Introducing: CallAction, Now Available in the Moxi Cloud

callaction logo

By Tiana Baur

We recently added another best-in-class tool to the Moxi Cloud! CallAction instantly responds, engages, and tracks all inbound leads for agents. With CallAction, agents never have to miss another call or email lead ever again.

CallAction is the only marketing automation service that can be used with your offline or online lead generation efforts to respond to inquiries from phone calls, emails and texts. Their powerful integrations bridge the gap between agents’ top of the funnel lead generation and their existing lead nurturing CRM systems for increased productivity.

 

Here is how it works:

Answer every call

Agents no longer need to worry about rushing to the phone or nervously watching a call come in during a meeting they can’t step out of. With CallAction, agents can ensure they keep ALL of their inbound leads engaged with automated responses through SMS and email.

Building agent databases

Every inbound call is saved to a secure cloud-hosted database and appended in real-time with caller information aggregated from the world’s largest consumer profile databases. It is also passed into Moxi Engage, so the leads go directly into their sales flow. From there, they can nurture the lead and show their new prospect why they are the best in the business.

 

callaction

Track every inbound call

Agents can instantly create a local or toll-free phone number for each of their marketing channels to automatically track every inbound call that is seamlessly routed to their phone.

“50% of buyers choose the vendor or service that responds first, according to the InsideSales.com 2014 Lead Response Report,” mentioned Mike McHenry, VP of Channels and Partnerships at MoxiWorks. “In a perfect world, every call is answered right away, the first time a lead calls an agent. But with CallAction, all missed calls are automatically responded to with CallAction’s SMS responses to guarantee the lead stays engaged. All the responses are fully customizable so the agent can keep their own voice and style.”

We’re super excited to have this company in the Moxi Cloud! When we say we only let the best-in-class tools and services into the Moxi Cloud, we mean it.

For more information on CallAction, visit callaction.co.

Posted on November 13, 2017 at 4:59 pm
Tam Nguyen | Category: Integration, Open Platform | Tagged , , , , , ,

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 , , , ,

2018 Is the Year of the ChatBot

chabots and platform integration

By Maddie Jostol

You need to determine where chatbots fit within your business. That’s right, not “if” but “where.” Eighty percent of businesses already use or plan to use chatbots by 2020, according to a survey by Oracle. Some are even predicting that chatbots will be the new way for companies to monetize the mobile experience, where smartphone apps are losing steam. It may sound intimidating, but like it or not, chatbots are the new must-have thing for businesses in all industries to keep up with changing technology. Is this the case for the real estate world as well? We dug a little deeper and here’s what we found.

First things first: What is a chatbot?

“A chatbot is a computer program that maintains a conversation with a user in natural language, understands the intent of the user, and sends a response based on business rules and data of the organization,” as defined by Chatbots Magazine. It’s exactly what it sounds like – a chat function backed by AI (artificial intelligence). Typically, a person would interact with a chatbot through an online messenger such as Facebook Messenger, Skype, text messaging, or a website, and AI is embedded in the messenger to hold the conversation. Currently, customer service and online shopping are common applications for chatbots.

The rise of artificial intelligence

One example of the rising popularity of AI for the everyday American is AI through voice enablement, which has become common and readily available through devices such as the Amazon’s Echo or Google’s Google Home. In 2017, 35.6 million Americans will use a voice-activated assistant device at least once a month, as reported by eMarketer. This trend goes beyond home automation, as companies across industries from banking to consumer products have AI solutions in the works. Americans have gained familiarity with the task-oriented format of voice enablement devices such as Amazon’s Echo. What chatbots accomplish is creating a more conversational transaction leveraging AI.

Why now?

We’re claiming 2018 as the year of the bot for several reasons, including the changing expectations of consumers, investment in AI, and consumer familiarity with online messaging. Consumers are now comfortable using messaging services – texting for daily communications, Facebook Messanger for social purposes, and Slack at work, to name a few. On the other hand, AI is becoming more accessible and familiar for the average person. When you marry the two, you get chatbots.

Look out, real estate

51% of people expect a business to be available 24/7, according to Venture Beat. You better believe a process as stressful as buying or selling a home is no exception. Chatbots are breaking communication barriers between companies and consumers. There are countless applications for chatbots in the real estate world. Think about having a chatbot answering all of the basic introductory questions from a new lead, then handing the lead off to the agent when they’re ready. Imagine a chatbot that takes over the frustrating back-and-forth that inevitably happens when agents attempt to schedule a meeting. Communication is a dominant piece to the home sale process and chatbots are making their way in to deliver on consumer expectations, save agents time, and smooth brokerage business process.

In addition, the platform is already there. Facebook is the core of digital marketing in the real estate world, and Facebook happens to be one of the key players in the chatbot space. Industry players will be attentive to what path Facebook is paving and likely follow suit.

The future of brokerage technology

As companies continue to implement chatbots over the next year, they’ll become even more commonplace. Their powerfulness to brokerages, agents, and consumers is highly relevant to the current needs of the industry. For example, chatbots are particularly relevant for mobile users as messaging is key to mobile device use. Agents are always on-the-go, which means chatbots could fit into their existing workflow well. As we make our way into 2018, we’ll see a growing divide in productivity, agent retention, and profitability between the brokerages that have embraced chatbots and those that have not.

So, how can brokerages prepare for the rise of chatbots? The key is remaining agile. If you put technology in place that has the potential to integrate with innovations such as chatbots, you’re in a much better position to remain competitive. It all stems from data. Artificial intelligence, and, more specifically, chatbots, run on data. When you own your data and partner with companies that help you manage your data, you gain the opportunity to shift with the industry, adopting new technologies such as chatbots.

Chatbots become even more powerful when they’re integrated with an organization’s other systems. When technologies share data across a company, that brokerage benefits from high efficiency and data accuracy. This is familiar territory for us at Moxi Works as our Moxi Cloud open platform is designed to integrate technologies across an entire brokerage – it’s the ecosystem where all of your tech tools live and share data.

Moxi Works is in talks with chatbot providers regarding their application in the real estate industry. Why? Because we want to stay ahead of the game so we can serve not only as a technology provider, but also as a consultant to our brokerage partners. At the end of the day, we want to make our client brokerages be more profitable, which means taking part in technology movements such as chatbots.

Posted on October 12, 2017 at 4:55 pm
Tam Nguyen | Category: Integration, Open Platform | Tagged , , , , ,

Intuit QuickBooks: Our Newest Moxi Cloud Open Platform Partner

Quickbooks Self Employed for Real Estate Agents We have a new company to add to our best-in-class tools and services list! This time, the goal in mind is to help agents retain more of their hard-earned cash. QuickBooks Self-Employed puts the power back into the independent contractor’s pockets!

QuickBooks Self-Employed helps freelancers and independent contractors stay prepped for tax time––from separating business and personal expenses, to identifying Schedule C deductions. York Baur, CEO of Moxi Works said, “Moxi Works is all about helping brokerages and their agents make their business more profitable. Intuits QuickBooks Self-Employed is proven to save agents thousands of dollars on taxes, so this partnership will put a lot of money back into agents’ pockets.”

According to Intuit, 77% of all real estate agents don’t feel extremely confident about managing their finances. Today, agents are burdened by a variety of pain points, such as:

  • Taxes: Quarterly and annual tax obligations
  • Time: It’s the only thing agent’s control, and they want to save as much of it as possible, while using it wisely
  • Thought Leaders: Agents are becoming more digitally savvy & are looking for brokers who are just as updated
  • Cash flow: Inconsistent income but consistent expenses
  • Visibility: Agents want an easy solution to know how much they really made after each sale
  • Growth: Agents straddle the line between consumer & small business

QuickBooks Self-Employed includes a variety of exciting and extremely useful features, including Money Insights, Mileage Tracker, Receipt Snap, and Auto Expense. Here’s what they look like:

Money Insights

Money insights organizes accounts to show the agent’s income and expenses. This connects all accounts to organize the agent’s business finances in one place. QuickBooks Self-Employed automatically tracks and categorizes transactions as they come in. Agents can instantly see a complete picture of their business finances so they can plan for what’s next.

Mileage Tracker

Mileage tracker automatically tracks mileage and allows users easy categorization — creating an increase in potential mileage deductions. Agents’ mileage will be automatically tracked and trips can be categorized as business or personal with a swipe. QuickBooks Self-Employed automatically tracks their mileage whenever they begin driving. Every mile they log increases their potential yearly mileage deductions.

Receipt Snap

Receipt snap allows users to snap a photo of a receipt from the Self-Employed mobile phone app and automatically create a transaction with the receipt attached. If a transaction already exists, receipt snap will automatically attach the receipt to the transaction. Receipt data is auto-extracted and an expense transaction is created for the user. No more sifting through piles of receipts!

Auto Expense

Auto-categorization learns how agents runs their business, recommends categories, and allows users to accept transactions with a swipe. Agents can download all of their expenses, and with a swipe can accept them into their books. QuickBooks Self-Employed learns from past actions and automatically recommends categories. Transactions are organized based on IRS categories to save users extra work.

As it stands, 50% of agents save their receipts or use a spreadsheet to track expenses, leading to manual errors and loss of deductions as well as savings. We all know an agent that saves receipts in an old shoe box. The most shocking statistic is that 16% don’t track their expenses at all.

QuickBooks Self-Employed aims to eliminate these pain points, allowing agents to run their finances properly, while saving them precious time and money. Want to try it out? Click here.

Posted on August 21, 2017 at 5:51 pm
Tam Nguyen | Category: Integration, Tips and Tricks | Tagged , , , , ,

New Service: Comprehensive Moving Concierge Now Available on Moxi Cloud

MoveEasyWe’re happy to announce another service that has been added to our open platform ecosystem! MoveEasy is a comprehensive moving concierge service offered to clients directly from your website while saving you valuable time on researching post transaction tasks for them. Basically, MoveEasy does all the legwork while the agent can focus on creating happy memories for their client.

York Baur, CEO of Moxi Works said, “We’re delighted to have MoveEasy on the Moxi Cloud. They provide a unique solution to a common problem in the industry. It’s not an agent productivity app, but rather, a great app for agents to extend to their sphere of influence – keeping the agent in-flow and valued.”  

How It Works

1. Help organize the move. Clients can organize their move with a personalized moving dashboard, assign tasks, and get weekly email reminders, with your branding included!

2. Assist in completing moving tasks. From updating utilities and changing their address, to finding storage options and shipping their car. They manage this all in the same place!

3. Connect them with your favorite vendors. Add all your preferred cleaners, painters, and other vendors that you know will get the job done. Clients can find them easily without having to call you. Everything is accessible from the unique dashboard.

4. Stay on top of your client’s mind throughout the entire move. With the entire service branded for you, it’s easy to stay top of mind, even after the transaction has closed.

MoveEasy

 

Moxi Engage CRM Integration

MoveEasy is integrated into the Moxi Engage CRM. When a transaction moves from active to pending, MoveEasy pulls all the necessary details from Moxi Engage into the MoveEasy dashboard. The client can access the dashboard and keep up to date with everything going on and organize schedules for tasks. Everything done on the dashboard is sent back to Moxi Engage, within the activity section.

While the client can access everything on the MoveEasy dashboard, the agent can access everything they need right in their CRM.

Venkatesh Ganapathy, CEO of MoveEasy said, “We are extremely excited to be part of the Moxi Cloud. With so many different tools available for the real estate agents to help their clients, they have to constantly keep learning different systems. Our integration allows agents to continue using Moxi Engage CRM as they normally would, while MoveEasy operates in the background, guiding their clients through the stressful moving process.”

Discover more from MoveEasy and how it can keep your agents consistently top of mind, while saving them precious time when they need it most, by clicking here.

Posted on July 19, 2017 at 3:56 pm
Tam Nguyen | Category: Integration, Open Platform | Tagged , , , , ,

This Moxi Platform Partner Shows Who (and How) to Target During Home Sale


Totomic’s Best Buyer report gives agents a major digital edge, saving precious time & money.

With the inception of the Moxi Works open platform, our sole purpose is set to helping brokerages innovate and future-proof their businesses. We’ve added a lot of tools and services lately, but only those that are the brightest and best in the industry. With that spirit in mind, we want to announce another best-in-class service integrated into the Moxi Cloud open platform: Totomic, which helps guide agent marketing tactics through an in-depth analysis of big data.

 

“Where most marketing plans fail is when there’s no recommended action. The marketing direction Totomic provides is clear and concise, allowing agents to hit the ground running on their listings. We’re currently rolling out to a couple mutual clients and are excited to have them on our open platform within our Moxi Engage CRM,” said Mike McHenry, VP of Channels & Partnerships.

 

 

Totomic uses big data, allowing realtors to identify, reach, and sell to actual buyers in less time, at the best price. Specifically, their Best Buyer report highlights buyer psychographics, customized selling points, staging tips, and ad-buy recommendations. Totomic encourages specific action from their analysis of the data, unlike other sources that analyze but leave it to the agent to decipher what to do with it.

Totomic’s proprietary, patent-pending technology gives brokerages deeper insight into their customers and markets than ever before. Best Buyer drives insight into prospects and properties by fusing data from a wide variety of sources into easy to understand, actionable intelligence that can be used to drive marketing programs, guide development, and secure new business. The data they gather is run through Totomic’s proprietary algorithm that builds a set of audience profiles within the Best Buyer report. Totomic matches property profiles with audiences based on scientific parameters drawn from thousands of fields of data. Sound familiar? It’s not unlike online dating sources that match people based on interests.

 

Most agent marketing tools only use the most accessible data sources on the market, such as MLS data, which means a lot of agents are using the same data as their competitors are. Totomic gives agents a competitive edge with their unique mix of data.

 

Stretch advertising dollars further and increase the amount of time spent pursuing additional listings!

 

Find out more about the Moxi Cloud and how it’s taking the real estate industry by storm by clicking here. 

Posted on April 25, 2017 at 5:06 pm
Tam Nguyen | Category: Integration, News, Open Platform | Tagged , , , , ,

RealScout Joins the Moxi Cloud, Increasing Broker Profitability

RealScout Broker IQ enables you to do more deals more profitably by realizing the full potential of your buyer data.

 

The Moxi Works’ Moxi Cloud open platform continues to grow, now offering RealScout as an integrated vendor. RealScout empowers brokerages and agents to complete more deals and grow profits, while providing a superior consumer experience.

Now available in our Moxi Engage CRM, RealScout is the only technology solution that realizes the potential of your buyer data from start to finish. Here’s how they do it:

Step 1: Capture Consumer Attention
RealScout’s industry-best listing alert and home search experience ensures buyers stay on brokerage-controlled platforms, preventing leakage to 3rd parties. 

Step 2: Collect Buyer Data
RealScout gathers and analyzes actionable data from buyer purchase behaviors, creating a real-time view into market demand. 

Step 3: Capitalize on More Deals – Cash in on more deals
RealScout provides tools to use buyer data to win more listing presentations, drive more in-house transactions, and improve brokerage collaboration.

“Our new integration with RealScout into our Engage CRM is taking our open platform to the next level. Their advanced analyses of buyer data is exactly what brokerages need to become more profitable while taking advantage of buyer data that already exists,” said Mike McHenry, VP of Channels and Partnerships.

 

RealScout BrokerIQ, their newest offering, provides brokers and seller agents the ability to get a 360-degree view of buyer demand relevant to their listings, and it enables them to market to relevant buyer agents. With Broker360, listing agents and brokers can identify buyer agents within their own brokerage with home buyer clients that match a listing, enhancing the broker’s ability to conduct more in-house deals, quickly and profitably.

RealScout allows agents to achieve market-best lead conversion, manage larger pipelines with less work, win more listings, and most importantly, close more in-house deals.

Learn more about brokerage platforms and integrated vendors here. 

Posted on April 20, 2017 at 3:30 pm
Tam Nguyen | Category: Integration, News, Open Platform | Tagged , , , ,

Customizable Marketing Now Available on Moxi Works Open Platform

screen-shot-2017-03-29-at-11-24-57The Moxi Cloud open platform continues to grow, now with customizable marketing from real estate firm, Impact Marketing.

Founded by real estate professionals, Impact Marketing brings over twenty years of industry experience. Impact is a real estate marketing firm that provides proven marketing solutions through online tools and printed products. They aren’t your stock standard marketing firm, they do things differently and the benefits are many.

The most annoying thing about using services can sometimes be the fact that it is seemingly impossible to reach an actual human being when you’re having problems or just want to ask a simple question. Impact Marketing prides themselves on always being reachable to their agents. Their service is personalized at every step of the way, making it a more collaborative experience for agents.

They offer customizable materials for direct mail, including nurture campaigns so agents can “set-and-forget,” putting their brain power towards selling. Impact also offers list services where they manage contact lists or create general radius mailing lists with optimal demographic filters so agents target exactly who they want to. Impressing clients is easy with their high quality brochures and agents can make their own marketing materials from scratch with their Custom Desk program.
Mike McHenry, VP of Channels and Partnerships said, “Impact Marketing Specialists have built a great client base in the real estate industry and enjoy a great reputation. We’re proud to be partners with Steve and his team. The integration with Moxi Works provides an easy click for agents to order material and services from their Impact account.”

Impact will integrate with the Moxi Works Engage CRM product, allowing agents to click a button, taking them directly to the Impact system with all of the appropriate info, for a quick review and checkout process. It will also integrate with their contact list so agents can choose who the marketing pieces are sent to.

“Adding Impact Marketing to our Engage CRM product in genius. Snail mail will never cease to exist as a touch point for agents. It’s an important piece of sphere marketing that can’t be forgotten, and Impact gets it done right,” said York Baur, Moxi Works CEO.

What’s more is that Impact has dedicated Marketing Managers taking care of every step of the process, making marketing as easy as possible for agents. The solutions are endless. Plus, with lightning fast turnaround times, it’s hard to not fall in love with this team.

Find out more about Impact Marketing, starting with their innovative approach to social sharing: 

 

 

 

Posted on March 28, 2017 at 5:23 pm
Tam Nguyen | Category: Integration, News, Open Platform, Sphere Marketing | Tagged