Marketing & Technology Playbook

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#1 BROKERAGE IN OREGON

Cascade Hasson Sotheby’s International Realty was established in 2006 and serves diverse communities across Oregon and SW Washington.

With over 450 brokers and 18 offices, the firm has become the most effective real estate brokerage in the Pacific Northwest and is ranked #1 by sales volume for the state of Oregon by Real Trends, a leading real estate analysis company.

Our brokers are masters of their craft, combining local expertise and global connections to set the standard for real estate guidance. This exceptional team shares one belief—your best life begins with a home and way of life that inspires you.

Our promise to our brokers:

“We will continually improve and expand the ways we empower you to best serve your clients now and in the future.”

“Propel is definitely a time-saver, efficient, and easy to use! It’s SO nice within Propel to get to the items I need and not have to log into other platforms to get there.”

-

“Jumped onto Propel for the first time yesterday and was “wowed”! Thank you so much providing us with such a wonderful tool which I can only imagine has been a labor of love and effort from members of our stellar marketing team. :)”

“I am Heather DeFord’s Assistant. I like the platform, I like having everything on one page, easy access, easy to use.”

- Kym Weldon

YOUR MARKETING & TECH TEAM

Our mission is to provide proactive support that helps you grow your business.

The team is lead by Gary Nolan, who has over 20 years of luxury real estate marketing experience in some of the top markets in the country. As Chief Marketing and Strategy Officer, Gary and the team continually improve the company’s listing marketing, website, social media campaigns, digital, print advertising and provides empowering weekly workshops. In addition, the team drives community engagement and giving back sponsorships and events.

Every MONDAY afternoon, we will send you an email with the latest marketing offerings, news, and events.

The team focuses on the following six pillars to support the brand and our empower our brokers.

MARKETING SUPPORT SERVICES

The marketing team provides a complimentary listing launch and virtual trainings in a workshop series called “ELEVATE” that teach you ways to leverage the Sotheby’s International Realty brand and our marketing tools. CHSIRcalendar.com

LISTING QUALITY CONTROL

Everything starts with listings data. We ensure your listings info and photos meet the brand’s standards and keep all related docs organized for you in Skyslope. We keep you informed every step of the way and makes sure properties are fully syndicated for maximum exposure.

DIGITAL AND PRINT ADVERTISING

We partner with a variety of local and national publications and websites to provide brokers with opportunities at a preferred rate. SIR nationwide co-op advertising opportunities can be found in our 2022 Broker Advertising Guide.

PUBLIC RELATIONS

Working with the global public relations team of Sotheby’s International Realty we are now seeking out newsworthy stories. With a proactive mindset, we are expanding our ability to connect with the media.

CREATIVE SERVICES & SOCIAL MEDIA

For custom requests beyond templates, the marketing team can be engaged to produce initiatives at the rate of $70 per hour. In addition, we provide social media content, blog stories and other pieces for you to utilize.

PUBLIC RELATIONS & BRANDING

The team positions the brand online, in-print and in-life. We foster good-will with our community sponsorships and unique collaboration with like-minded brands throughout the communities we live and work in. Our brokers are passionate about giving back and we support them.

TRAINING AND TECHNOLOGY SUPPORT

Our team supports you with all brand provided technology. From the on-boarding process to helping you troubleshoot issues that may arise, we are here to help you. CHSIRtech.com

VIDEO STORYTELLING

Video storytelling is the most effective type of marketing and we are doubling-down on it by producing engaging stories involving our brand, our brokers, clients and our giving back efforts. CascadeLife.TV

HOW TO CONTACT US

MARKETING SERVICES OVERVIEW

DIGITAL AND PRINT

ADVERTISING - DESIGN OF

• Marketing Plan Development

• Ad design

• Your own IDX website / updates

• Email content / monthly e-newsletters

BROKER EMPOWERMENT

• Brand and technology group workshops

• 1:1 training by request

• Broker promotion ideas / campaigns

MARKET INTELLIGENCE

• Online Reports to share on social media

MATERIAL ORDERS

• Custom open house signs

• Custom sign panels

• Name riders

• Custom sign riders

• Directionals

• Business cards

• Name tag

BROKER PRESENTATIONS

We can customize with your bio page by request.

• Listing Presentation

• Buyer’s Presentation

• Buyer’s Guide

• Seller’s Guide

TECHNOLOGY SUPPORT

• ActivePipe

• Access

• Design Vault

• XpressDocs

• Skyslope

• Cloze

• RealScout

• Broker Websites

• Docusign

• Dropbox

• List Trac

• Email Signatures

COMMUNITY RELATIONS

• Public Relations

• Sponsorships

• Giving back

• Special events

SHAREABLE SOCIAL MEDIA

• Daily listing posting in several prices ranges

• Community of the day

• Video of the day

• Northwest lifestyle

• Luxury lifestyle

BROKER PAID SERVICES

Custom design services are charged back to brokers at $70.00 an hour with the first 30 minutes at no charge.

• Advertising

• Graphic Design

• Custom postcards

• Custom brochure

• Custom listing presentation pages

• Photo editing

• Social Media Content

• Custom Single Property website design & hosting $200

The marketing team provides a complimentary marketing launch for your listings using company branded templates.

A link to High resolution photos is required

Printing costs are not included

24 to 48 hour typical turnaround

ELEVATED MARKETING

At CHSIR, we provide our brokers with the most well rounded suite of technology and marketing tools in the industry. Backed by the powerful and global Sotheby’s International Realty brand, our brokers are well-equipped to best serve their buyers and sellers.

LISTING PRESENTATION

The listing presentation is a highly visual marketing piece that presents the Sotheby’s International Realty brand value proposition to clients and is a great accompaniment on your listing presentation. Available in landscape and portrait versions, you can print the piece or present digitally over Zoom.

The Distinction

If you would like to download the standard company version, you can access this in RELI > Marketing Blue Box.

Our pre-made listing presentation empowers you to articulate how you will use the SIR brand to give your listing the best marketing and exposure possible. This beautiful piece can be customized to you with broker bio, client testimonials, and significant sales.

Contact the Marketing Team via marketing@cascadehassonsir.com if you need help or have questions.

MONTHLY E-NEWSLETTER

At the beginning of each month, the CHSIR Marketing Team curates content to build a monthly newsletter that includes lifestyle articles and excerpts from the SIR Extraordinary Living Blog. The template is unlocked, so you can add in your listings, market insights or a custom message.

WHERE DO I FIND THIS?

The Cascade Living Newsletter email template is available in ActivePipe. Log into Activepipe and click on Emails > Create New Email. From there, click on the “Shared Emails” tab on the left and search for the title of the template. NEED HELP?

Contact the Marketing Team via marketing@ cascadehassonsir.com if you need help or have questions.

HOW IT EMPOWERS YOU

Our Monthly Newsletter is a great opportunity to connect with your sphere of influence on a monthly basis. With the ability to customize the newsletter to add listings or market insights, it empowers you to better engage with cool, warm or hot leads.

LOCAL MARKET REPORTS

A key objective for the marketing team is to provide easy to understand and shareable pieces that position you to be the most market savvy broker in the community you serve. Our newest market reports can be found on our website.

The monthly market reports can also be viewed and shared from our website at CascadeHassonSIR.com. Find Market Reports in the main navigation. From there, select your region, and select your community.

Contact the Marketing Team via marketing@ cascadehassonsir.com if you need help or have questions.

Market Reports are current market data in your local towns and communities, empowering you to be knowledgeable and a valuable asset to your clients in their home buying and/or selling process. They are also a great marketing tool to keep in touch with your sphere through our email marketing system, ActivePipe.

WORKS GREAT ON MOBILE!

ONLINE COMMUNITY GUIDES

Our comprehensive online community guides (over 100) are designed and optimized for search engine optimization. These pages include a neighborhood description, an interactive map with all area listings and area amenities, active listings, demographics, market trends updated monthly, and content provided by Yelp® showcasing dining, shopping, and local activities. CascadeHassonSir.com > Community Guides

PORTLAND AREA | SW WASHINGTON | COLUMBIA RIVER GORGE | OREGON COAST

CENTRAL OREGON | SOUTHERN OREGON | WILLAMETTE VALLEY | LANE COUNTY

HOW IT EMPOWERS YOU

The community guides can also be viewed and shared from our website at CascadeHassonSIR.com. Find Market Reports in the main navigation. From there, select your region, and select your community.

Located on our website, our community guides offer you content to share with buyers looking in the communities you serve. These pages can also be integrated into the website you are provided by Cascade Hasson SIR. The pages generate dozens of inquires per month.

LUXURY LOOKBOOK

The CHSIR Marketing Team creates semi annual lookbooks to showcase our brokers’ beautiful, high-end listings across all regions.

RESIDE - DIGITAL CONTENT

RESIDE is the Sotheby’s International Realty brand’s digital magazine. Released quarterly, RESIDE Magazine showcases luxury lifestyle content. Additionally, check out the RESIDE podcast and the social media motion graphics available to download from Design Vault.

WHERE DO I FIND THIS?

Head to residemagazine.com for current and past editions. Social media graphics can be downloaded in Design Vault (in the apps & tools section of Access). Select “My Documents” on the left and click on the “Download Videos” folder, then select RESIDE Highlights.

NEED HELP?

Contact the Marketing Team via marketing@ cascadehassonsir.com if you need help or have questions.

HOW IT EMPOWERS YOU

RESIDE is a destination for connoisseurs of art, culture, design, travel, fashion, food, and philanthropy. The content empowers you because it is an impactful way to reach and engage buyers, who may be in the beginning stages of their home search.

ONLINE RELOCATION MAGAZINES

Helping clients relocate to and find their new home is a passion for us. Thsee Online Relocation Guides are available to assist you in sharing valuable, regional information with your relocating clients. We partnered with OpenDoor Publishing to create our newly released Relocation Guides which are available for Central Oregon & Southern Oregon, Portland Area, and the Oregon Coast.

WHERE DO I FIND THIS?

Our Relocation magazines are added to cascadehassonsir. com under Offerings > Relocation Services. Another way is through RELI. Login and click on the Marketing Blue Box. Then select the Relocation Guides Box. Each Relocation Guide is linked in a separate box. If you would like to customize your Relocation Guide, you can choose a plan with OpenDoor Magazine.

NEED HELP?

Contact the Marketing Team via marketing@ cascadehassonsir.com if you need help or have questions.

HOW IT EMPOWERS YOU

Our Online Relocation Guides empower you to be the expert for any of your clients looking to relocate to a new city. The Relocation Guides include information about the area, schools, recreation and a snapshot of the real estate market.

VIDEO STORIES C ascadeLife.TV

CascadeLife.TVis our VIDEO site featuring a stream of stories that invite you to explore captivating people and places. We focus on local content with an emphasis on our communities and giving back. Have an interesting story to pitch? Reach out to our Marketing Team!

Contact the Marketing Team via Gary.Nolan@ cascadehassonsir.com if you need help, have questions or would like to pitch a story idea.

Having a event or giving back to a non profit story? This video blog is designed as a separate publication, that can give exposure and provide local content to share on your social media. Each story has shareable links.

ADVERTISING GUIDES

Whether advertising a listing locally or nationwide, the Broker Advertising Guide includes details on costs, circulation, and demographics to help keep you informed on both print and digital opportunities to market your listing . This year’s guide includes over a dozen new advertising opportunities that you can access year-round.

WHERE DO I FIND THIS?

National Co-Op Advertising Opportunities skyadgroup.com/sothebysrealty/

The Broker Advertising Guide is available to download in RELI. Log into RELI and click on the Marketing Blue Box. From there you will see a tile for the 2023 Broker Advertising Guide.

NEED HELP?

Contact the Marketing Team via marketing@cascadehassonsir.com if you need help or have questions.

HOW IT EMPOWERS YOU

The Broker Ad Guide empowers you to create specialized marketing plans for your listings. Because it is organized by locale, as well as publication type, it is quick and easy to find what you need. Links to reserve ads are included, as well as links to advertisers’ websites so you may contact the publication and get started on advertising plans on your own time.

CONCIERGE AUCTIONS

Sotheby’s Concierge Auctions is the largest luxury real estate auction marketplace in the world with more than 90% market share and a comprehensive database of high-net-worth property connoisseurs. This platform is an additional tool for selling one-of-a-kind high-end listings that protects the listing agent’s commission. Auctions can build interest and competition for real estate in a finite time period, just as they do for expensive artwork, wine, and cars.

Charlie Engel

Director of Business Development

949-678-9162

charlie.engel@casothebys.com

Auctions are a great way to create activity for a listing:

Out of the gates when first listed for sale, driving the price through multiple offers To reignite activity, after a property has been listed for sale, yet has not received sufficient interest

Auctions expand the buyer pool significantly and drive market value by creating competition. The timeline is short - usually around 60 days from start to finish.

Agent commissions are protected on both sides of the transaction

Average sale price - $5M. Recent sales from $2.5M - $100M+

Properties are sold as-is and without contingencies.

Bidders are vetted to verify their ability to purchase and close quickly

Auctions are ideal in the following situations:

Lack of comparable sales

Limited buyer pool

Unique property

Sellers are not in a precarious financial state

Multiple auction formats:

No reserve, seller right to cancel

With reserve

Carolyn Wright

Director of Business Development

773.495.6100

carolyn.wright@casothebys.com

HOW IT EMPOWERS YOU

This approach can recalibrate interest and bring liquidity and certainty for sellers. By using this tool alongside the traditional tactics, it gives us core expertise in “auction sale format” and sellers can bring more predictability to the process and accelerate the timing of a sale to as little as 60 days.

OFFICE WINDOW PROPERTY FLYERS

For even more property exposure, we have prime downtown office locations in Oregon and SW Washington, including Lake Oswego, Pearl District, Vancouver, Camas, Gearhart, Bend, Redmond, Grants Pass, Jacksonville, and Ashland. Our window displays allow viewers to scan QR codes for quick, up-to-date information on the listing and its associated broker.

HOW TO REQUEST A FLYER?

Window flyers can be requested by contacting the Marketing Team via marketing@cascadehassonsir.com

HOW IT EMPOWERS YOU

At the end of each month, the CHSIR Marketing Team produces window flyers for display in our prime downtown office locations guaranteeing premier exposure. The design provides a seamless experience with pertinent information, a visual map, and scannable QR codes for further details.

APPLE TV APP

Displayed in over 1,000 offices, our local properties are showcased worldwide through the Sotheby’s App. We can ensure your property is being exposed through the power of the Sotheby’s International Realty network.

QUESTIONS?

Contact the Marketing Team via marketing@cascadehassonsir.com if you need help or have questions.

HOW IT EMPOWERS YOU

Our innovative Apple TV app gives consumers the big-screen details of our properties from the comfort of their living rooms. It’s the best way to explore a home from afar. Our app lets users explore by lifestyle and amenities, highlight properties and recent searches, and view property videos.

EMPOWERING TECH

At CHSIR, we provide our brokers with the most well-rounded suite of technology and marketing tools in the industry. Backed by the powerful and global Sotheby’s International Realty brand, our brokers are well-equipped to best serve their buyers and sellers.

PROPEL (FORMERLY RELI)

“Propel is definitely a time-saver, efficient, and easy to use! It’s SO nice within Propel to get to the items I need and not have to log into other platforms to get there.”

“Jumped onto Propel for the first time yesterday and was “wowed”! Thank you so much providing us with such a wonderful tool which I can only imagine has been a labor of love and effort from members of our stellar marketing team. :)”

“I am Heather DeFord’s Assistant. I like the platform, I like having everything on one page, easy access, easy to use.”

HOW IT EMPOWERS YOU

PROPEL is your CHSIR home base, empowering you to manage your business from a single system. This system also enables you to keep up with CHSIR and all of our current offerings, from in-house created forms to company logos.

ACCESS (SIR BRAND INTRANET SITE)

Access is the global intranet available to all agents within the Sotheby’s International Realty network. Assets in Access include: 2021 Marketing Toolkit, SIR Apps & Tools, SIR.com Statistics, Global Referral Network, Brand News & Updates

LOGGING IN

Access.SIR.com

Navigate to access.sir.com and login using your firstname.lastname@sothebysrealty.com email and the password you chose at your first login. OR, in RELI, under the blue “Sign On” box, select Access.

NEED HELP?

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com

HOW IT EMPOWERS YOU

Access empowers you to leverage the power of the global Sotheby’s International Realty brand. By engaging with brand marketing strategies, webinars, and additional tools to showcase your properties, you will set your business up for success.

ACTIVEPIPE

ActivePipe is a powerful email marketing platform that is remarkably easy to use. The drag-and-drop interface makes it easy to design beautiful, mobile-friendly email campaigns in just minutes. Adding property listings is a breeze and the built-in analytics will help you deliver the right message, to the right person, at the right time.

LOGGING IN

Navigate to www.activepipe.com and login using your firstname.lastname@cascadesir.com email and the password you chose at your first login.

OR, in RELI, under the blue “Sign On” box, select ActivePipe.

NEED HELP?

activepipe.com/help/

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com

HOW IT EMPOWERS YOU

ActivePipe empowers you to stay connected with your clients via email with stunning, customizable templates. Templates for monthly newsletters, holidays & market data are already built for you, which means sharing engaging content with your clients takes only minutes.

CLOZE

Cloze is like a personal assistant for your professional relationships that is always prompting you at the right moment and remembering what you don’t. It pulls from your apps to automatically create one view of every person, including all their contact details, and your recent interactions to make sure you never miss a beat.

LOGGING IN

Navigate to cloze.com and login using your firstname. lastname@cascadesir.com email and the password you chose at your first login.

OR, in RELI, under the blue “Sign On” box, select Cloze

NEED HELP?

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com

HOW IT EMPOWERS YOU

Cloze empowers you to never miss a beat. By organizing your contacts and real estate pipeline in one system, you’ll always be ahead of the game. The ability to add personal notes about your contacts allows you to customize your messaging in an engaging way.

DESIGN VAULT

This online, web-based portal allows brokers to create print ads, web banners, social media assets, postcards, listing presentations and more. Brokers can also download all of the SIR brand assets such as marketing materials, Sotheby’s Auction House images, videos, fine art pieces, and marketing brochures.

LOGGING IN

Navigate to access.sir.com and login using your firstname.lastname@sothebysrealty.com email and the password you chose at your first login. OR, in RELI, under the blue “Sign On” box, select Access. In Access, select Apps & Tools > Design Vault.

NEED HELP?

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com TECH

HOW IT EMPOWERS YOU

Design Vault empowers you to quickly and easily create high-end marketing pieces to help you gain more exposure for your listing. The property feed saves you time when promoting your listings and the elegant brand templates allow you to stand out in print or digitial marketing pieces.

BOOST

Boost by HomeSpotter is an automated digital advertising service that makes it easy, convenient, and significantly less manual for agents like you to launch targeted ad campaigns for new listings, open houses, and more that will be seen on Facebook, Instagram and across the web by thousands of potential buyers.

LOGGING IN

Navigate to access.sir.com and login using your firstname.lastname@sothebysrealty.com email and the password you chose at your first login. OR, in RELI, under the blue “Sign On” box, select Access. In Access, select Apps & Tools > Boost.

NEED HELP?

http://help.boost.homespotter.com/en/

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com

HOW IT EMPOWERS YOU

Boost empowers you to make the most out of your social media ads. The built in property feed saves you time while the targeting options & campaign analytics show your client that you’re the expert. Share your campaign’s success with your clients via their easy to use seller reports.

XPRESSDOCS

XpressDocs is an on-demand marketing product studio for the following: Property Brochures, Postcards, Business Cards, Stationary, Promotional Items, and Gifts. Easy-to-use templates make using XpressDocs a breeze.

LOGGING IN

Navigate to www.xpressdocs.com and login using your firstname.lastname@cascadesir.com email and the password you chose at your first login. OR, in RELI, under the blue “Sign On” box, select XpressDocs. NEED HELP?

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com TECH

HOW IT EMPOWERS YOU

XpressDocs empowers you to create elegant marketing collateral for your listings. Used by the entire Sotheby’s International Realty network, this high-quality printer offers easy to use templates that set you up for success.

LISTTRAC

ListTrac allows brokers to set up property activity reports that provide sellers with powerful key data on the value that their Sotheby’s International Realty® sales associate is bringing to them and their home. Brokers have the option to set up automatic seller reports or download the property activity reports as a PDF.

LOGGING IN

Navigate to access.sir.com and login using your firstname.lastname@sothebysrealty.com email and the password you chose at your first login. OR, in RELI, under the blue “Sign On” box, select Access. In Access, select Apps & Tools > ListTrac.

NEED HELP?

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com

HOW IT EMPOWERS YOU

ListTrac empowers you to stay connected with your clients by keeping them updated on how their listing is performing while being marketed with Sotheby’s International Realty. With the ability to show global views, shares & favorites your clients will be in the loop every step of the way.

NEXT LEVEL LEARNING

LOGGING IN

Navigate to access.sir.com and login using your firstname.lastname@sothebysrealty.com email and the password you chose at your first login. OR, in RELI, under the blue “Sign On” box, select Access. In Access, select Apps & Tools > Next Level Learning Platform.

NEED HELP?

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com

HOW IT EMPOWERS YOU

The Next Level Learning Platform empowers you to enhance your abilities as a Broker. With training videos about marketing, brand tools & real estate best practices, you’ll increase your professional expertise and provide even more value to your clients.

CLOUD CMA

Cloud CMA is the easy way to create amazing reports that help you write more offers and win more listings. CloudCMA allows you to easily create beautifully branded CMAs and Buyer’s Tours.

LOGGING IN

Navigate to cloudcma.com and login using your firstname.lastname@cascadesir.com email and the password you chose at your first login. OR, in RELI, under the blue “Sign On” box, select CloudCMA.

NEED HELP?

Online Support

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com

HOW IT EMPOWERS YOU

CloudCMA empowers you to give a thorough and professional listing presentation, showing your client what price they can sell their home for and why. With clean, branded templates, it’s easy to wow your clients with CMA and Buyer Tour reports.

SKYSLOPE

SkySlope’s all-in-one platform allows agents to start and finish their transactions within a single platform. Custom checklists and a streamlined review process slash audit times in half. Real-time compliance tracking makes logging texts, emails, and more a breeze.

LOGGING IN

Navigate to skyslope.com and login using your firstname.lastname@cascadesir.com email and the password you chose at your first login. OR, in RELI, under the blue “Sign On” box, select Skyslope.

NEED HELP?

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com

HOW IT EMPOWERS YOU

Skyslope empowers you to stay compliant and organized with your listing and transaction process. This all-in-one platform allows you to store, organize and audit, real estate documents anywhere at any time. Skyslope also streamlines the transaction process and compliance communication between CSIR and brokers.

DOCUSIGN

Use DocuSign to complete approvals and agreements in minutes or hours—not days—from almost anywhere in the world. Quickly and securely access and sign documents. Easily upload and send documents for others to sign. Send reminders and check signing status almost any time.

LOGGING IN

Navigate to docusign.com and login using your firstname.lastname@cascadesir.com email and the password you chose at your first login. OR, in RELI, under the blue “Sign On” box, select DocuSign.

NEED HELP?

For support or troubleshooting, please email: tech@cascadesir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com

HOW IT EMPOWERS YOU

Docusign empowers you to streamline your paperwork process and give your clients a convenient experience. This eSignature platform enables you and your clients to sign required documents without having to be together in-person. Don’t worry about your tight timeline, this allows everyone to easily sign on the go from a laptop, tablet, or cell phone.

YOUR OWN IDX WEBSITE

Showcase your personality alongside the Cascade Sotheby’s International Realty brand with a custom IDX website. Your personal website is tailored to your style, expertise, and experiences. All while being built around our robust marketing tools, including market reports that are updated daily, community guides, relocation guides, and a live IDX feed for properties in your area. This is all created and hosted for you and includes consultations with our digital marketing graphic designer.

How do I get one?

All brokers are set up with a default template featuring the live IDX search during onboarding. Meet with our digital marketing graphic designer to discuss customizing your personal website: eric.seremek@cascadesir.com

HOW IT EMPOWERS YOU

Live IDX search tool keeps clients informed of current housing inventory.

NEED HELP?

For support or troubleshooting, please email: marketing@cascadehassonsir.com

Stay up-to-date on upcoming trainings via our calendar: CHSIRCalendar.com TECH

Hyper-local market intelligence empowers our brokers and their clients to make highly informed decisions.

Community and relocation guides provide valuable neighborhood information.

REALSCOUT

RealScout is a revolutionary data-driven online search experience that helps your buyers find the perfect home, faster. It’s designed to keep you and your clients connected throughout the home buying or selling process, instead of having clients search on the national search portals such as Zillow, Trulia, Redfin, and Realtor.com.

Engage Buyers in a Collaborative Home Search Experience.

Industry-best buyer search environment keeps clients connected.

Know when clients change their minds about preferences, location or price.

Accurate listings with every field from your MLS.

SPECIAL OFFERINGS

A leader in luxury real estate, Cascade Hasson Sotheby’s International Realty also offer additional services to meet our client’s unique needs.

GIVING BACK

Our brokers have deep roots in our communities. Through our dollars and our time, we support the long-term growth and vitality of the places we live, work and play.

Throughout the year, our 375 brokers in Oregon and SW Washington give their time by volunteering and helping a variety of local organizations. In addition, many of our brokers share their talents and do things like teach a Yoga class and donate the proceeds to a local charity, or take on a role as a board member for local non-profits with causes that are close to their hearts.

As a company, we often partner with organizations to make local events possible. We are pleased to be a part of bringing joy and fun to the communities we love.

NEW STORY & AGENTS OF CHANGE

Sotheby’s International Realty across the globe supports New Story, who pioneers solutions to end global homelessness. New Story puts 100% of donations toward transforming dangerous living environments into communities of safe, sustainable homes, for $6,000 a home. More than $1M has been raised across the Sotheby’s International Realty network to fund homes across Haiti and Mexico.

We envision a world where no one lives in survival mode. A home is the foundation every family needs to live beyond survival. Today, over 1 billion people live without access to adequate shelter — a basic human need. With our local partners, we build holistic communities around the world, because everyone deserves the opportunity to thrive.

WHERE WE GIVE

ALS Association

Alzheimer’s Network of Oregon

American Cancer Society

American Heart Association Go Red For Women

American Red Cross

Arbor Day Foundation

Astoria Visual Arts

Bend Little League

Bethlehem Inn

Big Brothers & Big Sisters

Boys and Girls Club

Camp Starlight

Camp Tamarack

Campfire of Central Oregon

CASA

Central Oregon Trail Alliance

Central Oregon Veterans Outreach

Choose Joy Foundation

Classroom Law Project

Crater high school athletics

Crook County 4-H

Deschutes Children’s Foundation

Deschutes Land Trust

Deschutes River Coalition

Doctors without Borders

Doernbecher Children’s Hospital

Dougy Center for Grieving Children

Dress for Success

Equine Rescue Service

Family Dogs New Life Shelter

Family Access Network

Festival of Trees

First Story

Flash Love

Friend’s of Powell Butte

Goodwill

Habitat for humanity

Healthy Beginnings

High Desert Chamber Music

High Desert Dance Arts

Humane Society

In our Backyard

J Bar J

Jackson County livestock sale

Junior Achievement

Keep Tahoe Blue

Kindred Matters

Kiva microloan

Kor Community Land Trust

KPOV

Leukemia and Lymphoma Society

Lincoln County Sheriff

Lines for Life

Litter and Trash Rangers of Sunriver

Mountain Star Family Relief Nursery

Mt Hood Kiwanis Camp

Mt. Ashland

Multnomah Athletic Foundation

National Park Service

Neighbor Impact

North Tahoe Firefighters

NW Medical Teams

Oregon Public Broadcast

Opportunity Foundation

Oregon Club of Central Oregon

Oregon Paralyzed Veterans

Planned Parenthood

Polio Plus

Portland Monthly Light a Fire

Portland Public Schools

Portland Youth Philharmonic

Project Ponderosa

Red Rock youth program

ReFIT for Vets

Riverdale Parent Teacher Club

Riverdale School District Foundation

Road to Recovery with the American Cancer Society

Rocky Mountain Elk Foundation

Ronald McDonald House Charities of Central Oregon

Rotary Club of Jefferson County &

Rotary International

Saving Grace

Santa’s Posse

Second Tern Thrift Store

Share House

Shepherds House Ministries

Shop with a Cop

SMART Reading Program

South Medford athletics

Sparrow Clubs

St. Jude’s Children’s Hospital

Stanford Cancer Foundation

Street Dog Hero

Sunriver Nature Center and Observatory

Susan B. Komen

Taiwanese Friendship Association

Take Back the Night Foundation

Teen and Adult Challenge

The American Legion

The Bloom Project

The Giving Plate

The Giving Tree

The Kids Center

The Mighty Endeavor

The Oregon Food Bank

The Wilderness Society

The Wounded Warrior Project

Tualatin Family Services

Tualatin Food Bank

Unicef

United Way of Deschutes County

United Service Organization

Volunteers in Medicine

Warfighter Outfitters

Wonderland Express

Young Audiences

*For a complete list visit cascadehassonsir.com

FARM, RANCH & VINEYARD

The objective of this paid membership group is to help you grow your business with dedicated marketing, and collaborating with each other by sharing information and staying educated on local, state and government issues.

Dedicated Website URL FarmRanchVineyard.com

FRV Facebook page

FRV Promo Video

Dedicated Phone Number

541.323.2505

FRV MEMBERSHIP

$125 PER MONTH

UNTIL JUNE 2023 – FRV Membership and covers the “SIGNATURE PLAN” syndication fees for the follow three sites.

• LandsofAmerica.com

• LandWatch.com -

• LandandFarm.com

The following (OPTIONAL) sites require you to subscribe and pay for them individually. You will need to provide your user names and passwords to FRV Administrative Support.

• Land Broker MLS $55/mo under CHSIR corporate membership

• Loopnet/Costar

$35 per list

• Loopnet/Costar $35 per listing

QUARTERLY VIRTUAL FRV DEDICATED MEETINGS

Discuss local and state issues, upcoming events, advertising opportunities, social media updates, and share our current listings & buyer needs.

SOTHEBY’S INTERNATIONAL REALTY – NETWORK WIDE - DEDICATED FARM & RANCH PORTAL

Connect with other brokers across the country, review marketing samples, upcoming media, advertising opportunities, and events. (SIR ACCESS)

WEEKLY SOCIAL MEDIA ASSETS

The marketing team will produce content that you can share weekly. (Saturday posts) We also have a decicated FB page.

SPECIAL CoOp ADVERTISING OPPORTUNITIES

Upcoming Advertising Opportunitites

NEW HOME DEVELOPMENTS

Our New Home and Development brokers and the service they provide is unlike any real estate firm. We offer a comprehensive approach to working with builders and developers from the ground up. We conduct in-depth market research and create strategic marketing and sales plans for any size project. Our development and launch experience in Oregon and SW Washington includes representing the following communities and builders.

SALES & MARKETING STRATEGY

Will consult on lot yield analysis, sales, and marketing budgets, sales goals, optimize product look and feel dependent on location, and community and developer expectations. Some of the programs and initiatives encompass the following.

• On-site sales staffing

• Land acquisition

• Floor plan review

• Target Market Identification

• Logo & Identity Design

• Professional Photography

• Site Signage and lot markers

• Print & Digital advertisements

• Email Marketing

• Social Media

• Facebook Ad Campaigns

• Launch Event Planning

ASIA DESK

A record number of buyers from Asia are investing in residential properties in the Pacific Northwest. To serve the growing demand, Cascade Hasson Sotheby’s International Realty has formed a special department called “Asia Desk”. Under the direction of an exceptional principal broker, the Asia Desk Team are experts in relocation and marketing to Asian buyers. The team collaborates with the Sotheby’s International Realty ® offices in Asia to assist buyers looking for investments

A significant differentiator of the CSIR Asia Desk is the partnership with Chinese real estate website Juwai.com. The partnership enables CSIR listings to be seen by Chinese buyers on one of the world’s most prominent real estate websites with over two million monthly visitors.

Contact Michael Zhang, Principal Broker michael.zhang@cascadesir.com

OUR PREFERRED VENDORS

We have deep community roots and we know the right tradesman and vendors to get the job at hand done. Through surveys with our brokers we have develop an interactive website called OurPreferredVendors.com

This is a searchable database of all the vendors we recommend. You can also recommend a business, by clicking link in upper right hand corner of the site.

BRAND STANDARDS

The Sotheby’s International Realty® brand represents homes and lifestyles of the world’s most exceptional caliber, and to help you effectively portray this, we have compiled the following pages to aid you in communicating with your current and prospective clients. Please note, these are excerpts from the SIR Style Guide. For complete brand guidelines & standards, please review the SIR Style Guide located in Access.

AN ICONIC BRAND

Built on centuries of tradition and dedicated to innovating the luxury real estate industry, Sotheby’s International Realty offers transformative experiences through a global network of exceptional agents.

ELEVATOR PITCH

An exceptional life isn’t only defined by where you’re living, but by who you’re becoming. Beyond the best homes and highest standards of service in the world, Sotheby’s International Realty offers a lifestyle inspired by your potential.

As curators of the exceptional, we are the only real estate network that creates limitless possibilities. The Sotheby’s International Realty® brand offers a lifestyle of unlimited opportunity to reach your full potential.

26,000

OFFICES WORLDWIDE + 25,000 SALES ASSOCIATES +

1,000

1,075

BRAND HERITAGE

The leader in premium real estate, we deploy intuitive technology to deliver a truly personalized, client driven experience. With professionals in more than 70 countries and territories worldwide, we’re local everywhere, allowing us to walk alongside our clients at every stage of their journey. We know they expect us to be the first and the best in exclusive property. We deliver.

Building on the centuries-long reputation of the preeminent auction house, the Sotheby’s International Realty brand is recognized globally. Our legacy of quality service and expertise is unmatched.

Recognized worldwide, the prestige of the Sotheby’s brand is unparalleled. The acclaimed auction house, established in 1744 in London for collectors of art and other fine possessions, expanded to New York City in 1955. Sotheby’s International Realty inherited the iconic brand name, building on its legacy by delivering unrivaled real estate services.

Our alliance with Sotheby’s is our unique difference. The properties represented by our network are exclusively featured in Sotheby’s auction house marketing programs including high–profile client events, showcases in signature publications, in digital newsletters, and on sothebys.com

COUNTRIES & TERRITORIES

BRAND NARRATIVE

Today’s view of success has evolved; whereas one’s success was once measured by acquisition - owning the house on the hill, driving the luxury car, or collecting rare works of art – today, the world’s highest achievers are seeking something well beyond the material. They want to experience life in ways that expand who they are. To develop every aspect of themselves; from the professional to the creative, from the physical to the intellectual. To savor unique, transformative experiences. To share these experiences with their circle, and grow together.

For three centuries, the Sotheby’s® name has been synonymous with success. And Sotheby’s International Realty represents this new definition of it. Beyond the most exquisite homes and highest standards of service in the world, the Sotheby’s International Realty® brand offers a lifestyle of unlimited opportunity to reach your full potential.

THE SIR NETWORK

The Sotheby’s International Realty brand has offices in the most significant markets in the world. These markets act as catalysts in generating sales traffic for one another. Additionally, our broker-to-broker referral network augments the deep personal networks of our sales associates. Sellers benefit from the added opportunities to find buyers through the referral network as well as through Sotheby’s auction clientele.

PHOTO QUALITY REQUIRED

High-quality photography is paramount for both digital and traditional marketing. Our brand has always placed a strong emphasis on high-quality, meaningful photography, and that is even more critical now. SIR reserves the right to withhold or remove property listings from sothebysrealty.com and eGallery if the photography you provide fails to meet the standards described in this document.

CLEAR, CRISP IMAGES

All images must be easily identifiable and not distorted, stretched, blurry, grainy or pixilated.

3:2 Ratio;

Minimum 1,800 pixels wide by 1,200 pixels high

In order to properly tell the story of your property, a minimum of 6 photos are required for residential properties to appear on sothebysrealty.com. But our objective is for each property to have at least 10 photos, which is the minimum required amount for listing distribution on our partner websites, top tier e-Gallery and complementary brand exposure opportunities. The maximum number of photos per property is currently 50.

PURPOSEFUL PHOTOGRAPHY

Purposeful photography provides consumers with useful information about the property details including the property’s features and amenities, the rooms’ scale and proportions and the surrounding landscape. Every photo should help to tell the home’s unique story, not only through the image depicted but also in the order the photos are viewed.

Removing clutter and staging a room is an essential element to creating exceptional photography. Be careful not to over stage the photo with too many cliché elements.

TIPS FOR A GREAT FIRST PHOTO

The first photo should be your most intriguing image as this will be the thumbnail displayed in the property search results. Preferably, this photo is of the exterior front of the residence. Make sure the photo does NOT include: garbage cans, dumpsters or construction debris, vehicles, or any signage other than a compliant Sotheby’s International Realty brand sign.

EXAMPLES OF GOOD PHOTOGRAPHY

Correct: Clear, crisp image with views of the mountains

Correct: Calls attention to the eat-in-nook

EXAMPLES OF POOR PHOTOGRAPHY

Incorrect: Grainy image with illegible details

Incorrect: Messy kitchen that doesn’t highlight usable space

VIDEO GUIDELINES

You are encouraged to upload a professionally produced video 1 to 3 minutes in length that shares the unique nature of the property and reflects the Sotheby’s International Realty® brand overall.

Please be aware of the following listing video guidelines:

• No on-screen logos, graphics or text

• No still photography or images added (smooth movement only)

Length: 1 - 3 minutes

Longer videos tend to get passed over on the web and do not hold the viewer’s attention for the full length.

Resolution: 4K Ultra High Definition / HD (4K/1080p)

Only the highest video resolution quality is allowed on sothebysrealty.com and our distribution platforms. Our showcase presentation displays Ultra High- Definition (UHD) and High-Definition (HD) videos, so anything less will appear to be stretched and pixelated. We highly recommend 4K (3840 × 2160 px) and in a 16:9 aspect ratio. When not available, 1080p is the minimum acceptable resolution.

AUDIO

Music track with optional voiceover:

A backing track of royalty-free (right to use copyrighted material or intellectual property without the need to pay royalties or license fees), or licensed music is required. If a narration is added to the video, it must be a clear and crisply recorded voice-over that extols the virtues of the property, providing descriptive information in an unobtrusive manner. Avoid regional dialects.

LOGOS, GRAPHICS & TEXT

No on-screen logos, graphics or text

Written or graphic identification is not needed within the video because it will appear on the same page as your listing.

STYLE

Smooth camera movement; No still photography

We suggest that you hire a professional videographer or use a tripod or stabilizing system to avoid shaky video. When editing, avoid jump cuts, in which two sequential shots of the same subject are taken from camera positions that vary only slightly. Do NOT use still imagery. This will avoid duplicating the look and feel of our existing Virtual Tours, which will create an inconsistent feel and fail to take full advantage of the video medium. Keep the focus on the property, with minimal superfluous on-screen elements. When used sparingly and in a refined, elegant manner, on-screen talent has the ability to add to the quality of the production.

When using on-screen talent, the following guidelines should apply:

• Adds value to the message of the video

• Professional appearance and demeanor

15 SECOND PROPERTY CLIP

• Provides an expert point-of-view

• On brand (Savvy, Refined, Inviting, Discreet)

Your 15 Second Property Clips are the first impressions consumers have of the Sotheby’s International Realty brand and your property. It is imperative that they meet or exceed the required quality standards. The 15 Second Property Clip is intended as a “Preview” of the full-length Property Video, meant to be displayed on a large-format screen, including the Apple TV eGallery and sothebysrealty.com home page. These platforms are full-screen experiences that play automatically with no audio. In addition, the brand will continue to utilize the 15 Second Property Clip through new distribution venues (including through social media and advertising channels) into the future.

No on-screen talent, shaky video, or intermixed still photography is allowed in the 15 Second Property Clip. We highly recommend hiring a professional videographer. If the 15 Second Property Clip includes camera movement, utilize a stabilizing system that will avoid a shaky video result. “Shaky camera” techniques are not allowed. The use of actors or oncamera talent is not permitted. Instead, emphasize the property, location, or lifestyle. No still images should be used in the 15-second video.

BRAND STYLE GUIDELINES

The consistency in how the Sotheby’s International Realty brand is represented is incredibly important to maintaining the recognizable and positive reputation of the company.

BRAND COLORS

Our materials incorporate the following distinctive colors as shown below. You must follow the standards for color exactly when producing your own material. As shown below, there are two shades of gray. The darker shade, 431, is to be used for text only, and the lighter shade, 422, is to be used as an accent color in your marketing and promotional materials. Traditional black and white may also be used.

SIR BLUE

PANTONE 289

CMYK 100 64 0 60

RGB: 0 35 73

HEX: #002349

RAL: 270 20 20

TYPOGRAPHY

SIR TEXT GREY

PANTONE 431

CMYK 11.5 0 0 65

RGB: 103 115 122

HEX: #666666

SIR ACCENT GREY PANTONE 422

CMYK 0 0 0 34

RGB: 173 173 173

HEX: #999999

SIR ACCENT GOLD

CMYK 25 37 91 2

RGB: 193 154 61

HEX: #C29B40

The typefaces used to design the look and feel of the Sotheby’s International Realty® brand are Benton Sans and FreightDispPro. Alternatively if Benton Sans and FreightDispPro are not accessible for your local needs, Arial is an approved substitution for Benton, and Times New Roman is an acceptable substitute for FreightDispPro, both of which are web-safe fonts that will help ensure proper digital display.

LOGO LOCKUP & USAGE

The CHSIR logo lockup was created to represent our affiliation with the Sotheby’s International Realty brand. Consistent and proper usage is required, in order to preserve and maintain both our company’s and the Sotheby’s International Realty brand’s image. Always refer to these guidelines when using the logo.

Our Affiliate Logo Lock-up is a custom-designed illustration. You may never attempt to alter, replicate or create your own version.

• Do not add anything to the logo (including personal broker or team logos)

• Do not change the logo colors

• Do not alter (stretch) the logo disproportionately

LOGO MINIMUM SIZE & CLEAR SPACE

The Affiliate Logo Lock-up must be clearly visible wherever it appears, therefore the logo should not appear in sizes smaller than 1.0 inch in height for the vertical Logo Lock-up and 1.25 inches in length for the horizontal Logo Lock-up. The Affiliate Logo Lock-up must never be obstructed from view by distracting graphics or images. Always maintain a minimum clear space around the logo as exhibited below. Note: This spacing guideline applies to all uses of the logo including branded promotional items like napkins, pens, doormats, clothing and other giveaway items.

The logos below show the minimum required clear space that must be kept around the logo. Depending on how large the “s” in Sotheby’s appears in the logo, there should be that amount of clear space around the logo. Do not place the logo directly at the edge of a page or directly next to another logo, including agent logos.

PERSONAL LOGO GUIDELINES

Sotheby’s International Realty discourages agents from having personal logos for a few essential reasons.

• Distracts and confuses consumers about who they are doing business with.

• The real estate agency allows you to add “Team” or “Group” to your licensed name, but names like “Oregon Home Group” are not allowed in your logo, as it implies a brokerage and creates confusion with the consumer.

• Dilutes the power of the SIR iconic global brand

• Cannot appear larger than the CHSIR logo

• Must integrate SIR brand colors only. (see specs on opposite page)w

• Name must be registered with OR and WA state Agency.

• Cannot be used in collateral materials such as street signs, business cards and company provided email signatures.

• In addition, the @cascadehassonsir or @sothebysrealty email must be used on all collateral marketing materials

• Personal logos cannot be integrated into CHSIR marketing provided by staff, company services and tools.

• All logo usage must be e approved by CHSIR marketing leadership.

SOCIAL MEDIA GUIDELINES

The proper presentation of the Sotheby’s International Realty® brand is critical at every level in every marketing vehicle, including social media. As we continue to explore the many ways in which social media can enhance our marketing efforts and positively increase awareness of the brand, it is essential that we maintain our efforts to protect our most valuable asset – the Sotheby’s International Realty name. Well–defined brands help shape the way consumers think and feel about a business even before they walk in the door, respond to an advertisement or experience the brand online.

Therefore it is paramount that all social media initiatives focus on quality versus quantity, meaning that your online efforts are deemed successful not by how many/how much you post but by how meaningful the content is that you provide. In the luxury space, less really is more.

ACCOUNT NAMES, PROFILE NAMES & VANITY URLS

In your personal or professional social media profiles you may only use your name, as your account name, profile name, and vanity URL. Do NOT use Sotheby’s International Realty or an abbreviated version of our brand name, and never use the word ‘Sotheby’s’ alone.

You may use your company’s full DBA in the description field provided on most social networking websites to show your Sotheby’s International Realty affiliation.

PROFILE PHOTOS

You are permitted to use a personal photo as your profile image. You are NOT permitted to use your company’s logo, the brand logo or any altered version of either logo as your profile photo.

COVER PHOTOS

You are permitted to use a listing photo, or a personal photo for your cover photo. You are NOT permitted to use your company’s logo, the brand logo or any altered version of it for your cover photo.

SIGNS, ADS, BUS. CARDS

The power of a global brand and the importance of brand identity, consistency, and compliance.

As an established real estate professional, you already know the value a strong brand brings in a crowded real estate industry. Well-defined brands help shape the way customers think and feel about a business even before they walk in the door or respond to an advertisement. This reputation is built, not only through your interaction with customers, but incrementally through every ad, web page, and sign.

Each element of communication reinforces what the Sotheby’s International Realty® brand represents.

Whether you are placing an ad, hanging a sign, designing a website, creating a brochure, or handing out a business card, you have the opportunity to communicate the distinctive qualities that define the Sotheby’s International Realty® brand, which carries with it a centuries-old tradition of quality and service that began with the venerable auction house, established in 1744.

EXAMPLE:

The Sotheby’s Internaltional property sign is consistant all over the world.

As a franchise of Sotheby’s International Realty, we are obligated contractually to maintain brand compliance especially in core marketing materials and signage

This includes all:

• Property Signs

• Advertising

• Business Cards

No matter where you go in the world, every Sotheby’s International Realty property sign and every agent’s business card is required to look the same.

This consistency creates a trusted brand experience for buyers and sellers across all markets.

Here are some brand rules we are all required to adhere to:

Property Signs:

Must be ordered through the company. No broker logos, personal emails, or websites other than cascadehasson.com are allowed on property signs per the brand contract.

Advertising:

All ads directly purchased must be submitted to marketing@cascadehasson.com to be preapproved. (We prefer to design these for you with some exceptions for publications that already have our templates. (Luxury Home Magazine)

Business Cards:

Must be ordered through the company. No broker logos, personal emails, or websites other than cascadehasson.com are allowed.

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Broker Directory

Office Locations and Contact Info

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