Creating a Buyer Presentation from a contact record in MoxiEngage

The Buyer Presentation gives your clients a way to learn about the prices and availability of properties in their target area.  A new improvement in MoxiEngage and MoxiPresent associates a buyer presentation created in MoxiPresent to the contact record in MoxiEngage.  As MoxiEngage provides you with more in-depth consumer insights when all your client’s data is in their record, this enhancement helps you serve all your contacts better. 

This enhancement also populates the client information from Engage into Present and allows you to add additional clients from Engage into the Buyer Presentation.

Here's how to create a Buyer Presentation directly from MoxiEngage.

Creating a Buyer Presentation in MoxiEngage 

Working with the Buyer Presentation in MoxiPresent

Creating a Buyer Presentation in MoxiEngage 

Within a contact’s record in Engage, find the Presentations button on the left-side menu.

A screen will appear instructing you to start your presentation.  Select the Create Presentation button.

Name:  Enter a name for the presentation

Type:  Choose Buyer

Listing Source: Choose the MLS you wish to pull data from.

Theme:  Select either the Classic or Luxury theme

Your Buyer Presentation will be created in MoxiEngage in the client record and in MoxiPresent as a presentation on the dashboard.

Look for the person icon in your Present dashboard.  This indicates your buyer tour is connected to the buyer record in Engage.

Working with the Buyer Presentation in MoxiPresent

Edit the Buyer Presentation in MoxiPresent by selecting the pencil icon on the presentation graphic.

On the screen that appears, begin editing your Buyer Presentation by changing or adding to the Presentation Name, MLS, or Contacts field.  The Contacts field is connected to your MoxiEngage account.  Begin typing and your matching contacts will appear in the Contacts field.  You can have multiple contacts receive the Buyer Presentation.  Each contact will have the Buyer Presentation appear on their MoxiEngage profile.

Presentation Name: Copied from the client’s MoxiEngage record.

Contacts:  The contact information from MoxiEngage appears, and you can add other contacts from MoxiEngage.  The contact address will populate the address section of the Buyer Presentation.

Listing MLS#:  Enter an MLS number or choose to enter the location or ZIP code.

 The automatic search uses all the information that was added to the subject property page to find comparable listings.  You can adjust the search criteria to find additional or different listings.

For additional steps to complete your Present presentation, visit the MoxiPresent section of the MoxiWorks success portal.