A conversation with MoxiWorks CRO Craig Raeburn and VP of Strategic Alliances and Growth Brendon Meyer
At LeadingRE Limitless 2026, MoxiWorks Chief Revenue Officer, Craig Raeburn, and VP of Strategic Alliances and Growth, Brendon Meyer, joined Jim Psyhogios, VP of Strategic Engagement at LeadingRE, for a conversation about the evolving role of technology in real estate.
Their discussion explored the growing impact of tech fatigue inside brokerages, the rapid rise of AI across proptech, and how proactive AI systems may reshape agent workflows in the years ahead.
Here’s how the conversation unfolded.
Jim: Brokers and agents say they’re overwhelmed by too many systems and logins. How is tech fatigue impacting broker growth right now?
Many brokerages now rely on so many systems that the complexity is beginning to slow agents down instead of helping them grow.
Craig pointed to industry research from T3 Sixty showing that the average brokerage and its agents access more than 20 different technology tools. While each system may serve a unique purpose, the cumulative effect can create operational overload.
Brokers need standardized platforms that create consistency across the business, while agents prefer flexibility and control over how they work. When those competing priorities are layered on top of dozens of logins and disconnected tools, it can create what Craig described as “administrative paralysis”.
Instead of enabling productivity, technology can start competing with the most valuable part of an agent’s job: time spent with clients. That dynamic is beginning to reshape how brokerages think about their technology stacks.
For years, the industry has repeated the phrase that “the best CRM is the one agents use.” But Craig suggested that the standard is changing. In the future, the best systems may be the ones agents barely need to interact with at all, because automation and intelligent workflows handle many of the repetitive tasks in the background.
The goal, he explained, is technology that acts as a silent partner, supporting the business without slowing it down.
Jim: MoxiWorks has gone through a significant transformation over the past year, including new leadership and the announcement of RISE. What drove those changes?
Craig said the shift came from recognizing how quickly the proptech landscape is evolving. Over the years, MoxiWorks has built a broad suite of solutions across the front office and back office. Some of those products were developed internally, while others were acquired. As a result, the platform grew across multiple technologies that did not always integrate as seamlessly as customers expected.
At the same time, the real estate technology market was becoming more crowded and competitive. That environment made it clear the company needed a more focused vision.
Rather than trying to serve every possible use case, MoxiWorks began rethinking its platform around a clearer product strategy. That work led to the development of RISE, which was designed with native-AI at its foundation and built around what the company describes as a Smart Sales Funnel connecting brokerage, team, and agent workflows.
Craig said the company also leaned heavily on internal industry expertise while bringing in new talent from both inside and outside real estate. The goal was to combine deep knowledge of brokerage operations with modern software and AI development.
Jim: There are a lot of AI claims in proptech today. Is there anything truly different about RISE?
While AI has quickly become a common feature across real estate technology platforms, Brendon explained that most systems today are still reactive.
In many cases, agents must stop what they are doing and prompt an AI system to generate something – whether that is an email, marketing copy, or a listing description. The AI responds to requests, but the agent still has to initiate the interaction.
To explain the difference in approach, Brendon often uses a car analogy.
Most AI tools today operate like a mechanic. The agent has to stop what they are doing, diagnose the problem, and ask the system for help.
RISE was designed to function more like a Formula One pit crew. In Formula One racing, the driver stays in the seat while the pit crew monitors the car’s telemetry in real time. When the car enters the pit, the crew is already prepared to change tires, refuel, and make adjustments so the driver can return to the race immediately.
RISE applies that same idea to an agent’s business. The platform continuously monitors signals such as CRM activity, lead engagement, and past client behavior. When opportunities emerge, the system can surface them and prepare recommended actions.
For example, if a past client begins repeatedly viewing listings on a brokerage website, the AI system may draft a follow-up message before the agent even realizes that person has returned to the market.
“Most AI today is a tool you operate,” Brendon said. “RISE is designed to be a system that operates alongside you.”
Jim: Adoption has always been the Achilles’ heel of broker technology. What has MoxiWorks learned about driving agent adoption?
Adoption challenges are nothing new in brokerage technology.
Craig said the industry has long relied on the idea that “the best solution is the one agents use.” In reality, adoption often breaks down when systems are difficult to navigate, poorly supported, or disconnected from what agents actually care about day to day.
Another factor is the growing gap between brokerage priorities and agent expectations. Technology decisions are often made at the brokerage level, based on operational needs or enterprise requirements. Agents and teams, however, evaluate technology based on whether it helps them generate business and manage relationships more effectively.
When those priorities do not align, skepticism toward brokerage-selected tools can grow. Over time, MoxiWorks has found that successful adoption typically depends on three factors: an intuitive user experience, reliable support that agents can access when they need it, and a clear connection between the technology and the agent’s goals.
“If agents cannot see how a platform helps them win business,” Craig said, “they will not use it.”
With RISE, the company invested heavily in usability and experience design, including a dedicated product team focused specifically on interface responsiveness and a mobile companion app to ensure the system fits naturally into how agents already work.
Ultimately, adoption is not about forcing usage. It is about building technology agents trust.
Jim: MoxiWorks has been in the industry for 15 years. What makes the company different from other proptech vendors?
Brendon said one of the company’s biggest advantages is its long history in the real estate industry. MoxiWorks traces its roots back to one of the earliest real estate websites launched at Windermere. That origin gave the company early exposure to how brokerages operate and how agent workflows evolve over time.
Since then, the proptech market has expanded dramatically, particularly following the rapid digital adoption that occurred during the COVID era. While many vendors have entered the space in recent years, MoxiWorks has remained focused on enterprise brokerages and large-scale operational platforms – while also expanding to mid-size and smaller brokerages.
Another differentiator, Brendon said, is the company’s emphasis on customer success and support. Over the years, some clients have left for newer or more specialized tools. But many eventually return – not just because of product capabilities, but because they value the partnership and service model the company provides. That experience helped shape the development of RISE.
The platform was built through collaboration between experienced real estate professionals and modern software engineers, with AI designed directly into the foundation rather than added later.
Jim: Looking ahead 3 to 5 years, what role will proactive AI play in brokerage growth?
Craig believes proactive AI will quickly become an essential part of brokerage strategy.
Within the next few years, he expects AI to move beyond simple productivity enhancements and become a true growth engine for both brokerages and agents.
Instead of requiring agents to manage every workflow manually, intelligent systems will monitor business signals, surface opportunities, and help agents engage clients at the right moment.
That shift is one of the reasons MoxiWorks chose to build RISE as a native-AI platform.
By embedding AI directly into the architecture rather than layering it on top of existing systems, the company believes it will be able to evolve the platform faster as the technology advances.
The goal, Craig said, is straightforward: technology that actively helps agents grow their business rather than simply helping them manage it.
