Agent Resources Hub

Your one-stop destination for tools, tips, and troubleshooting.

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What are the Tools in my Wallace Agent Tool Belt?

CRM & Client Management

Tools: MoxiEngage, MoxiPresent, Testimonial Tree
Description: Help with managing contacts, creating presentations, and gathering testimonials.

Marketing & Website Tools

Tools: MoxiPromote, MoxiWebsite, ActivePipe
Description: Support for running ads, managing personal websites, and email marketing.

Transaction & Compliance

Tools: SkySlope, Transaction Desk, DepositLink
Description: Guidance on managing real estate transactions and ensuring compliance.

MLS & Property Data

Tools: FlexMLS, KGIS, RPR
Description: Tools for searching listings, viewing maps, and generating market reports.

Printing & Miscellaneous Tools

Tools: PaperCut, FromYourFriends
Description: Tools for printing and client gift management.

Other Tools Recommended to Use:

Social Media Platforms

Facebook Business: For managing business pages and creating ads.
Instagram: For sharing listings and engaging with clients.
LinkedIn: For professional networking and building authority.
YouTube: For hosting property walkthroughs and educational videos.

Productivity and Collaboration Tools

Microsoft Office Suite

Outlook: For email and calendar management.
Excel: For tracking commissions, creating budgets, and analyzing data.
Word: For creating letters, contracts, or brochures.
PowerPoint: For creating listing presentations
Microsoft Teams: For team communication and updates.
OneDrive: For securely storing, syncing, and sharing files across devices.

Google Workspace

Gmail: For email communication and managing contacts.
Google Calendar: For scheduling meetings, setting reminders, and organizing daily tasks.
Google Drive: For securely storing and sharing files with colleagues and clients.
Google Docs: For creating and collaborating on documents like contracts, brochures, and reports.
Google Sheets: For managing budgets, tracking data, and creating detailed reports or analyses.

Real Estate-Specific Tools

Canva: For creating professional flyers, social media posts, and presentations.
Zoom: For virtual meetings with clients.

Data and Analytics Tools

Google Analytics: For tracking website traffic and user behavior.
Facebook Insights: For analyzing the performance of social media posts.

Cybersecurity Tools

LastPass/1Password: For managing and sharing passwords securely.
McAfee/Norton: For antivirus and internet security

Frequently Asked Questions

FAQ

CRM & Client Management

MoxiEngage (CRM)

How do I sync my contacts with MoxiEngage?

Go to the Settings menu, find Integrations, and connect your email account. This will sync your contacts automatically.

How do I track my pipeline in MoxiEngage?

Open your Dashboard to see your clients organized into stages like Prospect, Active, and Pending. You can move them to the next stage by dragging their name into a new section.

Can I set reminders for client follow-ups?

Yes! Go to the client’s profile, find the Tasks section, and set a reminder for when you want to follow up.

How do I import contacts into MoxiEngage?

Use the Import Contacts tool in Settings. Upload your contact list as a CSV file, and MoxiEngage will guide you through matching the information correctly.

Can I set goals in MoxiEngage?

Yes! Go to the Goals section under Settings, input your target numbers for listings, buyers, and sales, and track your progress.

How do I integrate MoxiEngage with other tools like ActivePipe?

Visit the Integrations section in Settings to connect tools like ActivePipe, which can sync email campaigns with your client database.

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MoxiPresent

What is MoxiPresent?

MoxiPresent helps you create professional presentations for clients, like property overviews or market analyses.

How do I create a presentation?

Click Create New, choose a template, and add the information your client needs, like properties and market data.

How do I share a presentation with a client?

When your presentation is ready, click Share and email the link to your client or download a PDF to share in person.

Can I update my presentation after sharing it?

Yes! Any updates you make to your presentation will automatically show up in the shared link.

How can I include video in a MoxiPresent presentation?

In the editor, choose Add Video, paste the YouTube or Vimeo link, and place the video in your presentation slide.

Can I collaborate on a presentation with another agent?

Yes, you can share the presentation with a colleague by granting them Edit Access in the sharing options.

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Testimonial Tree

How do I ask for a testimonial from a client?

Click Request Testimonial, enter your client’s email, and send the request. The system will guide them through submitting feedback.

Can I edit a testimonial?

Yes, go to the Testimonials section, click the one you want to edit, and make changes before publishing.

How do I share testimonials on social media?

In the testimonial, click Share, choose your platform, and the system will post it for you.

How do I customize my testimonial request email?

Go to the Settings section, select Request Email Template, and edit the message to include your branding and personalized text.

Can I embed testimonials directly on my website?

Yes, Testimonial Tree provides embed codes that you can copy and paste into your website’s HTML or use plugins like Elementor to add them visually.

How do I collect video testimonials?

Use the video testimonial feature by including a video submission link in your testimonial request email.

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Marketing & Website Tools

MoxiPromote

What does MoxiPromote do?

MoxiPromote helps you create and manage ads for social media platforms like Facebook and Instagram to market your listings.

How do I set up a new ad in MoxiPromote?

Choose Create Ad, pick the property or service you want to promote, select a platform, and follow the steps to customize your ad.

Can I see how my ad is doing?

Yes! Go to Campaign Analytics to see stats like clicks and views, so you know how your ad is performing.

How do I connect my social media accounts?

In Settings, click Social Accounts and log into your Facebook or Instagram to link them with MoxiPromote.

How do I create a custom audience for my ads?

In the ad setup, choose Custom Audience, upload a CSV file with client details, or select pre-defined criteria like location or interests.

Can I duplicate a previous campaign?

Yes, go to Campaigns, find the one you want to duplicate, and click Duplicate. Adjust the content and budget as needed.

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MoxiWebsite

What can I do with MoxiWebsite?

MoxiWebsite allows you to create and update your personal real estate website to showcase your listings, testimonials, and services.

How do I update my profile on my website?

Go to Settings in MoxiWebsite, click Profile, and update your photo, contact info, and bio.

Can I add client testimonials to my site?

Yes! Go to the Testimonials section, click Add, and enter your client’s feedback. It will display on your website automatically.

How do I link my website to social media?

In the Social Media Links section, enter your Facebook, Instagram, or LinkedIn profiles, and icons will appear on your homepage.

Can I create a blog on my MoxiWebsite?

Yes! In the website editor, add a Blog Section to share updates, market trends, or tips for clients.

How do I optimize my website for search engines (SEO)?

Use the SEO tools in the website editor to add keywords, update meta descriptions, and ensure each page has relevant headings and content.

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ACTIVEPIPE

What is ActivePipe?

ActivePipe helps you send email campaigns to your clients, like newsletters or market updates, automatically.

How do I create an email campaign?

Go to Campaigns, click Create New, and use the drag-and-drop tools to design your email.

Can I send emails to multiple clients at once?

Yes! Upload your client list under Contacts, and choose the group you want to email when creating a campaign.

How do I see who opened my emails?

In Analytics, you’ll see a report showing how many people opened your email and clicked on links.

How do I set up automated drip campaigns?

In the Campaigns section, choose Drip Campaign, select your audience, and create a series of emails with triggers based on client actions.

Can I track which clients clicked on links in my email?

Yes, go to the Analytics section for your email campaign to see detailed reports, including clicks, opens, and engagement per recipient.

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Transaction & Compliance

SKYSLOPE

What is SkySlope for?

SkySlope helps you manage real estate transactions by organizing your paperwork and keeping track of deadlines.

How do I upload documents?

Click Upload Documents, choose the files from your computer, and assign them to the correct folder, like “Purchase Agreement.”

How do I check if my file is approved?

Go to Compliance, where you’ll see the status of your files marked as Approved, Pending, or Needs Changes.

How do I request signatures through SkySlope?

Open your transaction file, select the document that needs signatures, and use the SkySlope DigiSign tool to send it to the required parties.

How can I add team members to a transaction?

Go to the transaction file, click Team Members, and add their email addresses with assigned roles.

What does the checklist status mean in SkySlope?

Incomplete: Required items are missing.
Submitted: Items are awaiting review.
Approved: The file is compliant and approved.

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Transaction Desk

What is MoxiPresent?

MoxiPresent helps you create professional presentations for clients, like property overviews or market analyses.

How do I create a presentation?

Click Create New, choose a template, and add the information your client needs, like properties and market data.

How do I share a presentation with a client?

When your presentation is ready, click Share and email the link to your client or download a PDF to share in person.

Can I update my presentation after sharing it?

Yes! Any updates you make to your presentation will automatically show up in the shared link.

How do I create templates for commonly used forms?

Go to the Templates section, select New Template, and upload the forms you use most. Add placeholders for easy customization.

Can I set up reminders for transaction deadlines?

Yes, use the Tasks and Reminders feature within a transaction to set alerts for key dates like inspections or closings.

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Deposit Link

What is DepositLink?

DepositLink is a secure platform for collecting earnest money deposits digitally.

How do I set up my DepositLink account?

Visit the DepositLink website and click Sign Up. Follow the prompts to enter your contact information and banking details.

Can my clients pay with a credit card?

No, DepositLink only supports payments via ACH (electronic bank transfer).

How do I send a payment request to a client?

How can I track the status of a payment?

Go to the Transactions section of your account to view completed, pending, or failed payments.

What happens if a payment fails?

You’ll receive a notification, and you can resend the payment request to the client.

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MLS & Property Data

FlexMLS

What is FlexMLS?

FlexMLS is a tool for searching and sharing property listings with your clients.

How do I save a search for a client?

Perform the search, click Save, and give it a name. You can assign it to a client so they receive updates.

How do I set up email alerts for new listings?

In Saved Searches, click Notifications, set the frequency, and choose your client’s email.

How do I customize my client portal in FlexMLS?

Go to Portal Preferences in Settings, where you can add a welcome message, upload your logo, and set the layout style.

How can I set up a subscription for new listings?

Perform a property search, save it, and select Create Subscription to send email updates to your client automatically.

What’s the easiest way to print a listing report?

Open the listing, click Print, and choose from the available templates, like “Full Report” or “Client-Friendly Report.”

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KGIS (Knoxville Geographic Information System)

What is KGIS?

KGIS is an online mapping tool for accessing property maps, tax data, and zoning information in Knoxville, TN.

How do I search for a property?

Enter the property address, parcel ID, or owner’s name in the Search Bar on the KGIS homepage.

How can I view property boundaries or zoning details?

Use the Map Layers menu to turn on overlays for property lines, zoning, and other details.

Can I download maps from KGIS?

Yes, once you locate a property, click Export Map, choose the file type (PDF or PNG), and save it to your computer.

How do I measure distances or areas on the map?

Use the Measurement Tool on the toolbar to draw lines or areas and see the calculated distance or square footage.

What if I can’t find the property I’m looking for?

Ensure you’re entering the correct address format. If the property is new, its data might not yet be available on KGIS.

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RPR (Realtors Property Resource)

What is RPR used for?

RPR provides real estate agents with detailed property data, market trends, and tools to create Comparative Market Analyses (CMAs).

How do I search for property details in RPR?

What types of reports can I create in RPR?

You can create CMAs, property reports, neighborhood reports, and market trend analyses.

How do I generate a CMA?

Select a property, click Create Report, and choose CMA. Follow the steps to add comparables and finalize the report.

Is there a mobile version of RPR?

Yes, download the RPR mobile app from the App Store or Google Play to access property data on the go.

Can I share RPR reports with clients?

Yes, reports can be shared via email or downloaded as a PDF to present in person.

Click Here

Printing & Miscellaneous Tools

PaperCut

What is PaperCut?

PaperCut is a printing management tool that tracks and controls print jobs, helping reduce costs and waste.

How do I log in to PaperCut?

Visit the PaperCut portal and enter your work email and password provided by your office administrator.

How do I send a print job using PaperCut?

Open the document, select Print, choose the PaperCut printer, and confirm the job in the PaperCut portal.

Can I track my printing usage?

Yes, log into PaperCut and go to the Usage Report section to see your print history and costs.

How do I resolve printing errors?

First, check the printer for jams or low ink. If the issue persists, cancel the job in PaperCut and try printing again.

What do I do if I forget my PaperCut password?

Use the Forgot Password link on the login page or contact your office administrator for a reset.

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FromYourFriends

What is FromYourFriends?

FromYourFriends is a gifting platform that lets agents send personalized gifts and cards to clients for holidays, birthdays, or anniversaries.

How do I create a gift order?

Log into your account, select a gift from the catalog, personalize the card message, and enter the client’s address.

Can I schedule gift deliveries in advance?

Yes, choose the delivery date when placing your order to ensure the gift arrives on time.

How do I track the status of my gift order?

Go to the Orders section in your account to view the delivery status of all your gifts.

What if a client doesn’t receive their gift?

Contact FromYourFriends customer support with the order details to resolve the issue.

Can I add my branding to the gifts?

Yes, many gifts allow you to include your logo or a branded message for a personal touch.

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Mobile Device Help (iPhone & Android)

Commonly asked questions for users.

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Additional Resources

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Resources & Classes

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What people say about our help & resources

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