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Achieving success in today’s fast-paced real estate environment is all about connecting with others and doing everything you can to stay top-of-mind among the people in your database.

Making these two things easier for real estate professionals across the board was the genesis behind Moxi Works, a company that was originally created as a technology unit within Windermere Real Estate, but today acts as a separate entity.

A residential brokerage services company, Moxi Works has been providing brokerages and agents with the tools and methods they need to be more productive and more profitable for the last five years.

“Moxi Works’ integrated tools are centered on a sphere-based selling process that drastically increases an agent’s repeat and referral business, while lowering overall technology, training and support costs for the brokerage,” says York Baur, CEO of the company. “With Moxi Works, brokerages are able to make their agents’ lives simpler and their businesses more successful.”

By offering products with an integrated and open platform and then getting high adoption and engagement through a thorough migration, adoption and ongoing engagement program, Moxi Works’ mission is to help brokerages become more profitable through agent productivity, while allowing the broker to be a part of it all.

“When you talk to broker/owners, their top concern is recruiting and retaining agents, so we’ve created tools and systems to help make agents more productive, which will keep them happy, increasing the chance of their staying with the firm,” Baur says.

The Moxi Works platform even allows brokers to see how agents are handling their sphere of influence, providing an avenue where they can step in to coach their agents and help them maximize their business.

According to Baur, there are three pillars at play when it comes to achieving this goal, beginning with concentrating the attention of the agent on the people they already know. This is done through the company’s Moxi Engage CRM, which integrates an agent’s database through the cloud, automatically adding to it as new contacts are added to a phone or other system.

Next comes the sales discipline that’s built right into the CRM.

“Agents know how to sell real estate, but the problem is that they fall prey to bad behaviors such as forgetting things when they’re busy and ignoring things they’re not good at. To combat this, we offer a simple set of checklists and task mechanisms to guide the agent on what to do for each person depending on where they are in the process,” says Baur.

“Based on these first two items alone, we’ve seen close to a 40 percent boost in agent performance,” adds Baur.

Moxi Works also offers a similar set of tools for managers so that they can be a better coach for the agent.

“One of the core parts of the system involves agents specifying goals,” says Baur. “A manager can then check behaviors that are helping and impeding those goals in order to help the agent achieve the specific goals they’ve set.”

For example, after an agent inputs his or her annual gross commission income goal, the system suggests a prioritized set of tasks to complete based on their MLS activity and the number of people in their sales flow to meet their sales target. Everything is automated so the agent doesn’t have to input their MLS activity. The manager can then work with the agent to make sure they’re doing all they can to achieve this.

One success story comes out of San Antonio, Texas, where Phyllis Browning Company has seen a rise in agent production since utilizing Moxi Works.

“In our industry, connections are everything,” says Marketing Director Kimberley Blohm. “We’ve been in business for more than 27 years, and through Moxi Works’ technology, we’ve been able to digitize the brand and organize agent tools, data and sales processes into an easy-to-use business strategy for our agents. Our agents are armed with highly effective listing presentation and CRM tools that allow them to work smarter, not harder, while maintaining a high level of personalized service.”

As a leading independent real estate company in San Antonio, the firm understands that to stay ahead, it’s important to invest in innovative technology.

“The Moxi Works team has been exceptional. They really know what they’re doing and they’re open to new ideas that allow our brokerage to use the program in a way that meets the distinguished level of service our clients have come to expect,” Blohm says.

“Our agents are at the top of their field, and Moxi Works supports them by ensuring that they stay in touch with their sphere of influence and manage their sales flow in the most efficient and effective way,” concludes Blohm.

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