Overview
In a move aimed at tightening the link between marketing outreach and transaction execution, MoxiWorks on Thursday released upgrades to its AI-powered RISE platform. The enhancements are designed to help brokerages, teams, and individual agents manage client relationships more efficiently as the housing market navigates a period of volatility in 2026.
The company frames the updates as a continuation of a broader strategy to turn AI from novelty into everyday productivity for real estate professionals. Industry observers note that the changes come at a time when lenders and agents alike are seeking streamlined workflows that cut through information silos and accelerate follow-ups across the loan and sale cycle.
The rollout includes new features and stronger integrations that blend marketing campaigns with transaction steps, enabling teams to operate more cohesively in a single platform. This is increasingly important as lenders look to coordinate borrower outreach with real estate activity to shorten loan cycles and improve conversion rates.
Industry analysts say this move underscores how moxiworks expands platform enhance as it blends marketing with deal execution. The emphasis on adoption—not just capability—signals a push to ensure AI tools translate into real-world results for busy agents and their lending partners.
New AI Features
- Top 5 Contacts: Each day, the system surfaces five contacts the agent should prioritize, based on engagement activity and relationship signals pulled from the agent’s data repository.
- Suggested Next Steps and Prewritten Messages: The platform proposes actionable follow-ups and ready-to-send messages that agents can review and dispatch with minimal friction.
These tools are designed to reduce the friction of follow-up, a longstanding bottleneck in real estate sales and mortgage collaborations. By presenting prioritized actions and ready-made templates, RISE aims to turn the discipline of follow-up into a repeatable, scalable process.
Marketing and Campaign Integration
The update adds a two-way integration with Canva, enabling agents and marketing teams to craft campaigns that pull listing data directly from the RISE platform. In addition, Promote, a digital advertising tool powered by Evocalize, now supports running listing and brand campaigns across multiple channels from a single interface. The combination of Canva and Evocalize helps teams translate listing details into timely, targeted outreach that can be aligned with loan-applicant activity.
Kim Koraca, chief marketing officer at MoxiWorks, framed the upgrades as a response to adoption hurdles. 'We have the same issue as a tech company with enabling our sales team to be on top of their follow-up. It’s just the way salespeople are,' she said during a briefing announcing the upgrades. Koraca added that getting agents to actually use the software is the key differentiator for RISE.
Adoption and Early Results
Adoption remains a watchword for AI platforms in real estate, and early results from pilot clients illustrate the potential impact. A brokerage with more than 800 agents reported that 89 previously inactive agents began engaging with tasks after seeing what RISE could do, while 129 agents who had not previously engaged with the platform started using the AI for daily workflows.
"The big outcome everyone’s talking about is not just what AI can do, but how it translates into productivity on the ground," Koraca said. "The differentiator for us is solving the adoption problem—if agents don’t adopt, follow-up won’t improve, so we’re prioritizing that bridge right out of the gate."
Implications for Loans and Lending Partners
The updates have clear implications for mortgage professionals who rely on timely follow-ups to move borrowers through pre-approval, application, and closing. By integrating marketing touchpoints with tasks like document collection reminders and appointment scheduling, the platform can help loan officers stay in sync with real estate teams and borrowers alike.
With the mortgage market facing headwinds and a continued emphasis on speed-to-close, lenders are looking for tools that can deliver consistent outreach and measurable outcomes. The new capabilities in moxiworks expands platform enhance offer a way to shorten response times, improve borrower experience, and maintain compliance across channels.
Implementation Timeline and Availability
The company indicated phased rollouts, with several features becoming available to customers in the coming weeks. The Canva integration is live for eligible accounts, while the Promote tool is expected to be fully available by quarter’s end. Additional analytics and reporting refinements will follow in subsequent updates.
Clients are invited to participate in webinars and training sessions designed to maximize the impact of the updates, including hands-on guidance for aligning AI-driven follow-ups with lending workflows and borrower engagement strategies.
Market Context in Spring 2026
As the housing market recalibrates in 2026, brokerages and lenders are leaning into technology that can improve efficiency without sacrificing the human touch. Supply constraints, shifting demand, and fluctuating rates have increased the importance of high-quality follow-up and consistent messaging. Tools like these are increasingly cast as essential for preserving productivity when staff levels fluctuate and competition for borrowers intensifies.
Real estate technology vendors are competing to deliver end-to-end solutions that reduce friction across the loan and purchase journey. In this environment, the emphasis on agent adoption—paired with strong marketing integrations—could determine which platforms sustain momentum as market conditions evolve.
What This Means Going Forward
For brokerages and lending teams, the latest upgrades from MoxiWorks offer a more connected workflow that marries outreach with execution. The focus on prioritizing relationships, providing ready-made messages, and enabling campaign creation from a single panel speaks to a broader push to implement AI where it delivers measurable improvements in follow-up efficiency and loan conversion rates.
Looking ahead, industry watchers will be monitoring how well the adoption curve translates into real-world results in loan pipelines and closing timelines. If early wins persist, moxiworks expands platform enhance could become a standard refrain in lender-brokerage discussions, signaling a shift toward platform-centered productivity in real estate finance.
Key Data Points
- Top 5 Contacts identifies five daily high-priority relationships for each agent
- 89 agents in a large 800-agent brokerage returned to active use after a trial
- 129 previously disengaged agents began using AI tools after exposure to RISE capabilities
- Two-way Canva integration enables Canva-based campaigns using in-platform listing data
- Promote by Evocalize supports multi-channel listing and brand campaigns
What This Means for Agents and Teams
Agents can expect a more structured daily workflow, with automatic reminders, suggested scripts, and easy campaign launches tied to current listings. Teams benefit from visibility into engagement trends and the ability to standardize outreach across agents, improving consistency in borrower and seller communications.
Quotes From Leadership
'We’re turning AI from a novelty into a practical tool that agents will actually use every day,' said a spokesperson from MoxiWorks. 'The goal is to move follow-up from reaction to proactive engagement across the entire client journey.'
Koraca added, 'The adoption problem is real, but solving it is what makes AI valuable in real estate. If agents don’t adopt, nothing else matters.'
Discussion