MoxiWorks has renewed its strategic technology partnership with Michael Saunders & Company to drive the brokerage’s next growth phase using AI-powered marketing, CRM, and productivity tools, the companies announced on March 12. Michael Saunders & Company, an independent brokerage headquartered in Sarasota, Fla. , had previously incorporated MoxiWorks within its technology stack. After evaluating various proptech solutions, the firm decided to reunite with MoxiWorks to support its long-term technology strategy, according to the announcement. “As our business continues to expand, we sought a partner aligned with our long-term vision, ” said S. J. Yun, CMO at Michael Saunders & Company. “This renewed partnership with MoxiWorks enables us to accelerate and provide top-tier service to our customers. What impressed us most was MoxiWorks’ capacity to blend intelligent automation with the personalized service our brand represents. This balance is vital as we grow. ” The agreement arrives amid brokerages reassessing their tech stacks to cope with narrowing margins, evolving client expectations, and the swift adoption of generative AI.

Many firms are consolidating marketing, CRM, and advertising tools into unified platforms to reduce costs, minimize data fragmentation, and support agents with automated yet brand-aligned content. For Michael Saunders & Company, which has over 650 agents across 19 offices on Florida’s Gulf Coast, the renewed deal means agents will utilize MoxiWorks’ integrated suite of marketing, CRM, and AI-enhanced productivity tools to streamline operations and enhance client engagement. The brokerage highlighted MoxiWorks’ service model, enterprise-grade solutions, and scalable technology as pivotal factors, alongside the vendor’s product roadmap featuring RISE, a new AI-first product designed to bolster future platform capabilities. “We’re thrilled to welcome Michael Saunders & Company back to the MoxiWorks family, ” said David Greenbaum, CCO at MoxiWorks. “Their return underscores the value of a long-term tech partnership. As we continue enhancing our platform and introducing new AI-driven innovations, we see enormous potential to help their agents work smarter and deliver greater value to clients. ” For brokerage leaders, this partnership exemplifies how AI is transitioning from standalone tools into essential operating platforms. Rather than adding point solutions atop legacy systems, firms like Michael Saunders & Company seek a single vendor capable of managing presentations, email, CRM, advertising, and campaign automation while preserving data integrity and compliance. Such consolidation can reduce vendor sprawl, simplify agent onboarding, and provide a clearer customer perspective, but it also raises the importance of vendor choice. A long-term platform agreement effectively shapes how a brokerage will utilize AI in marketing, lead nurturing, and client retention in the coming years. This article was created using HousingWire Automation and reviewed by a HousingWire editor prior to publication. The system transforms company announcements and industry data into HousingWire-style news content.