6/7/26, 12:13 PM
BHG | Moxi RISE Mobile App — Onboarding Guide
Key Features at a Glance
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Top 5 Daily Contacts RISE uses AI to surface the 5 contacts you should reach out to today, with suggested message prompts ready to send.
Proactive AI Guidance The AI continuously monitors engagement signals and tells you exactly what to do next — no guesswork required.
Automated Email Campaigns Personalized campaigns are auto-built for each contact. Review, edit, or approve with a single tap.
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Property Preference Tracking RISE automatically matches clients with relevant listings based on their behavior and preferences.
Centralized Dashboard
Canva Integration Create and share branded marketing materials directly from RISE using the two- way Canva integration.
Your daily priorities, hot leads, and tasks are all in one organized view so nothing slips through the cracks.
How to Use RISE Daily
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🌅 Morning — Check Your Dashboard Open RISE first thing each morning. Your Dashboard will show your daily priorities, any urgent alerts, and an overview of your pipeline. Review the centralized task list to understand what needs attention today. Takes ~2 minutes
📬 Act on Your Top 5 Contacts
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