Portside Actual Property Group has 200 brokers in Maine and New Hampshire. The connection is on the coronary heart of their enterprise they usually use know-how to assist it.
For the previous 5 years, Portside has used MoxiWorks to assist brokers keep in contact, keep extra conscious and stick with their purchasers. However in fact, recruiting brokers is a problem confronted by all brokerages. The know-how solely works if the agent makes use of it, and usually it requires a bit of assist to get there.
Portside cracked the code with what was known as the Gold Normal for adoption. And it really works! 85% Of the brokers, they’re lively in MoxiWorks CRM and are already discovering new transactions of their database.
We spoke with Catie Seavey, dealer and agent relations supervisor at Portside concerning the LeadingRe Options Group session. “How High Brokers are turning know-how into loyalty for lists, leads and brokers.”. Listed below are one of the best practices Portside makes use of and the best way to apply them to your brokerage:
Meet the agent they’ve
All brokers have a special relationship with know-how. Some settle for that, some resist, others do not hassle both method.
port Every agent adapts by assembly the place they’re. They know that every one brokers have their very own limitations – whether or not it is time, expertise, that they have already got a system that works for them. As a substitute of pushing, Portside listens. If this isn’t the proper second, I am going to come again later.
Adoption shouldn’t be compelled, but it surely has not been forgotten. They’ve clear plans and constantly remind brokers of what their tech stack can do. For instance, see a portside agent utilizing moxiworks An extra 3x presentation view Greater than those that do not. Main in such a price prop is a transparent approach to improve agent recruitment.
(with template) Make it simple
We had been all there. Log in to your new platform and inside minutes you will be overwhelmed by all of the options and directions.
Portside makes it simple. At MoxiWorks, we now have constructed all of the templates that brokers may want, together with CMAs, presentation lists, and annual stories. It may be tailored to all manufacturers, purchasers, and simply tailored.
They do not cease on the presentation both. The e-mail advertising automation platform additionally makes use of neighborhood information. This can routinely ship shopper localized market updates. As we speak, they subscribe to five,643 contacts, with over half of their brokers working a minimum of one subscription. It is 1000’s of month-to-month touchpoints and retains brokers in thoughts with minimal effort.
If it is easy, it is the agent to make use of it. And when the agent makes use of it, it really works.
Coach and Refresh
Throughout the LeadingRe session, Catie stated: “Proceed doing what’s working.
In Portside, management stays near the instruments. They sit with their brokers, reply questions, test in one-on-one to ensure their tech stack works for every individual. And when one thing works, they will not contact it ceaselessly. They refine it.
For instance, try our month-to-month native e-newsletter. The format stays the identical, however annually the design is up to date with up to date branding, colors and logos. The message is related, the looks stays recent, and the shopper is participating.
The mixture of assist, persistence and fixed refinement makes know-how really feel like a pure a part of a brokerage.
Encourage reliability and individuality
Portside provides a gold customary bundle for brokers to begin. A launchpad, so to talk. Nonetheless, know-how can’t substitute the persona of every agent. It requires a human voice.
Catie stated, “Know-how strengthens the enterprise of brokers. It isn’t a substitute for a relationship-based nature of individuals in portside.”
They encourage brokers to edit, add their very own branding, and make each presentation, e mail, or advertising materials really feel like their very own voice. The purpose is that every one belongings are extensions of the agent’s model, not simply the brokerage firm.
In spite of everything, actual property is a people-centric enterprise, and folks reply greatest to credibility. This can be a subject that we simply mentioned after Inman Join 2025.
I am going to admit blind spots
Catie merely stated: “Each know-how has a blind spot.”
That is why Portside is upfront about what their instruments can and can’t do. As a substitute of claiming that know-how solves every part, they set clear expectations. Brokers know the place the bounds are, keep away from frustration and in the end construct belief.
Proudly owning the hole permits Portside to give attention to the platform I am going to do it Supply – Extra worth, extra consistency, and stronger shopper relationships.
Port Aspect Gold Normal
Conversation with Portside It confirmed that know-how sticks when it’s supported and refreshed by those that use it. Constructing on MoxiWorks, Portside has created a tradition the place know-how is adopted to advertise measurable outcomes.
Combining this sort of deliberate management with MoxiWorks instruments, brokerages are seeing agent engagement, extra constant shopper touchpoints, and improved general enterprise outcomes.
