Now Featuring August 2025 Marketing Assets!
1. Provide your website preferences
2. Provide the Marketing Team Access to edit your website
How Can I Provide Access to Marketing Team?
Please follow this quick 1-minute tutorial here.
What is Moxi?
Moxi is a suite of tools designed to help you reach your sales goals in less time.
Moxi suite has 4 tools to help you do this Moxi Present helps you design beautiful and engaging presentations.
Moxi Engage helps you stay in front of clients and keep track of your GCI goals.
Moxi Impress is a set of tools designed to provide you one click access to marketing materials for listings.
Moxi Websites are just that beautiful websites designed to help you brand yourself and an avenue to convert leads!
Why the change to Moxi?
After many years of working with the Back at You / IQ office platform, we’ve received feedback from agents that it wasn’t the easiest platform to use despite it’s robust capabilities.
Thus, we sought out a tool that had similar features but was simpler and easier to use. We want to help you save time, not waste time!
What does that mean for my contacts?
We want to make this process seamless as possible, so we’ve archived any Back at You contacts & leads within the system that were added in/before 7/29.
Back at You will be available for a limited time (11/21) for you to be able to migrate any information you need over.
If you need assistance with set-up, we will be scheduling set-up starting in September. We will be doing this in order of offices being trained, and sign-up for scheduling will become available for your office at this point.
What does that mean for my website?
If you have purchased a domain, we will work with you in your set-up to connect your domain to your new agent website.
If you have not purchased a domain, you will need to purchase a domain in order to have an agent website.
However, all agents will have an online profile on our website regardless of whether or not you have a domain.
When will I be able to sign-up for set-up of my Engage system?
You will be provided a link for scheduling by email following your training.
My info isn't correct in Moxi
To update your profile you will need to login to Mycbdesk.com and then in the top right hand corner, select your photo. After clicking on your photo, select My Profile.
You can also click here, if you’re logged-in to Mycbdesk.com.
How can I learn more about these tools outside of training?
Check out Moxi Help Center!
Check out the flipbook, which will walk you through all of the tools with links to tutorials and webinars!
Also, in addition to the office training we will provide, Moxi and Anywhere both offer on-demand and regular webinars to help you understand the tool and maximize it’s use.
To view Moxi webinars / on-demand click here.
To view Anywhere / CB provided trainings, please click here.
Need Additional Help?
To learn more about how the tool should work, please visit the Moxi Help Center.
If the tool is not working the way it described, the quickest way to get support is by contacting Moxi directly. Please do this by emailing support@moxiworks.com or using the Help icon in your bottom right hand corner when you’re in the Moxi system.
If you are having trouble with updating your profile, or need assistance with your domain or website forwarding, please contact our IT department by clicking here.
If you need assistance with getting your contacts imported, customizing your presentation or website, please reach out to marketing by clicking here.
What's the Moxi Morning Routine?
See the Moxi Morning Routine here.
How Can I Connect My Social Media to Listing to Leads / Social Automation?
Click here for quick and easy tutorial!
Moxi Webinars/On-Demand Videos
Click Below to Login to Moxi
Login to Moxi via MyCBDesk.com | Benefits of Moxi - Overview PDF
How To Send Presentations PDF |
Moxi Mondays Playlist
Support Links
Main Support Site: Support.Moxiworks.com
Submit a Support Request: https://support.moxiworks.com/hc/en-us/requests/new
In-House Tech Trainers:
Bailey MacDermaid ~ bailey.macdermaid@cbgreatlakes.com ~ 231.333.5535
Jamie Griswold ~ jamie.griswold@cbgreatlakes.com ~ 231.796.5823
Rick Dernberger - rick.dernberger@cbgreatlakes.com ~ 616,396.5221
Sheena Ketchum - sheena.ketchum@cbgreatlakes.com - 574.274.0045
How to Import Contacts: https://www.apination.com/how-to-setup-moxiworks-google-sheets/
Download PDF with information on leveraging TEAMS in Moxi.
Recorded Training
Copy and paste the full code link (includes black and blue parts if they show in colors). Do not include the title words stating which each code is for. Example, you would start copying the first one starting at <embed and end at the last >
Embedding the Luxury Magazine
<iframe allowfullscreen allow="fullscreen" style="border:none;width:100%;height:1000px;" src="https://e.issuu.com/embed.html?d=2018_2019_gl_digital_magazine_septe&u=coldwellbankerschmidt"></iframe>
Embedding our Blue Book (Video Tutorial):
<iframe allowfullscreen allow="fullscreen" style="border:none;width:100%;height:1000px;" src="//e.issuu.com/embed.html?d=2019_blue_book_lp_12.5x11_hlps_ever&pageNumber=2&u=coldwellbankerschmidt"></iframe>
Embedding our Black Book (Video Tutorial):
<iframe allowfullscreen allow="fullscreen" style="border:none;width:100%;height:1000px;" src="//e.issuu.com/embed.html?d=blackbook_digital&u=coldwellbankerschmidt"></iframe>
Moxi Monday 4-10-23 The New Move Meter Page and Tool/Widget
https://youtu.be/e07IFI9m-uU?si=4FrYM1s1dEyiHcdh
4 Website Testimonial Options
https://docs.google.com/document/d/1GbZ-6p6ekeaWJACF7BM8hrCgI2Dbg9H_HfPjcKUJ-jw/edit