The CBA Way Magazine 2024 Edition

Co l d w el l ba n k er

a d va n t a g e f a mil y o f c o mpa n ies

# 1

c o l dw el l ba n ker f r a n c h ise in t h e u.s.a .

# 1

c o l dw el l ba n ker

c o mpa n y in n c

o v er c l ien t s s er v ed in 20 23

17,0 0 0

$6.2 Bil l io n IN SALES in 2023

OUR HISTORY

Born in 1906 with fearless vision,big ideas and the power

of reinvention.

Th e Lea d in g busin ess ac c el er at o r f o r ag ent s in n o r t h Ca r o l in a & Vir g in ia

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

We work for our agents. They don't work for us.

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

Po w er f u l va l u es

As part of a network 100,000 strong*,these principles unite those who are part of the Coldwell Banker® brand,inspiring every one of us to leave our mark on the world of real estate.

HOME

The most important of our values, home is a place that represents unparalleled love and emotion It?s our mission to bring the dream of homeownership to every one of our clients with unrivaled expertise, passion and energy As a brand,we take pride in building an exceptional home that fosters successful affiliated agents and brokers The Coldwell Banker brand is a home where you are empowered to achieve your most ambitious goals, and a community where you are championed by colleagues who believe in and inspire you

INGENUITY

From our very beginning in 1906, we saw things differently than others ? ingenuity is at the heart of the Coldwell Banker brand Across our storied history we?ve consistently found new ways to help our clients,pioneering quite a few industry firsts in the process The first real estate code of ethics The first to bring big data to agents?fingertips The first national real estate brand to tackle today?s inventory-challenged market head-on with our seller-focused strategy We?ve always been happiest when we?re moving the real estate industry forward while also guiding our clients home with unmatched service

AWESOMENESS

Awesomeness is a mindset that runs through every Coldwell Banker affiliated agent and office It?s how we approach every business opportunity and how we live our lives Awesomeness is a feeling of energy and optimism that?s impossible to ignore Our one-of-a-kind events and inspiring causes create awesomeness you can feel in your mind,heart and soul. It?s the only way we can describe what happens when our global network of agents and brokers join forces, sharing insight and knowledgeto succeed together

EXCELLENCE

We believe that if you?re going to do something, you should be the best at it In addition to symbolizing our passion for guiding people home,the star in our logo represents the truly exceptional nature of the Coldwell Banker network Whether it?s a listing presentation for a potential client, a home staging for an open house or leading an office, excellence means conducting business at the highest possible standard Every Coldwell Banker resource and learning opportunity is purpose-built to help our affiliated agents be excellent in every facet of their business, and that?s something we take great pride in

DISCOVER HOW WE EMPOWER YOUR SUCCESS IN BUSINESS & LIFE.

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 unique and effective offerings

Pr o d u c t io n Po w er

We help affiliated agents sell more homes, make moremoney and work more efficiently

Wea l t h Bu il d er

a g en t d ev el o pmen t

Everyone has dreams Our purpose is to help you achieve those dreams

t h e c ba w ay

We offer real financial strategies that affiliated agents can useto grow and protect their personal wealth,now and into the future We believe your best years are ahead of you

We provide a diverse environment that is collaborative,supportive,and fun. We are a company that inspires pride

PRODUCTION POWER

OUR INDUSTRY-EXCLUSIVE MOVE METER® ? DEEMED THE MOST USEFUL TOOL IN THE REAL ESTATE INDUSTRY1

A WORLD-CLASS TECHNOLOGY SUITE.

Discover why Coldwell Banker® technology and services are second to none These cutting-edge and easy-to-use tools help you generate more leads,automate your marketing and make your business more efficient.

CB DESK

With Desk,you only need one login to access all the products and programs theColdwell 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

XPRESSDOCS

Your on-demand print services in a variety of formats,from business card and postcards,to multi-panel brochures and inserted letters,Xpressdocs is your go to print and mail shop for all your marketing needs

MARKETING CENTER

Save time and easily create beautiful materials in minutes Automateyour marketing and stylishly promote yourself and your listings with customizable social assets,videos and print integration

BOOST, POWERED BY LONE WOLF

Easily advertiseyour business and properties on social media and other digital platforms

PROSPECT SQUARE

Stay in touch with your contacts with automated, customizable reports and an e-marketing center Affiliated agents and teams who used Prospect Square earned $25 7K more3

MOXIPRESENT®

MoxiPresent creates sleek,customizable,show-stopping CMAs,luxury presentations,open house flyers and neighborhood tours. Affiliated agents and teams who used MoxiPresent are 1 4Xmore productive4

MOXIWEBSITES®

MoxiWebsites gives you (or your team) theopportunity to create a professional,custom website in minutes,using its easy-to-use and versatile content management system and collection of branded webpagetemplates

MOXIENGAGE®

MoxiEngage is a powerful CRM and business planner which allows you to manage your entire book of business, createmarketing campaigns,set your sales goals,and get data-driven insights that help you achieve them

MOXIMPRESS®

MoxiImpress helps you promote your listings by allowing you to automatically create and distributeprint,digital and social media advertising materials in a matter of minutes

CBA EMPOWER

Empower is your one stop shop for all things CBand CBA It uses the same login you useto access CBDesk and gives you access to all of our company events, communications,office discussions,tools,resources,and morefrom both desktop and mobile devices

TESTIMONIAL TREE

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.

MY FINANCIAL

Access your financial information including your YTD closing and commission payouts 24/7 and updated in real time so you can stay on target for achieving your goals

h er e's h o w w e t a ke yo u t o t h e n ex t l ev el in yo u r busin ess

c o mpa n y g en er at ed l ea d s pr o g r a ms

Coldwell Banker Advantage offers several different opportunities for agents who would like to work company generated leads. These include:

- Getting certified to receive client leads from our award winning Relocation team.

- Getting trained and certified to beon one of our E-Leads teams that works leads coming from multiple different sources including our company website,Ojo,Opt City,and more.

- Getting trained and certified to work referrals from our affinity programs that wepartner with local colleges including NCState and UNCGreensboro

AFFILIATED AGENTS AND TEAMS WHO USE LISTING CONCIERGE ARE APPROXIMATELY 2X MORE PRODUCTIVE*

LISTINGS INVOLVED IN THE PROGRAM CLOSE WITH A 2 4%HIGHER COMMISSION RATE*

Ho w w e h el p yo u ma r ket yo u r br a n d

y o u r per s o n a l ma r k et in g s u pp o r t t ea m

When you affiliate with us,you instantly get the support of our marketing department to help you with a wide variety of marketing needs you may have. Services include:

- Custom graphic creation including brochures,flyers,postcards,signs,decals,billboards,and more!

- Event support including the rental of signs/banners,tables,chairs,tents,and more!

- Marketing consultations to help you create a plan that is achievable and goal focused for wherever you are in your business

- Video training and support to help you with your video marketing.

- Support and training on all our tools and services we offer.

- Luxury listing and marketing support and planning including creating videos,broker open invitations,and more!

THE COLDWELL BANKER ADVANTAGE MARKETING TEAMS CLOSES ON AVERAGE OVER 500 MARKETING SUPPORT REQUESTS ANNUALLY

h o w w e h el p yo u ma n ag e yo u r busin ess

MoxiWorks offers one of the most renowned and powerful technology platforms in the industry This integrated suite of products is designed to help you boost your productivity,strengthen your marketing efforts and provide your clients with an unparalleled level of service.

MOXIPRESENT®

MoxiPresent creates sleek,customizable,showstopping CMAs,luxury presentations,open houseflyers and neighborhood tours. Affiliated agents and teams who used MoxiPresent earned $26K more1 .

MOXIENGAGE®

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 achievethem. Affiliated agents and teams who used MoxiEngage earned $26.8K moreand are 1.4Xmoreproductive2 .

MOXIWEBSITES®

MoxiWebsites gives you (or your team) the opportunity to create a professional,custom website in minutes,using its easy-to-use and versatile content management system and collection of branded webpage templates

MOXIIMPRESS®

MoxiImpress helps you promote your listings by allowing you to automatically create and distribute print,

Ma r k et Rep o r t s

Through Prospect Square,you can share thelatest market data and trends to showcase your expertisewith three customizable,automatic reports:Market,Area and Quarterly Reports. Affiliated agents and teams who used Prospect Square earned $25.7K more and are 1 3Xmore productive1

Ma r k et Sh a r e Rep o r t s

Use these quarterly reports in listing presentations or send them to your sphere to show the counties,cities and ZIPcodes where the company is #1 in sales volume or closed units.

Ma r k et Qu es t

Create graphs and reports including market share,days on market,percentage of listing price, and homes for sale,sold and pending Affiliated agents and teams who used Market Quest

h

o w w e h el p yo u PROMOTE YOURSELF a ND YOUR LISTINGS.

Ma r k et in g Cen t er

As a digital content management solution and asset generator,Marketing Center gives you the ability to download company and brand logos,access brand photography,customize and post personalized social media assets,create and print marketing materials,customize national advertising campaigns and more.

c ba a u t o l is t a d s

We provide you complimentary Facebook and Instagram paid ads on every listing you have. These ads run for 7 days and you can share the ad and the performancemetrics with your clients

Coldwell Banker® social media channels saw impressive numbers in 2023:

- Over Half a Billion Impressions2 - 88 9M+ Engagements2 - 8 6M+ Link Clicks2 - 102M+ Total Video Views2 - 1.1M+ Followers3

A DOMINANT ONLINE PRESENCE.

You are backed by the power of the #1 most visited real estate brand online*

Additionally,your listing will beshowcased on dozens of sites ? putting it in front of potential buyers everywhere

This course has been amazing! I feel like I?m prepared to hit the ground running! Everything I?ve learned has been valuable and has equipped me with all the tools and resources to be successful. This training is world class and I couldn? t be more thrilled to switch and be affiliated with Coldwell Banker.

COLDWELL BANKER UNIVERSITY®

Coldwell Banker University is a remarkably powerful resource where Coldwell Banker® affiliated agents develop and sharpen their skills Discover dynamic in-person and virtual programs designed to help you throughout your career, covering topics likemaximized productivity,negotiating skills,listing presentations,team-building and more.

WHAT MOVES HER ADVANTAGE®

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 successful women (both inside and outside) of real estate.

LUXURY PROPERTY SPECIALIST CERTIFICATION

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 Certification sell properties with a $200K higher average sales price3

SALES AND BUSINESS COACHING

We offer learning opportunities designed for individual and team-building success,provided by internal and external coaches who know our systems and programs

NEW AGENT TRAINING

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 and seller clients as quickly as possible

EDUCATION EXPOS

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

$234 BILLION IN SALES VOLUME

Ac h iev

er s Mast er min d ser ies

Our Mastermind sessions are a cornerstone of our commitment to the professional development of our real estate agents These sessions are not just a series of meetings, but a comprehensive program designed to foster a culture of collaboration, idea sharing, and continuous learning. The unique aspect of these sessions is that they are tailored based on the feedback and input we receive from our agents This ensures that the topics discussed and the knowledge shared are directly relevant to their needs and interests

The structure of the Mastermind sessions is such that our agents meet every two weeks with both zoom and in person sessions The virtual meetings provide a convenient platform for our agents to connect, share ideas, and learn from each other However, we also understand the value of face-to-face interactions Therefore,once a month,all three groups come together in a central location for an in-person event These events are diverse in nature, ranging from insightful talks by industry experts, panel discussions featuring successful agents,to hands-on training sessions

The Mastermind sessions are also designed to cater to agents across different production levels We have three distinct groups based on their production:those with a production of $7 million+,$4-$7 million, and $2-$4 million. Each group has its own unique needs,challenges,and aspirations,and the sessions are tailored to address these specific aspects

REFERRAL REWARDS

Unlock unlimited earning potential and generate a passive commission stream by introducing other productive agents to the Coldwell Banker® brand When you refer a qualifying agent who joins our network, you'll receive a referral rewards commission payment equal to 1%of their adjusted gross commission income (AGCI) on every closed transaction for as long as, both you and the referred agent stay affiliated, with no cap or limits on how much you can earn or how many agents you can refer Discover amazing passive commission earning potential as part of the Coldwell Banker brand In addition, you will also receive an additional one-time cash recruiting bonus payment that is based on the production level of the referred agent

BENEFIT OPPORTUNITIES (SPARK)

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 lifeSPARK is available to all Coldwell Banker affiliated agents It?s a membership association providing access to exclusive products and services tailored to your needs including health, dental, disability and vision insurance; retirement savings accounts;cyber security compliance and protection;discount business services and discounted CEand license renewal

St r at eg ic Pa r t n er s h ips

Coldwell Banker has even created partnerships with many strategic alliances that can further help your business thrive Through the Coldwell Banker Business AdvantageSM Program, you have access to exclusive savings and perks with dozens of vendors that provide tools and services to support your daily business needs Our Business Advantage partners cover a variety of areas including real estate software, moving and home services,print and visual marketing,back office suppliers and more.

t ea m d ev el o pmen 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 achieveboth your immediate and ever-evolving long-term goals if creating a team is part of that equation.

THE CBA WAY

o u r c o r e o per at in g ph il o so ph ies

d o t h e r ig h t t h in g :

It means that we put theclient's needs first.

t r eat o t h er s a s y o u w is h t o b e t r eat ed :

We areprofessionals who treat all parties with respect in all situations.

d is c r imin at io n is n o t t o l er at ed :

Racism and discrimination of any kind arenot tolerated at CBA

g et in v o l v ed :

Do morein the community and good things will happen!

a l w ay s d is c l o s e:

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

Su ppo r t in g d iv er sit y a n d in c l usio n at t h e Co l dw el l Ba n ker ® Br a n d .

TheColdwell 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 wherepeople of diverse backgrounds and experiences succeed and grow together.

FAIR HOUSING FOR ALL

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 guides in understanding and abiding by this legislation

EMPOWERING WOMEN

TheColdwell Banker brand is deeply invested in fostering leadership and entrepreneurship opportunities for women We host informative,fun,and inspiring events likeour What Moves Her® series,championing the perspectives and talent of women in real estate And we?re honored to bea winner of the Women?s ChoiceAward® for seven years in a row ? a recognition designated by 9 out of 10 female customers highly recommending the brand

A NETWORK OF BELONGING

We?redeeply committed to our partnerships with industry associations like NAHREP®,NAREB®,AREAA and the LGBTQ+ Real Estate Alliance that represent and support agents from diverse backgrounds. Our Agents of ChangeMastermind events are another powerful opportunity for Coldwell Banker affiliated agents to network and learn together while celebrating diversity

Our affiliated agents are a remarkable force in the arena of high-end real estate,transacting over $200 million in daily luxury sales in 2023,with over 39,000 transactions of $1 million+ properties1 We?realso proud to bea leader in the ultra-luxury space,having closed more than 280 transactions over $10 million last year2

With our global network of high-net-worth clientele and highly prestigious properties,experienced luxury agents and brokers can be certain that there?s no better home for their business than with the Coldwell Banker Global Luxury® program

Coldwell Banker Global Luxury® Certification

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 theInstitute for Luxury HomeMarketing®,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 averagesales price1

Upon completion of theluxury certification course,agents can gain two esteemed designations:Luxury Property Specialist (LPS) and Certified Luxury Home Marketing Specialist (CLHMS)

Additional luxury mentorship and prestigious speaker series are invaluableoccasions to learn firsthand from some of the industry?s most successful figures

World-Class Luxury Marketing

Discover the countless ways you?ll be supported by theColdwell Banker Global Luxury program

Enjoy expansiveonline syndication on high-traffic websites such as The Wall Street Journal, Robb Report,Mansion Global, MarketWatch,Penta,Barron?s and Unique Homes As well as international syndication through ListHub Global and James Edition2

We create real influencethrough dedicated platforms like the elegant coldwellbankerluxurycom website,Homes&Estates magazine,custom editorial articles via theCurated newsletter, featured content and real estate updates via theColdwell Banker Global Luxury blog site,and industry-leading market reports

We?reconstantly looking for new ways to increase networking opportunities for our Global Luxury Property Specialists through exclusiveevents both in-person and virtually

Bespoke marketing assets,an array of print and digital advertising opportunities,and a refined identity empower agents even amidst themost intense competition This is luxury real estatewith thepower of theColdwell Banker® brand

Th

When you join theColdwell Banker® network,your business benefits from being a part of a marketing powerhouse From thenational level,where our advertising has been the #1 rated real estate ad for 12 years in a row2,to client outreach pieces customized just for you,discover what happens when you?re supported by thebest marketing anywhere.

CONSUMERS WHO WATCHED OUR ADVERTISING WERE 4X MORE LIKELY TO WORK WITH A COLDWELL BANKER AFFILIATED AGENT1

BEAUTIFUL MARKETING MADE SIMPLE

Present your business at every touchpoint with engaging marketing pieces and elegant design Your business can take full advantage of our market presence and professional branding via a library of beautiful imagery,video and graphics And we make it seamless to customize your marketing materials across social media,websites,email marketing, video and more

BENEFIT FROM NATIONAL ADVERTISING

Our award-winning commercials appear across media where home buyers and sellers spend themost time,making for brand recognition and influence of the highest tier ? consumers who watched our advertising werenearly 4Xas likely to work with a Coldwell Banker affiliated agent1 . Our advertising campaigns are a rallying point for the network and a great occasion for client outreach

In addition to powerful national advertising,our agents benefit from brand-led search engine marketing and social media lead generation for every listing on coldwellbankercom,at no additional cost

EXPERIENCE POWERFUL PR

TheColdwell Banker brand is a newsmaker in thereal estate industry,earning over 37,000 media hits in 2023 And,we averaged 104 media mentions,touching 3 3 million consumers daily,equating to 31 6 billion consumers reached3 Our leadership team and network of agents are consistently called upon by the likes of TheWallStreet Journal,TheNewYork Times,Yahoo Finance,RobbReport,Fast Company,Forbesand CBSNews as the authoritativevoice in real estate

REACH HOME SELLERS LIKE NEVER BEFORE

Winning thelisting has never been more important and more of a challenge That?s why we?vecreated highly useful and powerful new web experiences for home sellers that can be harnessed to benefit your business With our instant home estimate tool,CBEstimate®,and our industry-exclusive Move Meter® ? a big data tool that compares quality of life and cost of living city-by-city,and deemed the most useful tool in the real estate industry4 ? weempower peopleto seethe advantages of selling

A CULTURE OF CARING.

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 makeit easy and rewarding to get involved and makenew connections in your neighborhood

CB SUPPORTS ST JUDE

The CBSupports St Jude campaign allows Coldwell Banker affiliated agents to make a donation for every home sale or purchasethey complete to support the lifesaving mission of St Jude Children?s Research Hospital:® Finding cures Saving children ® Since then,our CBSupports St Jude partnership has gone on to far surpass its goals four years in a row,donating more than $1.6 million to St.Jude Children?s Research Hospital since the program?s inception in 20201 .

LOCAL INITIATIVES

It?s illustrativeof the character of our network that Coldwell Banker affiliated agents and offices have countless additional causes that they chooseto devote their time,energy and resources to support Whether benefiting outstanding local organizations or larger nonprofits that makea big impact,together,our network has donated over $32 million2 It?s inspiring to seeour network doing good in the world

St Jude patient Kamryn and his mother, Melissa

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 bethe best of the best Two of our biggest events includeLAUNCH and Gen Blue At LAUNCH,our entirefamily 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 LAUNCH, 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 our community,through every agent, officeand broker.We wake up inspired. Inspired to have fun Inspired to scare Inspired to bean indispensablepart of our neighborhoods Inspired to createsomething 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 desire to do great things in real estate.

?I ENJOYED GEN BLUE® FOR MANY REASONS? IT WAS A UNIQUE CHANCE TO IMMERSE MYSELF IN COLDWELL BANKER® , GAIN INSIGHTS INTO THE MARKETPLACE, AND DISCOVER FRESH PERSPECTIVES ON OUR TOOLS AND PRODUCTS. WE ARE ?ONE?CB IS REAL AND TRUE AND WE CAN BENEFIT BY WORKING AND GLEANING FROM ONE ANOTHER ?

-GenerationBlueExperienceAtlanta 2023 Attendee

We also celebrate our agents success through our Coldwell Banker International Award ceremonies and recognize our agents who are on track to receivean award through our Achievers events

Our Achievers events allow our agents to get together,network,and celebrate while creating an atmospherethat strengthens motivation and rally's everyone to finish the year strong