Date Before You Marry: How to Choose a Tech Partner for Brokerages | On the Record Ep. 3 with SJ Yun

Would you sign a long-term contract with someone you’d never been on a date with? SJ Yun, Chief Marketing Officer of Michael Saunders & Company, doesn’t think broker owners should either. In this episode of On the Record by MoxiWorks, SJ joins host Craig Rowe to share how his brokerage vets technology partners, and why he insists on calling them partners rather than vendors. SJ explains why Artificial Intelligence (AI) governance has become a leadership-level priority and what a clear AI policy should cover, from how agents use AI tools to how those tools access company data. He walks through his approach to evaluating real estate technology: pilot programs before long-term commitments, support teams you can actually reach, and the direct question he asks every vendor about its long-term plans. He also shares how he drives agent adoption, what his brokerage learned from its return to MoxiWorks, and why he treats workarounds as a red flag. To close, SJ makes the case for storytelling as the most effective marketing strategy in a relationship business, especially as more agent content starts to look and sound the same. On the Record by MoxiWorks, hosted by Craig Rowe, features conversations with real estate leaders on technology, strategy, and the future of the industry. 00:00 - 01:09 Introduction 01:09 - 02:52 Human Validation in AI Outputs 02:52 - 05:20 Implementing AI Governance And Policy 05:20 - 06:29 Software Due Diligence Best Practices 06:29 - 09:19 Pilot Programs And Vendor Partnerships 09:19 - 13:01 Strategies For Agent Product Adoption 13:01 - 18:21 Managing Technology Change Implementation 18:21 - 23:11 Assessing PropTech Market Consolidation 23:11 - 24:42 Data Driven Marketing And Analytics 24:42 - 30:30 Storytelling As A Core Strategy