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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 brand identity standards guide.
Marketing Compliance WHATISIT Meet 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
Cynthia Parker | Executive Sales Manager
Vicky Kearney | Administrative Manager
LeShaye Sawyer | Principal Broker & Executive Sales Manager
(931) 477-8095 (931) 478-5147
(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 zimmermanmisty1130@gmail.com
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
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 WHATISIT 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
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
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
Outgoing 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
