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Massachusetts Brokerage Puts Fresh Spin on MoxiWorks Training and Implementation

Christine George serves as president of Marketing and Business Development at Leading Edge Real Estate in Winchester, Mass. A full-service residential brokerage with 160 agents and nine offices in Boston, Cambridge and throughout the greater Boston area, George and the entire leadership team are doing everything they can to position the firm as a leader in each of the marketplaces they serve.

In an effort to achieve this goal, George began exploring MoxiWorks and everything they offer real estate brokerages and agents.

“As a newly independent brokerage, we needed a one-stop shop technology solution, and we found MoxiWorks to be a fully integrated, one-stop shop technology platform that allows the agent to manage every client and every transaction seamlessly,” says George.

With a plethora of technology tools at their disposal, George explains that the biggest benefit in partnering with MoxiWorks boils down to the fact that agents can go to one place for their marketing presentation, client connection and transaction management.

While gaining adoption is typically the biggest challenge when it comes to new technology, the firm has developed a training and implementation system that works wonders when it comes to integrating the latest and greatest MoxiWorks tool.

“You can’t just set it and forget it,” says George. “The key is to keep the platform top of mind and continue to demonstrate the value it can have on the agent’s business. To this end, we’ve implemented a number of savvy strategies that have helped us succeed.”

One of those strategies centers around instituting traditional webinar training. In fact, MoxiWorks has hosted a number of training webinars that are held live in Leading Edge Real Estate offices. Recordings are then emailed to each and every agent—and are available 24/7.

“We also had local marketing coordinators in each office set appointments with agents to assist them with one-on-one and hands-on set-up training,” says George. During these sessions, agents set up their profiles, received CMA practice and were instructed on how to upload contacts into MoxiEngage. “Once we were completely up and running, we instituted weekly in-office Moxi workshops to review any new releases and troubleshoot agent issues,” adds George.

While these efforts were well received, the firm continued to innovate and come up with fresh ways to engage agents. Tips are provided on a consistent basis within the firm’s weekly roundup e-Newsletter, and Facebook Live conversations are held on a private Facebook page in order to discuss frequently asked questions and review new releases and other features.

In addition to seeing the value that MoxiWorks has brought to Leading Edge Real Estate, George looks forward to a continued partnership with the company.

“Partnering with MoxiWorks has allowed us to create a transaction task list for our agents so that they can provide the most comprehensive experience for their clients,” says George.

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Keith Loria is a contributing editor to RISMedia.