2025 Top Tech for Brokerages by Inman and T3 Sixty for Marketing Center, Content Marketing, and AI.
First Team Real Estate was scaling fast across multiple states in the nation, but its legacy marketing system slowed agents and overloaded marketing.
Agents needed modern designs and speed; marketing needed scale without constant manual production. First Team partnered with Maxa (built for real estate marketing) to rebuild its template library, automate key workflows, and enable agent self-serve.
Together they launched 500+ custom templates, streamlined workflows, and rolled out automated listing-based marketing packages.
Results were immediate: They went from 20% to 70%+ adoption in the first month, stronger satisfaction, and a marketing team able to focus on strategy instead of daily production.
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"We needed a partner, not a vendor. Maxa was the only platform willing to build with us."
— Lauren Henss, VP of Marketing & Strategic Initiatives
Turnaround time and quality gaps hurt agent trust and caused frustration. From Maxa’s view, the operational load was brutal. “They were creating all of these custom marketing packages for 1,500 agents, on the fly, with only a handful of marketing staff. It was death by a thousand paper cuts”.
Our old system only had about a 20% adoption rate. Everything was very manual… from ordering from an e-commerce store to fulfillment. It was time consuming, labor intensive, and full of errors. It wasn’t scalable for us to grow as a national organization.
— Lauren Henss, Vice President of Marketing and Strategic Initiatives.
With multi-state expansion ahead, First Team needed to:
Enable agent self-serve, compliant, on-brand marketing
Reduce marketing’s daily production burden
Scale brand + compliance across different markets
First Team considered other tools like Canva, but needed more than DIY design—especially more hands on onboarding, design services and fulfillment, and a willingness to build not an “out-of-the-box” solution but the perfect solution for First Team.
I look for true partnerships who are going to stretch with me, build what we envision, and help us grow. Maxa always said let’s figure it out which gave me confidence and we resonated right off the bat!” said Lauren Henss
First Team needed collaborators, not software.
"Maxa was the only platform willing to build features and custom integrations that didn't yet exist. Making the decision easy and decisive.”
FirstTeam chose Maxa to be the hub to build an integrated solution including digital ads, e-commerce, compliance, and content automation with multiple vendors.
To enable agent self serve marketing, Maxa provided provided a modern design editor with lockable fields and branding within FirstTeam templates for print, social, email, video reels, and ads.
Aligned on scalable, compliant, agent-first marketing.
Full go-to-market: trainings, portal, manager-first rollout.
Silver, Gold, Sapphire packages automated.
Agents embraced Maxa instantly.
Measurable results that transformed the business
We needed a partner, not a vendor. Maxa was the only platform willing to build with us.
It was death by a thousand paper cuts. Agents were frustrated. The marketing team was buried.
Canva couldn't handle compliance, fulfillment, or brand protection. Maxa was built for real estate from day one.
We gave the marketing team precious time back, and empowered agents to market themselves effectively. That combination changes everything.
I sleep better knowing our brand and agents are protected. Every template is compliant, every field is locked where it needs to be.
The adoption rate in the first month was unheard of. Agents actually wanted to use it.
Maxa built a system that balances creative freedom with brand protection—giving agents powerful tools while ensuring every piece of marketing stays on-brand and compliant.
Brand Tier Automation
Silver, Gold, and Sapphire packages with automatic template access based on agent tier.
Agent Testing Group
Recruited agents to "try to break it"—their feedback shaped the final product.
Flexibility + Guardrails
Agents can customize freely within brand-approved boundaries.
Personalized but Compliant
Every template maintains brand standards while allowing agent personalization.
Real estate marketing comes with complex compliance requirements that vary by state and MLS. Maxa baked these rules directly into First Team's templates.
Locked fields ensure disclaimers and license numbers are always present and correct. Brand standards are maintained automatically. And the risk of compliance violations—and the fines that come with them—is dramatically reduced.
"I sleep better knowing our brand and agents are protected."
First Team didn't just adopt a new platform—they transformed how marketing, agents, and leadership work together.
Agent NPS Highest Ever
Satisfaction scores reached all-time highs after Maxa rollout
70% Adoption Rate
Unprecedented first-month adoption across 1,000+ agents
Strategic Marketing Wins
Marketing team freed to focus on high-value strategic initiatives
National Expansion Ready
Scalable system prepared for growth beyond California
Agent production growth enabled by Maxa branding tools
The relationship between First Team and Maxa didn't end at launch. Regular check-ins, continuous template development, and proactive compliance updates keep the system fresh and aligned with evolving needs.
First Team has a direct line to Maxa's product roadmap, influencing features that benefit not just them, but the entire Maxa customer base.
Weekly Reviews
New Templates
Compliance Updates
Roadmap Influence
Design Analytics
We will contact you within 24 hours to coordinate with our brand directors (onboarding specialists). In our demo we will cover current challenges, company goals, questions you may have, and MAXA solutions.
You can also schedule a demo with our team here >>.
Katie Rosier
Brand Director @ MAXA
Erik Gallardo
Brand Director @ MAXA
Daniela Schmidt
Brand Director @ MAXA
