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
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!
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.
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 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
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
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!
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
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
