Hello &Welcome
WeareSOexcitedtohaveyoupartoftheCBSRNashvilleteam!Thisisyour onboardingbook,whichhasinformation,websiteandtoolsandsomeadditional notesthatwehopewillbeveryhelpfultoyou!Ifyouhaveanytrouble,letusknow andwewillworktogetitfixed I'vealsoincludedouronboardingchecklist, department&officecontactinformationandinstructionsonobtainingaccesstoour UrbanofficeviatheKeypad
ThankyouforsendingyourHeadshotandBio,thecompanywouldliketogetto knowyoualittlebetter!
IhavealsoaddedyoutoourGoogleGroups-thisisforwhenwesendanemailtoall agentsorjusttoyourspecificoffice Sometimes,thesetendtogotospam Ifyou lookinyourinboxorspam,youshouldseewhereIaddedyouto"BestinBlue"(all agents)andthe"Nashville"(officegroup) Makesurethesearemovedtoyourinbox soyouaresuretonotmissoutonanyemailsthatmightgoout!Don'tworry,we won'tspamyoueveryminuteandyoushouldnotreceiveanyspamemails!
Let’s Get Started
What Do I Need To Do?
JOINYOURLOCALBOARD
You must join your local association within 7 days. Ask your Principal Broker/Executive Sales Manager what your options are for associations to join.
Once you join your association, you will become a member of the local association, Tennessee Association of Realtors (TAR) and National Association of Realtors (NAR)
A NRDS Number will be created and assigned to you at that point Once you receive that number you will want to create an account at TNrealtors com
>Click on “Member Login”
>Click “Register”
After the above is complete you will be able to access your transaction forms. You have to take a “New Member Orientation” and a “Code of Ethics” class within 90 days of confirmation of membership.
*Check with your local board for any other requirements
HEADSHOT&BIO
Send Eva Cantrell your headshot and bio as soon as possible Please send these items to cbsronboarding@gmail com
MARKETINGMATERIALS
As a new Coldwell Banker Southern Realty agent you will receive 250 business cards, printed at our Printshop, free of charge. Transferring agents will receive signs and/or riders equal to the number of active listings they have Agents without listings will receive two signs and/or sign riders at no cost upon transfer
You can place your order through the Marketing Shop (page 27) The Marketing director will create proofs of the items for you to approve before the order is placed Click here to access the CBSR Marketing Shop
You should order the following as soon as possible: Name Badge
Personalized Rider (at least 1)
One Yard Sign (at least 1) (check with your front desk manager for sign stock as these are kept in stock at each office)
OFFICEKEYS
Your front desk manager or broker will provide you with a key that allows access to your office. For the Brentwood Office there is an exterior door that stays unlocked, there is lockbox on the door which has a key that you can access the office with Lockbox Code: 1906 For instruction on how to access the Nashville office, click here
Let’s GetSocial
Office Wifi
Password
CBSR
Master Linktree
Coldwell1906
Besuretofollowourcompanysocialmedia pagesaswellasouragentonlypages!
CBSR Facebook
ClickHeretogototheLinkTree
CBSR Instagram
Agent State of Mind
Facebook Page
The Listing Lounge
Facebook Page
BesuretofollowourcompanyFacebookpage!
Clickheretofollow!
BesuretofollowourcompanyInstagrampage!
Clickheretofollow!
@coldwellbankersouthernrealty
Besuretojoinouragentonlygrouptostayuptodateon companyannouncements,achievements,trainings,CEclass andmore!
Clickheretojoin!
Besuretojoinouragentonlygrouptoadvertiseyourlistings, comingsoons,andfindhelpifneededforopenhouses!
Clickheretojoin!
Meet Our
CBSR Agent Playbook
HOWDOIUSEIT
The CBSR Agent Playbook serves as a digital guide to introduce you to all things related to Coldwell Banker and Coldwell Banker Southern Realty This interactive playbook includes a Table of Contents that allows you to navigate directly to specific pages or sections, along with links to products, tools, training materials, schedules, and more!
As you explore the CBSR Agent Playbook, you'll uncover a wealth of resources designed to empower you in your journey with Coldwell Banker. From essential training materials to indepth insights on industry trends, this interactive guide is your go-to companion for everything related to Coldwell Banker Southern Realty Whether you're looking to enhance your skills, stay updated on the latest products and tools, the playbook is here to support you every step of the way Dive in, discover, and elevate your real estate expertise with the CBSR Agent Playbook!
WHATISIT
TheCBSRAgentPlaybookservesasyour digitalguidetoallColdwellBankerSouthern Realtytoolsandresources Itincludescontact details,partnerinformation,programs, trainings,tools,andmuchmore!Needto knowwheresomethingisorhowtoaccessit? CheckyourPlaybook!
HOWDOIACCESSTHECBSR AGENTPLAYBOOK
Access the Playbook using the link below Be sure to favorite this link in your browser for easy access! cbsragentplaybook com
Vendor Directory
HOWDOIUSEIT
When selecting a vendor from the directory, you can rest assured that they come highly recommended by our knowledgeable agents Each vendor and contractor listed has been carefully evaluated to ensure they meet our high standards of quality and professionalism. Whether you or your client needs assistance with home repairs, renovations, landscaping, or any other service, the Vendor Directory is your go-to resource for trusted professionals. Save time and stress by choosing from our curated list of vendors, knowing that you are in good hands with Coldwell Banker Southern Realty
WHATISIT
TheVendorDirectoryservesasyouronline guideforallColdwellBankerSouthernRealty vendorsandcontractors Ouragents recommendtheseserviceproviders,who undergothoroughreviewsbyourteam
HOWDOIACCESSTHE VENDORDIRECTORY
Access the Vendor Directory using the link below Be sure to favorite this link in your browser for easy access! Click here, to access the Vendor Directory
Marketing Shop & Assests
WHATISIT
TheMarketingShopistheplacetoorder yourphysicalmarketingmaterials!Weoffer avarietyofproductstoenhanceyour brand,includingbusinesscards,name badges,riders,customriders,yardsigns, andemailsignatures
HOWDOIORDERITEMS
To begin, place an order on our Marketing Shop website. After receiving your order, our Marketing Director will design proofs of your requested items to ensure they meet your expectations and are accurate before finalizing the order
Click here to access the Marketing Shop or use the URL http://cbsrmarketingshop.com
WHEREDOIFINDCBSR IDENTITYSTANDARDS& LOGOS
Click here for the Coldwell Banker Southern Realty brand identity standards guide.
Click here for the Coldwell Banker brand identity standards guide
Marketing Compliance
WHATISIT
Uncertain if your website or marketing material meets compliance standards? Don't worry, we've got you covered! Our Marketing Director will review it and suggest any necessary adjustments to ensure your marketing aligns with brand guidelines.
WHERETOSENDYOURDESIGNFORREVIEW
Send an image of your design to cbsrprintshop@gmail com and our Marketing Director will get back to you with any needed adjustments so you can be confident that your marketing follows brand guidelines. Please allow 2-3 business days for compliance reviews.
Click here for the CBSR brand identity standards guide.
Click here for the Coldwell Banker brand identity standards guide.
Click here to access approved Coldwell Banker Southern Realty logos.
Key Contacts
COMPANY LEADERSHIP TEAM
Rich Cosner | President/ CEO
Robin Allen | SVP, Agent Services
Julie Gang | Vice President of Operations
Brian Freeman | Vice President
Tracy Brumley | Financial Officer
Beth Boling | Financial Specialist
Becky Stanko | Relocation Director
Alexis & Josh Story | Mango Media Social Media & Brand Management
Samantha Sizemore | Marketing Director
Izy Logan | Design Specialist
Ronda Richardson | Transaction Coordinator
Michelle McKnight | Transaction Coordinator
Terri Davenport | Risk Management Director
Eva Cantrell | Onboarding Manager
(615) 465-3656 (615) 454-9000
(931) 231-5478
richcosner@icloud com
nashvillerelocation12@gmail com
julie.cbsr@gmail.com
brian@coldwellbankernashville com
(615) 972-4545 (615) 465-3654
(615) 585-4362
(864) 494-6906 (931) 231-6715
(615) 465-3624 (615) 626-7078
(914) 844-7607 (615) 538-3240
(931) 209-5262
(615) 452-0040
tracyhbrumley@gmail.com
cbsracctg@gmail com
beckys@realtracs com
josh.cbsr@gmail.com
cbsrprintshop@gmail.com
sam.cbsouthernrealty@gmail.com
izy.cbsouthernrealty@gmail.com
cbtransaction1@gmail.com
terri.cbsouthernrealty@gmail.com cbtransaction2@gmail.com
cbsronboarding@gmail.com
Office Contacts
Rich Cosner | President & CEO
(615) 454-9000
BRENTWOOD | 1600 Westgate Cir Ste. 100 Brentwood, TN 37027
Ed Klem | Principal Broker & Executive Sales Manager
Lisa Sisk| Administrative Manager
GALLATIN | 923 C Nashville Pike, Gallatin, TN 37066
Cindi Malone | Principal Broker
Brian Freeman | Executive Sales Manager
Eva Cantrell | Administrative Manager
HARDING | 392 Harding Place, Nashville, TN 37211
Location Not Staffed
(615) 947-1188
(615) 465-3700
(615) 491-3842 (615) 626-7078 (615) 452-0040
richcosner@icloud com
edklem@cb-southernrealty net
cbsrbrentwood@gmail com
cindi malone@gmail com
brian@coldwellbankernashville com cbsrgallatin@gmail com
D.D Barnes | Principal Broker (615) 465-3700 cbsrharding@gmail com
JACKSON | 327 N Parkway, Jackson, TN 38305
Larry Willard | Principal Broker
Jennifer Casey | Administrative Manager
(731) 467-1478 (731) 668-1777
LAWRENCEBURG| 102 Weakly Creek Road, Lawrenceburg, TN 38646
Carl Counce | Principal Broker
Courtney Clem | Executive Sales Manager
Beverly Platt | Administrative Manager
MT. JULIET | 2600 N Mt Juliet Rd, Mt Juliet, TN 37122
Jeff Rowlett | Principal Broker
Brian Freeman | Executive Sales Manager
Vicky Kearney | Administrative Manager
LeShaye Sawyer | Principal Broker & Executive Sales Manager
(931) 477-8095 (615) 723-3963 (931) 762-3399
(615) 351-5333 (615) 626-7078 (615) 758-0488
larry a willard@gmail com cbsrjackson@gmail com
ccounce@bellsouth net courtney cbsr@gmail com cbsrlawrenceburg@gmail com
jeffrowlett24@gmail com brian@coldwellbankernashville com cbsrmtjuliet@gmail com
MURFREESBORO | 1980 Old Fort Pkwy, Murfreesboro, TN 37129 leshaye@leshayesawyerteam com cbsrmurfreesboro@gmail.com
Audra Rogers | Administrative Manager
(615) 519-1305 (615) 893-1130
SHELBYVILLE | 1708 N Main Street, Shelbyville, TN 37160
Misty Zimmerman | Principal Broker & Executive Sales Manager
Teresa Smith | Administrative Manager (931) 619-6153 (931) 684-5605
NASHVILLE | 915 Rep. John Lewis Way S. Ste.102, Nashville, TN 37203
Rich Cosner | Principal Broker
Victoria Tarajano | Executive Sales Manager
Estefania Mendez | Administrative Manager (615) 454-9000 (615) 585-0310 (615) 298-9800
zimmermanmisty1130@gmail.com
cbsrshelbyville@gmail.com
richcosner@icloud.com moorvictoria@yahoo.com cbsrnashville@gmail.com
Business Boost Academy
HOWDOIUSEIT
The Business Boost Academy (BBA) serves as a valuable resource for agents looking to kickstart their real estate careers and get acquainted with essential tools, programs, and procedures No cost to agent (part of the Coldwell Banker Value Package) Outside of CBSR this cost ranges up to $600+ for a 2-day training session
*It is strongly encouraged for all new Coldwell Banker Southern Realty agents to attend the BBA.
WHOISTHEBBAFOR
These sessions are for all experience levels. In fact, we highly encourage seasoned agents to come!
WHATISIT
TakeadeepdivewithourTrainingDirector andDirectorofCoaching,Recruitingand Accountabilityonthenecessitiesof growingyourbusiness Duringthistwo-day mastermindtraining,youwillmeetour supportstaff,getsuperfamiliarwith transactionforms,practiceCMAsandlearn howtouseandmaximizeourmost importanttools Plusalotofotherfunstuff! Wearesoexcitedtoboostyourbusiness tothenextlevel
HOWDOSIGNUP
Contact your Administration Manager or your Principal Broker for more information
RealTracs
HOWDOIACCESSREALTRACS
Click here to access RealTracs or use the url listed below. realtracs.com
YOURUSERNAMEANDPASSWORD
USERNAME&PASSWORDwillbeemailto youfromRealTracs
FORHELPANDASSISTANCE:
RealTRACS 615-385-0777
REALTRACSTRAINING:
Realtracsoffersvirtualandin-person classes,LogintoRealtracs,click“Help”, “SignUpForAClass”
CBSRTRAININGADVANTAGE:
Realtracshostquarterlytrainingsexclusive forCBSR
WHATISIT
Realtracsisdedicatedtoprovidingour userswiththebestpossibleexperience whenitcomestoMLS Realtracs understandtheimportanceofhaving accesstoaccurateandup-to-date information,andarecommittedtoensuring thatourservicesmeettheneedsofusers
HOWTOSETUPSentriKeyRE
Clickhere, tofollowset-upintructionsfor SentriKeyREoryouwillneedtodownload theSentriKeyREappandthencall RealTracsandhavethemestablishthe connectionbetweenyourRealTracs accountandtheSentriKeyRE
WHERETOPURCHASELOCKBOXES
Youcanpurchaselockboxesonlineat Realtracscom
>Click“Help”
>Thenclick“BuyaLockBox”
Youcanalsopurchaselockboxesthrough yourlocalassociation
RECCOMENDEDREALTRACSCLASSES TOBEGIN
RealTracs Basics
RealTracs Advanced
>Click “Help”
>Click “Sign up for a Class”
My CB Desk
WHATISIT
CBDeskistheColdwellBankerintranet thathousesallinformationpertainingtothe ColdwellBankerbrandandallowsquick accesstoCBtoolsandresources,suchas HomeSpotterBoost,MarketingCenterand ProspectSquare.
HOWDOIUSEIT
Tohelpfamiliarizeyourselfwiththe Deskplatform,youcanrefertothe DeskFAQandQuickStartGuide All appshaveatileonthehomepage You canchangetheorderoftheappsby draggingthemsothatyourmost frequentlyusedare atthetop Ifyoudon’tseethetilefor aparticularapponyourhomepage, clickon“showall”atthebottomofthe page Theleft-handnavigationbarhas quicklinkstoitemspertainingtothe brand,thecompany,marketing, awardsandeducation Don’tseewhat you’relookingfor?Usethesearchbar atthetopofthepagetofindnews, contentandotherinformationbytopic orkeywords,orclickonthequestion markinthecircleintheupperrightof thehomepagetoaccesstheHelp Center
HOWDOIACCESSMYCBDESK
Gotomycbdeskcom Don’tknowyour password?Gototheloginpageandclick “forgotpassword”underthesign-in button Theformatofyourusernameis firstnamelastname@coldwellbanker com Note:Thisisnotanactiveemailaddress; itisforloginpurposesonly
YOURUSERNAMEANDPASSWORD
USERNAME&PASSWORDwillbeemailto youfromColdwellBanker
CB University
WHATISIT
The goal of the Coldwell Banker Learning Center is to empower real estate professionals to grow their businesses, exceed their goals and live exceptional lives by offering worldclass coaching, education and support Along with courses geared for both new and experienced agents, CBU includes a recap of Gen Blue courses, a scripts library and a tracker for viewing your current, upcoming and completed courses
TOGETSTARTED
To get started take the “New Agent Pathway” classes. Click here to access.
HOWDOIACCESSCBU
ThelinktoCBULearningCentercanbe foundonthehomepageofCBDesk Ifyou don’tseetheCBULearningCentertileon yourhomepage,clickon“showall”atthe bottom
ADDITIONALCOURSES AVAILABLE
Outlist | Outlast
Business Planning
Buyer Strategies
Converting with Confidence
Lead Gen
Pricing Strategies
Breaking into the Luxury Market
Testimonial Tree
BENEFITSINCLUDE
Once a transaction is closed in Skyslope, a Testimonial Tree review survey is emailed to the client on your behalf
Only positive reviews are selected, presenting you in the most favorable light possible Moxi Website: Testimonial has the capabilities to communicate with your Moxi website When you receive a testimonial it is automatically populates into agents Moxi websites
WHATISIT
TestimonialTreestreamlinestheprocessof collectinggenuinetestimonialsfrom satisfiedcustomersandautomatically sharingtheirexperiencesonlinetoattract newbusiness WithTestimonialTree,it's easyforcustomerstoleavereviewsby sendingthemtestimonialandsurvey requeststhroughemailortext.
HOWDOIGETSTARTED
Youshouldreceivea“Welcome”email fromTestimonialTree Ifyoudonot, PleasereachouttoRobinAllenformore informationaboutTestimonialTree
WHEREDOIGOFORTRAINING
VisityourLevelUpApp, Tap“Training”>“TestimonialTree”
DotLoop
WHATISIT
pisanall-in-onetransaction ementplatformnowusedby ellBankerSouthernRealty Dotloop esthetransactionprocessby gseamlesscollaboration,document ,signing,andstorageinoneplace. uireddocumentsmustbeuploaded rDotlooploopforyourclosingstobe sed IfyouworkwithaTransaction nator,theywillmanageallDotloop requirementsonyourbehalf
BENEFITSINCLUDE
E-SignatureMadeSimple:Easily senddocumentsfore-signature, trackprogress,andmanage deadlineswithinoneplatform
Real-TimeCollaboration:Share, edit,andnegotiatedocumentswith clients,agents,andthirdpartiesin realtime
DocumentStorage:Securelystore andorganizeallyourtransaction paperworkinonedigitallocation
SeamlessCompliance:Dotloop ensuresalldocumentsmeet compliancestandardsfora streamlinedapprovalprocess
TaskManagement:Keeptrackof keytasksanddeadlineswith intuitivechecklistsandreminders
HOWDOIGETMOREINFO
Dotloopoffersalibraryoftrainingresources, includingvideos,articles,andlivewebinars Visitdotloopcom/resourcestoaccesshelpful toolsandguides
WHEREDOIGOFORTRAINING
Belowaretwohelpfultrainingvideosto familiarizeyourselfwithbeforeyoustartusing Dotloop
Dotloop Basic
Dotloop Advanced
Our
Transaction Coordinators
SERVICESPROVIDEDBYOUR
TRANSACTIONCOORDINATORS
Filloutclosinginformationsheet
AddpropertyanddocumentstoSkySlope
BeprimarypointofcontactfortheLender,Title CompanyandCo-opingAgent,emailcopyofthe contractwithletterofintroduction Checkinwiththem weeklyorasoftenasneeded
Besecondarypointofcontacttotheclient,send introductoryemailwithcontractdeadlinedatesand transactioncoordinatorscontactinformation
Ensuredeadlinesofthecontractaremetbyallparties
Scheduleinspectionsandinformallpartiesofthe date/time
Ordertermiteinspectiontobeperformedsimultaneously withthehomeinspectionifpossible,ifapplicable
PrepareAmendmentsasneeded
Obtainutilitycompanyinfoforpropertyandsharewith client/otheragent
Scheduleclosing,informallparties
Verifyallcontingencieshavebeenremoved
FirstreviewofALTA
Keepagentinformedofallupdates,changesor complicationsastheyarise
Turninfinaldocumentstotheoffice,ifneeded
WHATISIT
The#1valueadditiontoagentsproductivity!
ColdwellBankerSouthernRealtyispleasedto offerouragentsthetransactioncoordinator programtoassistyouinprovidingsuperior servicetoyourclientsandtolessentheburden ofmanagingthetransaction Thisprogramwillbe idealfornewandexistingagents
HOWMUCHDOTHETRANSACTION COORDINATORSCOST
*Yourfirsttransactionisfreeofcharge!
UnderCAPCommissionPlan:
$149perTransaction
$49perListingSetUp
AfterreachingCAP:
$249perTransaction
$99perListingSetUp
UnderotherCommissionPlans:
$385perTransaction
$99perListingSetUp
MOREINFORMATIONABOUTTHE TRANSACTIONCOORDINATOR PROGRAM
Clickhere,formoreinformationonthe TransactionCoordinatorProgram
CONTACTRONDAORMICHELLETO GETSTARTED
Ronda Richardson
615.465.3524
cbtransaction1@gmail.com
Michelle McKnight
615.538.3240
cbtransaction2@gmail.com
Closing Information
DOCUMENTATION
Make sure all required Transaction documents are uploaded into Dotloop
*IF YOU USE A TRANSACTION COORDINATOR YOU DO NOT HAVE TO WORRY ABOUT THIS.
To ensure timely processing and same-day funding, closings are scheduled for 1 PM. Anything received after 1 PM will be processed the next business day.
Tracy Brumley, our VP of Accounting, and Beth Boling handle all closings once submitted.
For any pre-closing compliance needs in our southern offices, Terri Davenport is your go-to contact.
If you’re ever unsure, don’t hesitate to reach out we’re here to support you every step of the way!
Tracy Brumley | VP, Financial Officer
Beth Boling | Accounting Manager
Terri Davenport | Risk Management Director
(615) 465-3654 (615) 972-4545 (931) 209-5262
tracyhbrumley@gmail.com cbsracctg@gmail com terri cbsouthernrealty@gmail com
OpCity
HOWDOESOPCITYWORK
WhenOpCityhasaninterested consumerontheline,theysendalead alertviaSMSorapppushnotification toagentswhomightbeagoodmatch toworkwiththatclient Agents competeforthelead,andthefirst agenttoclaimtheleadalertwill receiveaphonecallfroma RealtorcomRepandbelivetransferredtospeaktotheclient
WHATISIT
YousitbackandletOpCitydotheheavy lifting!OpCitycontactsonlineleads immediatelyaftertheirinquiryandscreen themforintenttobuy,pricepoint,location, andmore,weedingoutthewindow shoppersandonlypassingalongthe motivatedbuyersandsellerleads.
HOWDOIGETSTARTED
Please reach out to the Relocation Manager, Becky Stanko, for more information.
O Referrals
WHATTOKNOWABOUT OUTGOINGREFERRALS
YouDONOThavetobeonthe relocationteamtosendOutgoing Referrals AllOutgoingReferrals mustbesentthroughthe relocationdepartment
Anywherenetworkincludes ColdwellBanker,C-21,ERA, BHGRE,Sotheby'sandCorcoran Wewillalwayschoosethebest companytofityourreferral
ThestandardOutgoingReferralfee sentinthenetworkis35% CBSR retains21%andyouwillreceive 90%ofthat!
WHATISIT
Byreferringclientstotrustedprofessionals outsideofyourlicensedarea,youcan providethemwiththesupporttheyneed whilealsoearningacommission.Wehavea widerangeofexcellentagentsthatwe knowwilltakegreatcareofyourclients Thisisespeciallyusefulifyouhaveclients whohaverelocatedorarelookingfor servicesoutsideofyourareaofexpertise
HOWDOIGETSTARTEDWITH OUTGOINGREFERRALS
Send any client info to our Incoming & Outgoing Referral Coordinator, Becky Stanko.
CE Broker
WHATISIT
Yourofficialcontinuingeducationtracking system Connectwithyourlicensingboard, manageyourrenewalrequirements,and reachcompliance
WHATAMIRESPONSIBLEFOR
Every 2 years your license will be up for renewal You will be required to take 16 hours of Continuing Education courses (CE)
During each 2 year cycle you will be required to complete a 6 hour “CORE” class and starting in 2025 “Fair Housing” as well.
Every 3 years, you will be required to take the “Code of Ethics” class.
HOWDOICHECKMYCREDIT STATUS
To check your hours visit cebroker.com, there is a free version available that you can register for.
Additional Resources
PUBLICATIONS
Ninja Selling By
Larry Kendall
The Go-Giver
By Bob Burg and John David Mann
The Slight Edge by
Jeff Olson
Mindset: The New Psychology of Success by Dr Carol Dwek
The 5 Second Rule by Mel Robbins
PODCASTS
Massive Agent Podcast Real Estate Rockstars
YOUTUBECHANNELS
Brandon Mulrenin - youtube.com/@BrandonMulrenin
Tom Ferry - youtube com/@TomFerry
Greg Luther Coaching - youtube com/@GregLutherCoaching RIS Media - youtube com/@RISMediaWebinars