Open Enrollment Checklists, Job Aids
& Guides

Checklists and Recordings

Group 1 Launch Schedule

Group 1 - Path to Success 1: Kickoff Recording

Group 1 - Path to Success 2: Launch Journey Recording

Group 1 - Tech-Readiness Checklist

Group 2 Launch Schedule

Group 2 - Path to Success 1: Kickoff Recording

Group 2 - Path to Success 2: Launch Journey Recording

Group 2 - Tech-Readiness Checklist

Group 3 Launch Schedule

Group 3 - Path to Success 1: Kickoff Recording

Group 3 - Path to Success 2: Launch Journey Recording

Group 3 - Tech-Readiness Checklist

Group 4 Launch Schedule

Group 4 - Path to Success 1: Kickoff Recording

Group 4 - Path to Success 2: Launch Journey Recording

Group 4 - Tech-Readiness Checklist

Group 5 Launch Schedule

Group 5 - Path to Success 1: Kickoff Recording

Group 5 - Path to Success 2: Launch Journey Recording

Group 5 - Tech-Readiness Checklist

Group 6 Launch Schedule

Group 6 - Path to Success 1: Kickoff Recording

Group 6 - Path to Success 2: Launch Journey Recording

Group 6 - Tech-Readiness Checklist

Group 7 Launch Schedule

Group 7 - Path to Success 1: Kickoff Recording

Group 7 - Path to Success 2: Launch Journey Recording

Group 7 - Tech-Readiness Checklist

Job Aids & Guides

MoxiWorks Roles

First-Time MoxiEngage Guide

MoxiEngage Email Sync Overview

Add/Edit Agent MLS in Dash

Editing MoxiWorks Permissions in Dash

Leads Engine: Granting Access in Dash

Instructions for MLS Agreements

ZAP TO ZERO

Zap Retirement FAQs

Zap Read-Only Mode Functionality Overview

DATA MIGRATION

Better Homes & Gardens Real Estate - Automated Data Migration Guide (ZAP) MoxiEngage Data Migration FAQs

Century 21 - Automated Data Migration Guide (Market Leader & ZAP) MoxiEngage Data Migration FAQs

Coldwell Banker - Automated Data Migration Guide (Market Leader & ZAP) MoxiEngage Data Migration FAQs

ERA - Automated Data Migration Guide (ZAP) MoxiEngage Data Migration FAQs

Video Resources

MoxiPresent

Inrix Drive Time Pre-Listing Presentations

Creating a Custom MoxiPresent Page

Taking the Show on the Road

MoxiImpress & MoxiPresent Custom Pages

Integrate Testimonials in MoxiPresent

My Value Proposition

MoxiEngage

5 Ways to Maximize MoxiEngage

MoxiWebsites

Customizing Your Agent Website

You can find additional resources and information on your brand university.

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