Portside Real Estate Group has 200 agents in Maine and New Hampshire. Relationships are at the heart of their business, and they use technology to support that.
For the past five years, Portside has used MoxiWorks to help agents stay in touch, be more mindful, and stay present with clients. But of course, agent adoption is a challenge every brokerage faces. Tech only works if agents use it, and most need a little help getting there.
Portside has cracked the code with what they call their Gold Standard for driving adoption. And it works! 85% of their agents are active in MoxiWorks’ CRM, and finding new deals already in their database.
We spoke with Catie Seavey, Broker and Agent Relations Manager at Portside, for the LeadingRE Solutions Group session, ‘How Top Brokerages Are Turning Tech into Listings, Leads & Agent Loyalty’. Here are the best practices Portside uses, and how you can apply them to your own brokerage.
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Meet Agents Where They Are
Every agent has a different relationship with technology. Some embrace it, some resist it, and some don’t care either way.
Portside adapts by meeting each agent where they are. They know every agent has their limits – whether it’s time, experience, or that they already have a system in place that works for them. Instead of pushing, Portside listens. If now isn’t the right moment, they circle back later.
Adoption isn’t forced, but it’s also not forgotten either. They have a clear plan, and they consistently remind agents of what their tech stack can do. For example, Portside agents using MoxiWorks see 3x more presentation views than those who don’t. Leading with a value prop like that is a definite way to boost agent adoption.
Make It Easy (With Templates)
We’ve all been there. You log into a new platform, and within minutes, you’re overwhelmed by all the features and instructions.
Portside makes it easy. In MoxiWorks, they built every template an agent could need, such as CMAs, listing presentations, annual reports, and more. All branded, client-ready, and easy to adapt.
They don’t stop at presentations either. In our Email Marketing Automation Platform, they also use Neighborhood News, which sends clients localized market updates automatically. Today, they have 5,643 contacts subscribed, and more than half of their agents are running at least one subscription. That’s thousands of monthly touchpoints, keeping agents top of mind with minimal effort.
When it’s easy, agents use it. And when agents use it, it works.
Coach and Refresh
In LeadingRE’s session, Catie shared: “Keep doing what’s working, but don’t let it get stale.”
At Portside, leadership stays close to the tools. They sit with their agents, answer questions, and check in one-on-one to make sure their tech stack works for each person. And when something does work, they don’t leave it untouched forever. They refine it.
Take their monthly regional newsletters, for example. The format stays the same, but each year the design is refreshed with updated branding, colors, and logos. The message stays relevant, the look stays fresh, and clients keep engaging.
That mix of support, patience, and constant refinement makes technology feel like a natural part of the brokerage.
Encourage Authenticity and Individuality
Portside provides the Gold Standard package for agents to start from. A launchpad, so to speak. But technology cannot replace the personality of each agent. That demands a human voice.
Catie put it best: “Technology enhances the agent’s business. It does not replace any of the relationship-based nature of who we are at Portside.”
They encourage agents to edit, add their own branding, and make every presentation, email, or marketing material feel like their voice. The goal is for every asset to be an extension of the agent’s brand, not just the brokerage’s.
After all, real estate is a people-centered business, and people respond best to authenticity. That’s a topic we just discussed after Inman Connect 2025.
Acknowledge the Blind Spots
Catie put it simply: “Every piece of technology has blind spots.”
That’s why Portside is upfront about what their tools can and can’t do. Instead of claiming technology solves everything, they set clear expectations. Agents know where the limits are, which avoids frustration and ultimately builds trust.
By owning the gaps, Portside can keep the focus on what the platform does deliver – more value, more consistency, and stronger client relationships.
The Portside Gold Standard
Our conversation with Portside showed that technology sticks when it’s supported and refreshed by the people who use it. With MoxiWorks as the foundation, Portside has built a culture where technology is adopted and drives measurable results.
Brokerages that pair this kind of intentional leadership with MoxiWorks tools see stronger agent engagement, more consistent client touchpoints, and better business outcomes across the board.
