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 , , , ,

Technology-Poor Agents are Losing Their Spheres

agent crm

By Maddie Jostol 

Technology is woven into almost everything we do. It’s integrated into our everyday lives, whether we like it or not. Professionals are having to find a balance, using technology to their advantage without forgetting to maintain interpersonal relationships. This is particularly true for real estate agents who primarily manage relationships, but need technology to optimize their business.

The home sales process is a personal one.

People work with agents because they see the value in having a trusted advisor who can lend a professional opinion, truly listen to their needs, and hold their hand through the process. This isn’t going to change – there’s something about the human aspect of a transaction like this that people need to rely on. Does that mean technology should be omitted from the equation? Not at all.

The sphere selling methodology is all about building strong relationships.

Sphere selling is incredibly powerful, and it’ll only continue to gain importance in the future. It’s centered around creating a sphere of influence filled with people who know and trust you. It’s called a sphere of influence because you’re their go-to advisor – the influential, trustworthy voice when it comes to real estate. This doesn’t just mean you should make sure your contacts are in your agent CRM – that’s an important step, but it goes beyond that. Truly nurturing your sphere over the long-term isn’t really an option, it’s a requirement to growing your pool of repeat and referral business, which enables you to rely less on low quality paid leads.

Agents leveraging a sphere selling methodology are able to achieve sustainable growth in their business. Why? Because it allows agents to improve sales by nurturing strong human relationships while simultaneously embracing technology.

Technology is required to help you maintain relationships with your sphere.

Keeping up with your sphere isn’t easy. It takes time and a great deal of organization and small, repetitive tasks – this is where technology comes into play. Agents are continually juggling tasks, clients, and transactions, and more. The heart of a good agent CRM is functionality that enables agents to do their jobs better, in less time, with fewer mistakes, and with less stress.

Moxi Engage, the CRM we’ve built for agents, is geared towards enabling the agent to be more efficient and thorough in how they maintain their sphere of influence. The integration with other tech tools means you always know what actions you’ve taken with a contact and where you stand with that contact. The heart of a good agent CRM is really giving the agent the opportunity to better manage and maintain their sphere. Here’s how:

• Automate repetitive tasks, such as monthly newsletters
• Manage data and integrate with the MLS and other tools, so data is always up to date
• Keep track of all the contacts in your sphere
• Help you stay one top of all your tasks so you don’t miss a beat
• Remind you of important dates
• Recommend actions to take to maintain your sphere

When agents don’t have the technology they need to properly nurture their contacts, they lose their sphere. Without maintaining contact, people take their business elsewhere. This is a dangerous game for agents in today’s market where leads are already scarce. Not only having a great agent CRM, but using it to your full advantage, will ensure you stay competitive and continue to grow your business. Don’t lose out – use sphere methodology and the right tech tools to grow and maintain your sphere.

Posted on October 26, 2017 at 4:21 pm
Tam Nguyen | Category: Sphere Marketing | Tagged , , , ,

New CRM Feature: Facebook Ads Made Easy for Agents

Advertise Your Listing Allows Agents to Create Facebook Ads in Under Five Minutes

 

Social media advertising has become a major player in real estate marketing. With over 1.94 billion active users on Facebook, it’s a channel that consumers expect agents to capitalize on.

The problem is, there’s a big barrier to entry. Since the system was built for digital marketers, a significant number of agents find it intimidating and cumbersome, and therefore never get around to trying it. And although they are expected to be doing great and consistent social media marketing, rarely do they find time in their busy days to do so. That’s why Moxi Works stepped in.

Advertise Your Listing allows agents who just won a listing to create a Facebook ad for said listing in under five minutes. Not only that, but it sends reports directly to their clients with the click of a button.

Facebook Ads

Greg Sundberg, VP of Marketing, said, “It’s important to be a digital savvy agent to compete and win business. Facebook is an obvious choice for us to help agents to do that. We believe this is the absolute easiest way to advertise online.”

By simplifying the ad creation process, we are able to offer an easier, better way for agents to delve into Facebook ads. “We have high quality brokers as our clients and they get a disproportionate share of listings, but in an ever-competitive environment it’s critical that they demonstrate value to their sellers. Advertise Your Listing helps them do that, while also being a big agent convenience,” said York Baur, CEO of Moxi Works. “The Moxi Cloud already has all of the info we need – listing info, brokerage info and brand, agent info, photos and a landing page, all of which are automatically created in the Moxi Cloud – so literally with the click of a button and a credit card, an agent can deliver value back to their seller.”

Homeowners want to know that you’re taking a competitive approach and actively reaching new prospects. Advertise Your Listing helps agents show clients that they are willing to go the extra mile for them, and can be another reason for referral and repeat business.

Here’s the thing. We know that many professionals are hesitant to use their personal Facebook profile, we would be too. That’s why we made sure they wouldn’t need to. Any agent can use Advertise Your Listing, regardless if they have a Facebook account or not. So now, there’s nothing standing in their way! 

Advertise Your Listing is set to launch next month, July 2017.

Find out more about Advertise Your Listing, other products, and the Moxi Work’s open platform known as the Moxi Cloud, here & watch the video below!

 

 

 
Posted on June 19, 2017 at 4:47 pm
Tam Nguyen | Category: In The News, MoxiWorks | Tagged , , , , , , ,