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With four decades of real estate experience under his belt, including 35 as a managing broker, D.B. Wilson of RE/MAX of Boulder knows a good thing when he sees it. So when his employing broker Jay Kalinski introduced him to residential brokerage services company Moxi Works, there was no question that his firm needed to utilize the tools they were offering.

“Jay had been looking for a CRM that would work better for him, and when he found Moxi Engage™, he was very impressed and pleased with what he saw,” says Wilson.

“The CRM is very easy to use and works well with adding notes and keeping track of your conversations and touches with clients and prospects,” says Wilson. “We also like that you can put your goals into the system. When you open up Engage, they’re right there staring you in the face. This leads to greater accountability, providing a good reminder of whether or not you’re on track to meet those goals.”

In addition to a powerful CRM, the firm was also in need of a quality CMA program. “We had developed some here at RE/MAX of Boulder, but they were a bit cumbersome and didn’t really wow the customer,” says Wilson.

But thanks to Moxi Works’ Moxi Present™, clients are more impressed than ever before.

“Moxi Present™ allows our agents to differentiate themselves out in the field by positioning them as knowledgeable professionals, which is incredibly important in our fast-paced market,” says Wilson.

Not only does the program provide a level of transparency between the agent and consumer, it can also be personalized to best meet the needs of individual firms. In fact, RE/MAX of Boulder created specific pages that agents can pick and choose from when putting their presentation together through Moxi Present™.

Moxie Present™ also allows agents to appeal to younger buyers and sellers simply because of the power of the program. For clients who prefer the traditional listing presentation, agents can simply print it out and put it in a three-ring binder.

“We offer this to all of our agents, and we continually remind them of all Moxi Works has to offer,” says Wilson. “As agents who are using the program have success, more agents are getting on board. It has truly helped us demonstrate to our agents that we’re looking out for their best interests, helping them stay on the leading edge.”

For more information, visit www.moxiworks.com.

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