With new leadership and new vision, Troy Palmquist writes that MoxiWorks’ latest move should matter to every brokerage.

It seems like every week there’s a new proptech company launching, especially in the CRM space. But longevity matters, and MoxiWorks is proving that staying power and innovation aren’t mutually exclusive.

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RISE, MoxiWorks’ AI-powered “relationship intelligence platform for real estate” is connecting more directly to marketing, outreach, follow-up and execution, creating a “continuous workflow for brokerages, teams and agents.” The promise of RISE is more consistent follow-up — still a challenge for too many agents — that seeks to help agents figure out who to call, when to make a move and what to say when someone answers that phone call or text.

As a broker-owner, I was a longtime MoxiWorks customer. Speaking from my personal experience, legacy tech firms spend too much time moving deck chairs on a sinking ship through rebranding exercises or feature drops. Here, however, MoxiWorks is building not just to attract new users but to optimize for existing ones.

“We set out to transform MoxiWorks from the inside out, and RISE is proof of that work,” said Eric Elfman, who became CEO of MoxiWorks two years ago this month. “It brings the enterprise experience MoxiWorks is known for into a modern product foundation built for the next era of real estate.”

The reality for brokerages: Contracts, loyalty and the upgrade dilemma

Every brokerage leader has experienced the pain: Locked into an existing contract for your systems and software, you’re also fielding questions from agents wondering why they don’t have access to the newest tools with shinier features hitting the market.

That’s why some brokerages never get as much as they could out of their tech stack. Either they’re chasing shiny objects and constantly switching platforms or they’re settling on the tried-and-true, missing the boat on newer, superior options. 

When a platform you’re already invested in then makes a genuine leap forward, it validates the time and money you’ve spent and the relationship you have with that platform. For decision-makers and stakeholders alike, it takes the pressure off.

The product: An honest assessment of RISE

While RISE isn’t looking to reinvent the wheel, it’s adding features that matter to brokers and their agents. Top 5 Contacts, a Canva integration, digital advertising through Promote — with these, MoxiWorks is connecting the dots between who to call, what to say and how to market, all in one platform.

For most agents, consistent follow-up is a perpetual problem, not because agents don’t care, but because they struggle with deciding who to contact, when to reach out and what to say. The Top 5 Contacts feature helps to reduce that decision fatigue, creating a potentially high-impact addition to agent workflows.

The 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 agents and brokerages turn listings and brand collateral into digital advertising. It connects with social and ad networks directly from RISE, saving steps and clicks.

Ashley Fidler

“The real opportunity with AI isn’t adding more features. It’s improving how work actually gets done,” Ashley Fidler, chief product officer at MoxiWorks, said at launch. “We focus on understanding agent workflows end to end, then using AI to turn existing data into clear, actionable next steps. When you connect intelligence, context, and execution in one system, you simplify the work and make agents more effective day to day.”

For brokerages starting a tech stack from scratch, this type of integrated workflow is essential, and RISE is checking those boxes. For long-time users, RISE is providing a strong example of what it looks like when a vendor continues to iterate and improve on a beloved product.

The next time you’re tempted to chase the latest shiny object, remember that the warhorse products that keep investing in and iterating on an already-great service have just as much potential. With RISE, MoxiWorks reminds us once again that a platform that grows with you is worth keeping.

Troy Palmquist is the founder and principal at HomeCode Advisors. Connect with him on LinkedIn.

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