This Brokerage Does Onboarding the Right Way

onboarding

By Tiana Baur

Some brokerages just get it. They embrace change. They prepare; they future-proof their brokerage. And they totally rock agent onboarding. William Raveis is a shining example of just that.

William Raveis was founded in 1974, and is the No. 1 family-owned real estate company in the Northeast, and No. 9 real estate company in the country, according to REAL trends. They have 120 offices in nine states, with 4,000 agents that account for $9 billion in sales volume annually.

We recently held a webinar with RE Technology and were lucky to have a special guest, Bill Gamelli, COO at William Raveis. We asked him what drove him to MoxiWorks and he answered by saying, “When we started looking at MoxiWorks, one of the things that got me really excited and got my team really excited, was the simplicity and the open platform that MoxiWorks provided as well.” He went on to say, “The simplicity and the focus on SOI were things that were really, really important to us. And increasing the agents’ productivity.”

From our end, Daniel Bailey, Senior Account Manager at MoxiWorks, added, “The Moxi rollout at Raveis was by far one of the best rollouts I’ve participated in. The team followed the success recipe in our engagement cookbook to a tee, but really made it their own. They went the extra mile to make sure agents were prepped for launch by getting started with engage materials to build excitement though constant communication. They understood agents need extra help adopting new technology, so the rollout team lead by the COO himself visited every office in their org to make sure agents were trained and ready to go!  Not only that, they invested in other tech to help agents get their databases into Engage without the headache.”

The Raveis launch was carefully coordinated on both ends, but what made it so smooth, was their step-by-step training program. Brokerages can give their agents tools, but if they don’t train them, the adoption rate is low and the ROI is nonexistent. We’re lucky at MoxiWorks to have clients like Raveis that understand the importance of onboarding their agents the right way.

So, did the simplicity factor of Moxi and training agents pay off? Bill said, “Getting agents to understand the power and simplicity of what MoxiWorks does, creates an adoption rate that far surpasses our expectations. As of September, we had already reached our adoption rate that we had hoped for by year end. The simplicity factor is critically important.”

Raveis also understands the importance of keeping up with technology and embracing technology that has an open platform with an API that allows the pieces of their ecosystem to share data with one another. Bill said, “When you talk about the future, much of what we’re doing now is to look at how we can integrate other technologies as well. Let’s face it, we have suffered in this industry with disbarred data sets.”

If you’d like to hear more about William Raveis and their MoxiWorks onboarding journey, you can watch the recorded webinar below.

Posted on November 3, 2017 at 4:13 pm
Tam Nguyen | Category: Integration | Tagged , , , ,

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