2022 CSIR Agent Playbook

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2022 AGENT PLAYBOOK Interactive Version


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WELCOME TO CSIR 5 Contact Us 6 Who We Are 8 Senior Leadership Team 9 Management Team 10 Marketing Team 12 Marketing Services 14 Listings Process & Info 20 Transactions & Commissions 24 Referrals & Relocation 27 Brand Standards 39 Elevated Marketing 51 Empowering Tech 65 Special Offerings



WE ARE HERE TO SUPPORT YOU Our team at Cascade Sotheby’s International Realty can assist you with a variety of your business needs. To help simplify things, we have shared mailboxes for specific teams, that allow multiple members of that team to check and respond to emails in that mailbox. We ask that for generic requests, you please use the below email addresses:

marketing@cascadesir.com

(Broker Services is now marketing) • Material orders (business cards, sign riders) • Custom designs • Marketing questions • Advertising • Social Media • Marketing training classes

listings@cascadesir.com • • •

New Listing Worksheet Active listing questions For sale sign installation

transactions@cascadesir.com • • •

New Transaction Worksheet For East of the Cascades transactions Pending transaction questions

woc.transactions@cascadesir.com • •

For West of the Cascades transactions Pending transaction questions

referrals@cascadesir.com

• •

Referral agreements Incoming and outgoing referrals

tech@cascadesir.com • •

Password resets CSIR tool questions

accounting@cascadesir.com • •

Broker billing 1099’s

commissions@cascadesir.com • •

Commission checks Commission reports

Questions and Help from MPB compb@cascadesir.com •

Central Oregon/East of the Cascades

wocmpb@cascadesir.com •

West of the Cascades

Company Calendar: www.CSIRcalendar.com

QUICK TIP We often shorthand WOC, EOC & CO to

WOC: West of the Cascades

represent our different regions, usually

EOC: East of the Cascades

as they relate geographically to the

CO: Central Oregon

Cascade Mountain Range.

CONTACT US

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WHO WE ARE Cascade Sotheby’s International Realty was established in 2006 and serves diverse communities across Oregon and SW Washington. With 400 brokers and 17 offices, the firm has become the most effective real estate brokerage in the Pacific Northwest. 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.

400 3.2 billion 18 $

BROKERS

2021 SALES VOLUME

OFFICES

We honor the incredibly diverse lifestyles that we serve throughout the region. Whether a client dreams of an oceanfront retreat, a high desert oasis, a suburban family home, a high-rise condo, or a working ranch, we consider ourselves their partner in fulfilling that vision. We know that a home is a reflection of our lifestyles and place in the world. It is this appreciation that sets us apart. We are further empowered by the global prestige, heritage, and fortitude of the Sotheby’s International Realty brand. In an ever-changing real estate market, it’s our iconic brand that gives us the right support and high-tech tools to help you reach your real estate objectives.

FOLLOW US ON SOCIAL MEDIA

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@cascadesothebys

Cascade Sotheby’s International Realty

@cascade_sir

@CSIRFarmRanchVineyard

Cascade Sotheby’s International Realty

@CascadeSIR

WHO WE ARE


OUR MISSION Cascade Sotheby’s International Realty’s mission is to exceed our agent and client

Our principles determine our culture

expectations in every aspect of our relationships. We achieve this through our

1 We Are Compassionate

ongoing commitment of collaboration,

2 We Seek Excellence

partners with our clients, associates, and

3 We See Opportunities

performance which allows us to become

and innovation. We view ourselves as community. Our intention is to excel in the market leader in the Northwest.

4 We Foster Collaboration

OREGON & SW WASHINGTON OFFICES ASHLAND

GLENEDEN BEACH

NE PORTLAND

25 East Main St. Suite A

7755 US Hwy. 101

2236 NE Broadway St

Ashland OR 97250

Gleneden Beach, OR 97338

Portland, OR 97232

541.512.7577

541.994.5221

503.420.8600

PEARL DISTRICT

BEAVERTON

GRANTS PASS

8880 SW Nimbus Ave, Suite C

201 SE 6th Street

1321 NW Hoyt St

Beaverton, OR 97008

Grants Pass, OR 97526

Portland, OR 97209

503.537.4925

541.312.4057

503.420.8600

BEND | DOWNTOWN

HOOD RIVER

REDMOND

821 NW Wall Street

116 3rd St, Suite 209

Coming Soon

Bend, OR 97702

Hood River, OR 97031

535 SW Sixth Street, Redmond

541.383.7600

541.716.0701

541.383.7600

BEND | OLD MILL (HQ)

JACKSONVILLE

SISTERS

650 SW Bond Street, Suite 100

620 N 5th Street

290 East Cascade Avenue, PO Box 609

Bend, OR 97702

Jacksonville, OR 97530

Sisters, OR 97759

541.383.7600

541.323.4818

541.588.6614

CANNON BEACH

LAKE OSWEGO

SUNRIVER

130 North Hemlock, Suite 1

310 N. State Street, Suite 102

57100 Beaver Drive, Building 5, Suite 150

Cannon Beach, OR 97110

Lake Oswego, OR 97034

Sunriver, OR 97707

503.436.9000

503.420.8650

541.593.2122

GEARHART

MANZANITA

VANCOUVER, WA

587 Pacific Way, PO Box 2300

467 Laneda Avenue, PO Box 820

900 Washington Street, Suite 150

Gearhart, OR 97138

Manzanita, OR 97130

Vancouver, WA 98660

503.738.5100

503.368.6609

360.419.5600

WHO WE ARE

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SENIOR LEADERSHIP TEAM

DEB TEBBS CEO / Owner Old Mill - Bend deb.tebbs@cascadesir.com 541.419.4553

GARY NOLAN

MICHAEL BABBITT

AMBER MACK

Chief Operations Officer

Controller

Old Mill - Bend gary.nolan@cascadesir.com 631.745.9229

Lake Oswego / Portland Area michael.babbitt@cascadesir.com 503.770.0355

Old Mill - Bend amber.mack@cascadesir.com 541.323.4803

Manages:

Manages:

Manages:

Marketing Team

Management Team

Commission Payouts

Listings Team

Transactions Team

Accounting Team

Technology Team

Operations Team

Vendor Relations

Chief Marketing & Strategy Officer

8

TEAMS


M ANAGEMENT TEAM

DORI OLMSTED

MARTA BOELENS

LINCOLN REICHEN

VP of Business Development

Managing Principal Broker

Managing Principal Broker

Portland Pearl / NE Portland dori.olmsted@cascadesir.com 503.481.5686

Old Mill - Bend marta.boelens@cascadesir.com 541.550.4891

Lake Oswego lincoln.reichen@cascadesir.com 503.998.3457

STEVE ROSLING

HANNA JOHNSON

JONI JACKSON

Sales Manager

Sales Manager

Sales Manager

Beaverton steve.rosling@cascadesir.com 503.810.7691

Vancouver, Hood River hanna.johnson@cascadesir.com 360.936.2043

Gleneden Beach joni.jackson@cascadesir.com 541.669.1226

JONATHAN HICKS

KACIE STOTT

KEYNA MEIVES

JIM KING

Sales Manager

Sales Manager

Sales Manager

Assistant Sales Manager

Sisters jonathan.hicks@cascadesir.com 865.335.6104

Redmond kacie.stott@cascadesir.com 541.420.7520

Southern Oregon keyna@grantspasshomes.com 541.441.0290

Old Mill - Bend jim.king@cascadesir.com 541.383.7600

TEAMS

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YOU R M A R K E T I NG TE A M LISTINGS, MARKETING & TECHNOLOGY SUPPORT Our in-house marketing team’s mission is to provide proactive support that helps you grow your business. The team continually improves the company’s listing processes, 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.

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

MARKETING SUPPORT SERVICES

CREATIVE SERVICES & SOCIAL MEDIA

The marketing team provides a complimentary listing launch

For custom requests beyond templates, the marketing

and virtual trainings in a workshop series called “ELEVATE”

team can be engaged to produce initiatives at the rate

that teach you ways to leverage the Sotheby’s International

of $70 per hour. In addition, we provide social media

Realty brand and our marketing tools. CSIRcalendar.com

content, blog stories and other pieces for you to utilize.

LISTING QUALITY CONTROL

BRANDING & COMMUNITY RELATIONS

Everything starts with listings data. We ensure your listings

The team positions the brand online, in-print and in-life.

info and photos meet the brand’s standards and keep all

We foster good-will with our community sponsorships and

related docs organized for you in Skyslope. We keep you

unique collaboration with like-minded brands throughout

informed every step of the way and makes sure properties are

the communities we live and work in. Our brokers are

fully syndicated for maximum exposure.

passionate about giving back and we support them.

DIGITAL AND PRINT ADVERTISING

TECHNOLOGY SUPPORT

We partner with a variety of local and national publications

Our team supports you with all brand provided

and websites to provide brokers with opportunities at a

technology. From the on-boarding process to helping you

preferred rate. SIR nationwide co-op advertising opportunities

troubleshooting issues that may arise, we are here to help

can be found in our 2021 Broker Advertising Guide.

you. Just email tech@cascadesir.com

NEW FOR 2022 PUBLIC RELATIONS

NEW FOR 2022 VIDEO STORYTELLING

Working with the global public relations team of Sotheby’s

Video storytelling is the most effective type of marketing

International Realty we are now seeking out newsworthy

and we are doubling-down on it by producing engaging

stories. With a proactive mindset, we are expanding our ability

stories involiving our brand, our brokers, clients and our

to connect with the media.

giving back efforts. CascadeLife.TV

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TEAMS


GARY NOLAN Chief Marketing & Business Strategy Officer gary.nolan@cascadesir.com 541.323.4802 Gary’s BIO

AMANDA KNUTSEN

LINDSAY NADRICH

TRACY WILKEN

Regional Marketing Director

Public Relations Director

Broker Support Manager

amanda.knutsen@cascadesir.com 971.930.4370

lindsay.nadrich@cascadesir.com Lindsay’s BIO

tracy.wilken@cascadesir.com 541.728.0616

CALLISTA GRAVES

ERIC SEREMEK

SAMANTHA BUCKINGHAM

Lead Graphic Designer

Digital Marketing Designer

Listing & Brand Specialist

callista.graves@cascadesir.com 541.323.4804

eric.seremek@cascadesir.com 541.550.7442

samantha.buckingham@cascadesir.com 541.312.5151

LLASMINE HERNANDEZ

MONA QUISMUNDO

KALEIGH TRAFELET

BAILEY MEIVES

Marketing Office Administrator

Social Media Specialist

Listings Coordinator

Listings & Marketing Associate

llasmine.hernandez@cascadesir.com 503.420.8650

mona.quismundo@cascadesir.com

kaleigh.trafelet@cascadesir.com 360.419.5600

bailey.meives@cascadesir.com 541.512.7577

MARKETING@CASCADESIR.COM TECH@CASCADESIR.COM LISTINGS@CASCADESIR.COM

TEAMS

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COMPLIMENTARY MARKETING SERVICES DIGITAL AND PRINT ADVERTISING

TECHNOLOGY SUPPORT

• Marketing Plan Development

ActivePipe

CloudCMA

• Ad design

Access

Broker Websites

• Your own IDX website / updates

Design Vault

Docusign

• Email content / monthly e-newsletters

XpressDocs

Dropbox

Skyslope

List Trac

Cloze

Email Signatures

BROKER EMPOWERMENT • Elevate brand and tech workshop series • 1:1 training by request

COMMUNITY RELATIONS

• Broker promotion ideas / campaigns

Public Relations

Sponsorships

Giving back

Special events

MARKET INTELLIGENCE

• Monthly Reports to share on social media

CREATIVE SERVICES & SOCIAL MEDIA

SHAREABLE SOCIAL MEDIA

Custom design services are charged back to brokers at

Daily listing posting in several prices ranges

$70.00 an hour with the first 30 minutes at no charge.

Community of the day

Graphic Design

Photo editing

Video of the day

Custom postcards

Social Media Content

Northwest lifestyle

Custom brochure

Property website

Luxury lifestyle

Custom listing presentation pages

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TEAMS

design/hosting $200


GET IN TOUCH

COMPLIMENTARY LISTING LAUNCH

MARKETING@CASCADESIR.COM

*When Listing Goes Live in MLS MATERIAL ORDERS

BROKER PRESENTATIONS*

Custom open house signs

*Customized with bio page only. Further

Custom sign panels

Name riders

Custom sign riders

Directionals

Business cards

Name tag

customization requires a custom marketing request with the marketing team.

Listing Presentation

Buyer’s Presentation

Buyer’s Guide

Seller’s Guide

PRINT / DIGITAL

EMAIL (ACTIVE PIPE)

SOCIAL MEDIA**

2-page property brochure

Just Listed

4-page property brochure

Open House

Postcard

Price Adjustment

Perma Flyer for sign

Monthly Newsletter

Homebook

Bio Page

New Listing Graphic

**Graphic for Instagram and Facebook prepared for you to post.

HOW TO ORDER: When submitting a new listing via the “New Listing Form” in RELI, fill out the complimentary listing section. Or email us at: Marketing@CascadeSIR.com

TEAMS

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LISTINGS IN FORMATION The following pages outline the CSIR processes for listings.

14

TEAMS


GET IN TOUCH LISTINGS •

Sign installation (only available in certain areas)

Listing file management in Skyslope

MLS input & updates

Listing change orders

LISTINGS@CASCADESIR.COM

IMPORTANT NEW LISTINGS WORKSHEET The Listing Team promptly will process your submission and correspond with you as needed. WE HIGHLY RECOMMEND YOU USE THIS FORM to ensure your listing receives quality control and is syndicated correctly and entered into SKYSLOPE. ACCESS THIS FORM IN RELI WITHIN LISTINGS BLUE BOX OR BOOKMARK NOW FOR FUTURE USE CLICK HERE

TEAMS

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LISTINGS IN FORMATION THE LISTINGS PROCESS 1.

Broker fully executes all required documents with required signatures and initials

2. Broker numbers photos in the format 01,02, etc in the order they are to appear on the MLS and websites 3. Broker completes the New Listing Worksheet in RELI 4. Listing Coordinator places sign installation order 5. Listing Coordinator inputs the listing into the MLS 6. Listing Coordinator inputs the listing into SIR, if high resolution photos are provided 7.

Listing Coordinator creates a file in Skyslope

8. Principal Broker reviews all documents added to the Skyslope file 9. Broker emails change orders or updates to the Listing Coordinator 10. Listing Coordinator modifies the listing as changes orders are received Please Note: A listing will only be input into SIR if high resolution photos are provided to the Listing Coordinator. Only properties submitted to SIR by a listings coordinator will be eligible for the global listing distribution and additional marketing services such as ListTrac and Social Ad Engine.

REQUIRED DOCUMENTS OREGON

WASHINGTON

General Checklist Requirements

General Checklist Requirements

New Listing Worksheet

New Listing Worksheet

Listing Contract

RMLS Listing Contract

MLS Data Input/Prop Features/ or List Profile

RMLS Data Input Form

List Kit/Dial Report/Property Profile Trio

RMLS Agent Full

Initial Agency Disclosure (with signatures)

Property Profile – County Records

Sellers Property Disclosure

17 - Sellers Property Disclosure

Disclosed Limited Agency

Exhibit A

Advertising/Marketing Materials

16

LISTINGS


BROKER RESPONSIBILITIES •

Complete the New Listing Worksheet in RELI, include:

Property photos in order, 1800x1200 megapixels (1, 2, 3, etc.)

Required documents with signatures

Create new listing in the MLS OR Listing Coordinator add new listing in the MLS

Email change orders, include:

FULL property address in subject line

Completed document as an attachment

CHOOSE EITHER •

Email trailing documents, include:

FULL property address in subject line

Completed document as an attachment

OR

Upload completed documents to Skyslope checklist

CSIR STAFF RESPONSIBILITIES •

Place sign install / remove orders (Not available in areas)

Input listing into Skyslope and SIR, unless otherwise directed

Upload trailing documents submitted by the broker

Process change orders in all systems

SPECIAL NOTES •

Change orders (photo updates, price changes, listing extensions and extended remark updates) need to be sent to Listing Coordinators to reflect correctly on all sites

Transaction Coordinators manage status changes

New Listings and Change Orders should be submitted by 3:00pm for same-day turnaround time.

LISTINGS

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LISTINGS IN FORMATION Listings

LISTING SYNDICATION To ensure that your listing fully syndicates to all systems properly showing that it is active, please complete the New Listing

LISTING Worksheet in RELI.

SYNDICATION

To ensure that your listing fully syndicates to all systems properly showing that it is active, please complete the New Listing Worksheet in RELI.

COAR + RMLS

RELI CSIR.com

ZILLOW & TRULIA For direct Zillow support: feedsupport@zillow.com

ADDITIONAL SYNDICATED SITES

SIR.COM Allow up to 72 hours for quality control measures

XPRESSDOCS + DESIGN VAULT MARKETING MATERIALS

ACTIVEPIPE EMAIL MARKETING

LISTTRAC SELLER REPORTS

Cascade Sotheby’s International Realty - 2020 Agent Playbook 11

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LISTINGS


PROP ERTY DISTRIBUTION The exposure and worldwide reach of our listings is a crucial piece of what sets us apart from the rest of the industry. Our global property marketing partners include the most authoritative news, lifestyle, and financial voices, as well as real estate-centric websites. Additionally, once a home is showcased on sothebysrealty.com, it is exclusively marketed on more than 100 Sotheby’s International Realty affiliate websites around the world. Results are measured with a variety of analytics and reporting tools, which enable sales associates and clients to define a marketing campaigns impact. While competitors and multiple listing services can send their listings to a few distribution sites, the Sotheby’s International Realty brand sets the standard with the information, photography, property videos, and, when available, 3D and Virtual Realty videos we share with these sites.

LISTING REQUIREMENTS In order for a listing to fully syndicate to the above global property marketing partners, it must be inputted into SIR by a CSIR Listing Coordinator. The best way to ensure full property syndication is to complete the New Listing Worksheet in RELI. Each global property marketing partner requires a minimum of 10 photos. The listing must pass SIR quality control standards.

CO M ME RCIAL OPPORTU NITI ES

Although commercial listings do not feed to SothebysRealty.com, you still have opportunity to market your listing via CSIR’s CoStar and LoopNet accounts. There is no charge to list your commercial property on CSIR’s private, CoStar account; and there is a $60/month fee to upgrade your listing to a premium Silver seat for exposure on LoopNet.com. If you are interested in access to CoStar’s commercial market analytics and data platform there is a monthly fee of $365. Please contact marketing@cascadesir.com for more information.

LISTINGS

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TRANSACTIONS THE TRANSACTIONS PROCESS 1.

Broker fully executes all required documents with required signatures and initials

2. Broker completes the New Transaction Worksheet in RELI 3. Transaction Coordinator changes status from Active to Pending, if applicable 4. Transaction Coordinator creates a file in Skyslope 5. Principal Broker reviews all documents added to the Skyslope file 6. Broker emails trailing documents or updates to the Transaction Coordinator 7.

Transaction Coordinator modifies the existing Skyslope file as changes orders are received

8. Principal Broker reviews trailing documents added to the Skyslope file

BROKER RESPONSIBILITIES •

Complete the New Transaction Worksheet in RELI, include:

Required documents with signatures

Commission information

Referral agreement, if applicable

Email change orders, include:

FULL property address in subject line

Completed document as an attachment

CHOOSE EITHER •

Email trailing documents, include:

FULL property address in subject line

Completed document as an attachment

OR

Upload completed documents to Skyslope checklist

CSIR STAFF RESPONSIBILITIES •

Place sign removal order, unless otherwise directed

Create transaction file and update the MLS status, unless otherwise directed

Upload trailing documents submitted by the broker

Process change orders in all systems

SPECIAL NOTES •

New Transactions should be submitted by 3:00pm for same-day turnaround time.

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TRANSACTIONS


REQUIRED DOCUMENTS OREGON

WASHINGTON

General Transaction Requirements

General Transaction Requirements

Sales Agreement

New Transaction Worksheet

Commission Demand/Closing Instructions

RMLS Listing Contract

Preliminary Title Report

RMLS Data Input Form

Seller Property Disclosure

RMLS Agent Full

Final Closing Statement

Property Profile – County Records

FIRPTA or Qualified Substitute

17 - Sellers Property Disclosure

Copy of Commission Check

Exhibit A

New Transaction Worksheet

Copy of Earnest Money Check/Escrow Receipt

Loan Approval/Proof of Funds to Close

Initial Agency Disclosure (with signatures)

Disclosed Limited Agency

Home Inspection Report

MLS Agent Full

HOLLY CAMPBELL

KELLY MORRISON

BRIEAN JANTES

BROOKE ORENDORFF

Old Mill Office Administrator & Transaction Coordinator

Staff Accountant & Operations Specialist

North Coast Office Administrator

Gleneden Beach Transaction Coordinator

holly.campbell@cascadesir.com 541.312.4048

kelly.morrison@cascadesir.com 360.419.5603

briean.jantes@cascadesir.com 503.739.2726

brooke.orendorff@cascadesir.com 541.994.5221

transactions@cascadesir.com • •

For East of the Cascades transactions Pending transaction questions

woc.transactions@cascadesir.com • •

For West of the Cascades transactions Pending transaction questions

TRANSACTIONS

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TRANSACTIONS TRANSACTION SYNDICATION To ensure that your transaction fully syndicates to all systems properly showing that it is now pending, please complete the New Transaction worksheet in RELI.

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TRANSACTIONS


COMMISSIONS COMMISSION CHECK PROCESS 1.

Close of escrow

2. Commission check and closing documents are delivered to CSIR 3. Transaction Coordinator changes status from pending to sold, if applicable 4. Listing Coordinator orders the signs to be removed, if applicable 5. Transaction Coordinator deposits the commission check, uploads the remaining documents and the closes the Skyslope file 6. Commission Coordinator closes the file in the CSIR accounting system and emails a commission breakdown to the broker 7.

Broker replies with approval or changes to be made

8. Managing Principal Broker completes final review of the Skyslope file and submits approval to the Commission Coordinator 9. Upon approval, the commission check / EFT is sent to the broker and is pushed through ACH payment. 10. Commission check is deposited in the brokers bank account the next business day

TRANSACTIONS

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REFERRALS & RELOCATION The Sotheby’s International Realty Referral Network is uniquely designed to enhance revenue potential for both real estate and auction consignments by connecting and managing business opportunities through our extended affiliate network. Referrals are handled with white-glove care to ensure clients receive the level and consistency of service they expect from Sotheby’s and the Sotheby’s International Realty brand.

CSIR REFERRAL TRACKING SYSTEM Cascade Sotheby’s International Realty has a full-service referral and relocation department with the most influential global network in the industry. We help you generate referral income. Send us your out-of-area referrals, and we’ll take it from there! With one point of contact, we provide referral management with the highest level of quality, consistent service from start to finish. With the CSIR Relocation team on your side, we will ensure your clients are matched with the right agent for their buying and selling needs worldwide. HERE’S HOW IT WORKS: 1.

Submit your outbound referral to referrals@cascadesir.com

2. Your client will be paired with an agent from one of our nationwide networks. 3. You will receive regular updates about your referral. 4. Once your referral closes, you receive your check- It’s that easy!

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TEAMS


GET IN TOUCH CORPORATE BUSINESS RELOCATION LEAD GENERATION

REFERRALS@CASCADESIR.COM

We provide concierge relocation services to companies who have employees moving into and out of Oregon and SW Washington. As registered partners with multiple relocation management companies, our Relocation & Referral Services Division provide exceptional relocation experience. We offer their employees a streamlined real estate experience, including vendor and potential closing related discounts. If you have a connection with a mid-size or large corporation, please let us know. WE LOVE HELPING: •

Buyers and sellers

Relocating employees and their families

Corporations and relocation management companies to meet the needs of their mobile network

Members of the military

Seniors ready for relocation and home transition

Realtors interested in earning referral income

JENNY BLACK

ALONDRA ALCANTAR

Executive Assistant & Referral Coordinator

Hood River Office Administrator & Referral Coordinator

jenny.black@cascadesir.com 541.325.6902

alondra.alcantar@cascadesir.com 541.716.0701

TEAMS

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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 in Access.

28 An Exceptional Brand 30 Photo Guidelines 32 Video Guidelines 34 Brand Style Guidelines - Personal Logo Guidelines 36 Social Media Guidelines

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AN EXCEPTIONAL 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.

25,000 SALES ASSOCIATES

+

1,000

+

OFFICES WORLDWIDE

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.

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SIR BRAND


204 billion

$

ANNUAL SALES

75

+

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.

SIR BRAND

29


PHOTO GUIDELINES 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.

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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

SIR BRAND

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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.

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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

Provides an expert point-of-view

Professional appearance and demeanor

On brand (Savvy, Refined, Inviting, Discreet)

15 SECOND PROPERTY CLIP 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.

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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

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 PANTONE 4495 CMYK 9 25 98 41 RGB: 140 119 50 HEX: #8C7732

TYPOGRAPHY 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 CSIR 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

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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.

PE RSO N A L LOG O GU ID ELINES 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 CSIR logo • Must integrate SIR brand colors only. (see specs on opposite page) • 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 @cascadesir or @sothebysrealty.com must be used on all collateral marketing materials • Personal logos cannot be integrated into CSIR marketing provided by staff, company services and tools. • All logo usage must be e approved by CSIR marketing leadership.

SIR BRAND

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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.

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BROKER FACEBOOK PAGE EXAMPLES CORRECT EXAMPLE Profile Name: Sue Smythe Vanity URL: www.facebook.com/suesmythe Profile Photo: Personal Photo Affiliated Office Name: Smythe & Jones Sotheby’s International Realty (in description field) Cover Photo: Uses a personal photo or listing.

THE FOLLOWING ARE NOT PERMITTED UNDER OUR GUIDELINES: Profile Name: Sue Smythe Sotheby’s, Sue Smythe Sotheby’s Realty, Sue Smythe SIR, Sue Smythe Sotheby’s IR, Sue Smythe Sotheby’s New Jersey Vanity URL: /suesmythesir, /suesmythesothebys Profile Photo and Cover Photo: Sotheby’s International Realty brand logo, Sotheby’s International Realty company logo, Sotheby’s Auction logo, Any altered version of a Sotheby’s International Realty brand or company logo

BROKER INSTAGRAM ACCOUNT EXAMPLES CORRECT EXAMPLE Profile Name: Sue Smythe Username: @SueSmythe Vanity URL: Instagram.com/SueSmythe Description: Includes her company’s full DBA, Smythe & Jones Sotheby’s International Realty

THE FOLLOWING ARE NOT PERMITTED UNDER OUR GUIDELINES: Profile Name: Sue Smythe Sotheby’s, Sue Smythe Sotheby’s Realty, Sue Smythe SIR, Sue Smythe Sotheby’s IR, Sue Smythe Sotheby’s New Jersey Usernam: @suesmythesir, @suesmythesothebys, @suesmythCSIR Profile Photo: Sotheby’s International Realty brand logo, Sotheby’s International Realty company logo, Sotheby’s Auction logo, Any altered version of a Sotheby’s International Realty brand or company logo

SIR BRAND

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ELEVATED MARKETING At CSIR, 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.

40 Cascade Living Newsletter

45 CascadeLife.TV

41 Market Reports

46 Listing Presentation

42 Lookbooks

47 Elevate Workshops

43 Reside

48 Broker Advertising Guide

44 Cascad Life Magazines

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CASCAD E L I V IN G N EWS L ETTER At the beginning of each month, the CSIR Marketing Team curates content to build the Cascade Living Monthly Newsletter. The newsletter highlights 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.

HOW IT EMPOWERS YOU The Cascade Living Email Newsletter is a great opportunity to connect with your sphere of influence on a monthly basis. With the ability to customize the

NEED HELP?

newsletter to add listings or market insights, it empowers you to better

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

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MARKETING

engage with cool, warm or hot leads.


LO CAL M A R K ET REP ORTS A key objective for the marketing team in 2021 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.

WHERE DO I FIND THIS? The monthly market reports can be viewed and shared from our website at cascadesothebysrealty.com. Find Market Reports in the main navigation. From there, select your region, and select your community.

HOW IT EMPOWERS YOU 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

NEED HELP?

home buying and/or selling process. They are also a great marketing tool to keep in

Contact the Marketing Team via marketing@cascadesir.com if

touch with your sphere through our email

you need help or have questions.

marketing system, ActivePipe. WORKS GREAT ON MOBILE!

MARKETING

41


QUARTE R LY LOOK BOOKS The CSIR Marketing Team creates quarterly lookbooks to showcase our brokers’ beautiful, high-end listings across all regions. Three lookbooks are published with each season: West of the Cascades, East of the Cascades & Farm, Ranch & Vineyard.

WHERE DO I FIND THIS? Lookbooks are added to cascadesothebysrealty.com under About Us > Lookbooks. You can share the flipbook version directly from the website. To download the PDF files, login to RELI and click on the Marketing Blue Box. Then select the Lookbooks tile.

HOW IT EMPOWERS YOU The CSIR Quarterly Lookbooks are valuable content pieces that help you showcase current company listings and is an effective client touch-point

NEED HELP? Contact the Marketing Team via marketing@cascadesir.com if you need help or have questions.

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communication.


RES I D E - D I GITAL 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.

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

NEED HELP?

way to reach and engage buyers, who may be in the beginning stages of their home

Contact the Marketing Team via marketing@cascadesir.com if

search.

you need help or have questions.

MARKETING

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CASCAD E L I F E M AGA Z IN E Helping clients relocate to and find their new home is a passion for us. Thsee 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? Cascade Life magazines are added to cascadesothebysrealty. 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.

HOW IT EMPOWERS YOU Our 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.

NEED HELP? Contact the Marketing Team via marketing@cascadesir.com if you need help or have questions.

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CASCA D E L I FE.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! CascadeLife.TV Pacific Northwest Stories

<

> Oregon’s Top Farm and Ranch Properties

Sponsored by

WHERE DO I FIND THIS? CascadeLife.TV

HOW IT EMPOWERS YOU Have a very special listing or giving back to a non profit story? This story blog is designed as a separate publication, that can give exposure and provide local

NEED HELP?

content to share on your social media. Each story has shareable links.

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

MARKETING

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E L EVAT E WO R KS H OPS We designed the ELEVATE: Marketing Workshop Series to help you better use and understand the Sotheby’s International Realty Brand offerings. The series consists of 4 workshops: The Complete Guide to Marketing Your Listings, Positioning Yourself Online, Pump Up Your Social Media with Brand Content and Empowering Your Business with CSIR Tech.

WHERE DO I FIND THIS? Find all upcoming ELEVATE Workshops on our CSIR Company Calendar CSIRWorkshops.com. There will be a link for you to register for each course.

HOW IT EMPOWERS YOU ELEVATE classes help empower you to use the power of the SIR brand in your day to day business. With so many brand offerings, it can be tricky to learn

NEED HELP?

everything at once. ELEVATE breaks down brand tools & marketing capabilities so

Contact the Marketing Team via marketing@cascadesir.com if

that they are easy to understand and help

you need help or have questions.

better your business.

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LISTI NG P R ESENTATIO N 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. NEW for 2022, we have a version for each region. Your bio has alrady been added, and you can access it within your DESIGN VAULT.

WHERE DO I FIND THIS? The listing presentation can be downloaded and customized via Design Vault (in the apps & tools section of Access). If you would like to download the standard company version, you can access this in RELI > Marketing Blue Box.

HOW IT EMPOWERS YOU 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.

NEED HELP?

This beautiful piece can be customized to you with broker bio, client testimonials,

Contact the Marketing Team via marketing@cascadesir.com if

and significant sales.

you need help or have questions.

MARKETING

47


B RO K E R A DVERTISING GU I DE 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? The Broker Advertising Guide is available to download in RELI. Log into RELI and click on the Marketing Blue Box. From there

HOW IT EMPOWERS YOU

you will see a tile for the 2021 Broker Advertising Guide.

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

NEED HELP?

quick and easy to find what you need. Links to reserve ads are included, as

Contact the Marketing Team via marketing@cascadesir.com if

well as links to advertisers’ websites so

you need help or have questions.

you may contact the publication and get started on advertising plans on your own time.

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MARKETING


ONLI NE CO MM UNITY 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. CascadeSothebysRealty.com > Community Guides PORTLAND AREA | SW WASHINGTON | COLUMBIA RIVER GORGE | OREGON COAST CENTRAL OREGON | SOUTHERN OREGON | WILLAMETTE VALLEY (coming soon)

HOW IT EMPOWERS YOU 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 SIR. The pages generate dozens of inquires per month.

MARKETING

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50


EMPOWERING TECH At CSIR, 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.

58 Xpressdocs 52 RELI

59 Listtrac

53 Access

60 Next Level Learning

54 ActivePipe

61 CloudCMA

55 Cloze

62 Skyslope

56 Design Vault

63 Docusign

57 Social Ad Engine

64 Your own Website 65 RealScout

51


RELI RELI is our Cascade Sotheby’s International Realty intranet. Assets in RELI include: Custom agent website builder, Sign-On to additional tools, CSIR logos, New Listing/Transaction Worksheet, training Resources & Marketing Materials

LOGGING IN Navigate to myreli.net and login using your username: firstnamelastname (no spaces or periods) and the password you chose at your first login.

HOW IT EMPOWERS YOU RELI is your CSIR home base, empowering you to manage your business from a single system. This system also enables you to keep up with CSIR and all of our

NEED HELP?

current offerings, from in-house created forms to company logos.

For support or troubleshooting, please email: tech@cascadesir.com Stay up-to-date on upcoming trainings via our calendar: CSIRWorkshops.com

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TECH


ACCESS 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 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.

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,

NEED HELP?

webinars, and additional tools to showcase your properties, you will set

For support or troubleshooting, please email:

your business up for success.

tech@cascadesir.com Stay up-to-date on upcoming trainings via our calendar: CSIRWorkshops.com

TECH

53


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.

HOW IT EMPOWERS YOU ActivePipe empowers you to stay connected with your clients via email with stunning, customizable templates. Templates for monthly newsletters,

NEED HELP?

holidays & market data are already built for you, which means sharing engaging

For support or troubleshooting, please email:

content with your clients takes only

tech@cascadesir.com

minutes.

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

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TECH


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

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

NEED HELP?

ability to add personal notes about your contacts allows you to customize your

For support or troubleshooting, please email:

messaging in an engaging way.

tech@cascadesir.com Stay up-to-date on upcoming trainings via our calendar: CSIRWorkshops.com

TECH

55


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.

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

NEED HELP?

time when promoting your listings and the elegant brand templates allow you

For support or troubleshooting, please email:

to stand out in print or digitial marketing

tech@cascadesir.com

pieces.

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

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TECH


SOCIAL AD ENGINE Promote your properties on Facebook & Instagram in minutes with an easy to use, custom-built platform. Campaigns are based on your goals: drive awareness of you and your property; drive traffic to your property web page; or generate leads directly from Facebook & Instagram. Campaign algorithms are set to ensure your ad dollars are working for you.

YOUR CAMPAIGN RESULTS

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 > Social Ad Engine.

HOW IT EMPOWERS YOU Social Ad Engine 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

NEED HELP?

analytics show your client that you’re the expert. Share your campaign’s success

For support or troubleshooting, please email:

with your clients via their easy to use

tech@cascadesir.com

seller reports.

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

TECH

57


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.

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

NEED HELP?

high-quality printer offers easy to use templates that set you up for success.

For support or troubleshooting, please email: tech@cascadesir.com Stay up-to-date on upcoming trainings via our calendar: CSIRWorkshops.com

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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.

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

NEED HELP?

International Realty. With the ability to show global views, shares & favorites your

For support or troubleshooting, please email:

clients will be in the loop every step of the

tech@cascadesir.com

way.

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

TECH

59


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.

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

NEED HELP?

best practices, you’ll increase your professional expertise and provide even

For support or troubleshooting, please email: tech@cascadesir.com Stay up-to-date on upcoming trainings via our calendar: CSIRWorkshops.com

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more value to your clients.


CLOU DCMA 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.

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.

NEED HELP?

With clean, branded templates, it’s easy to wow your clients with CMA and Buyer

For support or troubleshooting, please email:

Tour reports.

tech@cascadesir.com Stay up-to-date on upcoming trainings via our calendar: CSIRWorkshops.com

TECH

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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.

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

NEED HELP?

audit, real estate documents anywhere at any time. Skyslope also streamlines

For support or troubleshooting, please email:

the transaction process and compliance

tech@cascadesir.com

communication between CSIR and brokers.

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

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TECH


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.

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

NEED HELP?

your clients to sign required documents without having to be together in-person.

For support or troubleshooting, please email:

Don’t worry about your tight timeline, this

tech@cascadesir.com

allows everyone to easily sign on the go from a laptop, tablet, or cell phone.

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

TECH

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YOUR OWN I DX 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. Hyper-local market intelligence empowers

NEED HELP?

our brokers and their clients to make highly informed decisions.

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

Community and relocation guides provide valuable neighborhood information.

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

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TECH


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.

LEARN MORE WATCH 7-MIN VIDEO

HOW IT EMPOWERS YOU Engage Buyers in a Collaborative Home Search Experience.

NEED HELP? For support or troubleshooting, please email:

Industry-best buyer search environment keeps clients connected. Know when clients change their minds about preferences, location or price.

tech@cascadesir.com Stay up-to-date on upcoming trainings via our calendar:

Accurate listings with every field from your MLS.

CSIRWorkshops.com

TECH

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

68 Giving Back 70 Farm, Ranch & Vineyard Division 71 New Home & Developments 72 Asia Desk 73 Business Affliations – Our Preferred Vendors

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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.

68

OFFERINGS


WHERE WE GIVE ALS Association

Humane Society

Rotary Club of Jefferson County &

Alzheimer’s Network of Oregon

In our Backyard

Rotary International

American Cancer Society

J Bar J

Saving Grace

American Heart Association Go Red For

Jackson County livestock sale

Santa’s Posse

Women

Junior Achievement

Second Tern Thrift Store

American Red Cross

Keep Tahoe Blue

Share House

Arbor Day Foundation

Kindred Matters

Shepherds House Ministries

Astoria Visual Arts

Kiva microloan

Shop with a Cop

Bend Little League

Kor Community Land Trust

SMART Reading Program

Bethlehem Inn

KPOV

South Medford athletics

Big Brothers & Big Sisters

Leukemia and Lymphoma Society

Sparrow Clubs

Boys and Girls Club

Lincoln County Sheriff

St. Jude’s Children’s Hospital

Camp Starlight

Lines for Life

Stanford Cancer Foundation

Camp Tamarack

Litter and Trash Rangers of Sunriver

Street Dog Hero

Campfire of Central Oregon

Mountain Star Family Relief Nursery

Sunriver Nature Center and

CASA

Mt Hood Kiwanis Camp

Observatory

Central Oregon Trail Alliance

Mt. Ashland

Susan B. Komen

Central Oregon Veterans Outreach

Multnomah Athletic Foundation

Taiwanese Friendship Association

Choose Joy Foundation

National Park Service

Take Back the Night Foundation

Classroom Law Project

Neighbor Impact

Teen and Adult Challenge

Crater high school athletics

North Tahoe Firefighters

The American Legion

Crook County 4-H

NW Medical Teams

The Bloom Project

Deschutes Children’s Foundation

Oregon Public Broadcast

The Giving Tree

Deschutes Land Trust

Opportunity Foundation

The Kids Center

Deschutes River Coalition

Oregon Club of Central Oregon

The Mighty Endeavor

Doctors without Borders

Oregon Paralyzed Veterans

The Oregon Food Bank

Doernbecher Children’s Hospital

Planned Parenthood

The Wilderness Society

Dougy Center for Grieving Children

Polio Plus

The Wounded Warrior Project

Dress for Success

Portland Monthly Light a Fire

Tualatin Family Services

Equine Rescue Service

Portland Public Schools

Tualatin Food Bank

Family Dogs New Life Shelter

Portland Youth Philharmonic

Unicef

Family Access Network

Project Ponderosa

United Way of Deschutes County

Festival of Trees

Red Rock youth program

United Service Organization

First Story

ReFIT for Vets

Volunteers in Medicine

Flash Love

Riverdale Parent Teacher Club

Warfighter Outfitters

Friend’s of Powell Butte

Riverdale School District Foundation

Wonderland Express

Goodwill

Road to Recovery with the American

Young Audiences

Habitat for humanity

Cancer Society

Healthy Beginnings

Rocky Mountain Elk Foundation

High Desert Chamber Music

Ronald McDonald House Charities of

High Desert Dance Arts

Central Oregon

*For a complete list visit cascadesothebysrealty.com

OFFERINGS

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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 www.FarmRanchVineyard.com Dedicated Phone Number 541.323.2505

FRV MEMBERSHIP FOR DIRECTORS OF FRV $150 PER MONTH Includes 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 CSIR 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 NETWORK WIDE - DEDICATED FARM & RANCH PORTAL Connect with other brokers across the country, review marketing samples, upcoming media, advertising opportunities, and events. MONTHLY E-NEWSLETTERS & SOCIAL MEDIA ASSETS The marketing team will produce content that you can share monthly. QUARTERLY LOOK BOOKS Digital listing books you send to potential buyers

LEARN MORE

SPECIAL ADVERTISING OPPORTUNITIES

Contact

The marketing team will send you opportunities as they arise.

Gary Nolan, CMO gary.nolan@cascadesir.com

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OFFERINGS


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

Site Signage and lot markers

Land acquisition

Print & Digital advertisements

Floor plan review

Email Marketing

Target Market Identification

Social Media

Logo & Identity Design

Facebook Ad Campaigns

Professional Photography

Launch Event Planning

LEARN MORE Contact Gary Nolan, CMO gary.nolan@cascadesir.com

OFFERINGS

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ASIA DESK A record number of buyers from Asia are investing in residential properties in the Pacific Northwest. To serve the growing demand, Cascade 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 in the Pacific Northwest. The team is fluent in Chinese and Japanese, an invaluable skill to have when working with international buyers.

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.

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

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苏富比国际房地产 OFFERINGS


BUSINESS AFFILIATIONS

OUR PREFERRED VENDORS We have deep community roots and we know the right tradesman and vendors to get the job at hand done. Thru surveys with our brokers we have develop an interactive website called OurPreferredVendors.com This is a searchable database of all the vendors we recommend.

OFFERINGS

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ASHLAND

GLENEDEN BEACH

NE PORTLAND

25 East Main St. Suite A

7755 US Hwy. 101

2236 NE Broadway St

Ashland OR 97250

Gleneden Beach, OR 97338

Portland, OR 97232

541.512.7577

541.994.5221

503.420.8600

BEAVERTON

GRANTS PASS

PEARL DISTRICT

8880 SW Nimbus Ave, Suite C

201 SE 6th Street

1321 NW Hoyt St

Beaverton, OR 97008

Grants Pass, OR 97526

Portland, OR 97209

503.537.4925

541.312.4057

503.420.8600

BEND | DOWNTOWN

HOOD RIVER

REDMOND

821 NW Wall Street

116 3rd St, Suite 209

Coming Soon

Bend, OR 97702

Hood River, OR 97031

535 SW Sixth Street, Redmond

541.383.7600

541.716.0701

541.383.7600

BEND | OLD MILL (HQ)

JACKSONVILLE

SISTERS

650 SW Bond Street, Suite 100

620 N 5th Street

290 East Cascade Avenue, PO Box 609

Bend, OR 97702

Jacksonville, OR 97530

Sisters, OR 97759

541.383.7600

541.323.4818

541.588.6614

CANNON BEACH

LAKE OSWEGO

SUNRIVER

130 North Hemlock, Suite 1

310 N. State Street, Suite 102

57100 Beaver Drive, Building 5, Suite 150

Cannon Beach, OR 97110

Lake Oswego, OR 97034

Sunriver, OR 97707

503.436.9000

503.420.8650

541.593.2122

GEARHART

MANZANITA

VANCOUVER, WA

587 Pacific Way, PO Box 2300

467 Laneda Avenue, PO Box 820

900 Washington Street, Suite 150

Gearhart, OR 97138

Manzanita, OR 97130

Vancouver, WA 98660

503.738.5100

503.368.6609

360.419.5600

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© 2022 Cascade Sotheby’s International Realty. All rights reserved. Sotheby’s International Realty® and the Sotheby’s International Realty Logo are service marks licensed to Sotheby’s International Realty Affiliates LLC and used with permission. Cascade Sotheby’s International Realty fully supports the principles of the Fair Housing Act and the Equal Opportunity Act. Each office is independently owned and operated. Any services or products provided by independently owned and operated franchisees are not provided by, affiliated with or related to Sotheby’s International Realty Affiliates LLC nor any of its affiliated companies.