COLDWELL CONCIERGE
A MESSAGE FROM KAMINI LANE
President and Chief Executive Officer, Coldwell Banker Realty
Welcome to Coldwell Concierge a comprehensive look at the many resources, tools, and services designed to help you build and grow a successful real estate business
At Coldwell Banker Realty, our goal is simple: to help you reach your fullest potential From our innovative products and marketing platforms to our coaching programs, culture, and ancillary services, every part of our organization is built to support your success
What truly sets us apart is our people Our non-competing branch managers are dedicated solely to helping you achieve your goals Our talented marketing team provides the expertise, strategy, and creativity to help your brand stand out And our incredible office support staff ensures that your business runs smoothly so you can stay focused on what you do best serving your clients
As you explore this guide, you’ll discover just how many ways Coldwell Banker Realty is here to help you grow, connect, and lead in your market Together, we continue to build on a legacy of trust, innovation, and excellence that defines our brand and our future
Thank you for being part of Coldwell Banker Realty I’m proud of what we accomplish together every day and inspired by the opportunities that lie ahead
Warm regards,
Kamini Lane President and Chief Executive Officer Coldwell Banker Realty Kamini Lane
COLDWELL CONCIERGE
Coldwell Concierge is your comprehensive guide to the Coldwell Banker Realty experience a curated resource showcasing the tools, services, and support that empower your business. From innovative marketing and technology to coaching, culture, and client solutions, it’s designed to help you navigate our full suite of offerings with ease and confidence
Coldwell Concierge reflects our unwavering commitment to helping every agent reach their fullest potential It connects you to the people, programs, and resources that make Coldwell Banker Realty a place where success is supported, collaboration thrives, and growth is limitless
PRODUCTION
We help agents sell more homes, make more money, and work more efficiently
COACHING
We enable agents to expand their sales and business development skills through effective education, coaching and support.
WEALTH
We offer real financial strategies that agents can use to grow and protect their personal wealth, now and into the future. We believe your best years are ahead of you
CULTURE
We provide a diverse environment that is collaborative, supportive and fun. We are a company that inspires pride.
PRODUCTION
COACHING
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COLDWELL CONCIERGE
Coldwell Concierge is your complete guide to the tools, services, and resources that power success at Coldwell Banker Realty Designed to support you at every stage of your real estate business, it brings together everything that makes our company exceptional from marketing and technology to coaching, culture, and client services Coldwell Concierge helps you navigate our full ecosystem with clarity and confidence, ensuring you can easily access the resources that strengthen your business and your brand.
Coldwell Concierge reflects our core values and a shared commitment to helping every agent reach their fullest potential It represents our dedication to serving you through collaboration, innovation, and unmatched support Whether you ’ re building your personal brand, expanding your marketing strategy, or streamlining your transactions, Coldwell Concierge connects you with the people, tools, and expertise that make success possible at Coldwell Banker Realty
CORE VALUES
PRODUCTION
We help agents sell more homes, make more money, and work more efficiently
COACHING
We enable agents to expand their sales and business development skills through effective education, coaching and support
WEALTH
We offer real financial strategies that agents can use to grow and protect their personal wealth, now and into the future We believe your best years are ahead of you
CULTURE
We provide a diverse environment that is collaborative, supportive and fun We are a company that inspires pride
TABLE OF CONTENTS
PRODUCTION
We help agents sell more homes, make more money, and work more efficiently.
COLDWELL CONCIERGE
Listing Marketing
360° Property Marketing
Listing Presentations & CMA
Exclusive Look
RealVitalize
Sphere Marketing
Prospect Square
Clients for Life
MoxiWorks® Productivity Suite
Brand Marketing
Canva
Social Concierge
Design Concierge
Transaction Concierge Productivity
Transaction Manager
Advisors
Mortgage
Warranty
Escrow
Title
Commercial
Insurance
360° PROPERTY MARKETING
Listing Concierge
Listing Concierge is a powerful real estate marketing platform backed by a dedicated team, designed to help agents stand out, win more listings, and maximize their impact with minimal time investment It delivers a comprehensive, best-in-class marketing plan that helps agents showcase their value and turn one listing into three
LISTING MARKETING GET STARTED HELP CENTER LEARN ON-DEMAND
LISTING PRESENTATIONS
A great listing presentation is the key to winning business it builds trust, showcases your expertise, and sets you apart in a competitive market
Deliver stunning, professional presentations to prospects and clients with ease, all while saving time and effort. More than just a CMA tool, MoxiPresent® by MoxiWorks® is a feature-packed, versatile real estate presentation builder designed to help you win more business
Engaging Multimedia
Create interactive buyer tours with commentary, commute times, and optimized routes.
Embed 3D tours, videos, and full web pages for immersive experiences
Add dynamic content for virtual open houses, consultations, and more
Ready for Anything with Live Editing
Update presentations in real time with live MLS data
Make on-the-fly changes to address client questions instantly.
Apply current branding for polished, consistent presentations.
Add custom branding for individuality while staying professional Power of the Coldwell Banker® Brand
With MoxiPresent® by MoxiWorks®, you can: GET STARTED HELP CENTER LEARN ON-DEMAND
EXCLUSIVE LOOK
Exclusive Look is designed to empower real estate professionals with more choice in how they promote listings It supports a strategic, customized approach to listing exposure whether through limited visibility or broad dissemination via the MLS allowing agents to tailor their strategy to each client’s goals and timing
Exclusive Look Features
Exclusives: Listings shared privately within your brokerage, ideal for early exposure and internal collaboration
Sneak Peeks: Listings made visible one business day before submitting to the MLS, including properties from across brands, giving agents a head start in sharing with clients
Wants and Needs: A tool to promote buyer preferences across the broader Anywhere network, helping match clients with potential homes faster
LISTING MARKETING GET STARTED HELP CENTER LEARN ON-DEMAND
REALVITALIZE®
The RealVitalize® program can help your seller make the necessary improvements to get the best price for their home With no enrollment fees, liens, interest, or markups for the homeowner they get to enhance their home without incurring any out-of-pocket costs.
Show-ready homes spend fewer days on the market, attract higher bids, and require less work to sell But often, homeowners are hesitant to spend dollars out-of-pocket. The RealVitalize® program helps to remove the barriers to maximize the sale price of your listing by:
Offering home improvement resources at no upfront cost
Providing access to a network of trusted professionals offering more than 500 types of services through Angi Sourcing and scheduling with a dedicated Angi Project Consultant guiding the way.
With no enrollment fees, liens, interest, or markups for the homeowner they get to enhance their home without incurring any out-of-pocket costs. Once the sale is complete, the full price of the RealVitalize project will be deducted from the final sale
CLIENTS FOR LIFE
Nurturing your sphere of influence is an important way to grow your business. Clients For Life is a powerful sphere marketing program that automatically connects you with your contacts every month From charity drives to virtual expos and gift card giveaways, these attention-grabbing emails give you a friendly reason to reach out no cold calling required.
You’ll get a full calendar of events, and once you set your campaign preferences, Prospect Square handles the eBlasts for you, working in the background like a networking assistant so you can focus on other tasks
Automated Digital Campaigns
Automated Area, Market and/or Quarterly reports that provide a view of market trends and establish you as the local market expert. MONTHLY REPORTS
Customizable monthly digital newsletters feature local lifestyle content and market insights, helping you stay relevant and top of mind MONTHLY NEWSLETTER
SPHERE MARKETING
MOXIWORKS® PRODUCTIVITY SUITE
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MoxiRise®
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MoxiWebsites®
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MoxiImpress®
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MoxiEngage®
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LEARN ON-DEMAND
GET STARTED
HELP CENTER
CANVA
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SOCIAL CONCIERGE
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DESIGN CONCIERGE
Design Concierge, powered by The Studio, combines smart personalization technology with top-tier creative experts to build your personal brand From business cards to bios, we make it easy for you to focus on people, not Photoshop
Packages & Products
ESSENTIALS
A smart starting point for agents building brand recognition. Includes:
Semi-custom logo
Social Media & Email headers
Email signature.
BRAND BOOST
Designed for agents ready to stand out with stronger, more consistent branding Includes:
Custom logo.
Professional bio
Social headers
Email signature.
Business card
DISRUPTOR
For agents who want to lead with a bold, cohesive brand across every marketing touchpoint Includes everything in Brand Boost plus:
Personal brochure
Property marketing template
GET STARTED HELP CENTER LEARN ON-DEMAND
BRAND MARKETING
TRANSCATION MANAGER
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GET STARTED HELP CENTER
PRODUCTIVITY
TRANSACTION CONCIERGE
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GET STARTED HELP CENTER
MORTGAGE
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GET STARTED HELP CENTER
ADVISORS
WARRANTY
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ESCROW
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TITLE
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COMMERCIAL
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GET STARTED HELP CENTER
ADVISORS
INSURANCE
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GET STARTED HELP CENTER
COACHING
COLDWELL CONCIERGE
Training & Support
Branch Management
Office Staff
Coldwell Banker University
Perfect Pitch
Certifications
Luxury Property Specialist
Deal Advisor
New to Business Blueprint
Experienced Agent Blueprint
BRANCH MANAGEMENT
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OFFICE SUPPORT STAFF
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Regional Support Specialist
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Job Title
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COLDWELL BANKER UNIVERSITY
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GET STARTED HELP CENTER
COACHING
PERFECT PITCH
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GET STARTED HELP CENTER
GLOBAL LUXURY CERTIFICATION
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COACHING
Filler page Luxury
New to Business Blueprint
Experienced Agent Blueprint
WEALTH
Explanation of this Referral Rewards
Explanation of this Wealth Builder
explanation of this SPARK
explanation of this Legal Assistance Program
Referral rewards
Wealth Builder
SPARK
Legal Assistance Program
CULTURE
COLDWELL CONCIERGE
Gen Blue Celebration of Success Awards Company Events
What Moves Her Values Initiatives
CB Cares St. Jude Toys for Tots Community
Gen Blue
Celebration of Success
CULTURE
Awards
What Moves Her
CULTURE
Values
CB Cares
CULTURE
St. Jude
Toys for Tots
MARKETING RESOURCES
COLDWELL CONCIERGE
Agent Marketing Plan
Global Luxury
Live Workshops
On-Demand Marketing Education
Marketing Specialists
Social Media Guides
Social Media Workshops
Social Media Mastermind
