DocuSign Transaction Rooms and Moxi Engage, a CRM solution, now work together to provide brokerages and agents with a streamlined solution for managing real estate transactions – from lead to close. Easily create a Transaction Room with the click of a button in Moxi Engage and all your Moxi data is populated into the Transaction Room to reduce data entry, minimize errors, and increase data consistency.
How it Works
- Get set up quickly. Reach out to both your DocuSign and MoxiWorks Account Managers to request the integration to be turned on and then simply link your accounts from within Moxi Engage one time.
- Enter the consumer and listing/transaction data into Moxi Engage as you’re working with your client.
- When the time is right to create the Transaction room, simply click the button to create the room and it will automatically be created with all the data you had in Moxi.
- A Transaction Room link will also be created in Moxi for quick access to your transaction room.
About the Partner
MoxiWorks is a comprehensive open platform system for large residential real estate brokerages that serves over 110,000 agents and 60 brokerages nationwide. MoxiWorks’ integrated tools are centered on sphere methodology that drastically increases agents’ repeat and referral business by 40%, while lowering overall technology, training, and support costs for the brokerage. Named one of the 10 Best Cloud Solution Providers of 2018 by Industry Era, the open platform known as the Moxi Cloud has tools from more than 40 partners that plug and play to create unique brokerage solutions. MoxiWorks also powers the LeadingRE Cloud. More information at moxiworks.com.