Is My Client Data Protected?
RISE keeps your client data owned by you, encrypted, and under your control.
Where Your Brokerage’s Data Lives
Data sprawl doesn’t announce itself. It just adds up. Every new tool makes your brokerage easier to run and a little harder to secure. That’s fine until a compliance question, a departing agent, or a client asking “where’s my information?” catches you without a clear answer.
How 
Keeps Your Data Governed
Your data stays yours.
RISE never sells your data or uses it to train AI models. The AI providers behind RISE receive only queries stripped of context, and your data stays inside RISE.
Your data stays when an agent leaves.
When agents use brokerage email accounts, their contacts and relationship data stay with your brokerage after they go.
Every agent sees only their own contacts.
Nothing crosses between agents or offices unless your brokerage sets up shared access.
Encrypted and access-controlled.
Your data is encrypted in transit and at rest, and internal access is limited to people who need it, with MFA required for administrative access.
Coming soon
Transaction paperwork lives in RISE, not a separate e-signature tool — one less place client info can go untracked.
See how RISE keeps your data governed as you scale
Frequently Asked Questions
What is real estate data management?
It’s knowing where your brokerage’s data lives, who can access it, and how it moves between systems. As brokerages add tools, that picture gets harder to hold in your head. RISE keeps contact data in one access-controlled system, where each agent sees only their own contacts unless your brokerage sets up shared access.
What should a brokerage know about real estate cybersecurity?
The biggest risks are often close to home: an old spreadsheet of client info in someone’s downloads folder, or a login shared across three people. RISE keeps client data inside one access-controlled system, so you have a clear answer to “who can see this?”
What's the difference between data management and data governance?
Data management is where data lives and how it moves. Governance is the set of rules on top: who can access what, and what happens when something changes, like an agent leaving or an integration being added. In RISE, agents see only their own contacts by default, and integrations only run when you authorize them.
How does data risk change as a brokerage grows?
Risk builds through accumulation. Ten agents with their own spreadsheets is inconvenient; two hundred is a liability, because nobody can say with confidence where client information lives. RISE keeps contact data in one governed system, so growth doesn’t multiply the mess.
Is it safe to connect real estate software to other systems?
Yes, when every connection is authorized and scoped. In RISE, integrations like MLS listing feeds run only when you authorize them and only share what’s needed for the features you’ve turned on.
What happens if something goes wrong?
MoxiWorks follows a documented incident response process, and any breach notification follows a strict 72-hour deadline. You won’t be left wondering whether your data, or your clients’, was affected.
How is my data secured, technically?
Data is encrypted at rest and in transit. Internal access is granted only on a need-to-use basis, and administrative access requires MFA.
Does RISE use my data to train AI models?
No. RISE’s AI runs on third-party providers, and they receive only queries stripped of context. Your data stays inside RISE and is never used to train any model.
What happens to client data when an agent leaves?
It depends on the agent’s email account. If they use a brokerage email address, their contacts and relationship data stay with your brokerage. If they use a personal address, they keep access to those contacts.