Priscilla Burnsed ONBOARDING GUIDE

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Hello &Welcome

Priscilla !

WeareSOexcitedtohaveyoupartoftheCBSRBrentwoodteam!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"Brentwood"(officegroup) Makesurethesearemovedtoyourinbox soyouaresuretonotmissoutonanyemailsthatmightgoout!Don'tworry,we won'tspamyoueveryminuteandyoushouldnotreceiveanyspamemails!

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

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 (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

rich@coldwellbankernashville.com

(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

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

NASHVILLE | 767 Alloway St Ste 101, Nashville, TN 37203 Location Not Staffed

Rich Cosner | Principal Broker

Victoria Tarajano | Executive Sales Manager

Lisa Sisk| Administrative Manager

(615) 454-9000 (615) 585-0310 (615) 465-3700

rich@coldwellbankernashville.com moorvictoria@yahoo.com cbsrurban@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

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

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

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

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

The Go-Giver

The Slight Edge by

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

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Priscilla Burnsed ONBOARDING GUIDE by CBSouthernRealty - Issuu