MoxiWorks expands RISE ecosystem with Cloze integration. Availability spans the U.S., Canada, Australia, New Zealand, and the U.K. for users of both platforms. Article Summary. MoxiWorks integrated RISE with Cloze to sync contacts and activity, aiming to create a unified view of each relationship and reduce manual updates. The company said the move supports its open ecosystem strategy and a broader 2026 integration roadmap. AI Summary MoxiWorks has integrated its native-AI relationship intelligence platform, RISE, with Cloze, an AI-powered real estate platform, to automatically sync contacts and activity between the two systems, the company announced Wednesday. The integration gives brokerages and agents using both platforms a single, unified view of each client contact while eliminating duplicate data entry across systems, according to the announcement. Once contacts are synced from Cloze into RISE, agents can immediately use RISE campaigns, presentations and automations for those relationships, while activity from RISE is shared back to the Cloze Intelligence Engine. "If you're running Cloze and RISE side by side, you shouldn't have to think about which system has the latest version of a contact," Krista Hannahs, principal product manager, integrations at MoxiWorks, said in a statement. "Now you don't have to. Your Cloze contacts show up in RISE automatically, ready for campaigns, presentations, automations and follow-up, with nothing to manage but the relationship itself." The move is part of MoxiWorks' "open ecosystem" strategy for RISE, designed to connect with tools agents already use instead of forcing a single-vendor stack. Cloze joins existing RISE integrations including a two-way Canva connection, MoxiWorks' Promote digital advertising platform powered by Evocalize and RateMyAgent. The integration is available now to agents, offices and brokerages using both Cloze and RISE in all markets MoxiWorks serves, including the United States, Canada, Australia, New Zealand and the United Kingdom. MoxiWorks framed the Cloze connection as an early step in a broader 2026 roadmap to expand RISE's ecosystem, with transaction management integrations planned next. Tying transaction data to contact and activity histories could further centralize an agent's workflow, from prospecting through closing.

July 2026: RISE product release notes. This month: manage contacts without leaving chat, sharper reasons to reach out, and the first release of Style Kits for presentations. New. Manage contacts without leaving chat. RISE AI can now create, view, update, and delete notes and property preferences on a contact right from a chat conversation. Say what you need changed - "add a note that Jamie wants a fenced yard" - and RISE AI finds the right contact, shows you a preview of the exact change, and saves once you confirm. A quick correction mid-conversation no longer means leaving the chat to find the contact record. See it in action Brand your presentations in one click with Style Kits. If your Marketing Admin has set one up, just pick it from the new Branding section and your colors and fonts apply instantly and consistently across the whole presentation - no manual formatting slide by slide. Switch kits anytime, or clear back to default styling. Set up your first kit Custom fields are back. Every agent's business tracks something a little different, so you can now build your own fields to track whatever matters to you. They show up everywhere you'd expect - contact profiles, contact and SmartGroup filters (your saved, auto-updating contact segments), and email placeholders. MoxiWorks, LLC has also added new standard fields, including Job Title, additional email addresses, additional phone numbers, and additional street addresses, and future standard fields won't break your existing setup. Create your first field RISE now connects to Cloze. Once connected, your Cloze contacts - including tags, birthdays, and property preferences - flow into RISE and stay updated as they change in Cloze. And when someone unsubscribes or resubscribes to your emails in RISE, MoxiWorks, LLC let Cloze know too, so both systems stay consistent without any manual copying between them. Connect your Cloze account Improved. Top 5 Contacts now gives sharper reasons to reach out. Top 5 Contacts (T5) surfaces the people most worth contacting today. New signals now factor in a matching listing's price drop, a change in a contact's property preferences, and a contact's home ownership anniversary, alongside the engagement signals T5 already tracked - so instead of a generic nudge, you see the specific, timely reason behind each recommendation. See how the signals work Chat is noticeably faster. MoxiWorks, LLC has made a round of fixes to chat performance and reliability, including improvements to campaign creation, so chat should feel snappier whether you're asking a question or building a campaign. See what's changed Contact types expanded. Covering relationships like Investor, Client, Tenant, Landlord, Property Manager, Referral Partner, and more - so you can segment contacts the way you actually think about your book of business. Two new special types round it out: Do Not Market, which excludes a contact from all marketing regardless of subscription status, and Personal, which excludes a contact from marketing by default (with the option to include them in a specific campaign if you choose). Browse the full list Market Insights is faster, with new charts. Market Insights has been redesigned with a much faster-loading page and new charts, giving you a quicker, clearer snapshot of local market conditions to share with contacts. Take a look On mobile. Today in Market and contact cleanup, now on mobile. Two updates bring RISE mobile closer to the full RISE experience. Today in Market - the widget that surfaces daily local market activity relevant to your contacts, already on your RISE web home screen - is now on your mobile home screen too. And you can now delete a contact directly from the mobile app, right from the contact's detail page. See it on mobile

MoxiWorks has launched a new release of RISE, its AI-powered relationship intelligence platform for real estate, introducing features designed to connect marketing, outreach and follow-up in a single workflow for brokerages and agents. The centrepiece is Top 5 Contacts, which uses AI to identify five daily priority contacts based on engagement and relationship signals. Each recommendation includes context, suggested actions and ready-to-use messaging. A new two-way Canva integration allows users to create branded templates using listing data from RISE, whilst Promote enables agents to launch digital advertising campaigns directly from the platform. RISE serves over 3,000 brokerages and 400,000 agents globally. The company plans continued monthly enhancements throughout 2026.