Quick Tasks, Done Right — When You Need Them
Not every task needs a full-time assistant. From quick CRM updates to last-minute flyers, we deliver fast, flexible support for busy agents.
No contracts. No delays. Just real results.
Trusted by Ambitious Brands
Small on-demand help tasks, pay-as-you-go
Choose a Platform to See What We Handle:
MoxiEngage
MoxiWebsites
MoxiPresent
ActivePipe
Cloze
Follow-up Boss
Lofty / Chime
And beyond...
Use another platform? We support it!
MoxiEngage is built to streamline your workflow — we help with quick updates, contact cleanup, task setup, and more, so you can stay focused on selling.
Get Started with MoxiEngage(Engage Setup)
- Syncing your email with MoxiEngage
- Verifying your MLS ID in your Roster profile
- Ensuring listing data pulls accurately
- Reformatting 1 contact CSV file (up to 2,500 contacts)
- Importing the approved contact list into MoxiEngage
Marketing Launch via MoxiEngage
- Setup and deployment of one listing announcement
- Bulk upload of a contact group of your choice into the platform
- Launch of brokerage-provided or brand-approved holiday email campaigns
- One-time service to efficiently kick off your MoxiEngage marketing
- Provide content, agenda & images — we’ll handle the rest.
Database Organization in MoxiEngage
- Create up to 5 custom contact groups for better segmentation
- Assign contacts in bulk to the relevant groups
- Set up Neighborhood News for up to 3 ZIP codes
- Initiate consistent marketing touchpoints through group assignments
- Provide ZIP codes and names for contact groups — we’ll handle the rest
Marketing Launch via MoxiEngage
- Setup and deployment of one listing announcement
- Bulk upload of a contact group of your choice into the platform
- Launch of brokerage-provided or brand-approved holiday email campaigns
- One-time service to efficiently kick off your MoxiEngage marketing
- Provide content, agenda & images — we’ll handle the rest.
Ongoing Marketing Management via MoxiEngage
- Setup and deployment of one listing announcement
- Bulk upload of a contact group of your choice into the platform
- Launch of brokerage-provided or brand-approved holiday email campaigns
- One-time service to efficiently kick off your MoxiEngage marketing
- Provide content, agenda & images — we’ll handle the rest.
Marketing Launch via MoxiEngage
- Setup and deployment of one listing announcement
- Bulk upload of a contact group of your choice into the platform
- Launch of brokerage-provided or brand-approved holiday email campaigns
- One-time service to efficiently kick off your MoxiEngage marketing
- Provide content, agenda & images — we’ll handle the rest.
MoxiPresent helps you win listings — we handle template setup, content updates, and last-minute changes so your presentations are always ready to impress.
MoxiPresent Setup & Presentation Creation
Services Included:
- One-time setup and creation of a customized MoxiPresent presentation
- Choice of format: Seller, Buyer, or Open House
- Branded design with integrated property and comparable data
- Professionally crafted for impactful client engagement
What will you need to provide?
- Property address and MLS listing ID
- Comparable property details (if applicable)
- Any special offers, promotions, or CTAs to include in the presentation
MoxiPresent helps you win listings — we handle template setup, content updates, and last-minute changes so your presentations are always ready to impress.
Database Organization in MoxiEngage
- Create up to 5 custom contact groups for better segmentation
- Assign contacts in bulk to the relevant groups
- Set up Neighborhood News for up to 3 ZIP codes
- Initiate consistent marketing touchpoints through group assignments
- Provide ZIP codes and names for contact groups — we’ll handle the rest
Marketing Launch via MoxiEngage
- Setup and deployment of one listing announcement
- Bulk upload of a contact group of your choice into the platform
- Launch of brokerage-provided or brand-approved holiday email campaigns
- One-time service to efficiently kick off your MoxiEngage marketing
- Provide content, agenda & images — we’ll handle the rest.
ActivePipe keeps your marketing automated — we help with email setup, contact segmentation, and campaign tweaks so you stay top of mind with less effort.
🧱 Email & Content Customization
- Create and customize emails
- Add/remove properties, images, videos, and GIFs
- Personalize greetings using placeholders
- Add buttons, links, social media handles
- Insert SmartFeed articles, real estate content, and market insights
- Embed YouTube or Vimeo videos directly into emails
- Include ActivePipe landing pages and CTAs
- Format, crop, and adjust image sizes
- Download emails as PDFs
- Test email previews across devices before sending
- Customize subject lines and preview text for better open rates
🏠 Property Panel Management
- Feature/edit properties in panels (grid/list)
- Automate property panels with SmartMatch
- Filter properties by price, type, location, etc.
- Include off-market and coming-soon listings
- Add sold/current price and open home times
- Display agent name and contact details
- Highlight featured properties with custom tags or badges
- Add custom notes or agent insights to listings
- Remove sold, off-market, or outdated listings
- Sync listings from your MLS or brokerage feed
- Optimize image layout for better email display
🎯 Smart Campaigns & Automations
- Build and activate custom campaigns (welcome, just listed, open house, etc.)
- Set up an ActivePipe Journey
- Schedule for future, recurring, or drip-style campaigns
- Send to tags, audiences, individual contacts, or based on events
- Exclude recipients, update lists mid-campaign
- Share or clone campaigns
- Set up birthday, anniversary, or seasonal greeting campaigns
- Automate follow-ups based on recipient behavior (e.g., link clicks or non-opens)
- Clean up or archive outdated campaigns for better organization
- Configure timezone-based delivery for better engagement
👥 Contact & Audience Management
- Add/edit contacts (individually or via CSV)
- Set contact preferences and segmentation filters
- Tag, sort, filter, and classify contacts
- Manage subscription status (resubscribe, blacklist, etc.)
- Share and edit tags or audiences
- Add integrations for streamlined contact sync
- Merge duplicate contacts to maintain a clean database
- Create dynamic audiences that auto-update based on set criteria
- Export filtered contact lists for external use or reporting
- Remove bounced or unsubscribed emails to improve deliverability
- Segment audiences based on engagement or campaign history
📊 Reporting & Analytics
- Generate property, campaign, and contact reports
- Track interactions, views, unsubscribes, bounces, and complaints
- Understand unsubscription reasons
- Save, download, and share reports with your team
- Track opens, clicks, unsubscribes, bounces, and audience behavior
🌍 Social Sharing
- Share email campaigns on Facebook, LinkedIn, Instagram
- Create campaign links for posting across platforms
- Repurpose email content into social graphics and captions
- Create platform-specific versions of email content for better performance
- Promote seasonal campaigns or newsletters via social channels
🤝 Account & Profile Support
- Update profile info including image and social links
- Set up email notifications for different inquiry types
- Access shared emails and assets
- Archive, restore, and manage past content
- Guidance to improve deliverability and avoid spam filters
💬 And More — Customized To You
- Have a unique request?
- Need something not listed above?
- We can handle any ActivePipe-related task you need.
- Just tell us what you’re looking for, and we’ll make it happen.
Disclaimer & Service Policy
We provide support services tailored for real estate professionals, including full-time VA assistance, product-based support task-based solutions, content creation and marketing including social media services. While we strive to deliver high-quality service, we are not responsible for individual brokerage compliance or regulatory requirements. Please consult your managing broker for any compliance-related questions specific to your region.
Please Note: We are not affiliated with any SaaS platforms, PropTech products, or their partner brokerages. We operate as an independent service provider, offering tailored solutions based on real-world experience supporting real estate professionals and agencies.
If you have any questions, our support team is always here to help.