AGENT ORIENTATION GUIDE
Welcome to Coldwell Banker Realty | Winter Springs/Oviedo. We're excited to have you with us. Your energy and skills are exactly what we need, and we can't wait to see the awesome things we'll achieve together. Feel at home, ask anything, and let's enjoy this journey together.
ABOUT OUR COMPANY
Coldwell Banker® was founded in 1906 when Colbert Coldwell, a young real estate sales associate, observed families trying to piece their lives together following the disastrous San Francisco earthquake. Today, Coldwell Banker Realty companies operate the company-owned real estate brokerage offices in leading markets in the United States representing more than 52,000 independent real estate agents in approximately 600 offices. Coldwell Banker Realty is owned by a subsidiary of Anywhere Real Estate Inc. (NYSE:HOUS), the largest fullservice residential real estate services company in the United States.
OUR MISSION
OUR MISSION
Our mission is to guide brokers and commercial real estate professionals in achieving outstanding outcomes for clients.
HOW IT WORKS
Step 1: Identify a non-affiliated agent who is interested in a real estate career with the Coldwell Banker® brand*.
Step 2: Using the Referral Rewards app on Desk, fill out and submit the Referral Rewards form. Once submitted, you’ll receive status updates via email throughout the referral process.
Step 3: Share in their success! When the agent you refer affiliates, you receive a Referral Rewards Commission on their closed transactions!
MY DEALS
Must be completed within 24 hours of Listing Agreement and/or Buyers Agreement and/or Offers
TRANSACTION MANAGEMENT SYSTEMS
TRANSACTION MANAGER
Upload documents via My Deals and/or DotLoop to be covered by Legal Assistance Program
LISTING CHECKLIST
See Pages 10-11
BUYER CHECKLIST
See Page 12
TRAINING AND DEVELOPMENT
Visit CBU Learning Center Course Catalog here. CBU is accessible via MyCBDesk.
Want a Mentor? Reach out to one of our Mentors below:
CYNTHIA DAVIS
(407) 619-2937
SHARYON NEILEN (407) 810-2888
BENONDRE CEREZO (407) 970-2080
WORKSPACE AND FACILITIES
FLEX DESKS COPY ROOM
These workspaces are available to all agents on a first come first serve basis daily.
Please feel free to utilize desktops located in the work room in the event you do not have a laptop available.
KITCHEN
CONFERENCE ROOMS
Our kitchen has a refridgerator and eating area open for use. Please note that the coffee, water, and popcorn are complimentary.
Feel free to book the conference rooms as needed with Diana Obermueller.
PARTNERS & SERVICES
We have the best partners in the business. Coldwell Banker Realty knows when it comes to your clients, you want to provide them with the best service possible. With your business in mind, we have aligned with top industry affiliates, we call our Primary Service providers, to offer you and your clients complete and convenient assistance from beginning to end. Learn what they do to help you and your clients.
ONBOARD
TRACK TO SUCCESS
BRAND & MARKETING TRAINING ORIENTATION
TOOLS & TECH SETUP
SALES & NEGOTIATION TRAINING
SET UP ONLINE PROFILES
HOME SEARCH/ LISTING SETUP
CONTRACTS & PAPERWORK TRAINING
BUYER PRESENTATION
MENTORSHIP ASSIGNMENT
BUSINESS PLAN
BUILD SOI
GENERATE LEADS
LISTING PRESENTATION
SHOWINGS & OPEN HOUSE TRAINING
CLIENT CONSULTATIONS
OFFER/COUNTEROFFER & CONTRACT TO CLOSE PROCESS TRAINING
CLOSING & CLIENT FOLLOW-UP
FIRST WEEK TO DO LIST
CB HOMES ADMIN
Go to: mycbdesk.com and login Click on CBHomesAdmin
Under “My Profile”
Click “Edit” at each section and update your page
Upload photo, make changes to bio under “About”, etc.
Go to: mycbdesk.com; Click Office
365 email; username is firstname.lastname; Password will be given to youby Agent Support Coordinator or you can reset your passowrd by calling 1-877-NRTHELP
We Stongly encourage all agents use their company-issued email to conduct business (reminder private email accounts are not covered under the Legal Assistance Program.
Watch out for Test & Email Scams! No one from our office will ever contact you requesting gift cards or money.
If you would like to forward your Coldwell Banker email to another email address, please call 1-877NRT-HELP. NOTE:You will be prompted to change this password every 60 days.
Setup your signature by going to settings, then click “view all outlook settings”, click “compose & reply”. Then add your signature and click the 2 boxes under the signature box. Hit Save at top. Can change email to get rid of focused emails if you like under settings tab.
FIRST WEEK TO DO LIST CONTINUED
This is where CB Listing and Selling forms are located. You can create and email them to customers as well as set them up for e-signatures.
Go to MyCBDesk and login
Click on “DotLoop” Username is firstname.lastname@cbrealty.com
Click on “Forgot Password” and follow prompts
Enter the site and navigate.
Check In-house training calendar for class we offer on DotLoop
Go to MyCBDesk.com and login
Click on epay tile
Enroll in auto pay
Coldwell Banker’s tool for your website, CRM System, Marketing & Listing Presentations
Go to MyCBDesk.com and login
Click the MoxiWorks tile
Click “My Website” at the top
Follow the “common task” prompts to begin customizing your website
FIRST WEEK TO DO LIST CONTINUED
PROSPECT SQUARE
Another Coldwell Banker tool to help you keep in touch with your clients, sphere, etc.
Go to MyCBDesk.com and login
Click on Prospect Square tile
Click on your photo at the right top of page
Input all your information on each section
Save
Coldwell Banker tool that helps you win the listing, protect your commission and turn one listing into three or more
Go to MyCBDesk.com and login
Click on Listing Concierge tile
Click top right where your photo should be
Click My Profile
Upload your photo
Input your email address, phone number, title, and website Click Update Profile
Share sneak peeks (Only if listed in MLS within 24 hours) and CB Exclusives
Go to MyCBDesk.com and login
Generate Exclusive Look Listing, Sneak Peak or Buyer’s Wants/Needs
ANY QUESTIONS?
As we conclude your orientation, we want to address any remaining questions you may have. This is your chance to seek clarification on any aspect of your role, company culture, or about our company. Your questions are valuable, and we're here to ensure you feel confident and well-informed. Let's make sure you're ready for the exciting journey ahead.
