Premier Regional Onboarding Guide

ONBOARDING GUIDE agent

WELCOME TO COLDWELL BANKER®

Dear Agent,

On behalf of our entire team, it is with great pleasure that we extend a warm welcome to the Coldwell Banker network! As the longest-standing and preeminent national residential real estate franchise in North America and a globally recognized real estate brand, we applaud your exceptional expertise and talent, and we are thrilled to have you as a valued member of our esteemed network.

With a legacy spanning over 118 years, Coldwell Banker stands as a beacon of trust, integrity, and service in the real estate industry. Your association with us reinforces our commitment to these principles, and we are confident that the Coldwell Banker name is entrusted to capable hands that will elevate it to new heights of success. Joining our global network places you among more than 100,000 affiliated sales professionals spanning forty countries. We take pride in being a business that fosters a culture of honesty and service, and we are excited to witness your journey toward unparalleled success while upholding these core values.

Drawing from our extensive experience in guiding affiliated sales professionals, we understand the essentials for achieving your business goals. Therefore, the Coldwell Banker brand equips you with a comprehensive suite of product options tailored to meet your every need. Additionally, Coldwell Banker University provides valuable learning opportunities, complemented by an exceptional company culture and more.

For a detailed overview of the myriad offerings available to you, kindly review the attached document. We encourage you to familiarize yourself with the diverse resources the Coldwell Banker brand has in store for your professional growth and success.

Remember, we are here for you. Whether you have innovative ideas to share, burning questions to ask, or simply wish to engage in a casual conversation, our doors are wide open. We eagerly anticipate hearing about your achievements as an integral part of the Coldwell Banker network.

Sincerely,

Jason Waugh

President, Coldwell Banker Affiliates

A few of the things Coldwell Banker affiliated agents love about the brand:

“Great referrals from other Coldwell Banker companies, great broker and company morale, great education and opportunities with online training.”

“The brand recognition and marketing makes it easier to get business because potential clients have a positive opinion and trust in the company.”

“Innovation, information and technology that fosters our success…the tools we have are amazing.”

“In my opinion, Coldwell Banker is the best company in the industry. Agent support, resources, tools, the list goes on. It offers great technological support along with leadership support… I’m greatly satisfied."

Our Schmidt family story.

Schmidt Family of Companies is the parent to its Coldwell Banker franchise. We are a fifth generation, full-service brokerage firm founded in 1927 specializing in residential, luxury and commercial real estate, property management, mortgage, and title services.

H F Schmidt Real Estate, as the firm was originally known, was based on the principles of honesty, integrity, and an unwavering commitment to outstanding service. Harold Schmidt’s adherence to these standards of excellence earned him the trust and confidence of his clients, building a solid foundation for what was to become one of the most respected and largest real estate brokerage firms in the Midwest.

Harold’s son, Joseph Schmidt, joined the company in 1946 and under his leadership the company experienced unparalleled growth. His sons Fred and Ken entered the company in 1962 and 1968, respectively. Today, Ken’s son, Mike Schmidt, is the Chairman and CEO of the firm, Steve Bell is the President and CFO, and Tom Gray is the COO. The firm joined Coldwell Banker Corporation as a franchisee in 1983.

Our Coldwell Banker franchise is the largest in the Coldwell Banker network based on the number of offices and third based on units sold. Coldwell Banker Commercial named us the number one affiliate in North America.

The history of Coldwell Banker Premier Properties and The

Schmidt Family of Companies

In the real of real estate, certain names resonate with a legacy of trust, professionalism, and excellence. Among these luminaries stand Coldwell Banker Premier Properties and The Schmidt Family of Companies, two pillars of the industry renowned for their rich history and unwavering commitment to service. Let’s delve into the captivating story behind these esteemed entities, tracing their origins, milestones, and the indelible mark they’ve left om the real estate landscape.

Founding the Foundations

Coldwell Banker Premier Properties: the saga of Coldwell Banker Premier Properties began with a vision to redefine the real estate experience. Founded in 1986 with its first operations in St Augustine, Florida, it swiftly emerged as a beacon of integrity and innovation in the industry. With a focus on personalized service and a dedication to exceeding clients expectations, Coldwell Banker Premier Properties set itself apart as a trusted ally for buyers and sellers alike.

The Schmidt Family of Companies: Simultaneously, across the landscape of real estate, The Schmidt Family of Companies was laying its own cornerstone of success. Originating in 1927, this familyowned enterprise quickly garnered a reputation for its unwavering commitment to the communited and its unparalleled expertise in the market. Led by a lineage of passionate individuals, The Schmidt Family of Companies embarked on a journey marked by integrity, excellence, and a relentless pursuit of client satisfaction.

Merging Legacies

As the tides of time swept forward, destiny intervened to weave the fates of Coldwell Banker Premier Properties and The Schmidt Family of Companies together. In a momentous merger, the two entities joined forces, uniting their strengths and synergizing their shared values. This union heralded a new chapter in their illustrious histories, one defined by collective excellence, expanded reach, and an unwavering dedication to serving clients with the utmost professionalism and care.

Building the Future

Today, Coldwell Banker Premier Properties and The Schmidt Family of Companies stand as paragons of the real estate industry, embodying a legacy of excellence that spans generations. With a formidable network of agents, a wealth of experience, and a steadfast commitment to innovation, they continue to set the standard for service and integrity. As they chart a course into the future, guided by their rich heritage and fueled by a passion for excellence, they remain steadfast in their mission to help clients achieve their real estate dreams.

Beyond their illustrious histories and sterling reputations, Coldwell Banker Premier Properties and The Schmidt Family of Companies offer an unparalleled opportunity for real estate professionals seeking to elevate their careers. By joining these esteemed organizations, Realtors gain access to a wealth of resources, support, and expertise that empower them to thrive in today’s competitive market.

From comprehensive training programs and cutting-edge technology to robust marketing initiatives and a vast network of industry connections, Coldwell Banker Premier Properties amd The Schmidt Family of Companies provide Realtors with the tools they need to succeed. Whether it’s harnessing the latest innovations in digital marketing or tapping into the collective wisdom of experienced mentors, agents within these organizations are poised for success from day one.

Moreover, the culture of collaboration and camaraderie that permeates Coldwell Banker Premier Properties and The Schmidt Family of Companies fosters an environment where Realtors can flourish. By being part of a supportive community of like-minded professionals, agents have the opportunity to learn from each other, share best practices, and collaborate on transactions, ultimately enhancing their effectiveness and amplifying their impact.

In essence, joining Coldwell Banker Premier Properties and The Schmidt Family of Companies isn’t just about aligning with esteemed brands — it’s about gaining a competitive edge, maximizing potential, and embarking on a journey of growth and success. For Realtors seeking a partner in their quest for excellence, these organizations offer an unparalleled opportunity to thrive in the dynamic world of real estate.

In the annals of real estate history, few names shines as brightly as Coldwell Banker Premier Properties and The Schmidt Family of Companies. Through decades of unwavering dedication, impeccable service, and a commitment to community, they have forged a legacy that transcends time. As they continue to shape the future of real estate, their story serves as an inspiration to all who aspire to greatness in the industry.

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EVERYTHINGWEDO

As part of a network more than 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

Home is a place that represents unparalleled love and emotion. It’s our mission to bring the joy of home to every one of our clients. We also take pride in building an exceptional home for agents and brokers, where you are empowered to achieve your most ambitious goals.

AWESOMENESS

Awesomeness is a mindset that runs through every Coldwell Banker agent and office. It’s how we approach every business opportunity, how we live our lives, and a feeling of energy and optimism that’s impossible to ignore.

INGENUITY

From our very beginning in 1906, we saw things differently – ingenuity is at the heart of the Coldwell Banker brand. We’ve consistently found new ways to help our clients, pioneering quite a few industry firsts in the process. From the first real estate code of ethics to being the first to bring big data to agents’ fingertips, we’ve always been happiest when we’re moving the real estate industry forward.

EXCELLENCE

We believe that if you’re going to do something, you should be the best at it. 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.

SCHMIDT FAMILY OF COMPANIES

AT A GLANCE

www.CBFLORIDAHOMES.com

Coldwell Banker Schmidt Family of Companies has had the distinct pleasure of providing services to thousands of individuals and families since 1927.

• 90+ offices company-wide (Michigan, Ohio, Florida, U.S. Virgin Islands).

• Over 1,900 REALTOR® associates.

• Over $5 Billion in sales volume in 2023.

• Over 14,000 closed sale transactions in 2023.

• Ranked Real Trends Top 40 Real Estate Brokerages Worldwide.

• Principal Broker for Anywhere Real Estate Inc., the world’s largest real estate relocation and referral company.

• Ranked #1 for number of offices and #3 in sold transactions of 900 Coldwell Banker affiliate companies around the world.

• Coldwell Banker Global Luxury handles more than $288 million in luxury home sales each day - Representing more than 48,444 transactions of $1 million+ homes - Attaining a $2.2 million average sales price for $1 million+ homes.

Buyer & Seller Services

• Multiple Listing Services

• National Relocation and Referral Services

• State of the art Advertising System

• Buyer Agency

• Computerization

• Residential and Commercial

• Mortgage Banking Services

• Internet Listings

• Multiple Digital Magazines

supporting diversity and inclusion

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 that takes action to create a more equitable society. ®

A Network of Belonging

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

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 seven years in a row— a recognition designated by 9 out of 10 female customers highly recommending the brand.

Our Agents of Change Mastermind events are a powerful opportunity for Coldwell Banker affiliated agents to network and learn together while celebrating diversity.

We have also formed and fostered partnerships with professional real estate associations whose ongoing missions are to improve the homeownership rates of the Hispanic/Latino, Asian-American/Pacific Islander, African-American/Black, LGBTQ+ and several other communities and represent the diverse communities in which we operate.

We currently have partnerships with industry associations including: the National Association of Hispanic Real Estate Professionals (NAHREP ), National Association of Real Estate Brokers (NAREB ), Asian American Real Estate association of America (AAREA), National Association of Minority Mortgage Brokers of America (NAMMBA), WomanUP! and the LGBTQ+ Real Estate Alliance.

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a culture of care

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 your neighborhood.

cb supports st. jude

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 $1.6 million to St. Jude Children’s Research Hospital since the program’s inception in 2020.

local initiatives

It’s illustrative of the character of our network that Coldwell Banker-affiliated agents and offices have countless additional causes that they choose to devote their time, energy and resources to support. Whether benefiting outstanding local organizations or larger nonprofits that make a big impact, together, our network has donated over $33 million. It’s inspiring to see our network doing good in the world.

A culture of caring.

We’re proud to say that Coldwell Banker® 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 your neighborhood.

In 2019, Ken and Mike Schmidt founded the Schmidt Community Fund — a place where we can all give to those that need it so much. Our guiding philosophy is to invest in our youth, programs, and initiatives in the communities in which we all live and serve that further the lifework of the Schmidt Family and the purpose of the Schmidt Community Fund, where together, we can do more.

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 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 for agents and offices.

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.

It’s illustrative of the character of our network that Coldwell Banker agents and offices have countless additional causes that they choose to devote their time, energy, and resources to support. Whether benefiting outstanding local organizations or larger nonprofits that make a big impact, together, our network has donated over $31 million. It’s inspiring to see our network doing good in the world.

signature brand event

Our flagship event- the Generation Blue Experience is a gathering unlike any other, when thousands of agents come together to share knowledge, have fun and get fired up to be the best. Whether united virtually or in the most prestigious venues of amazing cities like, New York and Miami, we gather to celebrate who we are and what we can become.

The event offers an opportunity for company leaders to connect and network while focusing on business building topics & strategies. Leadership features insights from Coldwell Banker leaders, practical breakout content, meaningful mastermind sessions and networking with the best in the industry.

Event Highlights:

Connect professionally as colleagues and personally as friends

Gain insights from incredible speakers

Learn new skills and the latest technology

Enjoy exciting social events featuring some of the world’s top entertainers ® ®

grow your business with

marketing

Promote yourself and your listings with a full suite of products that allow you to get creative, impactful marketing content in just minutes. Build on the power of the Coldwell Banker brand to standout in a crowded marketplace and create a unique identity all your own.

Don't forget to review the 2024 Agent Marketing Plan located in CB Desk. This plan includes suggested steps for leveraging Coldwell Banker tools and resources to enhance your marketing efforts, along with a full-year prospecting calendar.

branding products

XpressDocs

The leading provider of print solutions for real estate professionals- your go to company for stationery, direct mail, custom print-on-demand marketing materials and promotional products.

Design Concierge

Combining your creative vision and the hands-on assistance of our top design talent, Design Concierge delivers memorable logos, professional bios, personal brochures and more. Receive help creating high-end marketing materials to uniquely brand yourself in the marketplace.

The Coldwell Banker Store

Order branded swag at coldwellbankerstore.com

promote yourself and your listings

Marketing Center

Digital content management solution and digital asset generator that gives agents and staff the ability to download company and brand logos, access brand photography, customize and post personalized social media assets, download virtual meeting backgrounds, create and print marketing materials, draft HTML emails, and more.

BOOST

A tool for real estate agents and brokers to advertise their listings and promote themselves on Facebook, Instagram, Nextdoor, and a network of over 1,000 websites across the web, within a system tuned to deliver results.

moxiworks suite

MoxiWebsites

An easy-to-use website builder for your sites that makes putting your best foot forward a simple task. Grow your brand, sphere and business with custom, branded websites.

MoxiImpress

A marketing tool built to increase productivity by easily marketing your listings and business, reaching more people, building stronger relationships with your prospects and clients, and driving more business.

Get to know Moxi.

In this day and age, if you’re not leading, you’re at a major disadvantage. That’s why at Coldwell Banker®, our finger rests firmly on the pulse of technology. We leverage the latest trends and developments to keep our agents in the lead, turning Silicon Valley tech into indispensable tools that are simple to use and understand.

Start with Moxi, our all-in-one platform. We want you to be successful, and we’re giving you the tools to get you there!

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 datadriven insights that help you achieve them.

MoxiPresent

MoxiPresent® creates sleek, customizable, showstopping 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.1

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 web page templates.

MoxiImpress

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.

social media

marketing center- digital brand asset creator

Marketing Center is a digital content management solution and digital asset generator that gives Coldwell Banker agents and staff the ability to download company and brand logos, access brand photography, customize and post social media assets, download virtual meeting backgrounds, and send materials directly to print through XpressDocs. Marketing Center also hosts materials related to any brand campaigns including Dream, CB Supports St. Jude, Quotables, the Coldwell Banker Way, and more.

DARE - Dynamic Ads for Real Estate

Coldwell Banker creates DARE or Dynamic Ads for Real Estate for agent listings — for FREE automatically! You do nothing. This promotion is done on behalf of the agent to promote their listings re-targeting users that have visited coldwellbanker.com with relevant listing ads on Facebook and Instagram.

boost

A tool for real estate agents and brokers to advertise their listings and promote themselves on Facebook, Instagram, Nextdoor, and a network of over 1,000 websites across the web, within a system tuned to deliver results. Boost automates digital advertising campaigns, allowing you to create ads that promote you or your listings in just minutes.

coldwell banker social networkS

Follow us on social channels to get the latest news from the brand, and for access to relevant content that you can reshare with your sphere!

facebook.com/coldwellbanker

facebook.com/cbgloballuxury

® https://www.facebook.com/groups/cbglobalnetwork

Make sure

youtube.com/coldwell banker

@coldwellbanker

linkedin.com/company/ coldwell-banker

blog.coldwellbanker.com

blog.coldwellbankerluxury.com

exceptional education

Affiliated agents who took Coldwell Banker University courses had an average improvement of 33% for closed volume during the 12 months following their coursework than in the 12 months prior.

1

Coldwell Banker University

Coldwell Banker University is a remarkably powerful resource where Coldwell Banker affiliated agents develop and sharpen their skills. Discover powerful programs designed to help you throughout your career, covering topics like maximized productivity, negotiating skills, listing presentations, teambuilding and more.

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Recommended Courses

Coldwell Banker Orientation helps you discover what sets Coldwell Banker apart from other real estate companies, including the exclusive tools, systems, and resources available to you to grow your business... This is only the beginning!

Agent Pathways

No matter where you are with your business, we offer education and coaching trackers to help you get to the next level. Pathways such as 'New to the Business,' 'Breaking Into the Luxury Market,' 'Building a Team,' and more are available.

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.

BootcAMP is an introductory program designed to welcome new to the business agents to real estate. Participants focus on key business terms, concepts, and habits. Using a combination of activities, discussion questions, and real-world scenarios, participants lay a strong foundation for a successful business and prepare for AMP.

AMP is productivity training that is boosting the effectiveness of agents nationwide. Participants focus on the critical activities proven to build skills and deliver sustainable results. Using a combination of activities, teamwork and prospecting, highly-engaged participants make contacts and can achieve 10 appointments in four weeks.

1- Closed Units andClosed Sales Volume (collectively,the“Metrics”)weremeasuredduringthisStudy.Tocalculatetheresults,wetookasampleofthe4,000independentsalesassociateswhohadbeenaffiliatedwith the Coldwell Banker® brand for at least a yearpriortothestudyandwhoparticipatedinColdwellBankerUniversitylearningclassesandactivitiesbetweenJanuary2020andDecember 2021(the“SamplePool”)and entered theiractivities into REScoreboard.All salesassociatesincludedinthestudycompletedoneor moreColdwellBankerUniversitylearningcourses,eachrangingindurationfromaminimumofthreehoursupto twenty-two hours.Wemeasured the monthly MetricsgeneratedbytheSamplePoolduringthe12monthspriortotheirtakinganyColdwellBanker coursesandthenmeasuredthemonthlyMetricsgeneratedduringthe 12 months after theend date of each affiliated agent’sparticipationinthelearningcourses.This wasnotacontrolledstudy;correlationdoesnotequalcausation.Pastperformancedoesnotguaranteefutureresults. Market conditions may influence results andthereisnoassuranceanyColdwellBanker-affiliatedsalesassociatewillachievethesameorsimilar

connectwithyoursphere &driveleads

Promote yourself and your listings with a full suite of products that allow you to get creative, impactful marketing content in just minutes. Build on the power of the Coldwell Banker brand to standout in a crowded marketplace and create a unique identity all your own.

®

cbu course suggestions

Agent Learning Pathway: I Want to Take My Business to the Next Level!

Are you looking to take your business to the next level? Join us on the journey to diversify your lead generation sources and master your conversion skills, work more efficiently and win more business.

Converting With Confidence

Quality or Quantity? It’s an age-old question. Why not focus on BOTH! Learn the best strategies and techniques that will give you the confidence needed to capitalize and convert your leads.

Lead Generation: Sphere of Influence

Cultivating a Sphere of Influence is the most significant leadgeneration source for every agent and is estimated to be more profitable than any other form of prospecting. In this course, you’ll dive into prospecting principles and develop a plan for consistent, value-driven contact with your sphere.

powerful networking

Exclusive Look

Capitalizing off of one of the largest and most established networks within the industry, Coldwell Banker Real Estate took what was once a limited, local, grassroots effort to a nationally scaled application to help connect agents and clients early and often. Exclusive Look is a powerful platform for our affiliated agents to share listings with other Coldwell Banker agents before being placed in the MLS.

moxiworks suite

MoxiEngage

A CRM tool is specifically designed to fit your unique selling needs. It leverages property data, encourages long-term lead nurturing, drives repeat and referral business, and keeps you on track to reach your sales goals.

MoxiImpress

A marketing tool built to increase productivity by easily marketing your listings and business, reaching more people, building stronger relationships with your prospects and clients, and driving more business.

recruiting

listings

exceptional marketing

As a part of the Coldwell Banker network, you will have access to a full suite of products and tools to help you demonstrate excellence in marketing properties. Products to help you create impressive print materials, social media content, customized advertisements, eye-catching property tours, and more!

coldwell banker global luxury

The Coldwell Banker Global Luxury program is recognized as a leader in the marketing of exceptional properties and is widely considered to be among the world’s consummate marketing programs for successfully promoting luxury properties to a local, national and international marketplace.

coldwell banker university®

Coldwell Banker University offers live classroom, virtual and selfpaced courses that are designed to help agents grow their business. Enhance your listings with courses focused on: lead gen- sphere of influence, pricing strategies, goal setting, owning objections, business planning, outlist/outlast, and more!

coldwell banker university course suggestions

Agent Learning Pathway: Building a Listings-Based Business

Are you ready to take control of your business by building a listings-based business? After completing this pathway, you’ll be on your way to a more stable and predictable income. From best practices on streamlining the process for working with buyers so you have more time for listings, to perfecting your listing presentation and closing for the signed agreement, we’ve got you covered.

Outlist | Outlast

In this program, you’ll focus on establishing a lucrative, long-term business through obtaining and selling listings. You’ll leave with a complete listing toolkit that will help you build customers for life.

Pricing Strategies: Guide the Seller

This module will help you lead and manage seller expectations throughout the listing process. You will learn how to tailor your discussion and present the CMA with credibility and confidence. It will help you handle pricing objections effectively and secure well-priced listings that sell.

Owning Your Value

The best agents know they can’t just propose value—they have to OWN it! When an agent owns value, their competitive edge is a differentiator that wins business. Agents will deep dive into their value and discover techniques to articulate and demonstrate that value in all situations.

Level up with Digital Accelerator.

The Digital Accelerator Program is a digital marketing and brand reputation package to help increase your digital presence, advertise your services and listings, attract buyer and seller lead opportunities, and more. DAP is focused:

50% on Brand Reputation

This is how you’re viewed by the consumer digitally. Do they trust in your brand? Are they confident doing business with you? This is where you work very closely with the Marketing Group to build these assets, and where your unique selling proposition shines!

40% on Marketing

A large focus is on marketing listings, solds, open houses, agent videos, local market stats, etc. You are responsible for delivering this content to your Digital Marketing Specialist.

10% on Lead Opportunities

When we’re effective with these first two areas of focus, especially marketing listings, this is what generates lead opportunities — consumers that have expressed some type of interest in a home or learning more about what you and your brand have to offer. A lead is an unqualified consumer — you must be savvy in working these opportunities through the sales cycle to convert them to a prospect.

additional programs and benefits

Change the game with e-marketing.

Exclusive Look

Leverage the strength of your Coldwell Banker network and promote your listing before it goes live on the market. Agents and teams who used Exclusive Look earned $59.5K more.1

Prospect Square

Nurturing your sphere of influence is an important way to grow your business. Staying connected with your existing sphere and expanding your contact list leads to new opportunities and new clients. The challenge is consistently generating content that your friends and family will actually appreciate receiving.

Stay in touch with your contacts with automated, customizable reports and an e-marketing center. Agents and teams who used Prospect Square earned $64K more.2

The Coldwell Banker Global Luxury program is recognized as a world leader in the marketing of exceptional properties and is widely considered to be among the world’s consummate marketing programs for successfully promoting luxury properties to a local, national and international marketplace.

affiliated agents with luxury property specialist certification sell properties with a $200,000 higher average sales price*

coldwell banker affiliated agents transact $288 million in daily luxury sales**

For agents seeking to develop and enhance their luxury skillset, the Coldwell Banker Global Luxury certification is a fantastic way to open new doors. Presented by the esteemed Coldwell Banker Global Luxury Ambassadors in partnership with the Institute of Luxury Home Marketing®, the course is designed to help affiliated agents win luxury listings, market luxury properties and grow your business. 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 luxury mentorship and prestigious speaker series are invaluable occasions to learn firsthand from some of the industry’s most successful figures.

Discover the countless ways you’ll be supported by the Coldwell Banker Global Luxury marketing program. Enjoy expansive online syndication on high-traffic websites such as The Wall Street Journal, List Hub Global, Unique Homes, RobbReport, JamesEdition, Mansion Global, MarketWatch, Penta and Barron’s. We create real influence through dedicated platforms like the elegant coldwellbankerluxury.com website, Homes & Estates magazine, the Curated blog and our branded content partnership with Modern Luxury—which delivered over 32 million impressions last year.

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 Banker brand.

seller's assurance program

The Seller’s Assurance Program is branded and intended to summarize the benefits a Coldwell Banker agent can offer a seller to make home selling easier and more rewarding than ever. This revolutionary program quickly and easily articulates the seller benefits available through working with a Coldwell Banker affiliated agent to sell or list a home. The seller benefits within the Seller’s Assurance Program will differ for each Coldwell Banker affiliate (and even each Coldwell Banker affiliated agent).

What elements make up the Seller’s Assurance Program?

Whatever benefits you offer sellers! The Seller’s Assurance Program is a branded umbrella term intended to be flexible so that a Coldwell Banker affiliated company or agent can create their own version of the Program, tailoring the offerings to highlight the unique seller benefits they offer.

Here are a few ideas of what you might include in your Seller’s

Assurance Program:

A 360 Spotlight Marketing Program–Ensuring a listing gets maximum exposure through offerings like Photography, Direct Mail Campaigns, Social Media spotlight, Print Marketing, etc.

Staging or Renovation Service

Buyer Connections– Exclusive Look, CB Network of 100k agents

Membership Benefits– AARP Real Estate Benefits from Anywhere Real Estate Affinity Services–Mortgage, Title, Insurance, Commercial Services

Moving Support–Discounts, services

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Coldwell Banker Global Luxury program–Luxury marketing for qualifying properties

Charitable Giving Programs –A portion of the proceeds of your sale will be donated to CB Supports St. Jude.

referral rewards

Step 1: Identify a non-affiliated agent who is interested in a real estate career with the Coldwell Banker brand*.

Step 2: Refer them to a Coldwell Banker office by completing the CB Referral Rewards Agent form on CB Desk.

Step 3: Share in their success! When the agent you refer affiliates with a Coldwell Banker office, you receive a Referral Rewards Commission Payment on their closed transactions!

Referral Rewards is a powerful wealth builder program that helps you generate a passive revenue stream by introducing other successful agents to affiliate with Coldwell Banker Real Estate or Coldwell Banker Commercial. Visit CBReferralRewards.com for more information about the program, then go to Desk/CBCDesk > My Business > Referral Rewards when you’re ready to submit a referral.

benefits & discounts 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 life. SPARK 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 CE and license renewal.

business advantage program

The Coldwell Banker Business Advantage program gives you VIP access to an assortment of products and services designed to assist you and your affiliated sales associates in taking your real estate business to the next level. From gaining new listings to creating customers for life, these companies offer high quality services, specialized tools, and cost saving solutions. This program enables Coldwell Banker network members to receive special discounted prices on wireless plans, office supplies, marketing materials, overnight express services, and much more.

awards

Our

2024 AWARDS CRITERIa

essentials

This guide will help you learn more about the some of the Coldwell Banker products and programs available to you as an affiliated agent.

DESK

CB BRAND INTRANET

This virtual office for today's agents is easy to navigate, with real-time updates and smart insights. It's where Coldwell Banker agents and employees start and end their day.

Find everything you love about an intranet, news site, and search engine in this one easy-to-use application. It’s your virtual desk, where you can access every product and program you need.

boost

targeted digital advertising

A tool for real estate agents and brokers to advertise their listings and promote themselves on Facebook, Instagram, Nextdoor, and a network of over 1,000 websites across the web, within a system tuned to deliver results. Boost automates digital advertising campaigns, allowing you to create ads that promote you or your listings in just minutes.

coldwell banker university ®

Coldwell Banker University offers live classroom, virtual and self-paced courses are designed to help agents grow their business with increased accountability, while the leadership course catalog covers everything from recruiting to office productivity – all built on best practices from top performers in the Coldwell Banker network.

DESIGN CONCIERGE

PERSONAL MARKETING TOOL

Design Concierge allows you to build on the power of the Coldwell Banker brand to stand out in a crowded marketplace with a unique identity all your own. This revolutionary platform is exclusive to Coldwell Banker network members and delivers memorable logos, professional bios, brochures and more. It’s easy, it’s impactful and it’s fun!

Design Concierge was designed to support your marketing efforts and allow you to uniquely brand yourself in the marketplace and help you create high-end marketing materials, giving you a competitive edge.

Gain access to personal branding packages and a full menu of semi-custom and custom products, including logos, business cards, bios, brochures, etc. Receive the best possible design solutions, without the typical agency price.

essentials

®

This guide will help you learn more about the some of the Coldwell Banker products and programs available to you as an affiliated agent.

exclusive look

sell before mls

When it comes to marketing a property, networks matter. Capitalizing off of one of the largest and most established networks within the industry, Coldwell Banker took what was once a limited, local, grassroots effort to a nationally scaled application to help connect agents and clients early and often.

marketing center

Marketing Center is a digital content management solution and digital asset generator that gives Coldwell Banker agents and staff the ability to download company and brand logos, access brand photography, customize and post social media assets, download virtual meeting backgrounds, and send materials directly to print through XpressDocs. Marketing Center also hosts materials related to any brand campaigns including Dream, CB Supports St. Jude, Quotables, the Coldwell Banker Way, and more.

xpressdocs

print marketing

Access marketing materials, business cards, direct mail, property brochures, postcards and more. All brand compliant. Xpressdocs is the leading provider of print solutions for real estate professionals. Your go-to company for stationery, direct mail, custom print-on-demand marketing materials and promotional products. Simple online tools make ordering easy –instant online proofs ensure your order meets expectations and is right the first time.

moxiworks suite ®

MoxiWorks provides one of the most popular and powerful technology platforms in the industry. Their suite of products are offered complimentary* to Coldwell Banker agents and include: ®

MOXIENGAGE CRM

Generates increases in sales volume and the reason why is obvious: it’s specifically designed to fit the unique selling needs of real estate agents. MoxiEngage is centered around the sphere-selling methodology. It leverages property data, encourages long-term lead nurturing, drives repeat and referral business, and keeps your agents on track to reach their sales goals.

MOXIPRESENT

The industry-leading real estate comparative market analysis (CMA) tool that enables agents to seamlessly guide their clients through the home buying or selling journey. Its MLS integration provides agents with all the information they need to truly embrace their role as a trusted consultant in the eyes of their clients while appearing tech-savvy and innovative.

MOXIWEBSITES

An easy-to-use website builder for agent & company sites that makes putting your best foot forward a simple task. The internet is now your prospects’ go-to source to begin their home search and find the brokerage and agent to partner with for their journey. That makes it essential that you have a strong online presence that can be leveraged to communicate your value to prospects and spread brand awareness throughout your markets.

The MoxiImpress suite makes marketing simple. These marketing tools enable agents to increase productivity by easily marketing their listings and their businesses, reaching more people, building stronger relationships with their prospects and clients, and driving more business.

steps for success

Suggested next steps to help set you up for success and take advantage of brand offerings as a newly affiliated Coldwell Banker agent. ®

newly affiliated agent checklist

You can utilize this checklist to stay on track. A great first step is to review with your local office broker/manager to identify the most relevant steps and plan. These items are suggested and may not be applicable to every agent.

the network getting started

Visit your office for a tour & orientation

Meet your company leadership, staff, and fellow agents

Follow your states procedure to transfer your license

Update your biography and headshot (if needed)

Download your new logo and update your personal marketing materials (business cards, signage, web, social, etc.)

Update your voicemail

Make announcement to your sphere through social media posts, mailing postcards, press releases, etc.

Update your email signatures (including phone and tablet) and contact information with Coldwell Banker info

Make an appointment to meet with affiliated businesses (title, warranty, mortgage, etc.)

Update real estate website profiles (Zillow, Realtor.com, etc)

Attend Gen Blue®

Review the Awards criteria and resources housed in CB Desk

Virtually attend brand led events such as, product/marketing updates, masterminds, learning series, town halls, etc. Join the Coldwell Banker Global Network Facebook page Follow all Coldwell Banker social media channels

Check out coldwellbankerstore.com to view branded swag and order as desired

Coldwell Banker Orientation

CBU Agent Pathways

CBU Learning Library

products, tools & systems

Receive your Coldwell Banker login credentials

Log into CB Desk (mycbdesk.com)

Marketing Center

BOOST

Run a targeted digital advertising campaign on Boost Recommended course: AMP or bootcAMP

Exclusive Look

XpressDocs for branded print materials and order as desired

trainings as applicable Review Tiles & Resources

Utilize a template to create branded content Update your agent biography on the website

MoxiWorks suite of products (if applicable)

newly affiliated agent checklist programs

Review the Coldwell Banker Global Luxury program resources in CB Desk

Use the Threshold tool to identify the Global Luxury price threshold in your market

If desired, register/attend the luxury certification course

Review the CB Supports St. Jude program

CB Desk > CB Brand > CB Support St Jude

Review the CB Referral Rewards program with your company's leadership (if applicable)

Review the Coldwell Banker Business Advantage program offerings and discounts

Visit Spark and review personal and professional benefit offerings

suggestions for continued success

Attend office meetings or company events

Create or update business plan with assistance from your company's leadership

Complete check-ins with your company's leadership (suggested at 30,60, 90 days)

Leverage and stay engaged with the Coldwell Banker Network

Read the CB Blue Matter blog

Engage with the CB Global Network FB group

Stay current with CB social media accounts

When available, attend virtual/in-person events

support & faq

support contacts

CB Desk Help Center

Find product information, training resources, FAQs, and support information. Access anytime by clicking the 'Question Mark' icon located at the top right corner of your Desk profile. https://www.mycbdesk.com/help-center

Product Support

Request assistance, submit a support ticket, and troubleshoot issues. Available 24/7. https://anywhere.service-now.com/cb/ | Phone: 877-426-5393 | Email: help@coldwellbanker.com

MoxiWorks Support

Request assistance, submit a support ticket, and troubleshoot issues. Available M-F, 9AM-8PM EST. support.moxiworks.com (Live chat, schedule a call, or email: support@moxiworks.com

how to submit a support ticket

Visit https://anywhere.service-now.com/cb/ or click the blue question mark on the bottom right corner of CB Desk.

frequently asked questions

When will I receive my Coldwell Banker login credentials?

You will receive your login credentials within 24 hours of your company's leadership inputting your information into our Dash system.

When will I be able to access the Coldwell Banker tools and resources?

Upon successful receipt and activation of login credentials, you will have access within 48 hours.

How can I best leverage Coldwell Banker resources?

Dive into the tiles and resources housed in CB Desk. Review resources housed in the tabs on the left-hand side such as Marketing, Global Luxury, Awards, etc. You can also leverage the Help Center and Coldwell Banker University offerings to dive in deeper.

How do I learn more about the Coldwell Banker awards program?

Visit CB Desk > My Business > Awards & Production. View the Awards Brochure and Criteria Chart.

What Coldwell Banker events will I have access to?

You will have access to attend Gen Blue (Signature Brand Event) and Luxury Events (After becoming a certified Coldwell Banker Global Luxury agent).

How do I submit a support ticket?

Reference the information above. https://anywhere.service-now.com/cb/ | Phone: 877-426-5393 | Email: help@coldwellbanker.com

We’re here to support you.

You have an expansive team of support people behind you every step of the way. We provide unparalleled resources in technology, lead generation, relocation/referrals, and personalized marketing to help our agents reach their sales and revenue goals in an environment that is geared toward success.

WORLD-CLASS SUPPORT IS OUR SPECIALTY

President, Marketing

Digital Marketing & Technologies Manager

Digital Marketing Specialists

Continuous Improvement Manager

Graphic Designers

Print Specialists/Print Shop

Commercial Real Estate

Marketing Specialists

Luxury Ambassadors

Regional Marketing Coordinators

Sales Managers

Regional Service Coordinators

Agent Service Coordinators

Commission Specialists

Regional Presidents, Vice Presidents, and Directors

In-House Attorney

President, Commercial Real Estate & Property Management

Commercial Coordinators

Property Management Specialists

Relocation Services

Referral Coordinators

Mortgage, Title, and Insurance Services and MORE!

Put your energy into your clients, and let us handle your marketing! Our team of professional designers and digital marketing specialists are here to create totally custom designs for you, whether you need social media marketing graphics or ads, postcards, brochures...the options are endless! Let us help to increase your digital presence, advertise your services and listings, attract buyer and seller lead opportunities, and more!

COLDWELL BANKER | Schmidt Realtors

COLDWELL BANKER | Woodland Schmidt

COLDWELL BANKER | AJS-Schmidt

COLDWELL BANKER | Schmidt Family Of Companies

COLDWELL BANKER | Schmidt Realty

COLDWELL BANKER | Routh Realty

COLDWELL BANKER | Sunstar Realty

COLDWELL BANKER | Paradise

COLDWELL BANKER | Premier Properties

COLDWELL BANKER | The Amelia Group

COLDWELL BANKER | St. Croix Realty

COLDWELL BANKER | St. Thomas Realty

MICHIGAN | CBGreatLakes.com

OHIO | CBSchmidtOhio.com

FLORIDA | CBFloridaHomes.com | FLColdwellBanker.com ColdwellBankerPremierProperties.com | CBAmelia.com

U.S. VIRGIN ISLANDS | ColdwellBankerVI.com

Schmidt Family of Companies is the parent to its Coldwell Banker franchise. We are a fifth generation, full-service brokerage firm founded in 1927 specializing in residential, luxury, and commercial real estate, property management, mortgage, and title services.

Leading The Way

Offices in Michigan, Ohio, Florida, and US Virgin Islands to Serve You

Michigan

Bellaire

Benzie

Big Rapids

Boyne City

Cadillac Cascade

Cedarville

Charlevoix

Cheboygan

Elk Rapids

Escanaba

Fremont

Gaylord

Glen Arbor

Grand Haven

Grand Rapids

Harbor Springs

Hart

Higgins Lake

Holland

Houghton Lake

Indian River

Kalkaska

Leland

Marquette

Michaywé

Muskegon

Naubinway

Newaygo

Petoskey

Rockford

Saugatuck

Shanty Creek

Sparta

Suttons Bay

Traverse City

Whitehall

Zeeland

Ohio

Brecksville

Canton

Fairlawn

Geneva

Mentor

North Ridgeville

Portage Lakes

Sandusky

Streetsboro

Strongville

Twinsburg

Westlake

Florida

Amelia Island

Arcadia

Cochran

Fisherman’s Village

Fort Pierce

Gulf Cove

Hammock Beach

Matanzas

North Port

Ocean Village

Ormond Beach

Palm Coast

Port Saint Lucie

Punta Gorda

San Marco

Satellite Beach

Sebastian

S. Hutchinson Island

St. Augustine

Stuart

Vero Beach

World Golf Village

US Virgin Islands

Christiansted, St. Croix

Frederiksted, St. Croix

St. Thomas