


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!
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
Send Eva Cantrell your headshot and bio as soon as possible Please send these items to cbsronboarding@gmail com
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)
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 Urban/Nashville office, click here
Office Wifi
Password
CBSR
Master Linktree
CBSR Facebook Page
Coldwell1906
Besuretofollowourcompanysocialmedia pagesaswellasouragentonlypages!
CBSR Instagram Page
Agent State of Mind
Facebook Page
The Listing Lounge
Facebook Page
ClickHeretogototheLinkTree
BesuretofollowourcompanyFacebookpage!
Clickheretofollow!
BesuretofollowourcompanyInstagrampage!
Clickheretofollow!
@coldwellbankersouthernrealty
Besuretojoinouragentonlygrouptostayuptodateon companyannouncements,achievements,trainings,CEclass andmore!
Clickheretojoin!
Besuretojoinouragentonlygrouptoadvertiseyourlistings, comingsoons,andfindhelpifneededforopenhouses!
Clickheretojoin!
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!
TheCBSRAgentPlaybookservesasyour digitalguidetoallColdwellBankerSouthern Realtytoolsandresources Itincludescontact details,partnerinformation,programs, trainings,tools,andmuchmore!Needto knowwheresomethingisorhowtoaccessit? CheckyourPlaybook!
Access the Playbook using the link below Be sure to favorite this link in your browser for easy access! cbsragentplaybook com
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
TheVendorDirectoryservesasyouronline guideforallColdwellBankerSouthernRealty vendorsandcontractors Ouragents recommendtheseserviceproviders,who undergothoroughreviewsbyourteam
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
TheMarketingShopistheplacetoorder yourphysicalmarketingmaterials!Weoffer avarietyofproductstoenhanceyour brand,includingbusinesscards,name badges,riders,customriders,yardsigns, andemailsignatures
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
Click here for the Coldwell Banker Southern Realty brand identity standards guide.
Click here for the Coldwell Banker brand identity standards guide
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.
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.
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.
Rich Cosner | President/ CEO
Robin Allen | SVP, Agent Services
Julie Gang | Operations Manager
Brian Freeman | Vice President
Tracy Brumley | Financial Officer
Beth Boling | Financial Specialist
Becky Stanko | Relocation Director
Courtney Clem | Director of Careers
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) 454-9000
(615) 465-3656
(931) 231-5478
(615) 626-7078
(615) 465-3654
(615) 972-4545
(615) 585-4362
(615) 723-3963
(931) 231-6715
(864) 494-6906
(914) 844-7607
(615) 465-3624
(615) 538-3240
(931) 209-5262
(615) 452-0040
rich@coldwellbankernashville.com
nashvillerelocation12@gmail.com
julie.cbsr@gmail.com
brian@coldwellbankernashville com
tracyhbrumley@gmail com
cbsracctg@gmail com
beckys@realtracs com
courtney.cbsr@gmail.com
cbsrprintshop@gmail.com
sam.cbsouthernrealty@gmail.com josh.cbsr@gmail.com
izy.cbsouthernrealty@gmail.com
cbtransaction1@gmail.com
cbtransaction2@gmail com
terri cbsouthernrealty@gmail com
cbsronboarding@gmail.com
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 (615) 947-1188
(615) 465-3700
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
HARDING | 392 Harding Place, Nashville, TN 37211
D.D Barnes | Principal Broker
JACKSON | 327 N Parkway, Jackson, TN 38305
Larry Willard | Principal Broker
Jennifer Casey | Administrative Manager
Location Not Staffed (615) 465-3700
(731) 467-1478 (731) 668-1777
LAWRENCEBURG| 102 Weakly Creek Road, Lawrenceburg, TN 38646
Carl Counce | Principal Broker
Beverly Platt | Administrative Manager
(931) 477-8095 (931) 762-3399
MT. JULIET | 2600 N Mt Juliet Rd, Mt Juliet, TN 37122
Jeff Rowlett | Principal Broker
Brian Freeman | Executive Sales Manager
Vicky Kearney | Administrative Manager
(615) 351-5333 (615) 626-7078 (615) 758-0488
MURFREESBORO | 1980 Old Fort Pkwy, Murfreesboro, TN 37129
LeShaye Sawyer | Principal Broker & Executive Sales Manager
Audra Rogers | Administrative Manager (615) 995-6147 (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 | 767 Alloway St Ste 101, Nashville, TN 37203
Rich Cosner | Principal Broker
Victoria Tarajano | Executive Sales Manager
Estefania Mendez | Administrative Manager
rich@coldwellbankernashville.com
edklem@cb-southernrealty net
cbsrbrentwood@gmail com
cindi.malone@gmail.com
brian@coldwellbankernashville com cbsrgallatin@gmail com
cbsrharding@gmail.com
larry.a.willard@gmail.com cbsrjackson@gmail.com
ccounce@bellsouth.net cbsrlawrenceburg@gmail.com
jeffrowlett24@gmail com
brian@coldwellbankernashville com cbsrmtjuliet@gmail com
leshaye@leshayesawyerteam com
cbsrmurfreesboro@gmail com
zimmermanmisty1130@gmail.com
cbsrshelbyville@gmail com
Location Not Staffed
(615) 454-9000 (615) 585-0310 (615) 465-3700
rich@coldwellbankernashville.com moorvictoria@yahoo.com cbsrurban@gmail.com
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.
These sessions are for all experience levels. In fact, we highly encourage seasoned agents to come!
TakeadeepdivewithourTrainingDirector andDirectorofCoaching,Recruitingand Accountabilityonthenecessitiesof growingyourbusiness Duringthistwo-day mastermindtraining,youwillmeetour supportstaff,getsuperfamiliarwith transactionforms,practiceCMAsandlearn howtouseandmaximizeourmost importanttools Plusalotofotherfunstuff! Wearesoexcitedtoboostyourbusiness tothenextlevel
Contact your Administration Manager or your Principal Broker for more information
Click here to access RealTracs or use the url listed below. realtracs.com
USERNAME&PASSWORDwillbeemailto youfromRealTracs
FORHELPANDASSISTANCE:
RealTRACS 615-385-0777
REALTRACSTRAINING:
Realtracsoffersvirtualandin-person classes,LogintoRealtracs,click“Help”, “SignUpForAClass”
CBSRTRAININGADVANTAGE:
Realtracshostquarterlytrainingsexclusive forCBSR
Realtracsisdedicatedtoprovidingour userswiththebestpossibleexperience whenitcomestoMLS Realtracs understandtheimportanceofhaving accesstoaccurateandup-to-date information,andarecommittedtoensuring thatourservicesmeettheneedsofusers
Clickhere, tofollowset-upintructionsfor SentriKeyREoryouwillneedtodownload theSentriKeyREappandthencall RealTracsandhavethemestablishthe connectionbetweenyourRealTracs accountandtheSentriKeyRE
Youcanpurchaselockboxesonlineat Realtracscom
>Click“Help”
>Thenclick“BuyaLockBox”
Youcanalsopurchaselockboxesthrough yourlocalassociation
RealTracs Basics
RealTracs Advanced
>Click “Help”
>Click “Sign up for a Class”
CBDeskistheColdwellBankerintranet thathousesallinformationpertainingtothe ColdwellBankerbrandandallowsquick accesstoCBtoolsandresources,suchas HomeSpotterBoost,MarketingCenterand ProspectSquare.
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
Gotomycbdeskcom Don’tknowyour password?Gototheloginpageandclick “forgotpassword”underthesign-in button Theformatofyourusernameis firstnamelastname@coldwellbanker com Note:Thisisnotanactiveemailaddress; itisforloginpurposesonly
USERNAME&PASSWORDwillbeemailto youfromColdwellBanker
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 take the “New Agent Pathway” classes. Click here to access.
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
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
TestimonialTreestreamlinestheprocessof collectinggenuinetestimonialsfrom satisfiedcustomersandautomatically sharingtheirexperiencesonlinetoattract newbusiness WithTestimonialTree,it's easyforcustomerstoleavereviewsby sendingthemtestimonialandsurvey requeststhroughemailortext.
Youshouldreceivea“Welcome”email fromTestimonialTree Ifyoudonot, PleasereachouttoRobinAllenformore informationaboutTestimonialTree
VisityourLevelUpApp, Tap“Training”>“TestimonialTree”
pisanall-in-onetransaction ementplatformnowusedby ellBankerSouthernRealty Dotloop esthetransactionprocessby gseamlesscollaboration,document ,signing,andstorageinoneplace. uireddocumentsmustbeuploaded rDotlooploopforyourclosingstobe sed IfyouworkwithaTransaction nator,theywillmanageallDotloop requirementsonyourbehalf
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
Dotloopoffersalibraryoftrainingresources, includingvideos,articles,andlivewebinars Visitdotloopcom/resourcestoaccesshelpful toolsandguides
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
The#1valueadditiontoagentsproductivity!
ColdwellBankerSouthernRealtyispleasedto offerouragentsthetransactioncoordinator programtoassistyouinprovidingsuperior servicetoyourclientsandtolessentheburden ofmanagingthetransaction Thisprogramwillbe idealfornewandexistingagents
*Yourfirsttransactionisfreeofcharge!
UnderCAPCommissionPlan:
$149perTransaction
$49perListingSetUp
AfterreachingCAP:
$249perTransaction
$99perListingSetUp
UnderotherCommissionPlans:
$385perTransaction
$99perListingSetUp
Clickhere,formoreinformationonthe TransactionCoordinatorProgram
Ronda Richardson
615.465.3524
cbtransaction1@gmail.com
Michelle McKnight
615.538.3240
cbtransaction2@gmail.com
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
WhenOpCityhasaninterested consumerontheline,theysendalead alertviaSMSorapppushnotification toagentswhomightbeagoodmatch toworkwiththatclient Agents competeforthelead,andthefirst agenttoclaimtheleadalertwill receiveaphonecallfroma RealtorcomRepandbelivetransferredtospeaktotheclient
YousitbackandletOpCitydotheheavy lifting!OpCitycontactsonlineleads immediatelyaftertheirinquiryandscreen themforintenttobuy,pricepoint,location, andmore,weedingoutthewindow shoppersandonlypassingalongthe motivatedbuyersandsellerleads.
Please reach out to the Relocation Manager, Becky Stanko, for more information
State of Tennessee Department of Commerce and Insurance License Number 3002809950 www.SouthernTitleAndEscrow.com (931) 477-1000
CORPORATE OFFICE
1600 Westgate Circle, Suite 100
Brentwood, Tennessee 37027 615 863 9000
MAIN OFFICE
106 Weakley Creek Road
Lawrenceburg, Tennessee 38464 931 477 1000
SONDRA MOUNGEY
Title Processor, Escrow Officer & Notary Sondra@SouthernTitleAndEscrow com
LIZETTE GUYSAYKO, Processor Lizette@SouthernTitleAndEscrow.com
TERRI DAVENPORT
Post Closing, Audit, Accounting, Assistant to President Terri@SouthernTitleAndEscrow.com
LISA GILLIS, Processor Lisa@SouthernTitleAndEscrow com
1600 Westgate Circle, Suite 100 Brentwood, Tennessee
2563 Nashville Highway Columbia, Tennessee
923 C Nashville Pike, Gallatin, Tennessee
ANNETTE SCHERRER-COSNER President Annette@SouthernTitleAndEscrow com
RICHARD D COSNER
Chief Executive Officer RichCosner@icloud com
Wayne Tomerlin Attorney
Judy Cothren, Title Searches & Abstracts
Sam Stansbury, Title Searches
ORDERS@SouthernTitleAndEscrow com Powered by PAYLOAD Scan QR code FUNDING/SIGNING -
327 North Parkway Jackson, Tennessee
106 Weakley Creek Road Lawrenceburg, Tennessee
2600 North Mount Juliet Road Mount Juliet, Tennessee
915 Rep John Lewis Way S #102 Nashville, Tennessee
3105 Medical Center Drive, Suite B Murfreesboro, Tennessee
392 Harding Place Nashville, Tennessee
1708 North Main Street Shelbyville, Tennessee
YouDONOThavetobeonthe relocationteamtosendOutgoing Referrals AllOutgoingReferrals mustbesentthroughthe relocationdepartment
Anywherenetworkincludes ColdwellBanker,C-21,ERA, BHGRE,Sotheby'sandCorcoran Wewillalwayschoosethebest companytofityourreferral
ThestandardOutgoingReferralfee sentinthenetworkis35% CBSR retains21%andyouwillreceive 90%ofthat!
Byreferringclientstotrustedprofessionals outsideofyourlicensedarea,youcan providethemwiththesupporttheyneed whilealsoearningacommission.Wehavea widerangeofexcellentagentsthatwe knowwilltakegreatcareofyourclients Thisisespeciallyusefulifyouhaveclients whohaverelocatedorarelookingfor servicesoutsideofyourareaofexpertise
Send any client info to our Incoming & Outgoing Referral Coordinator, Becky Stanko.
Yourofficialcontinuingeducationtracking system Connectwithyourlicensingboard, manageyourrenewalrequirements,and reachcompliance
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.
To check your hours visit cebroker.com, there is a free version available that you can register for.
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
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