The Coldwell Banker brand is home to affiliated agents and brokers with drive and vision, talent and compassion. They work every day to redefine the standards of what it means to serve their clients and guide them to the homes of their dreams They create successful and fulfilling lives for themselves and their families with the strength and support of the Coldwell Banker brand. That’s the power of the Coldwell Banker Way. It’s our highest honor to provide our affiliated agents and brokers the resources they use to achieve their most ambitious goals. Tools and programs that grow and strengthen their businesses A culture of success and positivity that empowers and unites And a commitment to industry leadership that’s remained steadfast for well over a century. If you ’ ve found yourself inspired, energized and ready to take the next step in your career after learning all about our company, we welcome you to the Coldwell Banker brand, your new home.
HOW DO I USE IT?
Social media graphics are provided to help you leverage the power of the brand in your marketing efforts These images tout some of the reasons why Coldwell Banker is such a strong and wellrecognized brand, such as its global network of 100,000+ affiliated agents across 41 countries, extensive online presence, outstanding dollar sales volume, higher sales price than the NAR average, and incredible number of average daily luxury sales. The assets come with pre-created messaging to make sharing easy for you.
ADDITIONAL RESOURCES
For caption ideas, click here to access Marketing Center Once you ‘ re on the Marketing Center (see page 65) homepage, go to the search bar at the top of the page and search for “Quotables ”
GLOBAL NETWORK
Through non-stop innovation and forward thinking, the Coldwell Banker brand has grown to become one of the most well-known and trusted names in real estate around the globe. Today, there are more than 100,000+ agents working out of 2,900 offices in 41 countries and territories Wherever your listing’s buyer might be, Coldwell Banker is there, too.
WHY IS THIS IMPORTANT?
Though your buyer may come from just around the corner, it’s helpful to have the power of a worldwide brand behind you, giving you that extra edge when competing for a listing Coldwell Banker has offices in the most significant markets in the world, so sellers benefit from the added opportunities to find buyers through the extensive CB network, as well as the brand’s powerful online presence
WHERE DO I FIND MORE INFO?
The Global Luxury listing presentation (available in Moxi) has a page showing the list of countries and territories where Coldwell Banker has offices, and Marketing Center (see page 64) on CB Desk offers social media posts about the strength of the brand Learn more about the places that Coldwell Banker calls home in their “Around the World” blog post series, which can be found here
COLDWELL BANKER BRAND IDENTITY STANDARDS
A brand is only successful if it speaks to the targeted audience, is recognizable in all of its iterations, and sends the appropriate message Strength and recognition of a successful brand identity are directly related to the consistency with which it is applied throughout all channels of communication. The Coldwell Banker brand does just that. The logo, visual appearance, verbal approach, typography, color family, attitude – all are aspects that exemplify the brand characteristics
HOW DO I USE IT?
The brand identity standards are your guide for making sure that your marketing, signage, website, etc. adhere to the style set forth by the brand, as well as remain compliant with the rules for usage of the company name and logo. In it you will also find the fonts and color codes for print and digital marketing. (For CBSR compliance in marketing, see Marketing Compliance Review on page 53)
HOW DO I ACCESS?
Click here for the Coldwell Banker Southern Realty brand identity standards guide.
Click here for the Coldwell Banker brand identity standards guide.
Click here to access Coldwell Banker Southern Realty logos
COLDWELLBANKER.COM
The Coldwell Banker® network’s digital platforms consistently attract more consumers than any other real estate brand, making coldwellbanker.com a premier destination for buyers and sellers to connect with its network of worldclass agents and to utilize the brand’s suite of cutting-edge tools. Visitors to the site can utilize the Move Meter, a tool which allows them to compare cost of living, quality of life, and job market strength between different cities in the U S , while the CB Estimate tool can give them an instant estimate of their home value
HOW DO I USE IT?
Every CB agent has a profile page on the site which shows active listings, solds*, testimonials, areas served and more
To update your profile on ColdwellBanker com, go to mycbdesk com, click the profile icon at the end of the Desk search bar, then click “My Profile” Here you upload your headshot into “Profile Image”, add your bio, add social media links, and more
For social media graphics to promote the Move Meter and CB Estimate, click here to access Marketing Center and search “Move Meter”
*The site only displays properties you sold as a Coldwell Banker agent Sales with previous brokerages will not display
ColdwellBankerInternational com showcases all of the brand’s listings, agents and offices outside of the continental U.S. It also offers news and insights for buyers and sellers, as well as links to the U.S. property search, Global Luxury website, CB Commercial website and the affiliate website in each country/territory.
CBCWorldwide.com is the website of the Commercial Property Division of Coldwell Banker Visitors can search for commercial properties around the world, find a commercial agent or locate a commercial office The site also features articles relevant to the industry, news related to the CB Commercial Division, and reports on the commercial property market.
CB BRIEFS
Want a simple way to stay in the know about the brand? Check out
CB Briefs – all of the latest CB news and updates in one spot Briefs include launches of new tools and marketing programs, upcoming training courses, advertising opportunities, brand news, technology updates, Gen Blue recaps, and much more
WHERE DO I FIND IT?
CB Briefs are automatically delivered straight to your inbox. Add noreply@mycbdesk.com to your email contacts so you don’t miss these important communications. Feeling like there is a lot of news coming your way and you could use help figuring out where to focus your attention? You can view all posts by clicking here. “Featured” posts highlight the most important communications for the week, along with featured tags which alert you to action required, save the date or just a “heads up ”
GEN BLUE
Gen Blue is an annual, networkwide event that brings agents together to learn from expert instructors and panelists, find out what the brand has in store to keep you on the cuttingedge of industry tools and trends, network with your peers, and best of all, have a great time.
WHERE DO I FIND MORE INFORMATION?
For more information, visit Here or search “Gen Blue” on CB Desk
CB BUSINESS ADVANTAGE DISCOUNTS
The Coldwell Banker Business Advantage program gives you discounts and special deals on an assortment of products and services as part of your affiliation with Coldwell Banker
VENDORS AND DISCOUNTS INCLUDE:
Avis
Budget Truck
Save up to 20% off truck rentals. Whether moving across the street or across the country, Budget Truck Rental can help get them there with boxes, moving supplies, pack and load services and truck rentals.
Avis provides business and leisure customers with a wide range of travel services at locations worldwide Car rental discounts with up to 25% savings and a great selection to fit your image Available in 2,000 locations in over 150 countries Contact: (800) 331-1212 Code: D827302
Budget Car Rental
Save up to 20% on car rentals at numerous locations worldwide. Mention code “Y543102” when making a reservation. Contact 800-527-0700. budget.com/en/association/Y543102
The CE Shop
The CE Shop offers results-driven, 100% online real estate education designed to help agents succeed in today’s fast-paced market. From prelicensing and exam prep to post-licensing and continuing education, their flexible courses and professional development resources support every stage of your career. Use code CB30 for 30% off.
Choice Hotels
Choice Hotels: Coldwell Banker Members can now receive up to 20% off at Choice Hotel properties You can extend this special discount to your clients as well! Be sure to include your Corporate ID# Corporate ID# 00303300
Contact: (800)-4-CHOICE
PODS
PODS is reinventing the way people move and store by making it less stressful, less work and more convenient. With promo code COLD, your clients can receive up to 10% off their next moving and storage project!
Contact: (866) 959-7637
WHERE DO I FIND MORE INFORMATION?
For the full list of vendors and discounts, click here.
AWARDS
The Coldwell Banker International Awards & Recognition program is designed to spotlight those agents and teams who have achieved the highest levels of success. Award designations are based on two production categories for a calendar year: adjusted gross commission income (AGCI) or units AGCI is comprised of commercial sales, residential sales, leases, and incoming referral income received after outgoing referral fees and outside broker splits have been deducted. Units is comprised of only residential sales units.
HOW DO I TRACK MY PRODUCTION?
If you are an individual agent, the Awards Tracker (found on the homepage of mycbdesk.com) can help you keep tabs on your production and progress in the award levels. If you are a team leader, all of your team’s production will show in the awards tracker; however, the award level listed at the top of
the page will not be accurate as it applies to individual agents Check the awards criteria (link below) for team production level requirements
Please note: The Awards Tracker provides a snapshot of awards-eligible production through the prior month for informational purposes only It is not intended to provide an estimate of the designation levels you may achieve in the current calendar year, nor is it a guarantee that a certain level will be achieved YTD Ranking for Agents and Teams is based on AFFILIATE data only (excludes Coldwell Banker NRT Agents and Teams) and therefore does not reflect a true brand ranking
If you notice any major discrepancies in your production data, please contact your Principal Broker
WHERE DO I FIND THE AWARDS CRITERIA?
For the current national awards criteria, click here
A PLATFORM OF VALUE
The Coldwell Banker® brand is the North Star of the real estate industry Guiding people to the homes of their dreams and leading affiliated agents to successful and fulfilling business paths has been our calling for well over a century It’s a passion and pursuit we take deep pride in, creating and exceeding impeccable standards in every aspect of the real estate experience We are a brand devoted to the service of our clients, the success of our network and the remarkable power of home. We’re committed to creating dominant winners in every market we serve. On the following pages, we invite you to learn more about the tools, programs and other resources which help us deliver on that promise to help agents and brokerages, like yours, succeed.
Coldwell Banker Southern Realty Value
#1 Most-Visited Brand Online
The Coldwell Banker brand is the most-visited real estate brand online, with an impressive 184 million website visits in 2022
#1 Rated Real Estate Ad 11 Years Running
The Coldwell Banker brand has been the #1 rated real estate ad for 11 years in a row
Our award-winning commercials appear across media where home buyers and sellers spend the most time, making for consumer brand recognition and influence of the highest tier In fact, consumers who watched our advertising were 3X more likely to work with a Coldwell Banker affiliated agent
Agent Recognition
Our hardworking agents receive monthly recognition through personalized social media graphics and posts, as well as showcasing their achievements on office TV displays The annual Awards Event, hosted at renowned Nashville venues, celebrates outstanding Sales and Management efforts Moreover, our agents and offices receive annual recognition for their local and national achievements at the event Coldwell Banker Southern Realty is a prestigious Chairman’s Circle Company, one of just 90 nationally
America’s Preferred Home Warranty - Seller Coverage
We automatically set up complimentary Seller Coverage through America’s Preferred Home Warranty on all of our listings. It is good for the life of the listing and does not obligate Sellers to purchase a Home Warranty for the buyers This is a great benefit for covering your Sellers for unexpected repairs that may occur during the listing
Coldwell Banker Brand Recognition
Coldwell Banker's name recognition is a significant factor, contributing conservatively to around 20% of transactions The investment in Coldwell Banker proves highly valuable With a strong presence in major metropolitan cities, Coldwell Banker leads the market in most of them Our agents consistently achieve higher sales volumes compared to their counterparts in other companies within the same cities Handling relocation business is a valuable asset for qualified agents, leading to spinoff effects that generate additional sales and listings, which are then compensated at the agent's current commission split This can result in a yearly income increase of 10% - 25% compared to not handling relocation department business
Company and Agent Websites (MoxiWebsites®)
This easy-to-use website builder for brokerage, team and agent websites makes putting your brand’s best foot forward a simple task MoxiWebsites comes with Yoast SEO plugged in to guide you to optimize every page of your site for great search results.
Copier, Scanner, Printer – includes limited use color laser printer
Included
Included
Included
Included
Included ($15,000-$50,000)
Included
Each of our offices has a state-of-the-art multi-function (copier, scanner, printers) for your use We do not charge for color printing for business and office use Color copying for marketing is available at an extreme discount over what you would find from public sources Every agent is set up and able to utilize these services at any office, not only their own Included
Corporate Support Staff
Unlike the majority of companies, Coldwell Banker Southern Realty provides assistance at the Corporate / Support Center level with an emphasis on Agent Programs and Services including Marketing, Relocation, Coaching, Training, Accounting, Transaction Coordination, Mentoring, etc
Custom Learning Tracks (Agent Pathways)
Agent Pathways are a series of coaching and learning tracks catered specifically to agents in certain stages of their professional paths or with particular business goals So whether an agent is new to the industry, looking to build a team, interested in breaking into the luxury market, or simply wants to take their business to the next level, we can offer them the path to accomplish their goals
Customized Company Forms on Transaction Desk
We maintain our company customized forms on Transaction Desk, so you have ready access to our company-specific forms, alongside the standard TAR forms, making your job easier anywhere, anytime
Database Management and Email Marketing Solutions (Prospect Square, MoxiEngage®)
Prospect Square helps agents deliver automated reports and campaigns so they can stay top of mind with their sphere. MoxiEngage® is a powerful CRM and business planner which allows you to manage your entire book of business, create marketing campaigns, set your sales goals, and get data-driven insights that help you achieve them
Desk
Our intranet site is your one-stop-shop to access all company products, programs, and news
Digital Brand Asset Creator (Marketing Center)
Marketing Center is a digital content management solution and asset generator that gives affiliated agents and brokers the ability to download company and brand logos, access brand photography, customize and post personalized social media assets, create and print marketing materials, customize national advertising campaigns and more
Digital Presentations and CMA Tool (MoxiPresent®)
MoxiPresent creates sleek, customizable, showstopping CMAs, luxury presentations, open house flyers and neighborhood tours
Domestic Listing Syndication
Benefit from expansive online syndication on high-traffic websites such as Unique Homes, Robb Report, The Wall Street Journal, JamesEdition, Mansion Global, MarketWatch, Penta and Barron’s* *Only $1M+ listings are syndicated to James Edition, Mansion Global, Barrons and Penta
Our sales associates are covered by a $1,000,000 E&O Excess Liability Insurance policy which supplements the individual sales associates’ policy. A policy of this magnitude is otherwise unavailable to an individual agent, making this coverage a huge benefit to our sales associates In addition to the standard coverage, we have also secured Residential Ownership (Agent Owned) coverage for our agents, which is useful when listing their personal properties With increasing home values and an increasing litigious public, would you want to be in this business without such coverage?
Full Color Photo Business Cards
Business Cards are designed by the Marketing Director They can also create a custom design for you New Agents to Coldwell Banker Southern Realty get 100 business cards for free
Full-Time Administrative Staff
The company ’ s administrative staff are full-time employees of the company They consider themselves a part of our sales team and understand the importance of representing themselves and the company professionally
Full-Time Relocation Department Staff
Coldwell Banker Southern Realty boasts a top-tier Relocation Department in the Southeast, consistently winning awards such as the prestigious Platinum Award for 18 consecutive years and being ranked among the Top 25 in the country in the Anywhere Network They represent over 30 different Relocation Management companies, including Cartus, generating 1500+ business opportunities yearly. The full-time Relocation Department facilitates global referrals and offers regular training, which is mandatory for handling this unique business opportunity General training is provided at no cost, while training required by specific Relocation Vendors incurs a charge based on the vendor's program
Generation Blue Experience®
Included
Included
Included
Included (MLS subscription required for Prospect Square)
Included
Included
Included
Included
Included
Included(Agents' cost after first 100)
Included
Included
This energetic, inspiring event brings together Coldwell Banker affiliated agents from around the world to network, share ideas and learn from top real estate professionals, tech leaders and industry insiders Agents' Cost
Global Listing Syndication
In addition to our comprehensive online marketing strategy for all Coldwell Banker listings, all properties advertised under the Coldwell Banker Global Luxury program also display on the elegant coldwellbankerluxury com, with those listed over $2 million syndicated internationally through ListHub Global.
Global Marketing Program
Luxury Property Specialists enjoy elite access to a robust portfolio of print and digital media opportunities Elite status also includes pre-negotiated rates for top-tier print and digital publications Affiliated agents with the Luxury Property Specialist Certification sell properties with a $200k higher average sales price
Homes & Estates Magazine
The proprietary Coldwell Banker Global Luxury publication, Homes & Estates showcases extraordinary listings and an insider’s perspective on luxury real estate, design and lifestyle while reaching the most influential players in the high-end marketplace With a total annual readership of 1 3 million, affiliated agents can receive custom, personally branded copies of this quarterly magazine with the purchase of an ad
Learning Platform
In addition to an extensive library of self-paced courses, the CBU Learning Center offers a vast collection of live courses with a staff of education professionals leading real time discussions Lead generation classes are available to help agents begin seeking immediate business opportunities, and tools and technology classes share best practices for boosting productivity Additional course topics include negotiating skills, listing presentations, team-building and much more
Listing Promotion to Area Agents
As one of our support services, your listings will be promoted to other agents in the MLS via a professionally formatted, agent-branded email You can work with our coordinator to also include your sphere of influence in these distributions
ListTrac
Web application that provides agents with rich, real-time metrics about their listings’ performance on the web. You can also easily share this information with your Sellers
Luxury Property Specialist Certification
This elite designation is awarded to real estate professionals experienced in marketing luxury properties, have completed the Coldwell Banker Global Luxury certification course and meet established performance criteria
Market Data and Insights (Market Quest)
Through Market Quest, affiliated agents can generate market share and real estate trend reports and access email and social media marketing pieces to promote their brand and demonstrate their market knowledge
Marketing Team
Our full-time Marketing Team is available to assist you with all things Marketing Whether real estate or personal marketing is needed, our Marketing Team is here to help Ongoing group and one-on-one training is provided on an array of marketing topics
The Lending Collective & Fairway Mortgage works with Coldwell Banker Southern Realty to provide mortgage services for our agents, customers, and clients through on-site mortgage advisors in most of our offices You are able to utilize any of the Home Loans mortgage advisors regardless of your office
Multiple & Convenient Office Locations
Our branch locations are conveniently placed with high visibility Agents at Coldwell Banker Southern Realty can access all branches, utilizing top-of-the-line copying, scanning, faxing, and computers We encourage associates to make the most of this benefit Our offices are unrivaled, with modern, equipped, open café areas for meetings, education sessions, and social functions Agents can also host real estate events for their consumers and clients
National Alliances – specialized real estate affinity programs
Coldwell Banker Nationally has services, products, and systems available to sales associates and their customers offered at reduced and discounted rates Some of the discounts include The CE Shop, Budget Car Rental, AT&T, etc for our agents and their clients Current information is always available on mycbdesk com
National Media Exposure
We offer far-reaching media exposure across online video, social media, and beyond In addition to powerful national advertising, affiliated agents benefit from brand-led search engine marketing and social media lead generation campaigns run for listings on coldwellbanker com
National Public Relations Coverage
We offer broad coverage which resulted in 33 5 billion impressions in 2022 and 136 media mentions per day This translates to $100 million in total publicity ad value
30-75% discounts on national advertising rates
Included
$575/per agent certified
Included
Included
Included
Included
Included
Included
Included
National Recruiting Website
Our national recruiting website, coldwellbanker com/careers, showcases all the ways we support agents and their business and delivers recruiting leads to our affiliate network
Professionally Bound Listing Presentations
We will bind your listing presentations in a hard-cover presentation book so that you will stand out among your competition This will help win listings and make a lasting impression to ensure future referrals
Progressive Commission Structure
Coldwell Banker Southern Realty commission plans are among the most aggressive in the mid-state area for full service brokers Considering the services, facilities and the many amenities available, our competitors find it difficult to compete
MoxiImpress helps you promote your listings by allowing you to automatically create and distribute print, digital and social media advertising materials in a matter of minutes Listing Concierge is an exclusive listing marketing program designed to help agents win the listing, prove their value and turn one listing into three
Resources & Campaigns (Coldwell Banker Way, The Recruiter’s Solution)
Our national recruiting campaign, Coldwell Banker Way, offers a collection of customizable materials and resources to share your value proposition with prospects, including print brochures, digital presentations, email campaigns, custom videos, social media assets, and more The Recruiter’s Solution is an all-in-one resource which contains a vast collection of resources to improve your recruiting and retention efforts Whether you ’ re looking for coaching, scripts, reporting, interviews, or competitor intel, The Recruiter’s Solution has you covered
Recruiting Incentive Program (Referral Rewards)
The Referral Rewards program helps agents generate a passive commission stream by introducing other successful agents to affiliate with the Coldwell Banker brand or the Coldwell Banker Commercial® brand Agents receive a Referral Rewards commission payment every time one of their referred agents closes an eligible transaction* *Agents recruited through the Referral Rewards Program must not have been affiliated with Coldwell Banker or an Anywhere brand within the last 6 months prior to affiliation under this Program
Included
Included
Included
Included
Commission generating opportunities Included
Share Program An addition to the Coldwell Banker Referral Rewards program, we provide an an additional 1 5% reward of the Adjusted Gross Commission Income that your recruit produces, subject to the program guidelines Unlimited commission generating opportunities
Single Listing Websites Through Moxi Impress, our agent’s listings have their very own address on the internet Included
Targeted Digital Advertising (Boost)
Boost, powered by Lone Wolf automates targeted digital advertising campaigns, allowing agents to create ads that promote them and their listings in minutes Ads run on Facebook, Instagram, the Nextdoor app, and over 1,000 websites
Testimonial Tree Testimonial Tree is the leading online reputation management company We automatically collect testimonials on your behalf after closing and post them to your website and social media accounts
Title Services - Optum Title (benefits agents & customer)
Platform included + $99/mo $39/week
Included
Optum Title is our in house title company that provides title insurance services for our customers and clients Virtual & Offsite closings are also available Included
Transaction Coordination Services
Our transaction coordination is available to all agents for a very small fee, hundreds of dollars less than what a comparable service would cost an agent Utilizing transaction coordination frees our agents to increase their transaction count, spend more time in recreational activities and achieve their life goals to the highest level!
WealthEngine Luxury Property Specialists have the opportunity to use wealth intelligence to find prospects and buyers courtesy of WealthEngine WealthEngine provides access to over 1,500 wealth and lifestyle attributes from 65 sources on more than 240 million high-net-worth individuals, all in real time
First Transaction Free with $149 per Sales Contract and $49 Listing Set Up thereafter
Included
GLOBAL LUXURY
COLDWELLBANKERLUXURY.COM
ColdwellBankerLuxury.com is the website for CB’s Global Luxury Division and showcases luxury listings from around the world Properties that are approved as Global Luxury and meet the requirements below will automatically appear on the site, as well as profiles of agents who have been certified as Luxury Property Specialists.
FEATURES:
Multiple language translations and currency conversion tools (1 in 10 visitors to the site is international)
Property search by lifestyle: resort, golf, wine country/ vineyard, equestrian, mountain, waterfront/coastal, historic, urban, land and ski resort Properties fall into these categories based on keywords in the description
Downloadable property flyers
Bio page on each Luxury Property Specialist which displays their own or office Global Luxury listings
Luxury blog (content can be shared on social media or copied for use in email campaigns or newsletters)
Reports on luxury real estate trends
Home of the Week
HOW DOES A PROPERTY QUALIFY FOR THE SITE?
Must meet the minimum price threshold for the zip code (see page 25)
Must have 6+ images or a video
Must match allowed property subtypes
If a rental, must be listed for $7,500+/mo
In addition to all of the above, a GL qualifying property should be of exceptional quality and style
HOW DO I USE IT?
Content from the site’s Luxury Blog (see page 27) can be shared via social media or utilized in email campaigns to your clients and sphere.
GLOBAL LUXURY IDENTITY STANDARDS
A brand is only successful if it speaks to the targeted audience, is recognizable in all of its iterations, and sends the appropriate message Strength and recognition of a successful brand identity are directly related to the consistency with which it is applied throughout all channels of communication. The Coldwell Banker brand does just that. The logo, visual appearance, verbal approach, typography, color family, attitude – all are aspects that exemplify the brand characteristics
HOW DO I USE IT?
The Global Luxury identity standards are your guide for making sure that your marketing, signage, website, etc. adhere to the style set forth by the brand, as well as remain compliant with the rules for usage of the Global Luxury name and logo. In it you will also find the fonts and color codes for print and digital marketing. (For CBSR compliance in marketing, see Marketing Compliance Review on page 53)
WHERE DO I FIND IT?
Click here for the Global Luxury identity standards guide. To obtain the Global Luxury logos, contact
GLOBAL LUXURY LISTING PRESENTATION
We offer an exceptional selection of Global Luxury listing presentation options designed to meet your every need and impress your most discriminating clientele. Whether you prefer a classic and elegant approach or a modern and innovative style, our selection ensures that you have the perfect presentation to elevate your listings and attract potential buyers
HOW DO I ACCESS IT?
Click here to access the Global Luxury Listing Presentation options page
GLOBAL LUXURY PRESENTATION BOX
The Global Luxury listing presentation kit, called the “black box,” is one of the most powerful and impressive components of the Global Luxury program
WHAT’S IN THE KIT?
The outer black box features the phrase, “A New Expression of Luxury Awaits ”
Inside is a black presentation box embossed with the Global Luxury logo This stunning box includes:
The Coldwell Banker Global Luxury
Capabilities brochure: A beautiful 8-page foldout which concisely articulates the vision and value of the home or property Coldwell Banker Global Luxury program: A printed and bound glossy listing presentation, which lays out the comprehensive and compelling Coldwell Banker Global Luxury story.
while also emphasizing the program ’ s strong performance
Xpressdocs kit: Samples of the CB Global Luxury print marketing materials available through Xpressdocs (see page 60)
WHERE DO I GET IT?
You can also order them directly from Xpressdocs (click on the Xpressdocs tile on the homepage of mycbdesk com)
COST: Cost through Xpressdocs will vary depending on shipping speed chosen
GLOBAL LUXURY LISTING SYNDICATION
Properties that qualify as Global Luxury (see page 25, Global Luxury Property Minimum Price Thresholds) receive additional online exposure on an array of highend sites including The Wall Street Journal, Mansion Global*, Barron’s*, PENTA*, Market Watch, James Edition*, Unique Homes, and Robb Report* If the property is priced at $2M+, it also receives distribution through ListHub Global, which syndicates to 90+ sites in more than 60 countries, including China’s Anjuke, the United Kingdom’s Properstar and India’s 99acres
*Properties must be $1M+ to appear on these sites
HOW DO I USE IT?
The Global Luxury listing presentation (found in Moxi and CBW Bouj) includes two pages on global listing syndication. Be sure to discuss this extensive exposure with your client as a benefit of listing with a Coldwell Banker West agent. In addition, 24 hours after the listing has gone live in the MLS, look for it on ColdwellBankerLuxury com and some of the other syndication sites, go to the property details page on each site, copy the full URL, then take a screenshot and paste that and the URL into an email to your client to show some of the online exposure their listing is receiving
If your information or listing is not showing on coldwellbankerluxury com or any of the other syndication sites, please contact your Administrative Manager or Principal Broker
WHERE DO I FIND MORE INFO?
For news and updates on Global Luxury Property Syndication, search “Global Luxury Syndication” on mycbdesk com For a full list of syndication sites, see the Global Luxury listing presentation
COST: No cost to agent (part of the CB Value Package).
GLOBAL LUXURY PROPERTY
MINIMUM PRICE THRESHOLDS
Your listing can qualify for the Global Luxury program even if you are not a certified Luxury Property Specialist (see page 28). The main qualifier is price; however, the property must also have professional photography and be approved by CB’s quality control based on an overall aesthetic that fits with the image of Coldwell Banker Global Luxury listings Minimum price thresholds vary by zip code.
HOW DO I USE IT?
If your property is just under the minimum threshold, you can use range pricing in order to qualify as long as the top of the range is at or above the minimum price threshold. If you determine that your property does qualify as Global Luxury, see Global Luxury Listing Syndication on page 24.
Please note: If your property qualifies as Global Luxury but you are not a certified Luxury Property Specialist, you may only use generic Global Luxury yard and open house signs for the listing (office phone number and no personal branding)
WHERE DO I FIND IT?
To find out if your Global Luxury listing qualifies, check the Global Luxury Property Price Threshold list
GLOBAL LUXURY HOME OF THE WEEK
The Coldwell Banker Global Luxury “Home of the Week” offers an incredible opportunity to expose your listing to millions of qualified potential buyers across multiple highly targeted platforms However, there are only 52 slots available per year, so CB is extremely selective about the homes they choose to feature.
What is the eligibility criteria?
To be eligible for consideration, your listing must meet the following criteria:
• Price must be $5 million or greater
• Submissions must be furnished, staged and professionally photographed, with a minimum of 6 images, both exterior and interior Professionally photographed properties with twilight shots will receive first priority
• Submissions must have video to be considered
See submission FAQs for further information
HOW IS THE PROPERTY PROMOTED?
If selected as a “Home of the Week,” your listing will receive the following:
• Feature on the CB Global Luxury website homepage – coldwellbankerluxury com
• Video on the official CB YouTube channel
• Video on the official CB Facebook page
• Targeted advertising on Facebook to promote the video
• An Instagram video and stories feature
• Feature on the CB Global Luxury blog
HOW DO I APPLY?
To submit a listing, click here
COST: No cost to agent (part of the Coldwell Banker Value Package).
LUXURY BLOG
One of the many features of the Coldwell Banker Global Luxury website is the Luxury Blog, called “A Look Into Luxury Home & Style ” The blog delivers original stories on architecture, interior design, travel, automobiles, art, culture and real estate to an affluent subscriber base. Currently, the blog reaches over 1 million on social media each month.
Blog features:
• House tours – a look at incredible properties around the world
• Just listed – spectacular estates in the GL Division
• Home of the Week
• Links to current and past issues of Homes & Estates magazines
• Global Luxury Division news
• Luxury market & wealth reports
• Articles on interior design, life & style, travel, auto
HOW DO I USE IT?
The Global Luxury blog offers a wealth of original content that can be shared on social media or used in email campaigns or newsletters to your clients and sphere Use regularly appearing posts such as “Celebrity Homes,” “Just Listed,” or “10 over $10M” as fun, engaging features on your own social media Links at the top of each article make it easy to share content This is also where you can easily find the current and past issues of “The Report” and “A Look at Wealth,” Coldwell Banker’s annual look at trends in the luxury market
WHERE DO I FIND IT?
Click here to access the blog You can also find a link to the blog at the top of the homepage of the Global Luxury website, coldwellbankerluxury com To sign up for the monthly Global Luxury newsletter, click here
LUXURY PROPERTY SPECIALIST CERTIFICATION
The Luxury Property Specialist is a coveted designation agents can earn through Coldwell Banker in association with the Institute for Luxury Home Marketing (ILHM) Anyone may take the course, but to earn the designation, you must also show that you have closed three property transactions within a 24-month period at or above the brand’s Global Luxury Minimum Price Thresholds (see page 25). Held once per quarter, the course includes special guest speakers, info on marketing options available through the CB Global Luxury program, best practices for conducting a luxury buyer consultation, networking opportunities to build relationships in the luxury market, and a two-year membership to the ILHM.
WHY IS THIS IMPORTANT?
Earning certification as a Luxury Property Specialist is a way to differentiate yourself from other agents, helping to position you as an experienced and vetted specialist in the industry for affluent clients looking to work with an exceptional real estate professional In addition, as a Luxury Property Specialist, you will have a bio page with your Global Luxury listings on coldwellbankerluxury com Your included 2-year membership to the ILHM also comes with a multitude of perks, including:
• 100 FREE Online Wealth Lookup (OWL) reports for getting a financial snapshot of a prospective buyer or seller
• 100 FREE records per year on the WealthEngine Prospect tool, which allows you to generate a highly targeted mailing list
• FREE market reports showcasing monthly luxury statistics and trends
• Exclusive ILHM content for you to use in your marketing and social media strategy
• “Kiss, Bow or Shake Hands,” an interactive database that provides you with a cultural dossier of tips and best practices on meeting etiquette, negotiation tactics, and more for prospects and clients from dozens of countries
WHERE DO I FIND MORE INFO?
For information on the next certification course dates, reach out to Robin Allen or search “Global Luxury certification” on mycbdesk.com.
COST: $575 for the course.
LUXURY REPORTS
Understanding what motivates today’s high-networth buyers is essential in the luxury real estate space A deep knowledge of market trends, global wealth movement, and lifestyle preferences builds confidence and reinforces that you are operating at the highest level of the industry. The Coldwell Banker Global Luxury® program equips Luxury Property Specialists with elevated, data-driven resources designed to help you engage, advise, and connect with affluent clients in a meaningful way
Complementing this is the Coldwell Banker Global Luxury® brand magazine, the program ’ s flagship print publication Designed to honor exceptional homes and the art of living well, this elevated publication showcases remarkable properties, refined lifestyles, and the distinctive experiences that define luxury living serving as both a marketing tool and a brand statement for today’s discerning audience.
At the center of this offering is The Trend Report 2026, an award-winning, comprehensive analysis released annually. Drawing on insights from leading authorities including Institute for Luxury Home Marketing, Altrata, McKinsey & Company, and JamesEdition, the report provides a global perspective on how wealth, lifestyle, and real estate intersect It explores key drivers shaping the luxury market from generational wealth transfer and global mobility to evolving buyer priorities such as privacy, wellness, and long-term asset preservation while highlighting the resilience and unique dynamics of the high-end sector.
WHERE DO I FIND THEM?
“The Trend Report” can be found HERE and the Coldwell Banker Magazine can be found HERE.
COST: No cost to agent - this is included as part of the Coldwell Banker Value Package. Fees only apple if physical copies are ordered.
BEST OF THE BEST
The Coldwell Banker Global Luxury program ' s Best of the Best is now live! Best of the Best is Coldwell Banker Global Luxury's first-ever consumer-driven shoppable guide that includes today's most luxurious products paired alongside the latest design trends, all driven by Luxury Property Specialists. Share it with your clients and spread it to your sphere of influence on social It's a fantastic way to connect with your clients and continue conversations beyond the transaction.
HOW DO I ACCESS THE BEST OF THE BEST
Click here, to access the Best of the Best.
CUSTOM VIDEOS FOR BEST OF THE BEST
Visit Marketing Center on myCBDesk for a variety of social media assets to promote Best of the Best, and create your own custom video with a personalized end card on Custom Video To access Custom Video go to Desk > Marketing Center > New Project > Custom Video
COST: No cost to agent (part of the Coldwell Banker Value Package)
WEALTHENGINE
WealthEngine is a powerful platform that allows you to look up net worth, income, assets, real estate, stock holdings, charitable contributions and other financial-related data for more than 250M people in the U.S. The platform’s database also can be used to generate highly targeted prospecting lists using more than 1,500 wealth and lifestyle attributes from 65 sources
HOW DO I USE IT?
The platform can be used to pull a profile on a prospective buyer or seller to get an idea of their financial status and philanthropic interests It can also help you identify the ideal buyer prospects for a property based on lifestyle interests (for example, targeting equestrians for a ranch property) and then pull a mailing list so you can reach out with information about the listing
WHERE DO I FIND IT?
Certified Global Luxury Property Specialists receive 100 FREE reports (accessed in the “free” section under “member benefits”) on the Institute for Luxury Home Marketing portal (you should have received login credentials after you took the Global Luxury Property Specialist certification course). If you took the course, but do not have access to the portal, call 214 485 3000 or email info@luxuryhomemarketing com To purchase a subscription* to WealthEngine, email coldwellbankersales@wealthengine com or call 877 840 8801
COST: $250 for a subscription to access the platform Email/mailing lists are an additional $0 16 per prospect (first 150 prospects are FREE with your subscription)
*WealthEngine can only be purchased by agents who have been certified as Luxury Property Specialists (see page28). The WealthEngine database contains information for individuals in the United States only
PROXIO SHOWCASE & CONNECT
Proxio is a global real estate marketing platform that can help you expand your business It has a worldwide reach of 168 countries, with more than 3 million properties, and 900,000 agents. The platform helps you to connect with other agents and share inventory across markets, enabling you to expand your marketing reach and accelerate business opportunities You can also create digital marketing materials, then distribute and share them, generate and track leads, and analyze marketing results
PROXIO BENEFITS:
Exposure to more inventory, including new developments, enables you to expand your business with local, multicultural, and international clients
Agents all over the world promote your listings in their markets and through social media, exposing your properties to new pools of buyers, in their language of choice
Develop a referral network by connecting with real estate professionals locally and around the world
Make your listing available to buyers around the world with automatically created multilingual marketing materials
Build your referral business by networking with agents around the world
HOW DO I USE IT?
Proxio Showcase: Digital Marketing Package for Listings: Proxio Showcase offers a complete digital marketing package a multilingual property website with social media links, connected to a global network of collaborating buyers’ agents.
Digital brochures are automatically created to highlight your property and can be easily shared with your clients via email and social media at the touch of a button. The website and digital brochures are available in multiple languages, including English, Spanish, French, Portuguese, Chinese and Japanese, making it simpler than ever to provide prospective buyers with the information they require, in the format they prefer.
Proxio Connect: Networking for Agents & Exposure for Listings
Think of Connect as the LinkedIn of the real estate world. It is the world’s largest agent network and allows you to connect with agents around the globe and build a referral network. You can share digital marketing emails and brochures with other agents and buyers using the Proxio Connect Marketing Kit, available in multiple languages, and quickly and easily share listings and news with your social media channels to drive online leads.
Mention Proxio in listing presentations to demonstrate your connections with local and global agents and show prospective clients how you can market their property in multiple languages. Don’t have any listings at the moment? You can promote other luxury listings from around the world, with all leads coming back to you.
WHERE DO I FIND IT?
Proxio Connect & Showcase is found on the homepage of mycbdesk com To access the Proxio Help Desk, click here
COST: The standard account is available at no cost (part of the Coldwell Banker Value Package) for Global Luxury Certified agents. Proxio may also be available through your MLS membership.
AIDENTIFIED
Elevate your luxury prospecting strategy with Aidentified’s Wealth Network Intelligence™ platform an AI-powered solution designed to help real estate professionals connect with high-net-worth individuals through data-driven insights and relationship mapping
Aidentified transforms how you approach HNWI acquisition by uncovering warm introductions within your extended network. By mapping real-world relationships, the platform reveals strategic pathways to top-tier buyers, sellers, and investors allowing you to grow your business through meaningful, connection-driven outreach
Prospect with precision Close with confidence
Identify and prioritize high-value opportunities using advanced search tools and filters, including property value, net worth, and location Build targeted prospect lists and focus your efforts on the clients most likely to convert turning insights into listings faster and more efficiently
Data that drives luxury results
With access to over 260 million consumer profiles and 90 million professional profiles, Aidentified provides a comprehensive view of potential clients Leverage 200+ data attributes from property ownership to lifestyle indicators to engage in more informed conversations and win premium transactions.
Smarter outreach starts with smarter timing
Aidentified’s Wealth Trigger™ alerts allow you to monitor key financial and lifestyle events such as job changes, IPOs, stock activity, and property transactions so you can connect with prospects at the right moment, with the right message
ADDITIONAL CAPABILITIES:
Relationship Mapping Technology: Discover warm paths to affluent clients through your existing network and uncover hidden connections that lead to new opportunities
Advanced Prospecting Tools: Search and filter using key indicators like net worth, property value, and geographic location to identify ideal luxury clients
Comprehensive Wealth Data: Access integrated consumer and professional profiles to gain a full picture of high-value prospects
Wealth Trigger™ Alerts: Stay ahead with real-time notifications on major financial and lifestyle events that signal opportunity.
Scalable Growth Strategy: Build a consistent pipeline of qualified luxury buyers and sellers through databacked, relationship-first prospecting.
35 CONCIERGE AUCTIONS
A POWERFUL ALLIANCE
Our relationship with Concierge Auctions positions your property within the world’s leading luxury real estate auction marketplace connecting extraordinary homes with a global network of highly qualified, high-net-worth buyers
With a streamlined process averaging just 60 days from signing to sale, Concierge Auctions creates urgency and competitive demand through a proven auction model. This accelerated timeline, paired with strategic global exposure, drives meaningful buyer engagement and results
Backed by a record-setting reputation, Concierge Auctions has facilitated the sale of some of the highestpriced homes ever auctioned spanning 46 U S states and 38 countries and territories.
Proven Performance
Properties marketed through the Concierge Auctions platform typically generate:
• 200–400 inquiries
• 25–50 private showings
• 3–7 qualified bidders
This level of engagement is designed to create competition, elevate visibility, and position your property for a successful sale.
WHY CONCIERGE AUCTIONS
• Global Buyer Reach
Access an expansive network of high-net-worth individuals actively seeking luxury real estate opportunities.
• Accelerated Sales Timeline
Move from listing to sale in as little as 60 days through a structured, time-defined process
• Competitive Bidding Environment Drive urgency and maximize value through a transparent, competitive auction format
• Unmatched Exposure
Leverage international marketing campaigns that position your property in front of qualified buyers worldwide.
• Powered by Global Luxury Benefit from the combined strength of the Coldwell Banker Global Luxury® program and Concierge Auctions’ industry-leading platform.
C O L D W E L L B A N K E R
S O U T H E R N R E A L T Y
ABOUT COLDWELL BANKER
SOUTHERN REALTY
Rich Cosner
Rich Cosner | CEO & Owner
KEY CONTACTS
Robin Allen | Senior Vice President
Lindsay Hammers | Vice President of Marketing and Brand Strategy
Tracy Brumley | VP, Financial Officer
Beth Boling |Area Accounting Manager
Becky Stanko | Relocation Manager
Sam Sizemore | Marketing Director
Molly McCue | Printshop & Design Specialist
Alexis & Josh Story | Mango Media Marketing Support
Ronda Richardson | Transaction Coordinator
Michelle McKnight | Transaction Coordinator
Terri Davenport | Compliance Manager
(615) 533-6449
(615) 465-3656
(615) 972-4545 (615) 465-3654 (870) 636-1017
(864) 494-6906 (615) 585-4362
(217) 836-5113
(931) 231-6715
robin.allen@coldwellbanker.com rich@coldwellbankernashville com
jeffrowlett24@gmail com cynthia parker02@gmail com cbsrmtjuliet@gmail com
Matt Meyer | Executive Sales Manager
LeShaye Sawyer | Principal Broker
Audra Rogers | Administrative Manager
MURFREESBORO | 3105 Medical Center Pkwy. Suite B, Murfreesboro, TN 37129 (615) 651-1507 (615) 995-6147 (615) 893-1130
MattMeyercbsr@gmail com leshaye@leshayesawyerteam com cbsrmurfreesboro@gmail com
NASHVILLE | 915 Rep John Lewis Way S, Suite 102 Nashville, TN 37203
Jason Nagy | Executive Sales Manager
TBD | Administrative Manager (615) 298-9800 cbsrnashville@gmail com (615) 943-2466
soldbyjasonnagy@gmail com
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
zimmermanmisty1130@gmail com cbsrshelbyville@gmail com
TRANSACTION COORDINATORS
Coldwell Banker 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.
New agents will be guided through the entire process as you learn the critical steps to a successful closing Existing agents do not have to spend time and money training an assistant and employing one year round. You can selectively submit transactions to a trained individual who will move the transaction forward, allowing you to focus on the marketing, negotiations and client services This program will relieve you of the administrative functions so you have more time to acquire new business
WHERE CAN I FIND MORE INFORMATION ON OUR TRANSACTION COORDINATOR PROGRAM?
Click here, to meet our Transaction Coordinators, and learn the process and requirements
HOW DO I GET STARTED?
Reach out to one of coordinators today!
Ronda Richardson | (615) 465-3524
cbtransaction1@gmail com
Michelle McKnight | (615) 538-3240
cbtransaction2@gmail.com
COST:
*FIRST COORDINATION IS FREE
Under CAP Commission Plan:
$149 per Transaction
$ 49 per Listing Set Up
After reaching CAP:
$249 per Transaction
$ 99 per Listing Set Up
Under other Commission Plans:
$385 per Transaction
$ 99 per Listing Set Up
SOUTHERN TITLE
Southern Title and Escrow is one of Middle Tennessee’s most trusted title and real estate settlement partners
Known for their clear communication and commitment to client care, the Southern Title team consistently goes above and beyond to make every closing smooth and stress-free
With more than 50 years of combined experience and thousands of successful transactions, their staff brings deep expertise and a personal touch to every file
Whether it’s a first home, an investment property, or a commercial deal, Southern Title and Escrow handles each closing with professionalism, precision, and genuine care for every client involved.
PROFESSIONAL TITLE TEAM
SONDRA MOUNGEY
Senior Title Processor & Escrow Officer
Sondra@SouthernTitleAndEscrow com
LISA GILLIS
Senior Processor
Lisa@SouthernTitleAndEscrow com
CHASE COSNER
Client Relations
Chase@SouthernTitleAndEscrow com
KRYSTAL SUMMERS
Processor
Krystal@SouthernTitleAndEscrow com
ALLISON YUREWITCH
Receptionist, Escrow Assistant
Allison@SouthernTitleAndEscrow com
ANNETTE SCHERRER-COSNER
President
Annette@SouthernTitleAndEscrow com
WHERE CAN I FIND SOUTHERN TITLE?
Southern 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:
EMAIL NEW ORDERS TO: ELECTRONIC Earnest MONEY DEPOSIT ORDERS@SouthernTitleAndEscrow.Com
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SIGNING - CLOSING OFFICE LOCATIONS
1600 Westgate Circle, Suite 100 Brentwood, Tennessee 37027
106 Weakley Creek Road Lawrenceburg, TN 38464
923 Nashville Pike Gallatin, TN 37066
327 North Parkway Jackson, TN 38305
2600 North Mount Juliet Road Mount Juliet, TN 37122
3105 Medical Center Parkway B Murfreesboro, TN 37130
915 Rep John Lewis Way South Nashville, TN 37203
1708 North Main Street Shelbyville, TN 37160
THE LENDING COLLECTIVE
By combining experienced mortgage advisors with cutting-edge technology, The Lending Collective is redefining the mortgage experience for today’s market
The mortgage industry has entered the digital age, and The Lending Collective is leading the evolution with smarter, faster, and more personalized mortgage solutions designed around each client’s unique needs
Unlike traditional banks weighed down by outdated systems and excessive overhead, The Lending Collective combines the personal touch of a seasoned mortgage advisor with the efficiency of modern technology Their streamlined digital mortgage process allows clients to complete applications, securely submit documents, and receive stress-free pre-approvals on their schedule
With access to over 140 lenders that bid for your mortgage, The Lending Collective shops in real-time to secure competitive rates and tailored loan solutions Their collective approach allows borrowers to access wholesale rates and a wide variety of lending options while receiving transparent, customer-focused service from start to finish.
At The Lending Collective, the goal is simple: provide smarter mortgages, better prices, and a seamless lending experience built around the client.
How It Works:
• Meet with a Mortgage Advisor
• Complete the Digital Application
• Submit Documents Securely
• Receive a Stress-Free Pre-Approval
Why The Lending Collective:
• Access to over 140 lenders
• Smart Mortgages Better Prices
• Tailored mortgage expertise
• Transparent transaction process
• Customer-focused service
• Streamlined digital mortgage experience
• Personalized loan solutions
• Fast and flexible pre-approvals
Loan Programs Highlighted on Their Site:
• Conventional Loans
• FHA Loans
• VA Loans
• Jumbo Loans
• Non-QM Loans
• Down Payment Assistance Programs
FAIRWAY MORTGAGE
We are thrilled to share that Fairway Mortgage has been selected as one of Coldwell Banker Southern Realty’s Preferred Lending Partner, beginning January 1, 2025! This dynamic collaboration will create exciting new opportunities for both agents and clients ensuring a smooth and efficient process for every homebuyer Since opening the doors in 1996, Fairway has not only been dedicated to providing unparalleled customer service, but also to growing continuously Starting out with a staff of only 16 employees, Fairway now employs more then 5,000 team members nationwide Over the years, their team has helped thousands of Americans achieve their dream of homeownership. Fairway understand that customer service is imperative within every aspect of the organization. Their commitment is to provide exceptional customer service to all, for every client and agent They will ensure an exceptional home loan experience, each and every time
Adeline Perkins
Senior Loan Officer | NMLS ID 655745 (931) 242-5189 adeline perkins@fairwaymc com
MDC
Branch Manager | NMLS 186187 (615) 948-8587 michael church@fairwaymc com
Carrie Jones
Operations Manager | NMLS ID 1006508 (615) 848-4560 carrie jones@fairwaymc com
Madelynn Jacobs
LO Assistant (931) 231-5564 madelynn jacobs@fairwaymc com
Miranda Butler
LO Assistant (931) 242-5787 miranda butler@fairwaymc com
Lindi Lawson
Loan Officer (706) 622-0347 lindi lawson@fairwaymc com
Scotsman Guide award winning team for 10 years in a row
#1: THDA Lender in the state.
#2: in USDA Purchase Unites and Volume in the nation.
50: Licensed in all 50 states
$: Fairway has funded over $24.675 Billion year-todate in 2024.
98%: of closings are E-Closings
WHAT MAKES US DIFFERENT?
Speed to lead Guaranteed 4 hour turn time on client preapprovals
All loans close, fund and retain servicing in house
In house underwriting
Over 130 years of combined team experience
Austin Luck Loan Officer (615) 556-1587 austin luck@fairwaymc com
Lance Dammeyer Loan Officer (615) 498-2858 lance dammeyer@fairwaymc com
Katt Ragan
Branch Marketing (615) 556-9586 katt ragan@fairwaymc com
Briley Bean
Branch Processor (931) 652-7760 briley bean@fairwaymc com
Delanie Yanneris
Lead Processing Assistant (615) 920-9381 delanie yanneris@fairwaymc com
Kara Bailey
Branch Processor (970) 201-7726 kara bailey@fairwaymc com
Jennifer Dammeyer
LO Assistant (615) 723-2040 jennifer dammeyer@fairwaymc com
AMERICA’S PREFERRED HOME WARRANTY
For over 20 years, America’s Preferred Home Warranty (APHW) has helped homeowners nationwide protect one of their biggest investments their home APHW provides customizable home warranty plans designed to help cover the repair or replacement costs of major home systems and appliances that break down due to normal wear and tear, helping homeowners stay on budget and reduce unexpected expenses
Unlike homeowners insurance, which covers theft, fire, and weather-related damage, a home warranty adds an extra layer of financial protection for the systems and appliances homeowners rely on every day. With customizable coverage options and the flexibility to choose your own repair technician, APHW delivers a more personalized home warranty experience backed by exceptional customer service.
America’s Preferred Home Warranty is dedicated to providing high-quality products, competitive pricing, and unsurpassed service Their awardwinning Customer Service Team is available 24 hours a day, 7 days a week, 365 days a year to support homeowners whenever they need assistance
What APHW Covers
• Major Home Systems & Appliances
• Central Air Conditioning
• Heating Systems
• Plumbing Systems
• Kitchen Appliances
• Built-In Dishwashers
Why America’s Preferred Home Warranty
• 20+ years serving homeowners nationwide
• Customizable home warranty plans
• Freedom to choose your own repair technician
• 24/7/365 customer support
• Competitive pricing
• Protection from unexpected repair costs
• Coverage for 26 home systems & appliances
• Identity & Home Title Theft protection included
APHW Mission & Values
• Honoring God in their work and service
• Staying humble and caring for others
• Accountability in all actions
• Innovation and technology focused
• Customer-first service approach
Wes Poole| Area Sales Manager (615) 970-8267
wpoole@APHW.com | APHW.com
VENDOR DIRECTORY
Our Vendor Directory contains local vendors that have been vetted through Coldwell Banker Southern Realty and are local to the Nashville, Middle TN and Jackson areas
These vendors offer a wide range of services, including home repair and renovation, landscaping, and home cleaning. We understand that finding reliable and trustworthy vendors can be a challenge, which is why we have taken the time to carefully select and vet vendors that we believe will provide exceptional service to our clients We are dedicated to supporting our local community and helping our agents and clients find the resources they need to make their dream home a reality.
HOW DO I USE IT?
The Vendor Directory is a digital directory that you can access by clicking here.
This is a live directory that will update automatically when additions are made. Save the link in your internet browser favorites for easy access!
HOW DO I SUBMIT A VENDOR TO BE ADDED?
Please email all new vendor addition requests to the Marketing Director, once they are vetted and approved they will be added to the directory
MARKETING & ADVERTISING
Design Concierge
Design Concierge is a platform that helps you build custom and semi-custom marketing materials such as logos, professional bios, brochures and more It was designed to support your marketing efforts and allow you to uniquely brand yourself in the marketplace.
AVAILABLE PRODUCTS
There are currently seven semi-custom products available:
Logo – $149 (proof received in 2-3 business days)
Business card – $149 (proof received in 2-3 business days)
Personal brochure – $249 (proof received in 6-7 business days)
Social media and email headers – $99 (proof received in 2-3 business days)
Stationery collection – $199 (proof received in 2-3 business days); includes letterhead with #10-size envelope, notecard with corresponding envelope, and notepad design Outlook email signature – $99 (proof received in 2-3 business days)
Property marketing templates for Listing Concierge (see page 51) – $425 (proof received in 6-7 business days)
Custom products, available at an hourly rate of $75, include:
• Custom ad – $350-750 (proof received in 6-7 business days)
• Custom flyer – $350-500 (proof received in 6-7 business days)
• Custom brochure – $450-1,000 (proof received in 6-7 business days)
• Custom business card – $250-450 (proof received in 6-7 business days)
• Custom door hanger – $350-500 (proof received in 6-7 business days)
• Customized residential listing presentation – estimate provided after scoping call (proof received in 7-10 business days)
• Custom logo – $350-550 (proof received in
Custom postcard – $350-550 (proof received in 6-7 business days)
Custom professional bio copy – $250-450 (proof received in 6-7 business days)
Custom Outlook email signature HTML –$250-450 (proof received in 6-7 business days)
Custom social media header and email headers – $250-450 (proof received in 6-7 business days)
Custom stationery collection – $350-550 (proof received in 6-7 business days)
Customized GL listing presentation – $7503,000 (proof received in 7-10 business days)
Package pricing is also available
IS PRINTING INCLUDED?
In order to allow agents to select paper stock and coating specific to their individual needs and preferences, printing is not included with any Design Concierge product
HOW DO I PLACE AN ORDER?
To get started, go mycbdesk com and click on the Design Concierge tile on the homepage
BLUE MATTER BLOG
The Blue Matter blog from Coldwell Banker includes news about the brand and events, plus articles on home décor, home improvement, seasonal and holiday topics, home buying and selling, and more. It also offers a glimpse into the brand’s global presence through a monthly installment called “Coldwell Banker Around the World ” This article series highlights fabulous destinations around the globe where Coldwell Banker offices are located Local broker/owners or agents are interviewed for a local’s perspective on these incredible places.
HOW DO I USE IT?
Pull content from the Blue Matter blog for use in social media posts or email campaigns. You can subscribe to the blog here if you prefer to receive the content in your inbox.
WHERE DO I FIND IT?
https://blog coldwellbanker com
There is also a link on the bottom of the homepage of the Coldwell Banker website, coldwellbanker.com.
LISTING CONCIERGE
Listing Concierge provides a professional, comprehensive marketing plan for listings, reaching consumers across all spectrums Seamlessly executed by dedicated Listing Concierge Coordinators who handle the marketing of your listing from start to finish, the program gives you the ability to affordably and powerfully market yourself and your listings without having to manage the details yourself.
Digital:
Single-property website
Geographically targeted marketing for 5 days to a local audience online and on social media “Just Listed” and “Just Sold” eBlast to sales associate’s contacts Property tour slideshow of professional images Social media banners to showcase your listing
WHERE DO I FIND IT?
•
•
Packages, available in standard and Global Luxury, include:
Print:
• WHAT’S INCLUDED?
25 professionally printed property brochures (8x8, 8.5x11 or 11x17)
50 super-jumbo “Just Listed” postcards (printed and mailed)
100 super-jumbo “Just Sold” postcards (printed and mailed after closing)
For more info, click here to view the brochure for agents. Click here to view the brochure for clients. Click here to view the brochure for Global Luxury clients. To place an order, go to mycbdesk. com and click on the Listing Concierge tile on the homepage. If you don’t see the Listing Concierge tile, click on “show all” at the bottom of the page
WHERE CAN I GET MORE INFO?
Click here for ways to contact the Listing Concierge team.
Every Coldwell Banker listing receives online exposure through syndication to hundreds of high-traffic websites, including Zillow, Trulia, HomeFinder, and Homes com If the property qualifies as Global Luxury, it will receive additional distribution (see Global Luxury Listing Syndication on page 19).
HOW DO I USE IT?
The listing presentation (available in Moxi Present) includes a page on listing syndication. Be sure to discuss this extensive exposure with your client as a benefit of listing with a Coldwell Banker Southern Realty agent. In addition, 24 hours after the listing has gone live in the MLS, look for it on a selection of the syndication websites
such as Homes com, Zillow and ColdwellBanker com Once on the property details page on each site, copy the full URL, then take a screenshot and send both to your client to show some of the online exposure their listing is receiving You can also set them up on ListTrac reports to keep them informed of the online activity for their property (see page 64) If your listing is not showing on coldwellbanker.com or any of the other syndication sites, please contact RealTRACS 615-385-0777
COST: No cost to agent (part of the Coldwell Banker Value Package).
*Some sites only show select property types
MARKETING COMPLIANCE REVIEW
Not sure if a website or marketing piece you ’ ve created is compliant? We’ve got your back! 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.
WHERE DO I FIND MORE INFORMATION?
For Coldwell Banker Southern Realty Identity Standards, click here
For Global Luxury Identity Standards, click here.
MARKETING SHOP
We offer a variety of products to enhance your brand, including business cards, name badges, riders, custom riders, yard signs, and email signatures To get started, simply place an order through our Marketing Shop website Once received, our Marketing Director will create design proofs of your requested items and ensure that they meet your standards before placing your order. We guarantee prompt delivery, so make sure to submit an order through The Marketing Shop each time you require an item
HOW DO I ORDER?
Click here to head to the CBSR Marketing Shop where you can place your order as well as provide your information for your card creation
*You must be a certified Luxury Property Specialist in order to get Global Luxury business cards To find out how to become certified, see Luxury Property Specialist Certification on page 28
PRINTSHOP
Elevate Your Real Estate Marketing with Our Printshop Packages!
Boost your listings and stand out in the market with our tailored print packages crafted exclusively for busy real estate professionals through our in-house printshop Each package is thoughtfully designed to help you maximize your impact and reach your audience effectively, with a range of essential marketing materials from high-quality listing brochures to targeted postcards and eye-catching social media graphics.
Whether you ’ re just getting started or need the complete marketing toolkit, our Bronze, Silver, Gold, and new Platinum options offer everything you need to showcase your listings with confidence and style
Once your items have been created, you’ll receive a proof for review before anything is sent to print. Please ensure that all information is correct when reviewing your proofs.
HOW DO I ORDER?
Click here to head to the CBSR Marketing Shop where you can place your order as well as provide your information for your listing
*You must be a certified Luxury Property Specialist in order to get Global Luxury business cards To find out how to become certified, see Luxury Property Specialist Certification on page 28
BUSINESS CARDS
There are several business card designs to choose from. You may have custom business cards designed, but if they are created outside of our marketing department, they need to be run by the marketing director to review for compliance (email cbsrprintshop@gmail com) before you have them printed.) For guidance, see Coldwell Banker Identity Standards on page 7.
HOW DO I ORDER?
Click here to head to the CBSR Marketing Shop where you can place your order as well as provide your information for your card creation
*You must be a certified Luxury Property Specialist in order to get Global Luxury business cards To find out how to become certified, see Luxury Property Specialist Certification on page 28.
SIGNS
Dee Sign is a authorized sign vendor for Coldwell Banker Multiple TREC-compliant designs are available that conform to Coldwell Banker's identity standards Custom sign designs are prohibited.
Our agents use a 12x24" custom rider that includes a call-to-action statement like "For Sale" and includes your contact information Agents can choose whether or not to include their headshot
HOW DO I PLACE AN ORDER?
Contact your Administrative Manager about yard signs, frame toppers, directionals and standard message riders. Each office should have stock of these items available for you.
For custom riders, you can place your order through cbsrmarketing com
Note: Only listings that qualify as Global Luxury (GL) can utilize a GL sign and only GL certified agents may use personalized GL signs
SOCIAL MEDIA GRAPHICS
Social media is a crucial aspect of expanding your business and connecting with potential customers With Coldwell Banker Southern Realty, you can utilize social media frames, market statistic graphics, top agent graphics, and monthly social media graphics and content. In addition, you can customize some of our provided content through Canva.
HOW DO I USE THEM?
In addition to the graphics, there are templates available in Canva and the Marketing Center for you to use throughout the month to help generate content and build your personal brand on social media These templates are designed to complement the monthly social media graphics provided to you and make posting simple, consistent, and on-brand
WHERE DO I FIND THEM?
Social Media graphics are available Canva & Marketing Center.
AUTOMATIC LISTING MARKETING
Our Marketing Team understands how important exposure is when it comes to your listings That’s why each week we actively market our company listings across multiple platforms to maximize visibility and reach both agents and potential buyers throughout Tennessee
Every Monday, our team creates a professionally designed New Listings email and social graphic highlighting all newly listed properties from the previous week. These are distributed internally to all CBSR agents as well as externally to agents across Tennessee to increase awareness and opportunity for every listing
HOW DO I SUBMIT MY LISTING OR OPEN HOUSE?
New Listings are automatically pulled weekly and included in our Monday marketing campaigns
Open Houses must be submitted through CBSRMarketing com by Thursday to be included in that weekend’s marketing promotion.
In addition, all new listings are featured across our main company social media platforms to further expand exposure and keep our audience engaged with the latest inventory across Middle and West Tennessee.
For Open Houses, agents can submit their open house information through CBSRMarketing com by Thursday each week Our Marketing Team then creates and distributes a branded Open House email and social graphic that is shared with both CBSR agents and agents statewide, while also promoting the open houses across our company social media channels
Weekly marketing promotions include:
• Professionally designed email campaigns
• Company social media exposure
• Promotion to CBSR agents
• Promotion to agents across Tennessee
Our goal is to ensure every listing and open house receives consistent, elevated exposure through the power of our marketing platforms and statewide network
MONTHLY TOP AGENTS
We love to recognize your hard work! Each Month a Top 10 or Top 3 (depending on office size) is determined based on the Gross Commission Income for the preceding month. The requirements for Broker's Choice are pretty simple; any combination of four new listings or sales (contracts written and accepted) during the preceding month qualify the agent for the award
Our office admin create group graphics that highlights each offices top agents of the month for social media as well as to display on office TV. You also get a individual graphic created for you to share on social media if you are in the top agents for the month
HOW DO I GET THE GRAPHICS?
Top Agent and Brokers Choice graphics are emailed out during the first 2 weeks of the month
QUESTIONS ABOUT HOW TO BE IN THE TOP?
Reach out to your Principal Broker to find out more information to see what tools you should be using to grow your business
MONTHLY MARKET STATISTICS
Market snapshots are a powerful resource available to help you stay informed on local real estate trends and provide valuable insights to your clients
Through MarketQuest, agents have access to customizable market snapshots, local market data, and reporting tools that can be used in listing presentations, social media content, client conversations, and marketing efforts
Using these snapshots can help position you as a knowledgeable and trusted real estate professional while keeping your audience informed on current market activity and trends
Whether you are working with buyers, sellers, or investors, having access to current market data allows you to better educate your clients and strengthen your value as an agent
HOW DO I ACCESS MARKET SNAPSHOTS?
All market snapshots and market statistics are available through MarketQuest
Click here to access MarketQuest
Need help getting started or want to learn how to use MarketQuest more effectively?
A full MarketQuest training is available under the Agent Assets section on CBSRMarketing.com.
These resources are designed to help you confidently use market data in your business and marketing efforts.
XPRESSDOCS
Xpressdocs is the official Coldwell Banker platform for producing highquality printed materials From property brochures and postcards to stationery, we ' ve got you covered They also offer an array of customizable items, including holiday cards, calendars, name badges, promotional items, and the luxurious Global Luxury presentation box
HOW DO I USE IT?
Xpressdocs is a user-friendly platform with easy-tocustomize templates It also offers an automated property marketing program which creates a flyer, brochure, postcard, and social media post whenever you take a new listing These items can be found in your account by clicking on the Automated Property Marketing tile on the Xpressdocs homepage
WHERE DO I FIND IT?
The link to Xpressdocs can be found on the homepage of mycbdesk com If you don’t see the Xpressdocs tile on your homepage, click on “show all” at the bottom
TOOLS
CB DESK: BRAND TOOLS & RESOURCES
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?
To help familiarize yourself with the Desk platform, you can refer to the Desk FAQ and Quick Start Guide. All apps have a tile on the homepage. You can change the order of the apps by dragging them so that your most frequently used are 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
WHERE DO I FIND IT?
Go to mycbdesk com Don’t know your password? Go to the login page and click “forgot password” under the sign-in button The format of your username is firstname lastname@coldwellbanker com Note: This is not an active email address; it is for login purposes only
If you are having technical problems with any of the CB tools, you can reach the brand’s help desk at 877-426-5393
LISTTRAC: PROPERTY ANALYTICS FOR CLIENTS
ListTrac is an important tool designed to enhance communication with your clients by keeping them informed of their properties’ online performance, locally and globally. Powerful data reports can be generated through the ListTrac portal to detail the online traffic your listings receive through the Coldwell Banker listing syndication network (see page 52 and page 19).
HOW DO I USE IT?
Click here to access a step-by-step guide on how to set up property activity reports for your seller in ListTrac
WHERE DO I FIND IT?
The link to ListTrac can be found on the homepage of mycbdesk com If you don’t see the ListTrac tile on your homepage, click on “show all” at the bottom If any listings are missing from your ListTrac dashboard, reach out to your Principal Broker.
COST: No cost to agent (part of the Coldwell Banker Value Package).
MARKETING CENTER
Marketing Center is a digital content management platform and digital asset generator available to the entire Coldwell Banker network It is where all the brand-provided content can be found
HOW DO I USE IT?
Marketing Center is the place to find social media covers and posts, including the latest brand stats, as well as stock photography for your marketing materials, company and award logos, videos, and virtual meeting backgrounds. Many items are customizable and can be shared on social media directly from the Marketing Center platform.
WHERE DO I FIND IT?
Marketing Center is found on the homepage of mycbdesk com Want to receive email updates when new assets are added to Marketing Center? You can opt in to email notifications under your profile, at the bottom left of the Marketing Center homepage
COST: The majority of assets are available at no cost to agent (part of the Coldwell Banker Value Package).
Coldwell Banker Canva is a powerful design platform available through myCBDesk that allows agents to easily create professional, on-brand marketing materials for their business From social media graphics and flyers to postcards, presentations, and more, Canva gives agents the tools to market themselves and their listings with ease
With thousands of customizable templates available, agents can quickly personalize designs using their contact information, branding, listing photos, and messaging while staying aligned with Coldwell Banker brand standards
CB CANVA
HOW DO I USE IT?
Coldwell Banker Canva includes professionally designed templates specifically created for real estate marketing Agents can customize templates for social media, listing promotions, open houses, farming materials, presentations, and more using Canva’s easy drag-and-drop platform
For tutorials and training resources on how to use Canva, visit the Agent Assets section on CBSRMarketing.com or attend a Marketing Tip Tuesday session.
WHERE DO I FIND IT?
Coldwell Banker Canva can be accessed directly through myCBDesk. From the homepage, click on the Canva tile to open the platform and begin creating branded marketing materials
COST: Included at no cost to Coldwell Banker Southern Realty agents as part of the Coldwell Banker Value Package
MOXIWORKS RESOURCE GUIDE
MoxiWorks is among the most popular and powerful agent and consumer experience platforms in the real estate industry We believe its robust toolbox of product offerings will delight you and your clients, as these offerings integrate effortlessly with our technology data systems The MoxiWorks product suite is comprised of easy apps that help connect your services and tools while streamlininng your business The result is simple, time-saving, integration solution
HOW DO I USE IT?
This guide is designed to help navigate you through all the learning, and resources available to help brokers and agents engage with the MoxiWorks platform
WHERE DO I FIND IT?
For the MoxiWorks Resource Guide, click here
COST: No cost to agent (part of the Coldwell Banker Value Package).
MOXI ENGAGE: CRM
Moxi Engage is a client relationship management (CRM) platform built specifically for real estate agents, so it leverages property data and encourages long-term lead nurturing. Integrated with your MLS for live property data, Moxi Engage features both RETS and IDX, giving you easy access to historic and current data. This feed enables you to send completely automated “Neighborhood News” emails with market snapshots, personalized for each subscribed contact in your account. These monthly touchpoints keep your sphere up to date on happenings in their area. MLS data is also fed to the goals dashboard, which gives you a snapshot of your business for automated goal tracking.
• •
• •
WHAT’S INCLUDED?
Automated email marketing
Integration with your MLS for alwaysup-to-date property data
Customizable sales flow that guides you to success
Goal dashboard that drives business growth
WHERE DO I FIND IT?
To access Moxi Engage, head to MyCBDesk, and click the MoxiWorks Tile
HOW DO I GET STARTED?
To access the “Getting Started” video, click here.
WHERE CAN I FIND HELP?
A full MarketQuest training is available under the Agent Assets section on CBSRMarketing com
COST: No cost to agent (part of the Coldwell Banker Value Package)
AGENT WEBSITES MOXI WEBSITES
Every CBSR agent receives a free profile page on ColdwellBanker.com; as well as a stand-alone website, we have a in-house template-based platform, Moxi Websites, available for you. You may, of course, work with any outside vendor of your choice
Our in-house template-based platform, which your Marketing Director or Director of Training can assist you with, are through Moxi. Moxi offers IDX search capabilities and customization options.
WHERE DO I FIND IT?
Moxi Websites can be found on the homepage of mycbdesk.com. Click on the tile titled “MoxiWorks” then in the banner across the top click “Website”
WHERE DO I FIND HELP?
A full MarketQuest training is available under the Agent Assets section on CBSRMarketing.com.
For additional questions or help with Moxi agent websites, click here.
COST: Moxi agent websites are no cost to agent (part of the Coldwell Banker Value Package) Custom URL costs vary by provider Customized designs are available from Coldwell Banker at an additional cost.
MOXI IMPRESS
Moxi Impress offers a collection of digital marketing products The platform pulls in property details and images from the MLS to quickly and easily build a variety of marketing materials in minutes Distribution buttons make it easy to share your materials on social media, download a PDF or image, or send an email to your contacts.
FEATURES:
Brochures
eCards
eNewsletters
Flyers
Postcards
Single Property Website
HOW DO I USE IT?
Social media posts Virtual tours Property websites
Automated newsletter, seasonal, and holiday email campaigns
Click on “designs” to choose individual products to create Need multiple pieces for your listing? Click on “listings,” select the property, then select “create marketing kit” to create up to 10 items with just one click of the mouse
WHERE DO I FIND IT?
Moxi Impress can be found on the homepage of mycbdesk com Click on the tile titled “MoxiWorks” then in the banner across the top click “Impress”
WHERE DO I FIND HELP?
A full MarketQuest training is available under the Agent Assets section on CBSRMarketing com
COST: No cost to agent (part of the Coldwell Banker Value Package)
MOXI IMPRESS: CBSR JUST LISTED FLYERS
Coldwell Banker Southern Realty agents have the ability to email out professionally designed flyers through Moxi Impress to promote their listings and increase exposure These flyers can be customized with listing details, photos, and branding, then sent directly to clients, prospects, and spheres of influence.
Using Moxi Impress allows agents to quickly create polished marketing pieces that help generate interest, showcase property features, and keep their listings in front of potential buyers This is another powerful tool available to help our agents market their listings effectively and elevate their brand.
COST: No cost to agent (part of the Coldwell Banker Value Package)
MOXI PRESENTS
MoxiPresent, by MoxiWorks, is the robust real estate comparative market analysis (CMA) tool that enables agents to seamlessly guide their clients through the home buying or selling journey, embracing their role as a trusted consultant while appearing tech savvy and innovative in the eyes of their clients This easy-to-use presentation builder can be used to create CMAs, open house presentations, listing presentations, neighborhood tours and relocation presentations
HOW DO I USE IT?
Moxi Present offers templates for buyer and seller presentations, including a Global Luxury option for sellers and an interactive Property Tour for buyers You can create a digital, interactive version to send to your client, or download a PDF
WHERE DO I FIND IT?
Moxi Presentations can be found on the homepage of mycbdesk.com. Click on the tile titled “MoxiWorks” then in the banner across the top click “Presentations”
WHERE CAN I FIND HELP?
A full MarketQuest training is available under the Agent Assets section on CBSRMarketing.com.
COST: No cost to agent (part of the Coldwell Banker Value Package) Outside of CBSR this cost ranges up to $400+/monthly
SINGLE-PROPERTY WEBSITES
A single-property website showcases everything about your listing in one beautifully detailed webpage It is an ideal place to direct traffic from your print, social media and email marketing efforts in order to capture leads. Singleproperty websites are included for all listings through Moxi Impress.
HOW DO I SET ONE UP?
Single-property websites can be created through Moxi Impress
In Moxi Tap “Impress” in the top banner, find your listing, then click “Manage Projects”, then scroll to single property website> then tap “Publish to Web” to activate site.
COST: Single-property websites on eMarketing at no cost to agent through Moxi Impress (part of CB Value Package) Custom URL costs vary by provider
TRANSACTION DESK
Transaction Desk is an advanced cloud-based transaction management system that allows real estate agencies to effortlessly handle their sales, leases, and listings online This platform includes every necessary feature that a brokerage requires to manage, execute, and process deals, such as electronic forms, eSignatures, client communications, and document storage. Alongside these, Transaction Desk has a range of partner-built applications available to you and your team. These applications can enhance your clients' overall experience with buying, selling, and moving
HOW DO I FIND IT?
Click here, to login to Transaction Desk.
WHERE DO I GO FOR TRAINING?
Click here, for training on Transaction Desk
COST: Included in your Realtor dues.
DOTLOOP
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.
COST: Technology Fee
REALTRACS
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
Realtracs is constantly evaluating and improving their technology to make sure that the platform is efficient, reliable, and user-friendly. Whether you are a real estate agent, broker, or simply someone interested in the market, Realtracs is the perfect tool to help you navigate the world of MLS
SIGN UP FOR CLASSES:
Realtracs offers virtual and inperson classes, Login to Realtracs, click “Help”, “Sign Up For A Class”
CBSR TRAINING ADVANTAGE:
Realtracs host quarterly trainings exclusive for CBSR
WHERE DO I FIND MORE TRAINING?
Visit your LevelUp App, Tap “Training” > “Realtracs” FOR HELP AND ASSISTANCE: Realtracs 615-385-0777
COST: No cost to agent (part of the Coldwell Banker Value Package).
PROSPECT SQUARE: EMAIL MARKETING
Staying connected with your sphere of influence and expanding your contact list leads to new opportunities and new clients. Prospect Square helps you stay connected to your contacts and grow your business through automated, set-it-and-forget-it reports and campaigns that provide valuable content that your contacts will appreciate and enjoy receiving
HOW DO I USE IT?
Prospect Square allows you to create your own custom emails, utilize provided templates and campaigns (including a beautiful monthly local events calendar designed by CBW) or send property-specific emails with options to pull from the MLS or your own listings
There are also three types of automated reports available: quarterly, area and market
• The Quarterly Report offers insight into residential real estate sales activity and regional trends, giving a broader look at the real estate market, with sales activity for the prior quarter and year, along with current and past year-to-date statistics.
• The Area Report is released once per month and features market trends and statistics for a selected area or city.
The Market Report is the most customizable and can be sent daily, weekly or monthly It features For Sale data for a specific area, as well as price trends, days on market stats, and a list (with photos) of all of the properties available
Set yourself up for each type of report so that you can see what your clients will be receiving You can also pull market stats from the reports to use for social media posts If you ’ re holding an open house, have sample reports available for visitors and ask if they would like to sign up to receive them regularly
Once your clients are set up for automated reports, monitor the analytics provided by Prospect Square so you can see which of your clients are opening the reports Someone interacting frequently may warrant a follow-up call to see if they would like further information.
WHAT IS THE DIFFERENCE BETWEEN PROSPECT SQUARE AND MOXI ENGAGE?
Prospect Square is an email marketing platform, not a CRM like Moxi Engage
WHERE DO I FIND IT?
Click here to access Prospect Square
Prospect Square is found on the homepage of mycbdesk.com. If you do not see the Prospect Square tile on your CB Desk homepage, click on “show all” at the bottom.
COST: No cost to agent (part of the Coldwell Banker Value Package)
CONCIERGE
The Concierge program helps sellers prepare their home for the market by offering access to home improvement and property enhancement services with zero payment due until closing Concierge is designed to help maximize a home’s value and marketability through updates that can help homes sell faster and potentially for a higher price
Each seller works with approved service providers to complete projects that may improve the overall presentation and condition of the property before listing. Services can range from simple cosmetic updates to larger home improvement projects depending on the seller’s needs.
BENEFITS:
Zero due until closing
Helps maximize home value
Improve marketability before listing
Access to approved home service providers
Flexible home improvement options
Designed to help homes sell faster and stronger
SERVICES AVAILABLE:
• Staging
• Flooring & refinishing
• Interior & exterior painting
• Kitchen improvements
• Bathroom improvements
• Electrical updates
• Plumbing & water heater repairs
• HVAC services
• Roofing repairs
• Landscaping & curb appeal
• Deep cleaning & decluttering
• Moving & storage
• Pest control
• Fencing
• Seller-side inspections
• and 100+ additional home improvement services.
Concierge provides sellers with a simple, flexible way to prepare their home for the market while delaying payment until closing
HOW MUCH IS COVERED?
The amount available through the Concierge program varies based on the project scope and seller qualifications Funds may be used toward approved home improvement and property preparation services designed to increase a home’s market appeal Payment is deferred until closing
IS THERE RISK TO THE AGENT OR COMPANY?
Concierge loans are subject to credit approval and underwriting by the program provider Coldwell Banker Southern Realty, its agents, and affiliated companies are not providing the loan or property enhancement services through the Concierge program
Program rules, exclusions, terms, and conditions apply Fees or interest may apply depending on the seller’s state of residence and program terms
WHERE DO I FIND MARKETING MATERIALS?
Marketing materials and resources for Concierge can be found through the Marketing Center on myCBDesk along with additional Coldwell Banker marketing assets and presentation materials
WHERE DO I FIND MORE INFO?
Additional information, FAQs, and program details can be accessed through Coldwell Banker Concierge resources and training materials
HOW DO I GET THE PROCESS STARTED?
Agents should connect with their office leadership or approved Concierge contacts to begin the process and discuss available options for their sellers
COST:
Program availability, fees, and project approval may vary based on services selected and seller qualifications Payment for approved services is deferred until closing
TESTIMONIAL TREE
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:
Moxi Website: Testimonial Tree has the capabilities to communicate with your Moxi website When you receive a testimonial it is automatically populates into agents Moxi websites
Only positive reviews are selected, presenting you in the most favorable light possible
HOW DO I GET MORE INFO?
Reach out to Robin Allen for more information about Testimonial Tree
WHERE DO I GO FOR TRAINING?
Visit your LevelUp App, Tap “Training” > “Testimonial Tree”.
COST: No cost to agent (part of the Coldwell Banker Value Package)
The Jackson Family
Madison is the best! She helped our family buy our first house, and made our entire experience so easy and enjoyable
Madison Walters Coldwell Banker Southern Rea ty
4 7
TRAINING & COACHING
BUSINESS BOOST ACADEMY
Take a deep dive with our Leadership Team 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.
WHO CAN ATTEND?
These sessions are for all experience levels. In fact, we highly encourage seasoned agents to come!
HOW DO I SIGN UP?
Contact your Administrative Manager or your Managing Broker for upcoming dates and registration for the Business Boost Academy (BBA)
COST: 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.
MENTORING PROGRAM
Coldwell Banker Southern Realty is dedicated to providing the best education and training for our sales associates who are new to the real estate business. The Mentor Program provides instruction in the basics of real estate practice and productivity under the guidance of a qualified, experienced, and successful mentor.
Through this program, our new associates will have the opportunity to learn from seasoned real estate professionals, gain valuable insights, and hone their skills The mentorship program aims to equip our associates with the necessary tools and knowledge to excel in their careers, and to ensure that they provide the highest level of service to our clients
HOW DO I GET STARTED OR FIND MORE INFORMATION?
Reach out to your Principal Broker to find out more information on the mentor program and how to get started
INTERESTED IN BECOMING A MENTOR?
Reach out to your Principal Broker to find out more information on becoming a mentor
COST: No cost to agent (part of the Coldwell Banker Southern Realty Value Package).
MONTHLY TRAINING CALENDARS
Each office sends out its own Monthly Training & Sales Meeting Calendar at the beginning of each month, giving agents the opportunity to plan ahead and stay informed on upcoming trainings, meetings, workshops, and office events Calendars may include sales meetings, marketing trainings, coaching sessions, office events, and more designed to help agents grow their business and stay connected within their office.
Attending these trainings and meetings can help strengthen your skills, keep you informed on company updates, and provide valuable opportunities to learn from leadership and fellow agents Be sure to review your office calendar each month and take advantage of the resources available to you
HOW ARE MONTHLY TRAINING CALENDARS SHARED?
Office Admins email the monthly training and sales meeting calendars directly to their office each month.
NEED MORE INFORMATION?
Please reach out to your Office Admin for additional information regarding trainings, meetings, or upcoming office events.
CBSR YOUTUBE CHANNEL
Our Leadership Team has taken the initiative to upload recorded classes and resources onto our YouTube channel. This approach allows you to review the material at your own pace and apply the knowledge you ' ve gained. Our aim is to foster a more effective learning experience through repeated viewing and practice.
HOW DO I ACCESS THE CHANNEL?
Click here to access the CBSR Youtube Channel
CBU LEARNING CENTER
Coldwell Banker University® is a remarkably powerful resource where Coldwell Banker® affiliated agents develop and sharpen their skills Discover dynamic in-person and virtual programs designed to help you throughout your career, covering topics like maximized productivity, negotiating skills, listing presentations, team-building and more In 2023 our instructors earned a Net Promoter Score (NPS) of 961 - which is quite meaningful coming from the gold-standard in customer experience metrics and knowing that a score of 80 or above is considered world-class And also noteworthy, we logged over 110,000 total course registrations in 2023 which equates to a registration every five minutes 2 from our ardent affiliated agent community The Coldwell Banker University® course feedback is compelling:
“Priceless info for all agents new and old! It makes our job easier It gives us that edge of confidence!”
“Knowledge, insights, tips and tricks, so much to learn and know! This is my second time taking the course in a year ”
“It provided me the needed tools to get my business going ”
Course offerings include:
Outlist | Outlast Business Planning
Buyer Strategies
Converting with Confidence
Lead Gen
Pricing Strategies
Breaking into the Luxury Market
WHERE DO I FIND IT?
The link to CBU Learning Center can be found on the homepage of CB Desk. If you don’t see the CBU Learning Center tile on your homepage, click on “show all” at the bottom.
COST: No cost to agent (part of the Coldwell Banker Value Package).
MARKETING WORKSHOPS
At Coldwell Banker Southern Realty, we believe consistent marketing education helps agents grow stronger businesses and stay ahead in an ever-changing industry That’s why we host weekly Marketing Tip Tuesday sessions designed to provide practical, hands-on marketing training for our agents
These sessions focus on helping agents better understand the tools, platforms, and strategies available through Coldwell Banker and CBSR Marketing while providing real-world ways to apply them to their business immediately
What to Expect:
Each week, we cover a marketing topic or tool and walk through:
• How to use the tool step-by-step
• Best practices and marketing strategies
• Ways to elevate your personal brand
• Social media and content ideas
• Listing marketing techniques
• CRM and database tips
• Live demonstrations and Q&A
Whether you ’ re a new agent learning the basics or an experienced agent looking to sharpen your marketing strategy, Marketing Tip Tuesday is designed to help you market with confidence and consistency
Topics May Include:
• MoxiEngage
• Market Quest
• Canva
• CB Boost
• Social Media Strategy
• Listing Marketing
• Open House Marketing
• Farming Strategies
• Email Marketing
• Branding & Content Creation
• …and more.
These sessions are designed to give agents actionable ideas, creative inspiration, and a better understanding of the marketing resources available through Coldwell Banker Southern Realty
OUR GOAL:
To help every agent feel confident using marketing tools, building their brand, and creating consistent, elevated marketing for their business
Join us each Tuesday and continue growing your business through smarter marketing strategies and tools.
COST: No cost to agent (part of Coldwell Banker Southern Realty.
WEALTH BUILDER VIRTUAL EXPOS
Wealth Builder Expos were created to offer real estate professionals clear and actionable financial strategies they can use to grow and protect their personal wealth, now and into the future These events feature top industry professionals and agents who share guidance and insights on real estate investments, eliminating debt, personal tax planning, retirement strategies and more
Past sessions include:
Taking Control of Your Money with Suze Orman
Smart Investing in Today’s Economy
Fix-and-Flip Workshop Series with Mark Ferguson
Spend Less on Taxes, More on You
The Fundamentals of Residential Real Estate
Investment
WHERE DO I FIND IT?
For upcoming sessions or to view recordings of past sessions, click here
COST: Sessions are no cost to agent (part of the Coldwell Banker Value Package). Additional items such as books or other resources may have a cost associated.
ADDITIONAL REVENUE
REFERRAL REWARDS
Referral Rewards is a powerful Wealth Builder program that helps you generate a passive revenue stream by introducing other successful agents to affiliate with Coldwell Banker Real Estate® or Coldwell Banker Commercial®
HOW IT WORKS:
Step 1: Identify a non-affiliated agent who is interested in a real estate career with the Coldwell Banker® brand*.
Step 2: Refer them to a Coldwell Banker office by having them complete the Referral Rewards interest form via the link you create for them on Desk.
Step 3: Share in their success! When the agent you refer affiliates, you receive a Referral Rewards Commission Payment on their closed transactions!
HOW DO I GET MORE INFO?
Visit CBReferralRewards.com for more information about the program.
Click here for more information from MyCBDesk.
REFERRAL REWARDS AGENT FAQS
Q: WHAT IS THE PROCESS FOR REFERRING A POTENTIAL AGENT THROUGH THE PROGRAM?
A: As a Sponsoring Agent, you will need to send the potential recruit a unique link to the Referral Rewards Interest Form where they will be required to confirm their contact information and identify a destination office. To be eligible for Referral Rewards Commission Payments, this form must be completed and submitted prior to the Recruited Agent’s affiliation date with a Coldwell Banker® or Coldwell Banker Commercial® office*.
Q: IS THERE A LIMIT TO HOW MANY AGENTS I CAN REFER?
A: No, there is no limit to the number, nor is there a Referral Rewards Commission Payment cap Referral Rewards Commission Payments will be equal to 1% of the Recruited Agent’s adjusted gross commission income (AGCI) on eligible closed transactions (residential sale, residential rental, commercial sale, or commercial lease) following the Recruited Agent’s date of association until either you or the Recruited Agent are no longer affiliated with a participating Coldwell Banker company for any reason.
Q: CAN I REFER AN AGENT TO A COLDWELL BANKER REALTY COMPANY?
A: Yes A Sponsoring Agent can refer a Recruited Agent to a Coldwell Banker Realty owned office if the Coldwell Banker Franchised Office where the Sponsoring Agent is affiliated participates in the Referral Rewards Program. The Referral Rewards Commission Payment is the equivalent of 1% of the Recruited Agent’s adjusted gross commission income (AGCI) on all eligible closed transactions for as long as you both remain associated with either Coldwell Banker Realty or a participating Coldwell Banker Franchised Office
Q: CAN MORE THAN ONE AGENT SPONSOR THE SAME AGENT?
A: Yes, two agents can co-sponsor the same agent. In this scenario, the two Co-Sponsoring Agents must be identified on the Referral Rewards Interest Form at the time it is submitted and will equally split the Referral Rewards Commission Payments If one of the Co-Sponsoring Agents leaves the company, the remaining CoSponsoring Agent will continue to receive their 0 5%
Q: CAN I REFER AN AGENT WHO WAS PREVIOUSLY AFFILIATED WITH THE COMPANY?
A: An agent is not eligible to be a Recruited Agent if the agent was affiliated with an Anywhere Brands/Anywhere Advisors company (e.g. a Corcoran®, CENTURY 21®, Coldwell Banker®, Coldwell Banker Commercial®, ERA®, Sotheby’s International Realty®, and Better Homes and Gardens® Real Estate brokerage) within six (6) months of their new affiliation date, or is an agent who qualifies for other recruitment incentive programs offered by Coldwell Banker The only exception is where an agent affiliated with a Coldwell Banker company is relocating to a different geographic area. In such case the affiliated Coldwell Banker agent may qualify as an Eligible Recruit under the Program, if: (i) their new Coldwell Banker office location is a minimum of 100 miles from the prior office and the new office location is not owned by the same company as the prior office, and (ii) there are no office locations owned by the same company as the prior office within 50 miles of the new office location
Q: AS A SPONSORING AGENT, HOW WILL I KNOW WHEN I SHOULD EXPECT QUALIFYING REFERRAL COMMISSIONS?
A: Sponsoring Agents will receive an email notification when they have earned a Referral Reward Commission Payment on a Recruited Agent’s eligible closed transactions reporting in the Coldwell Banker® Reporting System. Sponsoring Agents must be affiliated with a participating Coldwell Banker or Coldwell Banker Commercial® Office at the time the Referral Reward Commission Payment is made
REFERRAL REWARDS AGENT FAQS CONTINUED
Q: I RECRUITED AN AGENT THROUGH THE REFERRAL REWARDS PROGRAM IF I MOVE MY LICENSE TO REFERRAL-ONLY STATUS, AM I STILL ELIGIBLE TO CONTINUE RECEIVING REFERRAL REWARDS COMMISSION PAYMENTS BASED ON THE RECRUITED AGENT’S ADJUSTED GROSS COMMISSION INCOME?
A: Yes, if you move your license to referral-only status, you are still eligible to receive Referral Rewards Commission Payments until either you or the Recruited Agent are no longer affiliated with a participating Coldwell Banker company for any reason.
Q: IF A RECRUITED AGENT MOVES THEIR LICENSE TO REFERRAL-ONLY STATUS, AM I STILL ELIGIBLE TO CONTINUE RECEIVING REFERRAL REWARDS COMMISSION PAYMENTS BASED ON THEIR REFERRAL COMMISSION INCOME?
A: Yes, Recruited Agents who transfer to referral-only status will continue with the Program and the Sponsoring Agent will continue to receive program benefits for that individual as long as their license remains in referral-only status with a participating Coldwell Banker Office
Q: CAN I REFER AN AGENT WHO IS LICENSED WITH THE COLDWELL BANKER REALTY REFERRAL NETWORK?
A: No, an agent who places their license with the Coldwell Banker Realty Referral Network is already considered to be affiliated with the Coldwell Banker® network and therefore is not eligible to become a Recruited Agent through the program.
Q: WHAT HAPPENS IF I OR THE RECRUITED AGENT DISAFFILIATES FROM A COLDWELL BANKER OR COLDWELL BANKER COMMERCIAL OFFICE?
A: You will no longer be eligible to receive Referral Rewards Commission Payments.
TEAM RELATED FAQs
Q: CAN I REFER AN AGENT(S) TO A TEAM?
A: Yes, sponsoring an agent onto a team is permitted through the Program However, a Sponsoring Agent is only eligible for Referral Rewards Commission Payments on closed transactions for the portion of the commission that is shown or attributed in the Coldwell Banker Reporting System as being paid to the Recruited Agent team member.
Q:IF I REFER AN AGENT TO A TEAM, AM I ELIGIBLE TO EARN REFERRAL REWARDS COMMISSION PAYMENTS ON THE ENTIRE TEAM’S PRODUCTION?
A: No, you are only eligible for Referral Rewards Commission Payments with regard to the specific Recruited Agent, not the entire team
Q: IF A TEAM DISSOLVES, WILL I BE ELIGIBLE FOR REFERRAL REWARDS COMMISSION PAYMENTS FOR AGENTS WHO I RECRUIT TO THE TEAM?
A: Yes, your Referral Rewards Commission Payments will continue according to the Program Terms
Q: WHAT IF I HAVE MORE QUESTIONS ABOUT THE REFERRAL REWARDS PROGRAM?
A: Contact your Broker if you have additional questions about the Program
SHARE PROGRAM
our company, you can earn 1.5% of the adjusted gross commission of their sales. The best part is, the more agents you bring on board, the more you can earn! Don't let this opportunity slip by – start boosting your income today.
WHERE DO I GO FOR MORE INFORMATION?
For more information about the Share program reach out to your Principal Broker.
RELOCATION
Being part of Coldwell Banker Southern Realty means you have a Nationally Recognized Relocation Department representing over 25 Relocation Management Companies as well as other Affinity Groups behind you
Chances are, in your real estate career you will encounter someone that is relocating with their company With your relocation department you are ahead of the game We can help with all the nuances of the relocation process You have a team behind you!
Even if you ’ re not on the Relocation Team you benefit from the department We bring more buyers to your door Working with the relocation companies we represent we work with more relocating buyers and sellers than other brokerages
You can confidently work with anyone you encounter that may have a relocation package knowing you have an award-winning department in your corner You have access to the top network brokers across the country to help anyone you know moving to another area, purchasing a vacation or investment property
WHERE DO I FIND MORE INFORMATION?
Please reach out to the Relocation Manager, Becky Stanko, for more information
OUTGOING REFERRALS
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 Not only does it benefit your clients, but it also helps build relationships with other professionals in the industry and can lead to future collaboration
WHAT TO KNOW ABOUT OUTGOING REFERRALS
You DO NOT have to be on the relocation team to send Outgoing Referrals. All Outgoing Referrals must be sent through the relocation department.
Compass International Holdings includes Coldwell Banker, Sotheby’s, Coldwell Banker, and Century 21. We will always choose the best company to fit your referral.
The standard Outgoing Referral fee sent in the network is 35% CB Southern Realty retains 21% and you will receive 90% of that!
WHERE DO I SEND MY CLIENTS INFO?
Send any client info to our Incoming & Outgoing Referral Coordinator Click here to contact our Incoming & Outgoing Referral Coordinator
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 When OpCity has an interested consumer on the line, they send a lead alert via SMS or app push notification to agents who might be a good match 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 live-transferred to speak to the client
HOW DO I GET STARTED?
Please reach out to the Relocation Manager, Becky Stanko, for more information.
OPCITY
THE GOOD, THE BAD & THE UGLY
THE GOOD:
1 The more clicks, the more referrals! Click on the opportunity even if you are too late!
2.Claiming leads will help build your score, regardless of whether you ultimately win the lead.
3 Contacting your leads directly through the app improves your metrics!
4 Agents who keep their referrals updated are rewarded! If you don’t keep them updated you will stop receiving leads!
5 Closing 3 referrals will enable you to customize your areas and price points!
6 You can turn off leasing! You do not have to work with rental referrals!
7 Turning Snooze On/Off will not affect your metrics!
8 You are rewarded for any progress made with a lead: meetings, offers, contracts and especially closings!
9 The higher your ranking, the more leads and the longer you have to claim!
THE BAD:
1 If you don’t click on an opportunity, it will affect the amount of future referrals you receive!
2 If you don’t update your leads at least once a week, it will negatively affect your metrics!
3 If you are not utilizing the Virtual Learning Academy providing Webinars and On-Demand Education for Agents, you are not maximizing the potential to improve your OpCity leads!
4 Your account will go “Delinquent” if you go 21 days or more without updating the status of your active referrals
5.If your account is marked “InActive” you have not been claiming leads, not engaging with referrals and not submitting weekly updates
THE UGLY:
1.If you don’t Claim leads, you will stop receiving opportunities!
2 Leads that you don’t Claim go to another agent and brokerage in our community!
3 If your account goes “Delinquent” your referrals will get released back to Realtor com & you will not be able to receive new referrals.
4 If your account goes “InActive” you will stop receiving new leads
5 If you have an OpCity referral close but is not reported to OpCity & the referral fee paid, they will eventually catch up with you!
OPCITY = Speed To Lead
The vast majority of leads are accepted in less than 20 seconds and in some markets even sooner 90% of leads close on a different property than the initial one.
Meet face to face with your lead ASAP! 90% of closed leads met their agent within 12 days of initial contact 75% of clients work with the first agent they meet
PERSISTANCE Pays Off: the most successful agents attempt to reach out by various methods four or more times
GENERAL REMINDERS:
1 All OpCity Referrals have the Broker Service Fee (BSF)
2 If the BSF is not on the ALTA, it will be taken out of the agents commission
3.If an OpCity referral has multiple transactions with the agent, you have to notify OpCity to open additional files as you are contractually obligated (as is CBSR) to pay a referral fee on all referrals for a period of 24 months
4 Commission Payout: Agent receives 45% of the transaction commission as shown on the ALTA The company pays the referral fee to OpCity and the Franchise Fee
5 If you work with an OpCity Rental Referral, you will receive all monies received minus the referral fee owed to OpCity and the 6% franchise fee
6 It is recommended to use the Snooze & Do Not Disturb button when you are not available to claim a lead
COMPANY MERCH
COLDWELL BANKER STORE
The Coldwell Banker Store is where you will find all sorts of CB swag, such as hats and headwear, mugs, shirts, jackets, keychains, business accessories and much more, including Global Luxury-branded items.
Gift certificates also are available. (These items feature the Coldwell Banker logo and monogram.
WHERE DO I FIND IT?
Click here to access the store. At the bottom of the site, click on “Sign up for Deals” to be the first to know about discounts, new products, and free product promotions.
