A dialog with MoxiWorks CRO Craig Raeburn and VP of Strategic Alliances and Development Brendon Meyer
At LeadingRE Limitless 2026, MoxiWorks Chief Income Officer Craig Raeburn and VP of Strategic Alliances and Development Brendon Meyer spoke with LeadingRE’s VP of Strategic Engagement Jim Psyhogios in regards to the evolving position of expertise in actual property.
Their dialogue explored the rising impression of expertise fatigue inside brokerages, the speedy rise of AI throughout proptech, and the way proactive AI methods are more likely to reshape agent workflows within the coming years.
This is how the dialog unfolded:
Jim: Brokers and brokers say they’re overwhelmed with too many methods and logins. How is expertise fatigue presently impacting dealer progress?
Many brokerages now depend on so many methods that their complexity is beginning to decelerate agent progress as an alternative of serving to it.
Craig pointed to business analysis that stated: T3 Sixty Which means the typical brokerage agency and its brokers have entry to greater than 20 totally different expertise instruments. Though every system serves a singular goal, the cumulative impact may end up in operational overload.
Brokers need a standardized platform that creates consistency throughout the enterprise, whereas brokers want flexibility and management over how they work. When these competing priorities are layered on prime of quite a few logins and disconnected instruments, it might create what Craig describes as “administration paralysis.”
As a substitute of accelerating productiveness, expertise can start to compete with probably the most priceless a part of an agent’s job: time spent with shoppers. This dynamic is beginning to change the way in which brokerage companies take into consideration their expertise stacks.
For years, the business has repeated the phrase, “One of the best CRM is for brokers.” However Craig prompt that commonplace is altering. Sooner or later, the most effective methods could also be those who require little agent interplay, as automation and clever workflows deal with many repetitive duties within the background.
He defined that the aim is for expertise to behave as a silent associate and help companies with out slowing them down.
Jim: MoxiWorks has undergone vital modifications over the previous 12 months, together with new management and the announcement of RISE. What triggered these modifications?
Craig stated the change stemmed from a realization of how shortly the proptech panorama was evolving. Over time, MoxiWorks has constructed an intensive suite of options throughout the back and front workplaces. A few of these merchandise had been developed internally, whereas others had been acquired. Because of this, the platform grew throughout a number of applied sciences, however they did not at all times combine as seamlessly as clients anticipated.
On the identical time, the actual property expertise market was changing into more and more crowded and aggressive. This setting made it clear that the corporate wanted a extra centered imaginative and prescient.
Moderately than attempting to handle each potential use case, MoxiWorks started rethinking the platform with a clearer product technique. That effort led to the event of RISE. RISE was designed with a basis of native AI and constructed round what the corporate describes as sensible gross sales funnels that join brokerage, staff, and agent workflows.
Craig stated that whereas the corporate brings in new expertise from inside and out of doors the actual property business, it additionally depends closely on experience inside the business. The aim was to mix in-depth information of securities operations with the most recent software program and AI developments.
Jim: There are plenty of AI claims in proptech proper now. Are there any actual variations between it and RISE?
Though AI has shortly change into a typical characteristic throughout actual property expertise platforms, most methods right this moment are nonetheless reactive, Brendon defined.
Brokers usually have to cease their work and immediate the AI system to generate one thing, corresponding to an e mail, advertising copy, or itemizing description. The AI will reply to the request, however the agent nonetheless must provoke the interplay.
To clarify the distinction in strategy, Brendon usually makes use of a automotive analogy.
At present, most AI instruments function like mechanics. The agent should cease what it’s doing, diagnose the issue, and ask the system for assist.
RISE was designed to operate like a Method 1 pit crew. In F1 races, drivers stay seated whereas the pit crew displays the car’s telemetry in actual time. When the automotive pits, the crew is already prepared to alter tires, refuel, and tune up so the driving force can get again to racing shortly.
RISE applies the identical thought to the agent’s enterprise. The platform constantly displays alerts corresponding to CRM exercise, lead engagement, and previous buyer habits. When a chance presents itself, the system surfaces it and prepares really helpful actions.
For instance, if a previous buyer begins repeatedly viewing listings on a brokerage web site, an AI system may create a follow-up message earlier than the agent even realizes the client is again in the marketplace.
“Most of right this moment’s AI is user-operated instruments,” Brendon says. “RISE is designed as a system that works with you.”
Jim: Adoption has at all times been the Achilles heel of dealer expertise. What has MoxiWorks discovered about accelerating agent adoption?
Adoption challenges are usually not new to mediation expertise.
Craig stated the business has lengthy relied on the concept “the most effective resolution is the one which brokers use.” In follow, deployments usually fail as a result of the system is troublesome to navigate, poorly supported, or disconnected from what brokers truly care about on a day-to-day foundation.
One other issue is the rising hole between middleman priorities and middleman expectations. Expertise selections are sometimes made on the middleman stage based mostly on operational wants and company necessities. Nonetheless, brokers and groups consider expertise based mostly on whether or not it helps them generate enterprise and handle relationships extra successfully.
If these priorities do not align, this may result in elevated skepticism of the brokerage agency’s chosen instruments. Over time, MoxiWorks has discovered that profitable implementations sometimes depend on three elements: an intuitive person expertise, dependable help that brokers can entry once they want it, and a transparent connection between the expertise and agent targets.
“If brokers can’t perceive how the platform may help them win enterprise, they received’t use it,” Craig says.
With RISE, the corporate has invested closely in usability and expertise design, together with a devoted product staff with a particular concentrate on interface responsiveness and a cell companion app that ensures the system suits naturally into brokers’ present methods of working.
In spite of everything, adoption shouldn’t be about forcing use. It is about constructing belief in expertise brokers.
Jim: MoxiWorks has been within the business for 15 years. What makes the corporate totally different from different proptech distributors?
Brendon stated one of many firm’s greatest benefits is its lengthy historical past in the actual property business. MoxiWorks’ roots return to one of many earliest actual property web sites launched in Windermere. Its origins gave the corporate early perception into how brokerage companies function and the way agent workflows evolve over time.
Since then, the proptech market has expanded dramatically, particularly following the speedy digital adoption that occurred through the COVID-19 period. Whereas many distributors have entered the house lately, MoxiWorks continues to concentrate on enterprise intermediaries and large-scale operational platforms, with enlargement into midsize and small intermediaries.
One other differentiating issue is the corporate’s concentrate on buyer success and help, Brendon stated. Over time, some shoppers have moved to newer or extra specialised instruments. However many find yourself coming again, not simply due to the product’s options, however as a result of they recognize the partnership and repair mannequin the corporate provides. That have was instrumental within the growth of RISE.
The platform was in-built collaboration with skilled actual property professionals and cutting-edge software program engineers, with AI designed instantly into the inspiration quite than being added on afterwards.
Jim: Trying three to 5 years down the road, what position will proactive AI play within the progress of brokerage companies?
Craig believes that proactive AI will quickly change into an essential a part of brokerage methods.
He predicts that inside the subsequent few years, AI will transfer past mere productiveness good points and change into a real progress engine for each brokerages and brokers.
As a substitute of getting brokers manually handle all workflows, clever methods monitor enterprise alerts, uncover alternatives, and assist brokers have interaction with shoppers on the proper time.
This transformation is likely one of the causes MoxiWorks selected to construct RISE as its native AI platform.
The corporate believes that by embedding AI instantly into the structure, quite than layering it on prime of present methods, the platform can evolve sooner as expertise advances.
Craig stated the aim is straightforward: expertise that actively helps brokers develop their companies, quite than simply serving to them handle their companies.
