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Tools and resources to help get you started with Coldwell Banker Realty
DESIGN CONCIERGE
Build your brand with stunning designs to grow your business
Promote your brand and business online with a stunning website.
LISTING CONCIERGE
Win more listings with a state-of-the-art property marketing platform.
AGENT VALUE PROPOSITION
Learn to master the unique value proposition you can offer potential clients.
MOXIPRESENT
Create polished client presentations leveraging data and marketing materials.
MARKETQUEST
Master your market with real-time and informative real estate market data.
MARKETING CENTER
Create and deploy eye-catching marketing materials from one central source
MOXIENGAGE
Manage and engage with your contacts with a CRM designed for agents.
PROSPECT SQUARE
Stay top-of-mind with engaging and memorable sphere marketing campaigns.
CUSTOM VIDEO
Learn video marketing strategies that drive engagement and boost business.
BOOST
Boost your business with targeted social media and internet advertisements
DIY LISTING MARKETING
Learn the effective tools and resources to market your listings.
Access key materials and resources for luxury marketing
SOCIAL MEDIA
Stay ahead of the rest with a savvy effective social media strategy.
Access
to help you with your business needs.
At Coldwell Banker Realty, our field marketing team offers a comprehensive curriculum of marketing workshops designed to master your skills and knowledge of our Coldwell Banker marketing tools and products.
We offer four levels of workshops: Overview, Essentials, Advanced, and Unlocked, each designed to help you choose workshops that fit your needs.
These workshops offer high-level demonstrations that provide an informative overview of our products' capabilities. They serve as a starting point for understanding what our products can do and their potential benefits.
These workshops take a deeper dive into a product to help you understand essential functions of a tool and gain a comprehensive understanding of core features and functionalities to maximize your effectiveness.
These workshops focus on demonstrating the advanced features and capabilities of our products. Moreover, they thoroughly explore integration possibilities with other products to enhance their overall utility, functionality, and efficiency.
These workshops are where creativity meets strategy. Go beyond the core application of our products and explore innovative approaches, marrying them with other products and methods to achieve specific outcomes.
Browse the calendar and sign up for a Marketing Workshop at:
Navigate all of your company tools on one unified, customized platform, where you can easily manage your online profiles, listings, and learn to leverage various company tools to enhance your business operations.
Learn how to navigate Desk. Desk is a completely customizable platform that unites the key products and tools that you need to run your business effectively in one cohesive, integrated solution.
Learn about CBHomes Admin where you can manage your bio, profile specifics, and listings, ensuring you present yourself in the best possible light in a digital focused market.
New to Coldwell Banker? Take advantage of this Marketing Orientation, where you will learn how to use Desk and get live overviews of the different products offered at Coldwell Banker.
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Desk is your virtual office for essential tools, products, and updates. Get the scoop on how to navigate and update your company profile in Profile Manager.
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Learn how to manage your listings and upload highresolution photos, ensuring they look great online. Learn about our Insight tool for tracking web traffic and understanding your listing’s exposure.
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Design Concierge, powered by the marketing experts at The Studio, unites smart personalization technology with some of the industry’s most talented advertisers, copywriters, and designers to help build your personal brand.
Learn about our in-house branding agency to help you create a brand that is uniquely you. Design Concierge can help you become the memorable real estate expert in your local market.
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Learn how to place a Design Concierge order. Plus, learn suggested best practices when placing an order and what to expect when working with your assigned Design Concierge Coordinator.
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Discover how Design Concierge can boost your brand with eye-catching digital assets—and how to use them strategically across your online platforms.
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Learn about the available packages offered by Design Concierge, where you can seamlessly integrate your personal brand with Listing Concierge’s property marketing materials.
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Design Concierge offers exceptional, industryleading real estate personal branding and broker support for any professional to grow their business and drive success.
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MoxiWebsites by MoxiWorks is a web content management system that empowers agents or teams to create professional websites without any coding knowledge. It offers a flexible solution for real estate agents to manage their website content easily.
Learn how to build and maintain an engaging website with MoxiWebsites, providing a valuable resource for your sphere of influence and online visitors.
Learn to create and manage website content with MoxiWebsites: edit, organize, and add pages, use the editor, and set up a client testimonials page.
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Watch On Demand (30 mins)
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Explore advanced customization options for your MoxiWebsites site, including creating custom pages with templates and using Page Builder to tailor your site's design.
Watch On Demand (30 mins)
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Create personalized property searches on your website and CRM to match clients' unique needs. Keep them engaged with real-time updates and tailored listings.
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Capture leads organically on your MoxiWebsite. Add the CB Move Meter and Home Estimate widgets. These tools can aid in lead generation, but results are not guaranteed and best practices vary.
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Learn how to use AI to quickly create and add blog posts to your website, keeping your content fresh and your website up to date with ease
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Listing Concierge is our in-house, state-of-the-art, property marketing platform that helps agents boost their business by winning more listings, proving their value, showcasing properties effectively, and selling more homes.
Ready to win every listing presentation and turn one listing into three? This workshop will introduce you to Listing Concierge, our innovative and comprehensive property marketing platform.
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You’ve got your listing and now you are ready to place a Listing Concierge order. Learn how to set up your profile, place an order, and what to expect once your order is placed.
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You’ve placed your Listing Concierge order and now it’s time to get to work. Learn the basics of getting your order through the finish line, proofing each item in your order, and essential tips for an efficient experience.
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Learn about Listing Concierge’s eye-catching single property websites. This demonstration shows you how to edit and manage these sites and discuss effective ways to promote them.
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Take a deep dive into print marketing options from Listing Concierge. Learn about proofing and editing print materials, tips and tricks, and the timelines for deploying materials like mailers and brochures.
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Discover the Power of Listing Concierge + AI. Explore the AI feature in Listing Concierge, created to streamline your workflow, freeing up valuable time for business growth.
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For a uniquely tailored Luxury Property Marketing Plan, contact your local Luxury Marketing Team.
You’ve sold your listing, but the job is not done yet! Learn how to deploy the remaining products within your Listing Concierge order and leverage the sale to promote your business.
Listing Concierge’s YouTube video ads target local audiences based on their search habits. Learn how to proof these ads, the timeline for completion, ad analytics, and ways to promote them.
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Learn about the digital offerings within Listing Concierge, including creating QR codes, vanity domain names, YouTube ads, your Boost ad and possible leads, and more.
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Understand and articulate what sets you apart from your competitors Learn how to craft compelling narratives, present evidence of your success, and leverage your expertise to build credibility and ultimately win more business.
Define your unique agent value with credibility and relevance while mastering your pitch for greater differentiation and impact.
Book Next Available Appointment OVERVIEW
Discover how RealVitalize helps sellers prepare their homes with no upfront costs, offering professional services and project management to enhance listings and support your business growth.
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THE 12 MINUTE LISTING PRESENTATION
The 12-minute listing presentation highlights the unique benefits of Listing Concierge. Learn strategies to effectively communicate its value and win more listings.
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THE 12 MINUTE LISTING PRESENTATION: FLORIDA & NORTHEAST
The 12-minute listing presentation highlights the unique benefits of Listing Concierge. Learn strategies to effectively communicate its value and win more listings. For FL and NE markets only.
ADVANCED
Harness AI to create your “Perfect Pitch” using CoPilot. Enhance your unique value proposition with credibility, crafting a personalized pitch that highlights your strengths and sets you apart.
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Learn how to find and use RealVitalize marketing materials for social media, email, and print to promote the program and showcase its value to potential sellers.
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®
MoxiPresent by MoxiWorks empowers you to create dynamic and informative presentations. It’s more than just a CMA tool it helps you seamlessly engage prospects and clients, making your presentations both insightful and captivating.
An Overview of your one-stop shop for creating compelling presentations for buyers and sellers. Learn the basics of creating effective listing and buyer presentations to enhance your business.
Watch On Demand (40 mins)
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Create a Comparative Market Analysis and utilize marketing materials to enhance your listing presentation, effectively showcasing a property's value and marketing exposure to potential sellers.
Watch On Demand (15 mins)
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Create informative presentations for your buyers. This tool helps affiliated agents create easy-tounderstand buyer guides and tours to support decision-making during the buying process.
Watch On Demand (30 mins)
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Elevate your client presentations. Create custom print and digital content, including embedded videos, to deliver a unique and impactful message tailored to your business
Watch On Demand (20 mins)
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Next Available Appointment
Learn advanced customization for templates and pages that blend print and digital mediums. Create bespoke presentations, embed dynamic elements, and use Design Concierge for professional results
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Market Quest offers agents comprehensive MLS data to attract new clients and impress existing ones. Easily generate market share and trend reports while showcasing your brand’s top performance.
Learn about Market Quest, our tool that provides comprehensive MLS market data. Download a variety of content including PDF reports and social graphics displaying key market data.
Watch On Demand (60 mins)
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Learn how Market Quest can help you leverage Coldwell Banker’s strong positioning in the market by generating and sharing market share and position reports.
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Learn how Market Quest can help you share key market data with your clients and SOI. You can generate detailed PDF reports and eye-catching social graphics.
Learn how to create market snapshots from Market Quest. Tailor your snapshots into tall formats for Instagram Stories and wide and square formats that fit for Facebook, LinkedIn, and Instagram
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Watch On Demand (15 mins)
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of buyers and 39% of sellers used online market data and trends to help them navigate their transactions, demonstrating the value that consumers place on being informed about market conditions.
Marketing Center empowers agents to easily access, customize, and download branded materials. It’s your go-to solution for streamlining content management and elevating your marketing game with professional, on-brand assets at your fingertips.
Learn how Marketing Center provides quick and easy access to the content creation you need to effectively market yourself and your listings.
Take a deeper dive into the traditional offerings from Marketing Center. Learn how to keep organized, share projects, find stock imagery, and create captivating social graphics.
This demonstration equips you with the knowledge and ability to create and identify materials that captivate your audience and leave a lasting impression.
Learn advanced output options in Marketing Center such as utilizing the presentation and flipping book feature, ordering print pieces, sharing assets to social media, and navigating the download settings.
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Use creative content from Marketing Center across MoxiWorks tools and Prospect Square. Embed emails with live links in MoxiEngage and Prospect Square, as well as on your MoxiWebsite Download pages for presentations in MoxiPresent
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®
®
® MoxiEngage CRM by MoxiWorks is tailored for real estate agents, focusing on spheremarketing. It utilizes property data to nurture leads, drive repeat business, and help agents achieve their sales goals.
Get an overview of your CRM tool, covering key features, functionality, and how to upload contacts and navigate the platform efficiently.
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Learn how you can manage and organize your contacts plus how to market to your client base no matter where they are in the home buying or selling process.
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Strengthen your marketing efficiency with automated email drip campaigns within MoxiEngage that feature a variety of content to keep you top of mind with your sphere of influence.
Learn to understand the CRM dashboard in MoxiEngage and analyze its metrics and analytics. Gain insights to make informed decisions and optimize your workflow effectively.
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Find a Live Workshop
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Unleash your creativity by customizing email content. Learn to personalize emails, use templates effectively, and craft compelling messages tailored to client needs and preferences.
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ProspectSquareisyourgo-tospheremarketingplatformthatincludesClientsforLife,datareports, propertye-blasttemplates,andamonthlynewsletter,alldesignedtohelpyouremainmemorable withyourclientsandcontacts
Get started with this powerful sphere-marketing tool that includes our Clients for Life Campaign, market data reports, a monthly newsletter, and property e-blasts.
Keep your clients and contacts informed by leveraging informative automated market data campaigns. These data-filled reports will showcase your local knowledge and expertise.
Clients for Life offers your contacts engaging and exciting monthly content that help you touch base with unique offerings that set you apart from the competition.
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*note: Clients for life is not available in CT, MN, St. Louis, Atlanta, Carolinas, New England, NJ, Mid-Atlantic, FL, OH, Pittsburgh, & HI.
Learn to create captivating property emails in Prospect Square that engage and convert, whether you're an experienced agent or just starting out in the industry.
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Set up and personalize a monthly newsletter where you can select your own local articles and imagery to create captivating and memorable monthly content.
Learn how to increase the visibility and engagement for your Clients for Life campaign by learning strategies for sharing on your favorite social media platforms.
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Stay ahead of the curve with custom video content that tells your story and highlights your expertise. Equip yourself with the tools and techniques to produce high-quality videos that drive results.
Learn to access the Custom Video Tool, explore key features, create engaging videos, apply basic edits, and easily download and share your content to enhance your brand.
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Learn to create and embed custom videos on your website, integrate YouTube videos, and showcase your expertise with engaging content that enhances your brand and captivates visitors.
On Demand (20 mins)
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Learn to integrate video into your strategy using our tools while mastering SEO, tags, and metadata to maximize audience engagement and elevate your marketing.
89% did you know..
of businesses use video as a marketing tool in 2025. Short-form video report the highest ROI of all content formats**
Take advantage and add in a complimentary property vertical video for your property when you purchase a Luxe package through Listing Concierge
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Boost automates digital advertising campaigns, enabling you to quickly create ads that promote yourself or your listings to targeted audiences in just minutes. Reach the right people with more efficiency.
Explore key features and familiarize yourself with the interface. Discover how to streamline your digital advertising efforts across social media and highly trafficked websites.
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Learn how to create eye-catching digital ads for your listings to capture email leads. Learn techniques to maximize the visibility and impact of your listing ads.
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Learn how to advertise your business through targeted social media and online ads. Discover how to create content that resonates with your target audience and elevates your brand.
ADVANCED
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Discover the fundamentals of creating custom videos and using them in targeted Boost advertising campaigns to enhance your online marketing efforts.
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Use your leads from Boost and turn these cold leads hot This demonstration will show you how to upload these leads into Prospect Square and MoxiEngage to cultivate new relationships
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Discover a variety of products and tools designed to help you create and promote marketing materials for your listings more effectively. These tools, from customizable templates to digital resources, simplify marketing and boost your listings' visibility.
Exclusive Look is our in-house advertising portal for Coldwell Banker agents to market off-market listings or pre-MLS properties. Showcase properties and buyers' needs within our large network.
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Master DIY Real Estate Property Marketing using MoxiImpress. Learn how to create digital and print materials, and explore the core features available to elevate your marketing efforts.
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Learn which tools to leverage when advertising open houses, how to use them effectively, and where to deploy your marketing for maximum exposure and results.
Some say off-market homes get better offers, but the truth is less exposure means fewer buyers, weaker offers and no competitive bidding Agents at Coldwell Banker Realty provide the best of both worlds by leveraging our Exclusive Look tool providing early exposure to 100,000+ agents that protects their listing’s value with MLS-compliant marketing
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®
Coldwell Banker Global Luxury is recognized as a world leader in the marketing of exceptional properties and is considered to be among the world’s consummate marketing programs for promoting luxury properties to a local, national and international marketplace.
Coldwell Banker Global Luxury® is widely considered to be among the world’s consummate marketing programs, promoting luxury properties to a local, national and international marketplace.
The Luxury Property Specialist Guidebook
How to Leverage Global Luxury
Program Resources Brochure
View All Resources on Desk
The Trend Report 2025 is a comprehensive analysis of what’s new and noteworthy for high-networth real estate, including trends and real estate insights, drawing upon insights and data from leading sources like the Institute for Luxury Home Marketing, Wealth-X, and other industry experts.
View The Complete Report
Customize Your Own Report
A Coldwell Banker Global Luxury certification enhances your credibility as a luxury property expert and serves as a signal for high-net- worth individuals that they are working with an exceptional real estate professional. Find out how you can become a Luxury Property Specialist.
Learn More or Register Today
Does your new listing qualify for the Coldwell Banker Global Luxury® program marketing? Check the list price against the GL threshold tool and contact your Luxury Marketing Team for luxury property marketing recommendations.
Visit the GL Threshold Tool on Desk
The Coldwell Banker Global Luxury® program produces an annual, awardwinning report series that draws upon insights and data from leading sources like the Institute for Luxury Home Marketing, Wealth-X, and other industry experts.
THE TREND REPORT > THE MID-YEAR REPORT >
These reports provide a unique perspective on the evolving landscape of luxury real estate, highlighting the key trends shaping the market today and predicting future directions of luxury property buying and selling.
Get a strategic and comprehensive overview of the program’s marketing capabilities, certification process, exclusive partnerships, branded marketing assets, and more.
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Deliver polished, professional presentations that stand out in the luxury market, using MoxiPresent, Marketing Center, Global Luxury talking points, XpressDocs materials, and Design Concierge.
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Understand the powerful marketing tools, strategies and practical insights to help you expand your reach, elevate your brand, and connect more effectively with today’s luxury buyers.
Explore tools like WealthEngine , One Million Impressions, Google AdWords and premium media placements, along with expert support to help you reach affluent buyers and grow your brand.
For certified Luxury Property Specialists, learn the tools, strategies, and resources needed to elevate your brand, market high-end properties effectively, and grow your luxury real estate business.
Learn strategies designed to help you navigate the luxury real estate space, increase personal brand visibility and establish authority in the luxury marketplace.
A Coldwell Banker Global Luxury certification enhances your credibility as a luxury property specialist and serves as a signal for high-net- worth individuals that they are working with an exceptional real estate professional. ®
LEARN MORE OR REGISTER TODAY
Learn how to prepare for and deliver a standout luxury listing presentation, effectively presenting with confidence and clarity to maximize the impact of every luxury listing opportunity.
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Position yourself as a premier luxury real estate expert by leveraging the Coldwell Banker Global Luxury program and differentiating yourself in a competitive luxury marketplace. ®
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Learn how to harness the international reach of the Coldwell Banker Global Luxury program and worldwide network, to elevate your listings and expand your business across borders.
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Explore the latest marketing strategies and tools to elevate your luxury listings, maximize exposure, attract affluent buyers, and leverage Coldwell Banker’s premium marketing resources.
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Unlock your perfect Global Luxury pitch and learn how to articulate your personal value alongside the unique strengths of the Coldwell Banker Global Luxury program with clarity and impact ®
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Designed to help agents craft emotionally rich, story-driven narratives that resonate with affluent clientele You’ll learn how to move beyond features to evoke lifestyle, aspiration, and legacy
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Harness the power of social media to build meaningful connections with your friends, clients, neighbors, and community Learn how to engage authentically and make a lasting impact through your online presence.
This introductory workshop covers popular platforms like Facebook, Instagram, and LinkedIn, teaching you their unique features and strategies to boost brand visibility, engage customers, and grow your business.
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Learn to create attention-grabbing content that stops the scroll! Learn how to write compelling captions, design eye-catching visuals, and tailor your posts that resonate with your audience on your favorite social sites.
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Unleash the power of video to enhance your online presence and build a loyal following. Learn effective strategies for creating engaging content on Instagram, TikTok, and YouTube to boost visibility and tell compelling stories.
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Unlock your Facebook business page's potential by learning to grow your brand organically. Discover expert tips for creating engaging content, optimizing your page, and using Facebook’s features to enhance visibility and build loyalty.
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Explore the vibrant world of Instagram! Learn how to enhance your brand's visibility and engagement through stunning visuals, captivating posts, and effective strategies for photography, captions, hashtags, and community building.
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Watch On Demand (10 mins)
Learn to enhance your LinkedIn profile by showcasing expertise, building connections, and creating engaging content. Explore best practices for optimizing visibility and leveraging features like groups, endorsements, and recommendations.
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Master the art of TikTok videos and Instagram Reels with strategies for captivating short-form content. Learn storytelling techniques, editing tips, and how to use music and analytics to boost engagement and reach.
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Find and download social media assets from Marketing Center. Access banners, real estate templates, and create property-specific graphics to attract more clients with compelling visuals.
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Learn the essentials of creating high-quality video content using just your phone. From planning and filming to editing and publishing, you'll learn practical tips that elevate your video presence and drive engagement on social media.
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Takeaway PDF
Discover how artificial intelligence can streamline your social media efforts, allowing you to post more content with less effort. This course will introduce AI tools and techniques to automate and enhance your social media strategy.
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Takeaway PDF
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Step-by-step guidance to help you with everyday setup and tasks. These demos are designed to simplify your workflow. Whether you're troubleshooting or learning something new, these recordings are a valuable resource.
SUBMIT AN IT HELP TICKET
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GENERATE A QR CODE
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MICROSOFT TEAMS
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ACCESS OFFICE 365 APPLICATIONS
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DOWNLOAD & SHARE WEEKLY SOCIAL MEDIA CONTENT
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Booking the Next Available Appointment is designed for agents to book 20-minute, solution-oriented appointments to help solve specific and actionable tasks relating to any of our core marketing tools. These include: Design Concierge
Concierge
In addition to core product support, you can book five new strategy-focused 40minute sessions designed to provide in-depth marketing guidance at key points in the listing lifecycle. These consultations cover strategic marketing topics such as:
Revive My Listing New Listing... Now What? I Want to Enhance my Online Presence Build and Maintain Your Sphere In Between Listings - What Should I do?
Book your virtual appointment today at:
SUBMIT A MOXIWORKS SUPPORT TICKET
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Update YOur MOXIWORKS PROFILE
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UPLOAD YOUR CONTACTS TO YOUR MOXIENGAGE CRM
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ACCESS & FILL OUT THE MOXIENGAGE CONTACT TEMPLATE Watch On Demand (2 mins)
CREATE GROUPS FOR CONTACTS IN MOXIENGAGE
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CATEGORIZE CLIENTS IN MOXIENGAGE Watch On Demand (4 mins)
SET UP YOUR VANITY DOMAIN NAME & SSL CERTIFICATE
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ADD CLIENT TESTIMONIALS TO YOUR MOXIWEBSITE Watch On Demand (3 mins)
CONNECT GOOGLE ANALYTICS TO YOUR MOXIWEBSITE Watch On Demand (4 mins)
EDIT YOUR MOXIWEBSITE HEADER AND FOOTER Watch On Demand (3 mins)
ADD CUSTOM MENU LINKS TO YOUR MOXIWEBSITE
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