With new leadership and a new vision, Troy Palmquist writes, MoxiWorks’ latest move should be important for any brokerage firm.
It seems like a new proptech company is launching every week, especially in the CRM space. But longevity matters, and MoxiWorks proves that persistence and innovation are not mutually exclusive.
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RISE, MoxiWorks’ AI-powered “Relationship Intelligence Platform for Real Estate,” connects marketing, outreach, follow-up, and execution more directly, creating a “continuous workflow for brokers, teams, and agents.” What RISE promises is more consistent follow-up. While this remains a challenge for many agents, we aim to help agents know who to call, when to take action, and what to say when someone answers a call or text message.
As a broker owner, I have been a customer of MoxiWorks for many years. From my personal experience, legacy technology companies spend too much time moving deckchairs on a sinking ship through rebranding exercises and feature drops. But here, MoxiWorks is building not only to attract new users, but to optimize existing ones.
“We set out to transform MoxiWorks from the inside out, and RISE is a testament to that commitment,” said Eric Elfman, who became MoxiWorks CEO two years ago this month. “This brings the enterprise experience MoxiWorks is known for into a modern product foundation built for the next era of real estate.”
Brokerage Reality: Contracts, Loyalty, and Upgrade Dilemmas
Every securities company leader has experienced this pain. You also have to answer questions from agents about why they can’t access the latest tools with better features on the market if they’re tied to an existing system or software contract.
This is why some brokerages fail to make the most of their technology stack. They’re either constantly switching platforms in pursuit of the shiny object, or they’re settling for the tried-and-true and missing out on newer, better options.
When a platform you’re already invested in makes a real breakthrough, it justifies the time and money you’ve invested and your relationship with that platform. It reduces pressure for both decision makers and stakeholders.
Product: RISE honest review
RISE does not aim to reinvent the wheel, but it does add important functionality for brokers and their agents. Top 5 Contacts, Canva integration, and digital advertising through Promote — with these, MoxiWorks connects who you call, what you say, and how you market, all in one platform.
Consistent follow-up is a constant challenge for most agents. This isn’t because agents aren’t interested, it’s because they have a hard time deciding who to contact, when to contact them, and what to say. The Top 5 Contacts feature helps reduce decision fatigue and adds functionality that can have a big impact on agent workflow.
Canva integration connects marketing teams and individual agents with branded content, allowing them to pull listing data from RISE, personalize it, and launch campaigns in minutes. Promote by MoxiWorks is a digital advertising solution powered by Evocalize that helps agencies and intermediaries turn products and brand materials into digital advertising. Connect to social and advertising networks directly from RISE, saving you steps and clicks.
ashley fiddler
“The real opportunity with AI isn’t about adding functionality; it’s about improving the way we actually do work,” Ashley Fidler, chief product officer at MoxiWorks, said at the launch. “We’re focused on understanding agent workflows end-to-end and using AI to turn existing data into clear, actionable next steps. Connecting intelligence, context, and execution in one system simplifies work and improves agents’ day-to-day efficiency.”
For brokerage firms starting their technology stack from scratch, this type of integrated workflow is essential, and RISE checks those boxes. For longtime users, RISE provides a powerful example of what happens when a vendor continues to iterate and improve a popular product.
The next time you feel like chasing the latest shiny object, remember that there’s just as much potential in a warhorse product that continues to iterate on and invest in already great services. With RISE, MoxiWorks once again reminds us that a platform that grows with its users is worth maintaining.
Troy Palmquist is the founder and president of HomeCode Advisors. Connect with him on LinkedIn.
