Beating the Competition
Wallace Real Estate’s Approach to Technology & Agent Productivity
Wallace Real Estate's MoxiWorks Portfolio
The Challenge
It’s no secret that one of the enticing draws for someone to become a real estate agent is the flexibility to run their business in the way that works best for them. And while every agent must hang their hat with a brokerage, not all brokerages are created equal. Partnering with the right brokerage, one that offers training, support, and added perks like brokerage supported technology, can make an undeniable impact on an agent’s business. These days, there are hundreds of tools to choose from, and thankfully many of them work together. But, the challenge lies in finding the right tools that can cater to the many needs of the entirety of a brokerages’ agent base. Wallace Real Estate, founded in 1936, is acutely aware of the challenge of finding the right tech stack, but have found success in their current suite.
Claudia Stallings, COO and Partner at Wallace Real Estate said, “With more than 400 agents, everybody needs something different.” Implementing technology that would allow agents to enable the pieces of technology they needed most to support their business means finding more efficiency and success for Wallace’s agents.
“MoxiWorks has a lot of modules that meet a lot of needs”
— Claudia Stallings
COO and Partner, Wallace Real Estate
By offering a deeper tech stack, their agents can customize what products are most important to their business.
The Approach
The Wallace team helps their agents become even more efficient and productive by offering a more personalized, white-glove service. By harnessing this combination of technology and support, agents have more time to focus on what matters most—building relationships and closing deals. By leveraging advanced technology to handle much of the behind-the-scenes work, Wallace empowers its agents to operate more efficiently. Agents have access to a robust suite of tools, including MoxiPresent, a more-than-a-CMA presentation builder, MoxiEngage, an agents‘ CRM, MoxiHub, a brokerage intranet, ActivePipe, an automated email marketing tool, and agent websites via MoxiWebsites. This variety ensures its agents have everything they need to succeed. Each tool offers the right level of control by the brokerage, while offering time-saving automations and flexibility at the agent level.
One aspect of Wallace’s white-glove service is building personalized websites for its agents. Once the site is live, all the agent has to focus on is adding content. And when it comes to Search Engine Optimization (SEO), something critical in this crowded digital age, the Wallace team shared that all of their agents rank first for their name.
"I’ve been building websites since Flash was a thing,so I’ve used a lot of different platforms and as far as ‘ease of use’ Moxi to me, there’s nothing better."
— Howard Ouellette
Director of Corporate Communication,
Wallace Real Estate
With MoxiPresent, the Wallace team uses built-in templates to make it easier for an agent to customize their own presentations within the Wallace branding. Agents can populate the brokerage templates with their unique presentation content, saving them hours of re-creating a new presentation for every listing appointment, annual property review, or buyer tour.
One aspect of Wallace’s white-glove service is building personalized websites for its agents. Once the site is live, all the agent has to focus on is adding content. And when it comes to Search Engine Optimization (SEO), something critical in this crowded digital age, the Wallace team shared that all of their agents rank first for their name.
"We’re not the largest brokerage in our market, but the larger brokerages don’t offer anything like MoxiWorks. So when our agents walk in with a MoxiPresent presentation, that is branded and set apart, we are wowing clients.”
— Claudia Stallings
COO and Partner, Wallace Real Estate
Most recently, Wallace added MoxiWorks’ automated email marketing tool, ActivePipe, to its tech stack and has set up automations so that all an agent needs to do is tag their contacts in the system, and they’ll reap the benefits of Wallace’s automated monthly campaigns.
Hey There, Neighbor!
Something special about the Wallace team is their neighborly spirit. While most brokerages are focused on beating the competition next door, Wallace is offering support to another local Tennessee brokerage by helping with the set-up of its systems. The Wallace team knows the power of the tools and wants their community to benefit from the positive impact of technology.
The Results
With the help of MoxiWorks tools, Wallace is setting their agents up for success. They are leaning into brand recognition and making sure their agents are able to meet their clients, and future clients, where they are. Wallace’s agents also have the power of MoxiPromote, an automated digital advertising tool that simplifies and speeds up listing marketing. With just a few clicks, agents can effortlessly launch ads across Meta and Google. According to the Wallace team, one agent recently compared a native Google ad to a MoxiPromote ad—and the MoxiPromote ad outperformed the Google ad eightfold. Easy setup and 8x better results? That’s a clear win.
2,600+ Presentations
In 2024 60% of Wallace agents utilized its CMA tool, MoxiPresent, creating more than 2,600 presentations. That’s an average of 9 presentations per agent, with some agents creating over 50 in the last year.
48% Open Rates
In H2 of 2024 their average email open rate with their ActivePipe campaigns was 48% (11% higher than the industry average of 37%)
5,054 Clicks
Within a 6-month span, the Wallace ActivePipe campaigns drove 5,054 clicks to its website and its agents’ websites.
288% Increase
And adoption of their CRM continues to grow steadily. From 2023 to 2024, the number of contacts stored in MoxiEngage surged by an impressive 288%.
Wallace is now running monthly newsletter campaigns using MoxiWorks’ email marketing tool, ActivePipe. With the automation its team has set up, all its agents have to do is tag their contacts to be included in these brokerage-run campaigns. As a result of one of its most recent campaigns, one agent got three calls and a verified appointment from just one new newsletter. And all they had to do was tag their contacts; the brokerage took care of the rest through automation.
“Agents like it [ActivePipe] so much they are asking for more campaigns.”
— Claudia Stallings
COO and Partner, Wallace Real Estate
This is the power of technology, automation, and brokerage support.
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