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In a cooling market, MoxiWorks helps brokerages and their agents deliver added value to homeowners

MoxiWorks, the comprehensive real estate platform serving over 800 brokerages and 400,000 agents, announced today that it will be providing all customers with a complimentary Starter Edition of Milestones! This extension of an already great partnership will expand Milestones footprint even further in our quest to bring the Homeoweners Under Management revolution to the US real estate industry. Read the full press release below.

SEATTLE, Wa. (March 7, 2023) – MoxiWorks, the leading real estate technology platform, announced today that all customers will now have access to a homeownership management portal at no additional cost. MoxiWorks was built for brokers by brokers with an emphasis on nurturing your sphere of influence to gain repeat and referral business. Now, MoxiWorks customers have access to homeownership portals for their clients to help create loyal clients for life.

MoxiWorks has partnered with Milestones Labs (Milestones), the industry’s first Homeowner Management System℠ to offer this tool to their clients for free. 

“Our partnership with MoxiWorks is an exciting step forward in our commitment to empowering real estate professionals and delivering exceptional service to our clients,” says Milestones CEO Dustin Gray. “At Milestones, we’ve always aimed to integrate with innovative technology offerings and elevate the industry as a whole. MoxiWorks has a proven track record delivering powerful technology at scale while remaining steadfast in its mission to help industry professionals thrive in a seamless business software experience.” 

Milestones homeownership portals keep agents in front of their clients while building and nurturing relationships with them between transactions. From home valuation to maintenance to everything in between, agents who use MoxiWorks can now get their clients set up with a portal to make the most of their homeownership lifecycle and to stay top of mind with their clients.

“The average homeowner only moves every 10 years, that’s a lot of runway. But thankfully there are tools and processes available to help agents stay top of mind throughout that time,” said York Baur, CEO MoxiWorks. “In an uncertain first half of 2023, we want our customers to know they’ve got this, and we’ve got them. That’s why we’re offering all customers access to the Milestones homeownership management portals for free.”

Milestones brings everything you need to manage your home into one place. Homeowners can: 

  • Keep track of all the important stuff — documents, key contacts, maintenance tasks and the many parts, systems, and belongings in your home. 
  • Get help when they need — find local service providers to help maintain, repair, or improve their home. Agents can even tag their favorites and can make warm introductions for their clients. 
  • Manage home finances — automatically track your home value and equity, monitor mortgage and property taxes, and provides access to loans.

“We know the power of your sphere, especially in a cooler market. Staying in flow and building a pipeline that converts, even when clients aren’t in the market to move, is extremely powerful and will lead to that coveted repeat and referral business. Milestones is a fantastic tool to help make sure agents can easily stay top of mind before, during and after the transaction, over and over again, all in one place,” said Baur.  

With this free product MoxiWorks customers will have access to the Milestones starter package:

  • Homeownership Hubs
  • Move Hubs
  • Mortgage & Other Ancillary Services Information

“There’s an endless list of golden moments attached to the homeownership journey and if we can switch our mindset beyond just the transaction agents can be top of mind for each of those moments and win more listings in the future,” said Baur.

Milestones joins the MoxiCloud as a fellow champion of providing a strong, yet flexible open platform of real estate technology for agents and brokerages.

“Together, we will help brokerages serve the next generation of homeowners – by leveraging technology to deliver personalized client service before, during, and after the transaction,” said Gray.

Any agent with a MoxiWorks login can sign up today. Brokerages interested in brand-specific solutions can talk to their MoxiWorks representative. To learn more, or to get signed up today, visit


About Milestones

Milestones is dedicated to helping real estate industry professionals break free from the transaction mindset by focusing on Homeowner Management. The integrated and open platform creates private client portals to stay connected and deliver ongoing personalized value — regardless of whether customers are buying, moving, owning, or selling. Instant access to verified trusted service partners ensures that clients never have to worry during any life event. The payoff from staying connected and helping customers solve problems: Fiercely loyal customers for life. Learn more at


About MoxiWorks

MoxiWorks is a comprehensive open platform system for large residential real estate brokerages that serves over 800 brokerages and 400,000 agents nationwide, accounting for more than 20% of the transactions in the U.S. Their integrated tools are centered on sphere methodology that increases agents’ repeat and referral business by 54%, while lowering overall technology, training, and support costs for the brokerage. The open platform known as the MoxiCloud has tools from more than 100 partners that integrate to create unique brokerage solutions. Find more information at

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