How to Update Your Profile

  • Updated

Your MoxiWorks Profile displays in many areas across MoxiWorks products, including MoxiWebsites, MoxiEngage emails, and MoxiPresent Agent Profile pages.  That is why it is so important to keep this information up to date.

There are many ways to update your MoxiWorks Profile.  Below, you'll find step by step instructions on how to edit each portion of your profile.  However, if you notice there are some fields you cannot update, or some that revert back to previous settings, your information may be provided through a data feed. 

Why can't I update my profile information directly in my Moxi account?

If you are in the United States with Coldwell Banker, Century 21, Better Homes and Gardens, Corcoran, ERA, or Sotheby's International Realty, you are with Anywhere and your profile information cannot be changed directly in your Moxi account and is provided through a feed. Please see:

Anywhere Agents: Editing Account Information and/or MLS Information (Non-Coldwell Banker)

Editing Account Information and/or MLS ID for Coldwell Banker Accounts

If you are not from a company listed above but you still cannot edit your profile information, or your profile information reverts back after attempting to change it, then your profile is provided by a brokerage or franchise data feed. You will need to update the original source data in order for your MoxiWorks Profile to display up to date and accurate information.  Brokerage or franchise data feed sources are not controlled or maintained by MoxiWorks and are typically maintained by your office admin, your brokerage HR department, or your brokerage payroll office.  If you are a member of a franchise or larger brand, this information may be maintained through a regional office. 

Our Customer Support team will not be able update or make changes to MoxiWorks Profiles that are set up through a brokerage or franchise data feed.  Please check with your office leadership for instructions on how to update the data feed.

MoxiWorks Profile Updates

All updates to your MoxiWorks Profile are made from the My Account page.  The My Account page can be accessed through any MoxiWorks products by clicking the profile icon/image in the upper right hand corner (as demonstrated below).

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Updating your Profile Photo

Follow the step-by-step instructions below to update your profile photo:

     1.jpgClick on the camera icon next to the current profile icon/image.

Profile_Photo_1.jpg

    2.jpgClick Upload New.

Profile_Photo_2.jpg

    3.jpgClick File, then select the desired image to upload.

    4.jpgClick Upload.

Profile_Photo_3.jpg

note_icon.jpgNOTE: Your photo will be updated across all MoxiWorks products.  This process may take a few minutes to show everywhere your image is displayed.

Updating your Personal Information

The Personal Info page includes all your personal information.  Follow the step-by-step instructions below to update your profile information.

     1.jpgClick on the pencil icon.

Person_1.jpg

     2.jpgClick the Personal Info tab.

Person_2.jpg

     3.jpgUpdate the desired information. 

note_icon.jpgNOTE: The following personal information can be updated:  name, nickname, publicly displayed name, designations, areas of service, office directory display category (e.g. manager, staff, agent), languages, licence number, and time zone.

You can toggle on or off if you wish to have your Profile Visible Online. If you choose to toggle this setting to ON, your account will automatically be activated in ActivePipe and Impress. If you choose to toggle this setting to OFF, you can still have an account for all products but will not have an account/license automatically for Impress and ActivePipe

You can toggle on or off if you wish to be displayed in the Internal Directory. If you choose to toggle this setting to ON, you will appear on both the internal directory and external directory on the office and company website. If you choose to toggle this setting to OFF, you will not appear in internal and website directory.

     4.jpgClick Save.

Person_3.jpg

Updating your Contact Information

The Contact Info page includes all your contact information that your clients will use to get in touch with you.  Follow the step-by-step instructions below to update your contact information.

    1.jpgClick on the pencil icon.

Person_1.jpg

     2.jpgClick the Contact Info tab.

Contact_1.jpg

    3.jpgUpdate the desired information. 

note_icon.jpgNOTE: The following contact information can be updated: primary email, display email, backup email, direct phone, mobile phone, alternate phone, fax number, and office extension.

note_icon.jpgNOTE: Under mobile number, you will have the option to Allow customers to contact me via text message online using my mobile number. Chose to opt-in by selecting the check box, or opt-out by deselecting the checkbox.
OptIn.PNG

     4.jpgClick Save.

Contact_2.jpg

Updating your Web Information

The Web Info page includes your About Me Biographies for both MoxiWebsite and MoxiPresent, your website URL, and your social media channels.  Follow the step-by-step instructions below to update your web information.

    1.jpgClick on the pencil icon.

Person_1.jpg

     2.jpgClick the Web Info tab.

WEb_2.jpg

    3.jpgUpdate the desired information. 

note_icon.jpgNOTE: The following web information can be updated: 

      • About Me - You can create all your bio information in one paragraph box, or create separation with additional titles and paragraphs.

      • Website - This will be pre-populated once your MoxiWebsite has been created. You can update this as needed.

      • Mobile Search App - This is where you can put in the URL of a 3rd party mobile search app if your brokerage provides you with one.
      • Social Media - Add the URL for direct access to all of your social media channels. This is also where you can add your Facebook Business page if needed.

     4.jpgClick Save.

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