To begin setting up your new tools, we’ll need to gather fundamental details about your brokerage. Your journey with us begins with a dedicated Onboarding Project Manager who will guide you through this process, answering any questions you may have during the kick-off call.
Your Company’s General Information :
- Brokerage/Team Legal Name
- Location
- Office Email
- Brokerage website
Agent Roster:
We will provide you with an Excel template to complete with each agent’s information who will need accounts to use the tools. Our Implementation team will upload the sheet to create the accounts in bulk. The more information you provide, the less time your agents will need to spend updating their profiles later.
Branding:
We know that your brand is your identity. That’s why we always custom brand your Moxi tools with your company’s colors, fonts, and logo.
Fonts must be from fonts.google.com and the logo must be high-resolution in PNG format. Please note that you can change your company’s branding at any time after Onboarding through your Customer Success Manager.
MLS Information:
Our products are built for real estate and rely on MLS listing data. Before you sign on with us, please confirm with the Sales Representative if we have your MLS already available. We will need the following information for each MLS your brokerage intends to access within our tools:
- Broker of record name
- Broker email
- Phone number
- Office ID
- Broker MLS ID
- Brokerage website URL
Due to variations in approval processes and timelines across different MLSes, we advise submitting the request form for each MLS you require access to as soon as possible to mitigate any potential delays. Your Onboarding PM will send you the MLS request form before the kick-off call.
Our tools only support residential listings, not commercial. The same MLS ID cannot exist on more than one user account. Each agent using the products must have an active membership with your MLS(es) to use their Moxi tools.