Brian Marks Onboarding Guide Book

WELCOME to The Best in Blue ONBOARDING GUIDE

Welcome to The Best in Blue

INDEX Hello & Welcome

3

Transaction Desk

16

What Do I Need To Do?

4

My CB Desk

17

Let’s Get Social

5

CBU

18

CBSR Agent Playbook

6

Testimonial Tree

19

CBSR Vendor Directory

7

Dotloop

20

Marketing Shop

8

Transaction Coordinators

21

Marketing Compliance

9

Closing Information

22

Key Contacts

10

OpCity

23

Office Contacts

11

Outgoing Referrals

24

Optum Title

12

Training Calendar

25

Business Boost Academy

14

Marketing Breakdown

26

Realtracs

15

CE Broker

27

Additional Resources

28

ONBOARDING GUIDE

Hello &Welcome

3

Brian!

Understanding This Service Guide

We are SO excited to have you part of the CBSR Lawrenceburg team! This is your onboarding book, which has information, website and tools and some additional notes that we hope will be very helpful to you! If you have any trouble, let us know and we will work to get it fixed. I've also included our onboarding checklist, department & office contact information and instructions on obtaining access to our Urban office via the Keypad.

Thank you for sending your Headshot and Bio, the company would like to get to know you a little better!

I have also added you to our Google Groups - this is for when we send an email to all agents or just to your specific office. Sometimes, these tend to go to spam. If you look in your inbox or spam, you should see where I added you to "Best in Blue" (all agents) and the "Lawrenceburg" (office group). Make sure these are moved to your inbox so you are sure to not miss out on any emails that might go out! Don't worry, we won't spam you every minute and you should not receive any spam emails!

Eva Cantrell Onboarding Manager (615) 452-0040 cbsronboarding@gmail.com COLDWELLBANKERSOUTHERNREALTY.COM

4

Let’s Get Started What Do I Need To Do?

JOIN YOUR LOCAL BOARD You must join your local board within 7 days. Ask your Principal Broker what your options are for boards to join.

Once you Join your board 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

MARKETING MATERIALS As a new Coldwell Banker Southern Realty agent you will receive 100 business cards and a name badge free of charge. You can place your order through the Marketing Shop (page 27) . The Marketing director will create proofs of the items before 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: Business Cards 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)

OFFICE KEYS Your front desk manager will provide you with a key that allows access to every office except for Urban and Brentwood. For Brentwood Office there is a 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 Urban office, click here.

ONBOARDING GUIDE

5

Let’s Get

Social

Office Wifi Password

CBSR Facebook Page

Be sure to follow our company social media pages as well as our agent only pages!

Coldwell1906

Be sure to follow our company Facebook page!

Click here to follow!

CBSR Instagram Page

Be sure to follow our company Instagram page!

Click here to follow! @coldwellbankersouthernrealty

Agent State of Mind Facebook Page

Be sure to join our agent only group to stay up to date on company announcements, achievements, trainings, CE class and more!

Click here to join!

The Listing Lounge Facebook Page

Be sure to join our agent only group to advertise your listings, coming soons, and find help if needed for open houses!

Click here to join!

ONBOARDING GUIDE

6

Meet Our

CBSR Agent Playbook WHAT IS IT The CBSR Agent Playbook serves as your digital guide to all Coldwell Banker Southern Realty tools and resources. It includes contact details, partner information, programs, trainings, tools, and much more! Need to know where something is or how to access it?

Check your Playbook!

HOW DO I USE IT

HOW DO I ACCESS THE CBSR

The CBSR Agent Playbook serves as a digital

AGENT PLAYBOOK

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!

ONBOARDING GUIDE

Access the Playbook using the link below. Be sure to favorite this link in your browser for easy access! cbsragentplaybook.com

Meet Our

7

Vendor Directory WHAT IS IT The Vendor Directory serves as your online guide for all Coldwell Banker Southern Realty vendors and contractors. Our agents recommend these service providers, who undergo thorough reviews by our team.

HOW DO I USE IT

HOW DO I ACCESS THE

When selecting a vendor from the

VENDOR DIRECTORY

directory, you can rest assured that they come highly recommended by our knowledgeable agents. Each vendor and contractor listed has been

Access the Vendor Directory using the link below. Be sure to favorite this link in your browser for easy access!

carefully evaluated to ensure they

Click here, to access the Vendor

meet our high standards of quality and

Directory

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.

8

Meet the

Marketing Shop & Assests WHAT IS IT

The Marketing Shop is the place to order your physical marketing materials! We offer a variety of products to enhance your brand, including business cards, name badges, riders, custom riders, yard signs, and email signatures.

HOW DO I ORDER ITEMS To begin, place an order on our Marketing Shop website. After

WHERE DO I FIND CBSR IDENTITY STANDARDS & LOGOS

receiving your order, our Marketing

Click here for the Coldwell Banker

Director will design proofs of your

Southern Realty brand identity standards

requested items to ensure they meet

guide.

your expectations and are accurate before finalizing the order.

Click here for the Coldwell Banker brand identity standards guide.

Click here to access the Marketing Shop or use the URL http://cbsrmarketingshop.com

ONBOARDING GUIDE

Meet

9

Marketing Compliance WHAT IS IT 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.

WHERE TO SEND YOUR DESIGN FOR REVIEW Send an image of your design to alec.cbsr@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.

WHERE DO I FIND COLDWELL BANKER SOUTHERN REALTY IDENTITY STANDARDS & LOGOS 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.

COLDWELLBANKERBANKERSOUTHERNREALTY.COM

10

Key Contacts COMPANY LEADERSHIP TEAM

Rich Cosner | Owner & CEO

(615) 533-6449

rich@coldwellbankernashville.com

Tom Pierce | President

(615) 465-3665

tom.pierce@coldwellbanker.com

Robin Allen | Senior Vice President

(615) 465-3656

robin.allen@coldwellbanker.com

Julie Gang | Regional Operations Manger Courtney Clem | Director of Careers

(931) 231-5478

julie.cbsouthernrealty@yahoo.com

(615) 723-3963

courtney.cbsr@gmail.com

Tracy Brumley | VP, Financial Officer

(615) 465-3654

tracyhbrumley@gmail.com

Beth Boling | Accounting Manager

(615) 972-4545

cbsracctg@gmail.com

Becky Stanko | Relocation Manager

(615) 585-4362

beckys@realtracs.com

Alec Abbott | Marketing Director

(615) 818-3272

alec.cbsr@gmail.com

Alexis & Josh Story | Mango Media Social Media & Brand Management

(931) 231-6715

josh.cbsr@gmail.com

Samantha Sizemore | Marketing CBSR Print Shop

(864) 494-6906

cbsrprintshop@gmail.com

Ronda Richardson | Transaction Coordinator

(615) 465-3624

cbtransaction1@gmail.com

Michelle McKnight | Transaction Coordinator

(615) 538-3240

cbtransaction2@gmail.com

Terri Davenport | Risk Management Director Lawrenceburg, Columbia & Shelbyville

(615) 452-0040

terri.cbsouthernrealty@gmail.com

Eva Cantrell | Onboarding Manager

(615) 452-0040

cbsronboarding@gmail.com

ONBOARDING GUIDE

11

Office Contacts

!!

BRENTWOOD | 1600 Westgate Cir Ste 100 Brentwood, TN 37027 (615) 428-2842 Craig Johnson | Principal Broker (615) 465-3700 Beth Weatherly | Administrative Manager

wcraigjohnsonjr@gmail.com cbsrbrentwood@gmail.com

COLUMBIA| 2563 Nashville Hwy. Suite 6, Columbia, TN 38401 (615) 428-2842 Rich Cosner | Principal Broker | CEO (615) 815-8034 Elizabeth Payne | Executive Sales Manager (931) 334-3312 Dylan Spann | Sales Manager/Realtor (615) 241-8888 Lisa Kreuzer | Administrative Manager

wcraigjohnsonjr@gmail.com elizabethprealtor@gmail.com dylan.cbsr@gmail.com cbsrcolumbia@gmail.com

GALLATIN | 923 C Nashville Pike Gallatin, TN 37066 Cindi Malone | Principal Broker Brian Freeman | Executive Sales Manager Eva Cantrell | Administrative Manager

(615) 491-3842 (615) 626-7078 (615) 452-0040

cindi.malone@gmail.com brian@coldwellbankernashville.com cbsrgallatin@gmail.com

(731) 467-1478 (731) 668-1777

larry.a.willard@gmail.com cbsrjackson@gmail.com

JACKSON | 327 N Parkway Jackson, TN 38305 Larry Willard | Principal Broker Jennifer Casey | Administrative Manager

LAWRENCEBURG| 102 Weakly Creek Road, Lawrenceburg, TN 38646 (931) 477-8095 Carl Counce | Principal Broker | CEO (615) 491-6355 Beverly Platt | Administrative Manager (615) 723-3963 Courtney Clem | Director of Careers MT. JULIET | 2600 N Mt. Juliet Rd Mt. Juliet, TN 37122 (931) 334-3312 Dylan Spann| Principal Broker (615) 626-7078 Brian Freeman | Executive Sales Manager (615) 758-0488 Vicky Kearney | Administrative Manager MURFREESBORO | 1980 Old Fort Pkwy Murfreesboro, TN 37129 (615) 995-6147 LeShaye Sawyer | Principal Broker & Executive Sales Manager (615) 893-1130 Chris Matthews | Administrative Manager SHELBYVILLE | 1708 N Main Street, Shelbyville, TN 37160 Harold Seagrove | Principal Broker (931) 580-5605 Misty Zimmerman | Executive Sales Manager (931) 619-6153 Teresa Smith | Administrative Manager (931) 684-5605

ccounce@bellsouth.net cbsrlawrenceburg@gmail.com courtney.cbsr@gmail.com

john@cbsouthernrealty.com cbsrmtjuliet@gmail.com

leshaye@leshayesawyerteam.com cbsrmurfreesboro@gmail.com

haroldsegroves@gmail.com zimmermanmisty1130@gmail.com cbsrshelbyville@gmail.com

HARDING | 392 Harding Place Nashville, TN 37211 (615) 465-3700 Location Not Staffed URBAN | 767 Alloway St Ste 101 Nashville, TN 37203 Location Not Staffed (615) 465-3665 tompierce.email@gmail.com Tom Pierce | Principal Broker Beth Weatherly | Administrative Manager

(615) 465-3700

cbsrurban@gmail.com

12

Meet Our Partners

Optum Title WHO IS OPTUM TITLE Optum Title is a partnership between Coldwell Banker Southern Realty and Limestone Title which was formed to provide white glove service to the agents of CBSR. It has the backbone of a 60+ employee title company but the front end of a boutique team hand selected to provide the highest level of customer service possible.

Through our partnership we can offer remote closings in all 50 states with the ability to fund same day in most instances.

HOW DO I USE IT Optum Title, has a widespread presence across multiple Coldwell Banker Southern Realty office locations. If you have questions or require assistance, don't hesitate to reach out using the information below:

ORDERS: ORDERS@LIMESTONE-TITLE.COM

AMY SMALLEY PRE-CLOSING COORDINATOR 580 FRANKLIN RD #203 FRANKLIN, TN 37069 (615) 730-7955 asmalley@limestone-title.com

BROCK BAKER SETTLEMENT STATEMENT/POST CLOSING 580 Franklin Rd #203 Franklin, TN 37069 (615) 730-7955 bbaker@limestone-title.com

LOCATIONS FRANKLIN 580 FRANKLIN ROAD SUITE 203 FRANKLIN, TN 37069

SMITHVILLE 208 WEST MAIN STREET SMITHVILLE, TN 37166

MURFREESBORO 2615 MEDICAL CENTER PARKWAY STE 1560 MURFREESBORO, TN 371290

DAVID WEBBER PARTNER 580 Franklin Rd #203 Franklin, TN 37069 (615) 730-7955 dwebber@limestone-title.com

LANGUAGE FOR CONTRACT: Closing Agency: Limestone Title | David Webber | (615)-730-7955 Title Policy to be issued by Optum Title

DOWNLOAD THE APP Apple App Store or Google Play Store ONBOARDING GUIDE

NASHVILLE 1600 WEST END AVENUE NASHVILLE, TN 37203

HERMITAGE 252 JACKSON MEADOWS DRIVE SUITE 301 HERMITAGE, TN 37076

13

Meet Our

Business Boost Academy

WHAT IS IT Take a deep dive with our Training Director and Director of Coaching, Recruiting and Accountability on the necessities of growing your business. During this two-day mastermind training, you will meet our support staff, get super familiar with transaction forms, practice CMAs and learn how to use and maximize our most important tools. Plus a lot of other fun stuff!

We are so excited to boost your business to the next level.

HOW DO I USE IT

HOW DO SIGN UP

The Business Boost Academy (BBA) serves as a

Contact your Administration Manager or

valuable resource for agents looking to kickstart

your Principal Broker for more

their real estate careers and get acquainted with

information.

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.

WHO IS THE BBA FOR These sessions are for all experience levels. In fact, we highly encourage seasoned agents to come!

ONBOARDING GUIDE

Meet

14

RealTracs WHAT IS IT Realtracs is dedicated to providing our users with the best possible experience when it comes to MLS. Realtracs understand the importance of having access to accurate and up-to-date information, and are committed to ensuring that our services meet the needs of users.

HOW DO I ACCESS REALTRACS Click here to access RealTracs or use the url listed below. realtracs.com

HOW TO SET UP SentriKey RE Click here, to follow set-up intructions for SentriKey RE or you will need to download the SentriKey RE app and then call

YOUR USERNAME AND PASSWORD USERNAME & PASSWORD will be email to you from RealTracs.

RealTracs and have them establish the connection between your RealTracs account and the SentriKey RE.

WHERE TO PURCHASE LOCK BOXES FOR HELP AND ASSISTANCE:

You can purchase lock boxes online at

RealTRACS 615-385-0777

Realtracs.com >Click “Help”

REALTRACS TRAINING: Realtracs offers virtual and in-person classes, Login to Realtracs, click “Help”, “Sign Up For A Class”

CBSR TRAINING ADVANTAGE:

>Then click “Buy a Lock Box” You can also purchase lock boxes through your local association.

RECCOMENDED REALTRACS CLASSES TO BEGIN

Realtracs host quarterly trainings exclusive

RealTracs Basics

for CBSR.

RealTracs Advanced >Click “Help” >Click “Sign up for a Class”

Meet

15

Transaction Desk WHAT IS IT Transaction Desk is the platform where you complete all contract forms and gather e-signatures from both buyers and sellers.

HOW DO I USE IT Transaction Desk streamlines the process of

HOW DO I ACCESS TRANSACTION DESK

handling contract forms and obtaining

Visit TNrealtors.com to access

electronic signatures from all parties

>Click “Members”

involved in a transaction. This platform

>Click “Transaction Desk”

serves as a centralized hub for managing all necessary documentation efficiently and securely. By utilizing Transaction Desk, real

From Realtracs:

estate professionals can ensure a smooth

>Hover over “My Listings”

and organized transaction process,

>Click “Transaction Desk”

enhancing communication and transparency among all parties. It simplifies the paperwork involved in real estate transactions, making it easier for agents to focus on providing excellent service to their clients.

WHERE DO I GO FOR TRAINING ON TRANSACTION DESK Click here for training on Transaction Desk.

COLDWELLBANKERSOUTHERNREALTY.COM

16

Meet

MyCBDesk WHAT IS IT CB Desk is the Coldwell Banker intranet that houses all information pertaining to the Coldwell Banker brand and allows quick access to CB tools and resources, such as HomeSpotter Boost, Marketing Center and Prospect Square.

HOW DO I USE IT

HOW DO I ACCESS MYCBDESK

To help familiarize yourself with the

Go to mycbdesk.com. Don’t know your

Desk platform, you can refer to the

password? Go to the login page and click

Desk FAQ and Quick Start Guide. All

“forgot password” under the sign-in

apps have a tile on the homepage. You

button. The format of your username is

can change the order of the apps by

firstname.lastname@coldwellbanker. com.

dragging them so that your most

Note: This is not an active email address;

frequently used are

it is for login purposes only.

at the top. If you don’t see the tile for a particular app on your homepage, click on “show all” at the bottom of the page. The left-hand navigation bar has quick links to items pertaining to the brand, the company, marketing, awards and education. Don’t see what you’re looking for? Use the search bar at the top of the page to find news, content and other information by topic or keywords, or click on the question mark in the circle in the upper right of the homepage to access the Help Center.

ONBOARDING GUIDE

YOUR USERNAME AND PASSWORD USERNAME & PASSWORD will be email to you from Coldwell Banker.

Meet

17

CB University WHAT IS IT 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.

TO GET STARTED

HOW DO I ACCESS CBU

To get started take the “New Agent

The link to CBU Learning Center can be

Pathway” classes. Click here to

found on the homepage of CB Desk. If you

access.

don’t see the CBU Learning Center tile on your homepage, click on “show all” at the bottom.

ADDITIONAL COURSES AVAILABLE Outlist | Outlast Business Planning Buyer Strategies Converting with Confidence Lead Gen Pricing Strategies Breaking into the Luxury Market

18

Meet

Testimonial Tree WHAT IS IT Testimonial Tree streamlines the process of collecting genuine testimonials from satisfied customers and automatically sharing their experiences online to attract new business. With Testimonial Tree, it's easy for customers to leave reviews by sending them testimonial and survey requests through email or text.

BENEFITS INCLUDE Once a transaction is closed in Skyslope, a Testimonial Tree review survey is emailed to the client on your behalf.

HOW DO I GET STARTED You should receive a “Welcome” email from Testimonial Tree. If you do not, Please reach out to Robin Allen for more information about Testimonial Tree.

Only positive reviews are selected, presenting you in the most favorable light possible.

WHERE DO I GO FOR TRAINING

Moxi Website: Testimonial has the

Visit your LevelUp App, Tap “Training” > “Testimonial Tree”.

capabilities to communicate with your Moxi website. When you receive a testimonial it is automatically populates into agents Moxi websites.

ONBOARDING GUIDE

Meet

DotLoop

19

WHAT IS IT Dotloop is an all-in-one transaction management platform now used by Coldwell Banker Southern Realty. Dotloop simplifies the transaction process by allowing seamless collaboration, document editing, signing, and storage in one place.

All required documents must be uploaded to your Dotloop loop for your closings to be processed. If you work with a Transaction Coordinator, they will manage all Dotloop requirements on your behalf.

BENEFITS INCLUDE E-Signature Made Simple: Easily send documents for e-signature, track progress, and manage deadlines within one platform.

Real-Time Collaboration: Share, edit, and negotiate documents with clients, agents, and third parties in real time.

Document Storage: Securely store and organize all your transaction paperwork in one digital location.

Seamless Compliance: Dotloop ensures all documents meet compliance standards for a streamlined approval process.

Task Management: Keep track of key tasks and deadlines with intuitive checklists and reminders.

HOW DO I GET MORE INFO Dotloop offers a library of training resources, including videos, articles, and live webinars.

Visit dotloop.com/resources to access helpful tools and guides.

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Meet Our

Transaction Coordinators WHAT IS IT The #1 value addition to agents productivity!

Coldwell Banker Southern Realty is pleased to offer our agents the transaction coordinator program to assist you in providing superior service to your clients and to lessen the burden of managing the transaction. This program will be ideal for new and existing agents.

SERVICES PROVIDED BY OUR

HOW MUCH DO THE TRANSACTION

TRANSACTION COORDINATORS

COORDINATORS COST

Fill out closing information sheet.

*Your first transaction is free of charge!

Add property and documents to Sky Slope.

Under CAP Commission Plan:

Be primary point of contact for the Lender, Title Company and Co-oping Agent, email copy of the contract with letter of introduction. Check in with them weekly or as often as needed.

$149 per Transaction $ 49 per Listing Set Up After reaching CAP:

Be secondary point of contact to the client, send

$249 per Transaction

introductory email with contract deadline dates and

$ 99 per Listing Set Up

transaction coordinators contact information.

Ensure deadlines of the contract are met by all parties.

Schedule inspections and inform all parties of the date/time.

Order termite inspection to be performed simultaneously with the home inspection if possible, if applicable.

Prepare Amendments as needed.

Obtain utility company info for property and share with client/other agent.

Schedule closing, inform all parties.

Under other Commission Plans: $385 per Transaction $ 99 per Listing Set Up

MORE INFORMATION ABOUT THE TRANSACTION COORDINATOR PROGRAM Click here, for more information on the Transaction Coordinator Program.

Verify all contingencies have been removed.

First review of ALTA. Keep agent informed of all updates, changes or complications as they arise.

Turn in final documents to the office, if needed.

CONTACT RONDA OR MICHELLE TO GET STARTED Ronda Richardson 615.465.3524 cbtransaction1@gmail.com

Michelle McKnight 615.538.3240 cbtransaction2@gmail.com ONBOARDING GUIDE

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Closing Information

DOCUMENTATION Make sure all required Transaction documents are uploaded into SkySlope. *IF YOU USE A TRANSACTION COORDINATOR YOU DO NOT HAVE TO WORRY ABOUT THIS. Upon closing, please provide your administrative manager with the commission check, including the $299 CBSR Broker fee, a filled-out Closing Info Sheet (found in Transaction Desk), and signed ALTA and property disclosure forms from the Buyer/Seller if necessary.

Our closings are handled at 1 pm to ensure prompt processing and fund delivery by our Accounting department. Any closings received after 1 pm will be processed the next business day. Tracy Brumley, our VP of Accounting, efficiently manages all closings upon submission.

Tracy Brumley | VP, Financial Officer Beth Boling | Accounting Manager

(615) 465-3654 (615) 972-4545

tracyhbrumley@gmail.com cbsracctg@gmail.com

COLDWELLBANKERSOUTHERNREALTY.COM

22

Meet

OpCity WHAT IS IT You sit back and let OpCity do the heavy lifting! OpCity contacts online leads immediately after their inquiry and screen them for intent to buy, price point, location, and more, weeding out the window shoppers and only passing along the motivated buyers and seller leads.

HOW DOES OPCITY WORK When OpCity has an interested

HOW DO I GET STARTED

consumer on the line, they send a lead

Please reach out to the Relocation

alert via SMS or app push notification

Manager, Becky Stanko, for more

to agents who might be a good match

information.

to work with that client. Agents compete for the lead, and the first agent to claim the lead alert will receive a phone call from a Realtor.com Rep and be livetransferred to speak to the client.

ONBOARDING GUIDE

Meet

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Outgoing Referrals WHAT IS IT By referring clients to trusted professionals outside of your licensed area, you can provide them with the support they need while also earning a commission. We have a wide range of excellent agents that we know will take great care of your clients.

This is especially useful if you have clients who have relocated or are looking for services outside of your area of expertise.

WHAT TO KNOW ABOUT

HOW DO I GET STARTED WITH

OUTGOING REFERRALS

OUTGOING REFERRALS

You DO NOT have to be on the relocation team to send Outgoing Referrals. All Outgoing Referrals

Send any client info to our Incoming & Outgoing Referral Coordinator, Becky Stanko.

must be sent through the relocation department.

Anywhere network includes Coldwell Banker, C-21, ERA, BHGRE, Sotheby's and Corcoran.

We will always choose the best company to fit your referral.

The standard Outgoing Referral fee sent in the network is 35%. CBSR retains 21% and you will receive 90% of that!

COLDWELLBANKERSOUTHERNREALTY.COM

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Meet

CE Broker WHAT IS IT Your official continuing education tracking system. Connect with your licensing board, manage your renewal requirements, and reach compliance.

WHAT AM I RESPONSIBLE FOR

HOW DO I CHECK MY CREDIT STATUS

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.

ONBOARDING GUIDE

To check your hours visit cebroker.com, there is a free version available that you can register for.

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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

YOUTUBE CHANNELS Brandon Mulrenin - youtube.com/@BrandonMulrenin Tom Ferry - youtube.com/@TomFerry Greg Luther Coaching - youtube.com/@GregLutherCoaching RIS Media - youtube.com/@RISMediaWebinars

COLDWELLBANKERSOUTHERNREALTY.COM