10 Steps to Successfully Switching Brokerage CRMs

By Tiana Baur, Content Marketing Manager

brokeragr CRMsTime to stop being afraid of change and start bringing in buckets of cash. More than ever before, a brokerage’s choice in their technology can significantly impact their profits. Technology can be the one thing standing between a brokerage’s success and survival, and severe failure.

There are obviously many steps to successfully switching brokerage CRMs, but we’ve boiled it down to ten. These are the most important steps in making the decision to switch and who to switch to:

1. Interview stakeholders and agents

Who in your company is going to be in on this process? Who has the final say? Who is actually going to use it? Hint: your agents are! That’s why it’s so important to set expectations and understand proprieties before going out and looking at products.

2. Define your goals

Based on the feedback you received from stakeholders and your agents, you can now define your goals. Make sure they’re clear and concise. Are you just looking for a shiny object? Chances are you’re looking for something that will have a tangible impact on your bottom line, as well as recruiting and retention efforts.

3. Research

The fun part! Time to see what’s out there. Find out which options fit your brokerage model, what sets them apart, how their reviews are, and what industry influencers are saying about them. See if they have testimonials on their site to see what their clients have to say, watch videos, etc.

4. Assemble and analyze options

Not all CRMs are created equal. You need to identify the pros and cons because the cons tend to outweigh the pros in many scenarios. What CRM works for one brokerage, might not for yours; it’s not a one size fits all approach. Create a grid (or some way to visualize) and decide which ones you’d like to see in action.

5. Chat with vendors

Talk to the companies behind the products. Ask the right questions. Do they have data to back up their claims? What does their support look like? Will they serve as a partner to your brokerage? How often do they update their CRM? Do they integrate with your other tools? All these questions and more are essential to picking out the right diamond in the rough.

6. See it in action

Schedule demos and see what the CRM looks like and how it will work for your agents. See if it is intuitive enough for your agent audience and if they have the add-ons you’re looking for, whether that’s email marketing, just listed/just sold announcements, market data, etc. A good CRM will be more than just a CRM.

7. Do more research

Is training available? What does onboarding look like? Are they certified by any notable organizations? Think about the entire process from signing the dotted line to actually getting your agents to use it, to ensure you’ll see a solid ROI.

8. The integration factor

Chances are, you have a lot more tech tools being used at your brokerage than just a CRM. Make absolutely sure that your next CRM will integrate with your existing technology tools and share data, so it doesn’t end up making agents’ lives more complicated.

9. Get some feedback

Remember those stakeholders and users we were mentioning at the beginning? Show them what you’ve found and gauge how they feel about the options on the table. Show some agents a demo. Remember, a shiny object that agents won’t actually use is going to put you right back in the same situation you’re in now. Don’t want to have to switch brokerage CRMs again in 2019? Get some solid internal reactions.

10. Make your decision

If you’ve made it this far, you likely won’t regret this decision. Often brokerages regret their technology decisions because they didn’t ask all of the necessary questions and they didn’t clarify ambiguity. Which means if you have, when you put that pen to paper, you’ll be popping bottles rather than crossing your fingers.

Want to get some more advice on switching brokerage CRMs? Chat with someone from our extremely knowledgeable (and extremely friendly!) Business Development Team.

Posted on November 20, 2018 at 4:01 pm
Tiana Baur | Category: Open Platform | Tagged , , ,

Increase Agent Adoption Rates by Following These 3 Steps

By Jessie Trapp, Marketing Coordinator 

3 steps to increase agent adoption ratesAgent adoption of brokerage tech is one of the major obstacles facing virtually every brokerage out there, it’s just part of the industry we’re in. You work hard to carefully choose and curate the perfect tech stack for your brokerage, so I personally would understand if a lack of adoption stings a little – or a whole freaking lot. Don’t let your confidence take a hit from it, as it likely has nothing to do with you, or your quality of choice.

Every agent has their own system and methods for completing their tasks, making it completely understandable for them to be hesitant about starting from scratch with new tools. In today’s world, it’s one of the biggest ways that you can leverage your data, so it’s important not to give up on it. The more your agents utilize your tech, the better it is for everyone.

Here are three steps to consider taking in order to increase agent adoption rates and get your agents hooked on your tech:

1. Choose easy to use tech.

If your technology is extremely confusing, hard to use, and doesn’t offer onboarding and training support – run. Once agents get comfortable with the tech they use, it can take a whole lot to convince them that it’s worth it to make a switch. Once they do decide to make the move, you want it to be easy-as-pie for them to adopt your tech.

That means it’s important that you choose technology that is connected. And yes, we’re talking about an open-platform! The more your tech tools talk to each other and share data, the more value there will be for you and your agents, and the less work it will require in order to get it. That will be a major plus in the minds of your agents, as efficiency and productivity are the keys to being successful at what they do. Also, make sure that your tech provider has an amazing support team – you want your agents to have access to the assistance they need, when they need it the most. If agents are finding understanding your tech to be a road block preventing them from reaching the productivity levels they are used to, they will have no problem dropping it, and understandably so.

2. Host educational training events.

Agents are busy, which is why you need to make sure it’s ridiculously easy for them to get training. Hosting events is a great opportunity for you to get your agents in a room together and give them the info they need to succeed with your tech. Bribery will likely be necessary, but it will be worth it in the long run. Whether it takes buying them cookies or offering up a raffle for tickets to the ball game, we’d suggest that you provide some kind of incentive to at least get them in the door.

Once they arrive, make it interesting. The last thing you want is for them to be trapped in a room for an hour, bored out of their minds, wishing they had never showed up in the first place – we’ve all been there. Create an exciting and interactive experience that gets them involved and allows them to interact with the product. We’ve seen trivia and jeopardy games among the many creative activities our awesome clients have whipped-up to make the training process more enjoyable and, dare I say, fun.

Use these events as an opportunity to explain why your tech is so valuable to their sphere of influence, their data, and to the health of their work-life balance. Don’t just focus on the “how,” focus on the “why” too! Building value in the minds of your agents is essential in order for them to see the benefits that it will bring to them, therefore increasing the likelihood that they actually invest the time into adopting it.

3. Provide incentives.

In addition to the bribery previously mentioned to encourage agent attendance to your training events, you will also need some more of it to make sure that they consistently use your tech. As you know, adopting the tech in the first place is the first hurdle to tackle, but making sure that agents are continuing to keep up with the training and taking advantage of any shiny new features is another goal that can be tough to accomplish.

Reward agents who are using not only one feature of your tech stack, but all of the tools that it has to offer. Interview those agents about how it has impacted their professional lives and send it out to the other agents in your office. It’s one thing for you to tell your agents that your tech will better their lives, but it will be so much more impactful when they hear it directly from one of their own!

Posted on November 6, 2018 at 4:58 pm
Tiana Baur | Category: Open Platform, Productivity | Tagged , ,

Welcome to the cloud, reeazily!

reeazily back-office

Last month we announced our newest Moxi Cloud partner and the latest tool available to our clients: reeazily! We’re beyond excited to add them to the Moxi Cloud. What do they do? reeazily is a cloud-based solution that makes transaction accounting and agent billing easy. Through its intuitive interface and strategic integrations (more on this later), the technology eliminates duplicate entry and streamlines processing deals. Basically, it’s the ultimate back-office solution for brokerages!

A little bit of background on reaazily: In 2005, reeazily developed a SaaS solution for real estate franchise membership management, billing, and reporting, which serviced a network of 160 offices. In 2016 they launched broker.EZ, a full brokerage back-office solution built on the same platform. The brokerage back office solution, broker.EZ™, integrates with QuickBooks Online for accounting and DocuSign for transaction management, which are already partnered with the Moxi Cloud.

Workflow Made “EaZy”
Large brokerages and organizations can manage membership and transactions through a central portal providing oversight and compliance. Their fully prorated billing system integrates with QuickBooks to provide a complete accounting solution – we’re in love!

Brokerage Back-Office
Keep your office running like never before. This extension of region.ez™ can support affiliated offices or serve as a standalone service for individual brokerages. Their plans allow you to streamline billings and automate commission deductions.

MoxiWorks Integration
Reeazily will integrate and leverage data from the Moxi Cloud, streamlining day-to-day processes. Their brokerage back office solution, broker.ez™.

Why do we love them?
In a world of few and far between options for brokerage back-office tools (not to mention many of the ones out there are outdated) reeazily is a shining beacon of hope and awesomeness. They not only understand the industry extremely well, but they have committed to building a true and viable back-office solution. They have an amazing product with amazing people that stand behind it.

Interested in getting reeazily for your brokerage? Simply contact your dedicated MoxiWorks Account Manager. For more information on this new Moxi Cloud partnership, please go here.

Posted on October 4, 2018 at 3:40 pm
Tiana Baur | Category: Moxi Partners, Open Platform | Tagged , , , , ,

Introducing: HomeActions Email Marketing

A complete email marketing system to keep your agent’s pipelines full.

We’re stoked to introduce our newest Moxi Cloud partner, HomeActions! We’ve partnered with HomeActions to provide an easy email marketing solution to our client brokerages. Not only is their tool intuitive, it instantly turns agent’s email marketing efforts into a goldmine.

What is HomeActions Email Marketing?

HomeActions is an e-Relationship platform that starts out as an e-newsletter but ends up as a flawless conversation starter and lead-gen system with the help of their amazing content and tools.

The Ultimate Email Marketing Database

HomeActions helps your agents consolidate their contacts and create their very own exclusive marketing database.

Extensive Metrics

HomeActions provides extensive metrics for their e-newsletters. See when someone opens the newsletter, clicks a link and get immediate feedback as readers respond to how well they liked a given article.

Knowing who is engaging with what content makes it easy to know who to direct your marketing efforts at and who you should pick up the phone and call asap.

In-Demand Content & Widgets

HomeActions delivers content and articles your readers will love that triggers predictive behavior. They drive traffic to an agent’s CMA request page and even works with TrendGraphix reports!

Neighborhood 360

Neighborhood 360 is their newest feature. Recipients can get the “Inside Scoop” on any neighborhood they wish. Home value estimates, cost of living data, demographics, lifestyle data, school info, nearby sold properties, and so much more. This widget covers 150 million street addresses and neighborhoods!

MoxiWorks Integration

HomeActions is integrated into the Moxi Cloud and streamlines an agent’s day-to-day with their Moxi Engage CRM.

Think of HomeActions as the frosting and cherry on top of Engage. It gives the agent the ability to upload their exclusive HomeActions database into their email in the correct format to connect to MoxiWorks tools. That means their CRM and email marketing efforts just got a whole lot sweeter.

Find out more about HomeActions here and read the official press release here.

Posted on July 23, 2018 at 4:43 pm
Tam Nguyen | Category: Moxi Partners, Open Platform | Tagged , , , , , , ,

Why an Open Platform Is the Total Package for Your Brokerage

By Maddie Jostol, Marketing Manager

header imageThere are a few common pain points for brokerages throughout the industry: they’re having trouble keeping their tech stack updated, agents are experiencing tool fatigue, and it’s becoming increasingly difficult to recruit and retain agents. Brokers are being challenged to think ahead, putting systems in place that will ensure their relevancy and competitiveness in the future. Change is hard in any situation, but it’s particularly challenging when the future is uncertain.

New technology is being developed rapidly, making the vetting and onboarding of new tools daunting. Yet, maintaining a winning tech stack is how you’re going to recruit and keep the best performing team of agents.

Integration is vital to a brokerage’s ability to future-proof its business. If you’re able to plug and play tools and services as needed, without completely starting over or losing data, you gain the ability to easily change along with the market. When brokerages have an open platform, they’re able to do this, because their data lives in the cloud and tools can be swapped out on an as-needed basis.

What is an open platform? It’s the system that connects all of your brokerage technology solutions. All of your tech tools and services live in the Moxi Cloud, where they integrate and share data. Flexibility will be vital to your success moving forward. The market is transforming so quickly, we have to be adaptive to changes in client expectations and available technology.

When you have an open platform in place, this data integration makes it easy to plug and play different tools as needed, offering flexibility as your business grows. It’s not only about the ability to plug and play, but the speed as well. With a sophisticated open platform, new tools and services can be up and running in no time. For example, we have an entire partner program filled with 40+ technology solutions that are integrated with the Moxi Cloud. Brokerages can pick and choose which ones they want and it’s as easy as flipping a switch. It removes the burden of managing manual integrations and messy databases. Instead, everything is already there and available and it’s up to the brokerage to identify which tools work best for their business. Additionally, agents are looking to work for brokerages that offer holistic, simple solutions where they can find everything they need quickly and easily.

In February, Leading Real Estate Companies of the World announced our partnership – if you haven’t heard, they launched the LeadingRE Cloud, powered by MoxiWorks. The LeadingRE Cloud offers LeadingRE brokerages the opportunity to benefit from cloud technology no matter their in-house technology solutions.

Our partnership with LeadingRE was born out of innovation. Both organizations strive to progress the real estate industry forward, enabling brokerages to remain competitive in a quickly advancing industry. Offering the LeadingRE Cloud as a member benefit, LeadingRE has truly shown its commitment to technology and we’re ecstatic to be a part of it.

Interested in learning more about the Moxi Cloud open platform? Learn more here, or contact our team for a consultation.

Posted on May 22, 2018 at 4:38 pm
Tam Nguyen | Category: Open Platform | Tagged , , , , , , , ,

New Partner Alert! Moxi Cloud Welcomes VoicePad

By Tiana Baur 

voicepad lead genIn case you hadn’t heard, we have a new partner! VoicePad builds IDX (Internet Data Exchange) mobile lead generation and automated property marketing solutions for some of the most successful real estate brokerages and teams across the country, so you can see why we wanted them on the Moxi Cloud open platform.

Like the Moxi Cloud, VoicePad is able to build a custom solution from their tools and services for each brokerage, making this the ultimate partnership for a la carte customization. The integration to the Moxi Cloud includes SSO (single-sign-on), meaning agents have one less login to remember – a growing necessity (and frankly, makes day-to-day life a little less stressful).

Randall Standard, CEO of VoicePad said, “Seldom do we have such an alignment of client interests as we have with the MoxiWorks partnership. Their API documentation is excellent, and the integration process has been accomplished in a most professional manner. MoxiWorks makes it easy for agents to use our services.”

On our end, we also had quite a bit to say about why we’re so excited about this particular partnership, but we’ll just give you the highlight. Mike McHenry, VP of Moxi Cloud Partnerships & Integrations at MoxiWorks said, “When it comes to tools and services, VoicePad brings a variety we haven’t seen before. It enables our brokerage clients to truly pick the options they need, without having to settle for an all or nothing ‘solution.’”

VoicePad has a lot to offer, including: Curbside lead-gen, mobile sites, virtual tours, property videos, virtual reception, social posts, texting, audio stream, mortgage lead-gen, MLS automation, rental marketing, and flyers. Brokerages are able to pick and choose the tools and services they need from VoicePad, and they are plugged into the Moxi Cloud open platform with the rest of their unique ecosystem! For more info on each of these offerings, see below.

Tools and Services available on VoicePad:

Curbside Lead-Gen
Real Estate mobile lead generation…at its best!

Mobile Sites
Put your brand in their hand. Your brand is one of the most powerful tools you have.

Virtual Tours
Mobile-friendly, buffer-free property tours with bilingual narration.

Video
Your property videos are automatically created and updated from your listing data.

Virtual Reception
Meet “Eve.” She narrates your tours, handles your property inquiries and routes calls to the right people.

Social
Listing data updates and triggers auto-posts to your Facebook, Twitter and Google+ accounts.

Text
Search + Share via text.

Audiostream
Innovative website accessibility solutions.

Mortgage Lead-Gen
Position your mortgage offering within your curbside lead-gen. Smart.

Intelligence
VoicePad counts what you don’t, such as text and call property inquiry analytics. Better insights = Better decisions.

MLS Automation
Many tools…One data source.

Rental Marketing
“Eve” handles rental inquiries by phone that you can’t. She’s bilingual and works 24/7.

Flyer
1. Choose Design. 2. Hit Print. 3. That’s it.

More info on the Moxi Cloud Open Platform here and you can learn more about our newest addition to the Cloud here.

Posted on May 17, 2018 at 5:29 pm
Tam Nguyen | Category: Moxi Partners, Open Platform | Tagged , , , ,

The Power of Best-In-Class for Your Brokerage Solution

By Marc Chouaniere, VP of Marketing, MoxiWorks

power of best-in-class header imageIt’s no accident that three of the largest and most successful regional real estate brokerages in the U.S. use MoxiWorks – which we extend to help 55 other independent brokerages as well. We pride ourselves on providing best-in-class tools and services to our clients, but what does that mean? Best-in-Class is a set of superior solutions (an entire toolbox) for a given market vs Best-of Breed which is a single tool (a hammer).

While I’m still learning about the intricacies of the real estate industry (I come from a fairly diverse software background), I am very familiar with best-in-class or best-of-breed technology solutions. Best-in-class simply means; Your product or service is what your customers revere as superior and the standard by which all others aspire to. You are the highest level of quality, the benchmark of top performance, the best of the best. Often you are the first to innovate and continually lead in your respective category. I was fortunate to have had worked at Microsoft early in my career to engrain a solid sense of high standards in building and maintaining best-in-class discipline in product execution and team leadership. However, small companies can also quickly catapult themselves to best-of-breed, as is the case with my recent experience at Icertis in the enterprise contract management space. Getting to this level takes deep focus and commitment but staying at the top can be equally as challenging. MoxiWorks was built by agents and brokers that live and breathe real estate every day to deliver one thing; best-in-class.

How we became best-in-class

Best-of-class can be achieved in many ways. At MoxiWorks, our recipe for success comes from a deep connection to real estate (being born out of Windermere), a passion for improving the experience for our agent and broker customers, and a focus on thinking about what’s the next innovation we can bring to our products. This, coupled with a leadership team that hires and nurtures the best talent with the insight to know how to shape the right course or to get out of the way when people need the freedom to push the boundaries of convention. Additionally, we think about the whole market. We align with select partners that benefit the entire ecosystem since we know that no company that is best-in-class can be a solution island.

It’s also several other unique things, like the wonderful depth of collaboration we have. I sit right next to the support desk and hear every day how we can evolve and become better. On my other side I have the development team, who regularly bounces ideas off my team to gain a perspective on how customers might receive a new feature or a change to a current product. Having the entire team under one roof is so valuable when needing to be extremely agile to create the best solutions in the market.

As with my joining MoxiWorks, we have recently been bringing different people onboard with diverse experiences to think outside the box and learn how other industries have brought innovation to their business.

What “best-in-class” means for your agents

Due to constantly having to change out old technology for new technology, agents now have major tool fatigue. Because of this they are ultra-sensitive to new tools, so they need to be thoughtfully integrated in a way that doesn’t take a lot of time or effort (or another password to remember) on their part. When it comes to technology, a brokerage’s value proposition needs to be centered around helping them grow their business and making their lives easier, putting more time and money back in their pockets. Therefore, picking the best tools and services for the type of business that your agents do and the style of your unique brokerage, while minimizing the hassle factor, is essential.

Best-in-class helps you accomplish this. Because we have a strict vetting process, you can rest assured that the Moxi Cloud tools and services are truly best-in-class and choosing amongst them will minimize the need for changing them out in the future, making tool fatigue a thing of the past.

This is all thanks to MoxiWorks having an Open Platform which allows technology and service companies to integrate and share data. Without an Open Platform you would lose a system that makes it easy to find and know when to use the various best-in-class tools and services provided, SSO (single-sign-on), and the data sharing that eliminates the need for data reentry.

Best-in-class doesn’t just mean superior tools for your agents, it means an entire ecosystem seamlessly working together, driving your agents’ success and making their day-to-day life more efficient and rewarding.

Posted on April 25, 2018 at 4:19 pm
Tam Nguyen | Category: MoxiWorks, Open Platform | Tagged , , , , ,

Introducing Knack, the newest gifting solution in the Moxi Cloud

knack gifting service header image

Curate, customize, and delight your clients with the help of Knack.

And the Moxi Cloud just keeps growing. Now with gifting services from KNACKSHOPS.COM available! We’re stoked to announce Knack as a preferred brokerage solution, giving agents more ability to customize their client gifts.

One of the reasons the Moxi Cloud is growing at such a fast rate (40+ tools and services!) is because we encourage our brokerage clients to integrate the existing tools and services they already know and love. Part owner and client of MoxiWorks, Windermere Real Estate, is the brokerage that brought Knack to our attention, and we’re very thankful they did!

Knack is a modern gift-giving solution for agents who wants to give thoughtful gifts but can’t take time out of their already busy-as-can-be schedule to find them. Knack carefully curates artisan products that tell a story, then allows agents to combine items in a way that is meaningful to them. Gifts are hand-packed, and each gift includes a custom booklet that tells the story of each item in the gift, making the experience enjoyable and unique. Shoppers may choose from already made gift sets, customize those to their liking, or choose from over 1,000 products on the site to curate their own unique gift set.

“We’re excited to add Knack to the cloud. Giving gifts and in doing so, staying in touch with your sphere is crucial for agents. Knack is special in that it allows the agent to customize a gift set or build one from scratch, and have it delivered in beautiful packaging to their clients. We want brokerages and agents to have choice, and this helps to accomplish that,” said Kylah Searing, Director of Moxi Cloud Partnerships and Integrations at MoxiWorks. “It was great having the introduction to Knack come from Windermere. Since they already use and love this service, it made the decision to add them to the cloud an easy one.”

This integration to the Moxi Cloud includes SSO (single-sign-on), meaning agents have one less login to remember. The gifts are easily curated and if agents need help with inspiration, they can speak to an expert concierge.

We also love Knack for their giving back mentality. Knack partners with merchants who support a wide range of causes and donates a percentage of their sales to philanthropic causes as well. For instance, with Windermere, agents can give and give back: Knack donates five percent of each purchase made by a Windermere agent to the much-admired Windermere Foundation. Our Moxi Fund was actually born from the Windermere Foundation, so we love working with like-minded companies.

You can find more information on our new partnership in our press release here and have a look at the marvelous KNACKSHOPS.COM while you’re at it!

If your brokerage is interested in adding Knack as a brokerage solution, please contact your dedicated Account Manager and they’ll get the ball rolling.

Posted on April 4, 2018 at 5:09 pm
Tam Nguyen | Category: Open Platform | Tagged , , , , , , , , ,

Which Data Solutions Best Fit Your Brokerage Business?

By Tiana Baur

brokerage solution

Finding the right solution can be tough. Sometimes it feels utterly impossible when you’ve tried tool after tool for your brokerage, only to find that yet again it wasn’t the right fit. The issue is, one solution for one brokerage does not make for the perfect solution at another brokerage. Every business is so unique that a one size fits all approach is begging to crumble and leave your brokerage feeling more fatigue than increased productivity. Getting any flashbacks? There’s a way around it.

We don’t want to be your only brokerage solution. We want to help you build it.

We were founded by a brokerage after years of them feeling the same desperation for the right tools, so we understand where you’re coming from and how detrimental it can be to your business. It’s also why we want to help you find the perfect solution for your brokerage, not tell you what it needs to be. The Moxi Cloud, our open platform, has over 40 tools and services that you can pick and choose from to build the power strip your brokerage has always craved. Think of it as the foundation to build your dream scenario.

Plug-in, plug-out. With an open platform it’s as easy as plugging your new printer in and unplugging your old one.

What’s great about an open platform is you don’t have to toss out all of your tools. Chances are, you like at least one of your tools and you’ve invested precious time and money into it. When you use the Moxi Cloud as your foundation, you can bring over the existing tools you know and love to retain your investment. And if a tool your eyeballing isn’t in our list of 40+ tools and services, we’ll add it to the Moxi Cloud for you! We’ll plug it in.

We don’t force you to do anything that isn’t in the spirit of making your brokerage the best it can be.

A lot of real estate platforms might say that you HAVE to use their websites in order to get their other tools. Not with the Moxi Cloud. And shame on those that force you to do otherwise. We have a website tool too, (and we will probably try to sell you on it because what kind of business would we be if we didn’t?!) but if you have one that your agents love and already know how to use, then maybe you should keep it! In that case, you’re probably looking for a new CRM or interactive presentation tool and maybe you are also in need of a transaction management tool or gifting service – and we can totally help you with that.

The options are endless. But it starts with you.

Change can be scary and bad. It can also be really, really good. MoxiWorks hasn’t gotten to over 60 brokerage clients, over 110,000 agents, and powering the LeadingRE Cloud without doing something right. We genuinely want to help. We want to make your brokerage everything you envision it to be. All we need is a place to start.

Curious what your brokerage solution could look like? Check out the variety of tools and services we have on our open platform and instead of daydreaming about the possibilities, pick up the phone (contact below) and call us! We’re happy to help. Always.

Posted on March 12, 2018 at 5:14 pm
Tam Nguyen | Category: Open Platform | Tagged , , , , , , , ,

Introducing: Sisu, Accountability Software for Real Estate Agents

sisu logoOn the heels of our latest exciting announcement that MoxiWorks is powering LeadingRE’s new initiative, the LeadingRE Cloud, we’re now thrilled to welcome a new best-in-class tool the Moxi Cloud: Sisu – an accountability software solution for real estate agents.

Like MoxiWorks, Sisu isn’t just another tech company, its real estate roots run deep. Sisu began a few years ago when a team of real estate agents in Salt Lake City leveraged a system of disciplined tracking and analysis of agent activities to more than double their sales numbers. Recognizing the power of the system they had created, Sisu Founder and CEO, Brian Charlesworth, developed the system of accountability into full-fledged software that gamifies and visualizes the data to increase the top line revenue of agents.

Sisu is built to track sales performance and coach agents to success through powerful data. This data needs to be connected to contacts within a CRM, so agents can use it to grow their relationships. Enter Moxi Engage. The partnership between Sisu and Moxi creates a single point of entry and collaboration between the services. This way the data will be more clean, accurate, and easy to maintain.

Here’s how it works:

Visualize what is achievable

Sisu’s accountability software solution “doubles production with intuitive performance tracking, monitoring, leaderboards, and dashboards, and eliminates duplicate entry with real-time, real estate CRM data sharing.” According to Sisu, real estate agents that consistently track and know their daily sales activities and KPI’s increase sales by at LEAST 100%. As we like to say, the numbers will set you free.

See more, sell more

Sisu also has a mobile app that provides a competitive edge with contact, and appointment tracking and viewing, conversion ratio calculation, pipeline overview, and real-time GCI reporting. This means agents are constantly in the know and reminded of there they stand the steps they need to take to increase their bottom line.

Accountability through visibility

sisu dashboard

With a simple to use interface, and robust and dynamic sales performance dashboards, Sisu enforces accountability, which we all know is a key aspect when it comes to adoption. It displays real-time scoreboards and leaderboards throughout your brokerage and on your real estate agent’s phones, accelerating competition, creating a fun sales environment, and producing outstanding results.

Motivate, play, win

Inspire increased levels of team performance with a seamlessly linked, online community of peers while empowering them to track, analyze, compare, and filter their leaderboards to measure results. Sisu makes selling competitive, visual, fun and more importantly, highly productive.

With the sales competition in place, agents will be motivated to go out and drive results. With the data stored in the Moxi Cloud and across other brokerage plug and play tools and services solutions, they’ll have all the data they need to be effective. They’ll be able to track down expired listings and previous clients, and the software will automagically log all of their efforts and update the scoreboard.

We’ve said over and over again how powerful data is to your brokerage and your agents. Data is now the most sought-after and powerful commodity in the world. If you’re not using your brokerage data to the fullest, you’re missing out on higher productivity and of course, more profit.

We’re ecstatic to add another like-minded partner to our Moxi Cloud open platform that knows the importance of data. If you’re interested in adding Sisu to your brokerage power strip of tools and services, please contact your dedicated Moxi Account Manager and they’ll get you set up. Want to meet the brains behind Sisu? You can set that up here

Read more about this new partnership here. 

Posted on February 13, 2018 at 4:09 pm
Tam Nguyen | Category: Moxi Partners, Open Platform | Tagged , , , , , , , , , ,