MoxiWorks provides essential workflow solutions for Texas firm
Edward Tull, director of Technology and Process Management at JB Goodwin REALTORS® in San Antonio, Texas, has worked in the industry for the past 10 years, a career based around his commitment to help people above all else. To truly support his agent base, Tull sought out technology products that could solve the brokerage’s most debilitating challenges: a lack of automation, nonexistent user experience, and slow or unreliable connectivity.
Previously, agents at JB Goodwin REALTORS® were working with multiple, limited integration services, from which came multiple logins. Tull recalls a large portion of agent support involved helping agents with passwords. In addition, the CRMs the brokerage implemented in the past offered very little support, says Tull. It was very difficult to train support staff on these systems, and, ultimately, database management fell by the wayside.
After being introduced to MoxiWorks, Tull realized his brokerage’s challenges could be solved with the product’s single sign-on open platform, which streamlines communications and transaction processes and provides access to a suite of innovative, real estate-specific tools and services.
“The sphere methodology and automation of MoxiWorks is what first caught our attention,” says Tull. “We were searching for a CRM that could integrate with the tools we currently use and plan on implementing in the future. MoxiWorks met all of our criteria and offered additional functionality.”
Now, ease of use is no longer an obstacle. Tull found that his agents could easily maneuver this service, for which training was also provided by a diligent MoxiWorks’ Account Manager, Dawn McLellan, who was easily accessible throughout the onboarding process. Additionally, the open platform’s simple integration with Google G-Suite proved to be a significant advantage.
“After we connected Google G-Suite to Moxi Engage, it was astonishing to find out how many contacts our agents have in their databases. This has been a great opportunity for our management team to help our agents cultivate connections they already have,” says Tull. “Within a few months, our agents have set up tens of thousands of subscriptions to Neighborhood News and Just Listed/Just Sold email announcements.”
One of the biggest benefits? A drastic reduction in assistance requests in regard to lost passwords, along with a streamlined process.
“One of the biggest requests from our agents and managers was a central location that connects to all of our tools and training resources. Moxi Hub provided a place to house all training documents, videos and onboarding information, and it gives us the ability to connect to any platform with an open API,” says Tull.
From easily-implemented customization, increased agent exposure without added administrative burdens and the ability to plug-and-play with other platforms, Tull has found that MoxiWorks is the all-in-one service needed to elevate his agents and create a competitive edge for JB Goodwin REALTORS®.
“With just a few clicks, our agents are able to subscribe their database to Neighborhood News and Just Listed/Just Sold email notifications. Engage further reduces double entry by mirroring the agent’s Google G-Suite Contacts and Calendar,” says Tull.
“MoxiWorks has given our agents a suite of leading-edge sales tools with custom connections to their database and other marketing platforms,” he adds.
For more information, please visit www.moxiworks.com.
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