CBA Way 2023

c o l d w el l b a n k e r a d v a n t a g e ®

Co l d w e l l b a n k e r a d v a n t a g e f a mil y o f c o mpa n ie s

#1

c o l d w el l b a n k e r f r a n c h is e in t h e u .s .a .

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c o l d w el l b a n k e r c o mpa n y in n c

o v er

17,0 0 0

c l ie n t s s er v ed in 20 23

$ 6.2 Bil l io n IN SALES in 20 23 02

c o l d w el l ba n k er in t e r n at io n a l

118 y e a r s o f g u id in g p eo p l e h o me

h a l f a b il l io n IMPRESSIONS ON s o c ia l me d ia , Vid eo & Mo r e (20 23)

Wo men ?s Ch o ic e Aw a r d ® Win n e r 7 Ye a r s in a Ro w

#1

Ra t e d Re a l Es t a t e Ad v e r t is in g 12 Ye a r s Ru n n in g

$ 20 0 mil l io n IN DAILY LUXURY SALES

$ 1.6 MILLION d o n at ed t o St . Ju d e Ch il d r en ?s Res e a r c h Ho s p it a l ®

$ 234 Bil l io n IN SALES VOLUME

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Th e Le a d in g Bu s in es s Ac c el e r a t o r f o r Ag en t s in t h e Tr ia n g l e , Tr ia d a n d Sa n d h il l s While many residential real estate firms work hard to be successful, most have not changed their approach to the business since the mid 1990?s. At CB Advantage, we know that just as consumers demand more and different services from our agents, that our agents also need greater innovation and support to help them succeed in today?s world.

Therefore our focus for our agent?s success is to help them build the business they want at a speed faster than they can achieve elsewhere. We do not offer a cookie cutter approach. Today, success requires a very individualized and focused plan for each and every one of our agents.

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Ta b l e o f Co n t en t s

13 02 06 08 15 16 19 10

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20 Coldwell Banker Global Luxury®

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Supporting Everyone Everywhere

32 Join Us

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Ag en t s Ar e Ou r Cl ien t s Just as you hold yourself to the highest standards and enjoy having your clients use and recommend you time and time again, we are the same. The difference is that you are our client, and you are 100% of our focus.

Make no mistake, while many real estate companies may look similar on the outside, they are very different on the inside. Our greatest honor is when our agents remain and grow with our firm year after year. In fact, we are honored to have among the highest per person productivity ratings in the markets we serve and well over 150 agents who have been with us for more than 10 years.

w e w o r k f o r o u r a g en t s , t h e y d o n 't w o r k f o r u s

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Dis c o v e r h o w w e emp o w e r y o u r s u c c es s in b u s in es s & l if e At Coldwell Banker Advantage, the most important part of our business is ensuring our agents?growth and success.

In fact, our number-one priority is helping you live an exceptional life. How do we do it? We focus on the 4 areas of business that drive agent success. This powerful system is the basis of our most

Pr o d u c t i o n P o w e r

We help affiliated agents sell more homes, make more money and work more efficiently. a g e n t d e v e l o p me n t

Everyone has dreams. Our purpose is to help you achieve those dreams. w ea l t h bu il d er

We offer real financial strategies that affiliated agents can use to grow and protect their personal wealth, now and into the future. We believe your best years are ahead of you. t h e c ba w ay

We provide a diverse environment that is collaborative, supportive, and

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Ag en t s a n d t e a ms t h a t u t il iz e d p r o d u c t s w it h in o u r t ec h n o l o g y s u it e w e r e 3.5x mo r e p r o d u c t iv e .6

1 -Based on average commission amount of active agents and teams with production that performed an action in Exclusive Look between Oct 1st, 2021 and Sept 30th, 2022. Results are not guaranteed.

2 - Based on average commission amount of active agents and teams with production that per-formed an action through Prospect Square between Oct 1st, 2021 and Sept 30th, 2022.

Results are not guaranteed.

3 - Based on average commission amount of active agents and teams with production that created a seller presentation in MoxiPresent between Oct 1st, 2021 and Sept 30th, 2022. Results are not guaranteed.

4 - Based on average commission amount of active agents and teams with production between Oct 1st, 2021 and Sept 30th, 2022 that placed an order within Design Concierge between April 19th, 2019 and Sept 30th, 2022. Results are not guaranteed.

5 - Based on Coldwell Banker Realty Listing Concierge usage data from January 1st, 2020 through Sept 30th, 2022 with an average sales price of properties marketed through Listing Concierge of $620,383. Results are not guaranteed.

6 - Based on production of agents and teams that performed an action in at least one of the following products in our technology suite between Oct 1, 2021 and Sept 30, 2022: Prospect Square, Listing Concierge, MoxiPresent, HomeSpotter, Exclusive Look, BrandSrv, and Market Quest V2. Results are not guaranteed.

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MoxiWorks and its related marks and logos are owned by MoxiWorks, LLC and used with permission. Any services or products provided by MoxiWorks, LLC are not provided by, affiliated with, or related to Coldwell Banker Real Estate LLC, or its affiliated companies.

p r o d u c t io n p o w e r Discover why Coldwell Banker technology and services are second to none. These cutting-edge tools and coaching help you generate more appointments, automate your marketing, and help your

c b a e M P O W ER Empower is your one stop shop for all things CB and CBA. It uses the same login you use to access CB Desk and gives you access to all of our company events, communications, office discussions, tools, resources, and more from both desktop and mobile devices. c b d ESK With Desk, you only need one login to access all the products and programs the Coldwell Banker brand has to offer. And it combines everything you love about an intranet, news site and search engine into one easy-to-use application.

Ma r k e t i n g Ce n t e r Create beautiful materials in minutes.

Automate your marketing and stylishly promote yourself and your listings with customizable marketing assets.

Pr o s p e c t Sq u a r e Stay in touch with your contacts with automated, customizable reports and an e-marketing center. Agents & teams who used Prospect Square earned $64K more.2 M o x i Pr e s e n t MoxiPresent ® creates sleek, customizable, show-stopping CMAs, luxury presentations, open house flyers and neighborhood tours.

Agents and teams who used MoxiPresent to create a seller presentation had 1.5x more list-side units.3

Mo x iWe b s i t e s MoxiWebsites® gives you (or your team) the opportunity to create a custom website in minutes, using its easy to use content management system and collection of branded web page templates.

M o x i En g a g e MoxiEngage®

is

a

powerful

CRM

and

business planner which allows you to manage your entire book of business, create marketing campaigns, set your sales goals, and get data-driven insights that help you achieve them.

Mo x i Imp r e s s MoxiImpress®

helps

you

promote

your

listings by allowing you to automatically create and distribute print, digital and social media advertising materials in a matter of minutes. t ESTI M O N I A L t REE Automate your review generation process with Testimonial Tree. This tool will automatically send your personal review survey to your clients after closing so you don't have to worry about it. Reviews are critical to your business so let us help you generate more of them.

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1 - Closed Units and Closed Sales Volume (collectively, the ?Metrics?) were measured during this Study. To calculate the results, we took a sample of the 4,000 independent sales associates who had been affiliated with the Coldwell Banker® brand for at least a year prior to the study and who participated in CBU Learning Center learning classes and activities between January 2020 and December 2021 (the ?Sample Pool?) and entered their activities into REScoreboard. All sales associates included in the study completed one or more learning classes, each ranging in duration from a minimum of three hours up to twenty-two hours. We measured the monthly Metrics generated by the Sample Pool during the 12 months prior to their taking any Coldwell Banker courses and then measured the monthly Metrics generated during the 12 months after the end date of each affiliated agent?s participation in the learning courses. This was not a controlled study; correlation does not equal causation. Past performance does not guarantee future results. Market conditions may influence results and there is no assurance any Coldwell Banker-affiliated sales associate will achieve the same or similar results.

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2 ? Based on 2022 U.S. closed transactions reported by Coldwell Banker® . Results not guaranteed. https://bit.ly/cbglcert

a g en t d e v el o p men t We help you grow your skills and business with exceptional education.

C BU SM L e a r n i n g C e n t e r

CBU Learning Center is a remarkably powerful resource where Coldwell Banker ® affiliated agents develop and sharpen their skills. Affiliated agents who took CBU Learning Center courses displayed greater improvement in their business during the 12 months following their coursework than in the 12 months prior. The average improvement over the prior 12 month period was 33% for w h at mo v e s h e r Ad va n t a g e

While many personal growth initiatives focus on activities to achieve a specific outcome, What Moves Her helps create a complete mindset or paradigm shift for women in real estate. Through workshops, videos, meetings, blogs, and live streaming events, our agents will learn a new way of thinking to achieve personal goals from other very L u x u r y Pr o p e r t y Sp e c i a l i s t C e r t i f i c a t i o n

This powerful and elite course provides the foundation for a successful business representing exceptional properties and an affluent clientele. It?s a remarkable opportunity to learn from top luxury specialists at the Coldwell Banker brand and superstar agents from across the industry.

Affiliated agents with Luxury Property Specialist O p e r a t i o n a l Re v i e w s & C o a c h i n g

We enable agents to expand their sales and business development skills through effective education, coaching and support.

Ed u c a t i o n Ex p o s

Grow your skills with high-quality, results-based educational opportunities, including agent panels, guest speakers and instruction on our tools and systems.

N e w A g e n t Tr a i n i n g

At CB Advantage, we understand what it takes to climb to the top and materialize your own definition of success.

With our new agent training program, you will learn how to build on your personal strengths so you can obtain buyer 15

w e a l t h b u il d e r Creating a strong foundation for financial health.

Re f e r r a l Re w a r d s

Unlock unlimited earning potential and generate a passive income stream by introducing other successful agents to the Coldwell Banker ® brand. When you refer a qualifying agent who joins our network, you?ll receive a Referral Rewards Commission Payment on their eligible closed transactions, with no cap or limits on how much you can earn or how many agents you can refer.

Discover amazing passive income earning potential as part of the Coldwell Banker brand.

B e n e f i t O p p o r t u n i t i e s ( SPA RK )

We offer access to health, savings/retirement, identity-theft protection, legal services and other personal lifestyle options designed to help you grow your business and balance your life. t e a m d e v e l o p me n t

We believe our purpose is to help our agents achieve the greatest goals they can imagine.

For some, its purely financial. For others, balance of life is equally important. In either case, CB Advantage is set up to help you achieve both your immediate and ever-evolving long-term goals if creating a team is part of that equation.

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t h e c b a w ay The core operating philosophies for Coldwell Banker Advantage on how to conduct business: Do the right thing: It means that we put the client?s needs first.

Treat others as you wish to be treated: We are professionals who treat all parties with respect in all situations.

Discrimination is not tolerated: Racism and Discrimination of any kind are not tolerated at CBA. Get Involved: Do more in the community and good things will happen!

Always Disclose: Trust is built between buyers and sellers when all facts are disclosed.

Th e g l o b a l st a n d a r d in l u x u r y r e a l es t a t e Our affiliated agents are a remarkable force in the arena of high-end real estate, transacting $288 million in daily luxury sales in 2022, with over 48,000 transactions of $1 million+ properties.1 We?re also proud to be a leader in the ultra-luxury space, having closed more than 350 transactions over $10 million last year.2

With our global network of high-net-worth clientele and highly prestigious properties, experienced luxury agents and brokers can be certain

1 - Data based on closed and recorded buyer and/or seller transaction sides of homes sold for $1 million or more as reported by affiliates of the U.S. Coldwell Banker franchise system for the calendar year of 2022.

USD$.

2 - Data based on closed and recorded buyer and/or seller transaction sides of homes sold for $10 million or more as reported by affiliates of the U.S. Coldwell Banker franchise system for the calendar year of 2022.

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Co l d w el l Ba n k e r ® a f f il ia t e d a g en t s t r a n s a c t o n av er a g e $ 288 mil l io n in d a il y l u x u r y s a l es .1

Co l d w e l l Ba n k e r Gl o b a l Lu x u r y ® Ce r t if ic at io n For agents seeking to develop and enhance their luxury skillset, a Coldwell Banker Global Luxury® certification is a fantastic way to open new doors. Presented by the esteemed Coldwell Banker Global Luxury Ambassadors in association with the Institute for Luxury Home Marketing® , the course is designed to help affiliated agents win luxury listings, market luxury properties and grow your business.

Affiliated agents with Luxury Property Specialist Certification sell properties with a $200K higher average sales price.2 Upon completion of the luxury certification course, agents can gain two esteemed designations: Luxury Property Specialist (LPS) and Certified Luxury Home Marketing Specialist (CLHMS). Additional Wo r l d -Cl a s s Lu x u r y Ma r k e t in g Discover the countless ways you?ll be supported by the Coldwell Banker Global Luxury® program. Enjoy expansive online syndication on high-traffic websites such as The Wall Street Journal, ListHub Global, Unique Homes, Robb Report, JamesEdition, Mansion Global, MarketWatch, Penta and Barron?s.3 We create real influence through dedicated platforms like the elegant coldwellbankerluxury.com website, Homes & Estates magazine, the Curated blog, industry-leading market reports and our branded content partnership with Modern Luxury. Bespoke marketing assets and a refined identity empower agents even amidst the most intense competition. This is luxury real estate with the power of the Coldwell

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1 - Data based on closed and recorded buyer and/or seller transaction sides of homes sold for $1 million or more as reported by affiliates of the U.S. Coldwell Banker franchise system for the calendar year of 2022. USD$.

2 - Based on 2022 U.S. closed transactions reported by Coldwell Banker. Results not guaranteed. https://bit.ly/cbglcert

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Su p p o r t in g e v e r y o n e e v e r y w h e r e The Coldwell Banker brand has long been committed to being a leader in diversity and inclusion, not just in the real estate industry but in the world at large. We?re proud to be a company where people of diverse backgrounds and experiences succeed and grow together.

The Inclusive Ownership Program is designed for the important purpose of increasing the presence and power of underrepresented communities within the real estate industry. The program waives the initial franchise fee on the Main Office for people of color, women, LGBTQ+ people and veterans, and provides additional financial incentives and business support to help these entrepreneurs thrive. All of this is combined with one-on-one mentoring with our senior executives. Since its debut in Fa i r H o u s i n g f o r A l l

Our affiliated agents are proud to take the Fair Housing Pledge, a commitment to providing every client, regardless of race, gender or orientation, the same level of respect and excellence. What?s more, the Coldwell Banker brand has reimagined our Fair Housing Act workbook, making it one of the most current and comprehensive

Em p o w e r i n g Wo m e n

The Coldwell Banker brand is deeply invested in fostering leadership and entrepreneurship opportunities for women. We host informative, fun, and inspiring events like our What Moves Her ® series, championing the perspectives and talent of women in real estate. And we?re honored to be a winner of the Women?s Choice Award ® for six years in a row? a recognition designated by 9 out of 10 female A N e t w o r k o f Be l o n g i n g

We?re deeply committed to our partnerships with industry associations like NAHREP® , NAREB® , AAREA and the LGBTQ+ Real Estate Alliance that represent and support agents from diverse backgrounds. Our Agents of Change Mastermind events are another powerful opportunity for Coldwell Banker affiliated agents to network and

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Th e t o p r a t e d ma r k et in g in r e a l es t a t e .

11 y e a r s r u n n in g .

1

When you join the Coldwell Banker ® network, your business benefits from being a part of a marketing powerhouse. From the national level, where our advertising has been the #1 rated real estate ad

B e a u t i f u l M a r k e t i n g M a d e Si m p l e

Present your business perfectly at every touchpoint with attention-grabbing marketing pieces and elegant design that?s ready to use. Your business can take full advantage of our market presence and professional branding by accessing a library of beautiful imagery, video, and ad graphics. And we make it seamless to customize your marketing materials across every platform: social media, Be n e f i t f r o m N a t i o n a l A d v e r t i s i n g

Our award-winning commercials appear across media where home buyers and sellers spend the most time, making for consumer brand recognition and influence of the highest tier? consumers who watched our advertising were 3x more likely to work with a Coldwell Banker affiliated agent.2 Our advertising campaigns are a rallying point for the network and a great occasion for client outreach. We make it easy to customize national campaigns to suit your local needs.

In addition to powerful national advertising, our agents benefit from brand-led search engine marketing and social media lead generation campaigns for every listing on coldwellbanker.com, at Ex p e r i e n c e P o w e r f u l PR

The Coldwell Banker brand is a newsmaker in the real estate industry and beyond, earning over 21,000 PR hits last year. In 2022, we made over 33.5 billion impressions and created $100 million in publicity value for our global network.3 Our leadership team and network of agents are consistently called upon by the likes of CNBC, The New York Times, The Wall Street Journal, Re a c h H o m e Se l l e r s L i k e N e v e r B e f o r e

Winning the listing has never been more important and more of a challenge. That?s why we?ve created highly useful and powerful new web experiences for home sellers that can be harnessed to benefit your business. With our instant home estimate tool, CB Estimate® , and our industry-exclusive Move Meter ® ? a big data tool that compares quality of life and cost of living city-by-city? we empower people to see the advantages of selling. These experiences are perfectly 1 - Ace Metrix Scores 2012-2022. Real Estate Category.

2 - COLDWELL BANKER/QUESTER REAL ESTATE Consumer RESEARCH, June 2022.

3 - Cision, a media monitoring company, 2022

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Co n s u me r s w h o w a t c h e d o u r a d v e r t is in g w e r e 3x mo r e l ik el y t o w o r k w it h a Co l d w el l Ba n k e r a f f il ia t e d a g en t .2

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c b a c a r es We?re proud to say that Coldwell Banker ® affiliated agents and offices leave their mark on their communities in incredibly positive ways. Our charitable initiatives make it easy and rewarding to get involved and make new connections in

C B Su p p o r t s St . J u d e

The CB Supports St. Jude campaign allows Coldwell Banker affiliated agents to make a donation for every home sale or purchase they complete to support the lifesaving mission of St. Jude Children?s Research Hospital® : Finding cures. Saving children. Since then, our CB Supports St. Jude partnership has gone on to far surpass its goals, donating more than $1.3

million

to

St. Jude Children?s Research Hospital since the program?s inception in 2020.

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Lo c a l In i t i a t i v e s

Additionally, our offices participate in community efforts that differ per community. drives,

These

Veteran

include

food

appreciation

and

support events, Toys for Tots, and Breast

Cancer

walks

with

the

H o m e s F o r D o g s Pr o j e c t

It?s not just people who need a loving home. In

2015, we created

the

Homes For Dogs Project, facilitating pet

adoption

drives

at

Coldwell

Banker-affiliated offices nationwide.

We?re proud to have inspired the adoption of tens of thousands of pets, with Homes for Dogs Project events

also

serving

as

fantastic

networking and marketing occasions

1 - CB Heroes Submissions 2012-2022

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SUCCESS IS CAUSE FOR CELEBRATION. At Coldwell Banker Advantage, we want to host events where our agents can celebrate their success and come together, network, have fun, and get fired up to be the best. Two of our biggest annual events include Fusion and Gen Blue. At Fusion, our entire family of companies comes together in one place to eat, play, learn, network and just have a great time.

At both the Gen Blue Experience and Fusion, it?s easy to see that being part of the Coldwell Banker® brand means being part of something truly special. There?s a powerful spirit that runs through the our community, through every agent, office and broker. We wake up inspired.

Inspired to have fun. Inspired to care. Inspired to be an indispensable part of our neighborhoods. Inspired to create something amazing for our clients and our business. Across 40 countries and more than 96,000 people, we are united by our passion, by our joy and by our 30

?Wit h t h e c o n t en t a n d t h e s p e a k e r s , t h e v a l u e w e g et c o min g h e r e is r e a l l y a ma z in g . To n et w o r k w it h p eo p l e f r o m a r o u n d t h e w o r l d r e a l l y is a n a w es o me ex p e r ien c e .?

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Th e Co l d w el l Ba n k e r ® b r a n d .

Yo u r n e w h o me .

The Coldwell Banker brand is home to affiliated agents and brokers with drive and vision, talent and compassion. They work every day to redefine the standards of what it means to serve their clients and guide them to the homes of their dreams.

They create successful and fulfilling lives for themselves and their families with the strength and support of the Coldwell Banker brand. That?s the power of the Coldwell Banker Way. It?s our highest honor to provide our affiliated agents and brokers the resources they use to achieve their most ambitious goals. Tools and programs that grow and strengthen their businesses. A culture of success and positivity that empowers and unites. And a commitment to industry leadership that?s remained steadfast for well over a century.

If you?ve found yourself inspired, energized and ready to take the next step in your career after learning all about our

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JOINCBA.COM

©2024 Coldwell Banker. All Rights Reserved. Coldwell Banker and the Coldwell Banker logo are trademarks of Coldwell Banker Real Estate LLC. The Coldwell Banker® System is comprised of company owned offices which are owned by a subsidiary of Anywhere Advisors LLC and franchised offices which are independently owned and operated. The Coldwell Banker System