MoxiWorks expands AI platform to enhance follow-ups, marketing

MoxiWorks has released new updates to its artificial intelligence (AI)-powered RISE platform — designed to help real estate agents manage client relationships and improve follow-ups.

Changes expand the platform’s ability to combine marketing outreach and transaction execution into a single workflow for brokerages, teams and individual agents.

A new feature called Top 5 Contacts identifies five contacts each day for agents to prioritize based on engagement activity and relationship signals stored in their database.

The system also provides suggested next steps and prewritten messages that agents can review or send.

Kim Koraca — chief marketing officer at MoxiWorks — said the core problem in real estate remains effective follow-up and making it easy for agents to accomplish.

“We have the same issue as a tech company with enabling our sales team to be on top of their follow-up,” Koraca said during a call unveiling platform upgrades. “It’s just the way salespeople are.”

She added that a significant differentiator for RISE is overcoming technology adoption issues.

One customer with more than 800 agents saw 89 previously inactive agents begin engaging with tasks immediately after seeing what RISE could do, and 129 agents who had never engaged before began using the AI.

“The big outcome everyone’s talking about — how is AI actually making the industry productive versus it being another thing that you add into the mix,” Koraca said. “The differentiator for us is we’re looking to solve the problem of agent adoption because you need to adopt the technology to solve the problem of follow-up.”

Integration with marketing tools

MoxiWorks has added a two-way integration with Canva — allowing agents and marketing teams to create and launch campaigns using listing data from within the platform.

The update also incorporates Promote, a digital advertising tool powered by Evocalize, allowing users to run listing and brand campaigns across social media and advertising networks directly through RISE.

A mobile companion app that allows agents to access recommendations and contact priorities while away from their desks is also included.

Ashley Fidler — chief product officer at MoxiWorks — said the company focused on connecting workflow automation with AI to drive entire business processes.

“It’s not enough to just be able to find deals, win them, help people close and help people nurture their relationships,” Fidler said. “We have to actually tie the entire story together with automation and with AI that takes advantage of what we know about our customers and actually moves the needle for our customers.”

Fidler said the system includes proactive AI experiences that tell users the most interesting things in their database and an AI chat feature that allows them to take action.

She emphasized that RISE uses a scoring algorithm that considers all activity within the platform — including email views, property listing interactions and market context.

“One of the big things we’ve heard from a lot of our customers when they start using the product is that it really helps them find the things that they were missing in their databases,” Fidler said. “I was talking to a luxury agent the other day, and she was telling me that the biggest problem she has is she loses track of stuff. That’s one of the big things that we can help with — surfacing things out of your database.”

Future enhancements

RISE is available across North America, with additional updates planned throughout 2026.

Future releases will include market performance data, enhanced team functionality, including co-sharing and co-managing of contacts, as well as transaction integrations beginning with DocuSign this summer, the company said.

Koraca said the company is also introducing flexible pricing models that allow brokerages to mix starter and pro versions of the platform.

“Use what you need and don’t pay for what you’re not using, and it’s not a one-size-fits-all,” Koraca said. “Brokers are loving that model. They’re loving that concept, but they’re buying in now so as they grow their brokerage, they have flexibility in pricing.”