listing opportunities. Share it digitally directly from RISE.
Benefits: Stay top of mind with past clients and uncover listing opportunities without manual research or building presentations from scratch. Generate a professional property review in minutes and share it directly from RISE.
Note: The Property Review is a manually created presentation — comparable listings are selected by you, not auto-generated. The estimated equity figure is based on your selected comps’ price range minus the contact’s last recorded sale price, and does not account for any outstanding mortgage balance. Use it as a conversation starter, not a formal valuation. Automated property review campaigns are planned for a future release.
Learn more about creating a Property Review in this Knowledge Center article.
Your MoxiWebsites Leads, Now in RISE
What’s New: Leads from your MoxiWebsites now flow directly into RISE. When a new lead arrives, the contact is created in RISE and labeled NEW LEAD, and you’ll receive both an email notification and an in-product alert so you can follow up immediately.
Benefits: No more checking a separate inbox or jumping between tools. New leads land in RISE where you’re already working — clearly labeled and ready to action.
