Technology That Supports the Client Work
More software does not create a better business. The useful stack connects contacts, presentations, websites, marketing, forms, signatures, files, showings, deposits, reviews, and internal resources—and gives agents a person to call when setup or adoption breaks down.
Choose the next action, then use the right system.
The technology page should be organized around agent and client workflows, not a wall of logos. Show how a contact becomes a relationship, how a consultation becomes a signed agreement, how a listing reaches the market, and how a contract becomes a complete file.
A local, family-owned brokerage since 1936.
Twelve East Tennessee offices, hands-on broker support, and a platform built for agents who want to grow where they live.
What this looks like in practice.
MoxiWorks supports core business development
Wallace uses MoxiEngage for CRM and follow-up, MoxiPresent for buyer, seller, property, tour, and other presentations, MoxiWebsite for agent websites and lead capture, and MoxiPromote for self-directed online advertising. Training should show how the tools connect instead of teaching each in isolation.
Use the approved path from agreement to closing
TransactionDesk provides forms and Authentisign e-signatures through Tennessee REALTOR resources. SkySlope supports transaction files, checklists, attachments, messages, and forms. DepositLink supports electronic earnest-money deposits and receipts. BrokerBay supports showing and feedback activity.
Use automation to create consistency, then add human judgment
ActivePipe supports email and listing communication. Testimonial Tree supports post-closing review requests. Xpressdocs and Quantum Digital support print and direct mail. Wallace Post-It, client newsletters, listing emails, and social resources help agents publish approved content without starting from a blank page.
Use reliable data and explain its limits
CRS Data and Realtors Property Resource support tax, property, market, comp, and prospecting research. MLS and association tools provide listing, form, keybox, and related services. Agents should verify source dates, avoid overclaiming precision, and explain professional judgment rather than sending raw reports without context.
Wallace Connect organizes internal resources
Wallace Connect is the internal hub for tools, services, learning, calendars, communications, marketing orders, and connected sites. Single sign-on reduces repeated passwords for some resources. Wallace Insiders and the Superpowers Directory add peer connection when the question is about experience, not software.
Setup, training, and troubleshooting matter as much as access.
Wallace Technology supports account setup, onboarding, MoxiWorks, troubleshooting, and data feeds. Recruiters should show the setup path, required accounts, help routes, and the first workflow an agent should master. Avoid promising that every third-party tool is supported directly by Wallace.
Common questions, clearly answered.
The answers below are honest and specific. If yours is not here, ask it through the form – a member of the Wallace team will respond personally.
What CRM does Wallace use?
Do Wallace agents receive a website?
What tools does Wallace use for contracts and e-signatures?
How are earnest-money deposits handled?
Does Wallace provide technology training?
Are all Wallace technology tools included at no cost?
Bring one real business process to the conversation.
Ask Wallace to show how an agent captures a contact, prepares a presentation, markets a listing, sends forms, manages a file, receives a deposit, and requests help. That end-to-end view is more useful than a list of features.
A real member of the Wallace team reads every message and responds directly.
You decide the pace. No pressure, no obligation, and every conversation stays confidential.
