INDEX Welcome to The Best in Blue
Hello &Welcome
We are SO excited to have you part of the CBSR “Office” team! This is your onboarding book, which has information, website and tools and some additional notes that we hope will be very helpful to you! If you have any trouble, let us know and we will work to get it fixed. I've also included our onboarding checklist, department & office contact information and instructions on obtaining access to our Urban office via the Keypad.
Thank you for sending your Headshot and Bio, the company would like to get to know you a little better!
I have also added you to our Google Groups - this is for when we send an email to all agents or just to your specific office. Sometimes, these tend to go to spam. If you look in your inbox or spam, you should see where I added you to "Best in Blue" (all agents) and the “Office” (office group). Make sure these are moved to your inbox so you are sure to not miss out on any emails that might go out! Don't worry, we won't spam you every minute and you should not receive any spam emails!
What Do I Need To Do? Let’s Get Started
JOIN YOUR LOCAL BOARD
You must join your local association within 7 days. Ask your Principal Broker/Executive Sales Manager what your options are for associations to join.
Once you join your association, you will become a member of the local association, Tennessee Association of Realtors (TAR) and National Association of Realtors (NAR).
A NRDS Number will be created and assigned to you at that point. Once you receive that number you will want to create an account at TNrealtors.com
>Click on “Member Login”
>Click “Register”
After the above is complete you will be able to access your transaction forms. You have to take a “New Member Orientation” and a “Code of Ethics” class within 90 days of confirmation of membership.
*Check with your local board for any other requirements
HEADSHOT & BIO
Send your office admin your headshot and bio as soon as possible. They will forward along to the marketing team for use in all marketing materials. Be sure to update us with new headshots as needed.
MARKETING MATERIALS
As a new Coldwell Banker Southern Realty agent you will receive 250 business cards, printed at our Printshop, free of charge. Transferring agents will receive signs and/or riders equal to the number of active listings they have. Agents without listings will receive two signs and/or sign riders at no cost upon transfer.
You can place your order through the Marketing Shop (page 27) . The Marketing director will create proofs of the items for you to approve before the order is placed. Click here to access the CBSR Marketing Shop
You should order the following as soon as possible:
Name Badge
Personalized Rider (at least 1)
One Yard Sign (at least 1) (check with your front desk manager for sign stock as these are kept in stock at each office)
OFFICE KEYS
Your front desk manager or broker will provide you with a key that allows access to your office. For the Brentwood Office there is an exterior door that stays unlocked, there is lockbox on the door which has a key that you can access the office with. Lockbox Code: 1906 For instructions on how to access the Nashville office, please reach out to their Admin : cbsrnashville@gmail.com
Let’s GetSocial
Office Wifi
Password
CBSR
Master Linktree
CBSR Facebook
Coldwell1906
Be sure to follow our company social media pages as well as our agent only pages!
CBSR Instagram
Agent State of Mind
Facebook Page
The Listing Lounge
Facebook Page
Click Here to go to the Link Tree
Be sure to follow our company Facebook page!
Click here to follow!
Be sure to follow our company Instagram page!
Click here to follow!
@coldwellbankersoutherntn
Be sure to join our agent only group to stay up to date on company announcements, achievements, trainings, CE class and more!
Click here to join!
Be sure to join our agent only group to advertise your listings, coming soons, and find help if needed for open houses!
Click here to join!
Meet Our
CBSR Agent Playbook
HOW DO I USE IT
The CBSR Agent Playbook serves as a digital guide to introduce you to all things related to Coldwell Banker and Coldwell Banker Southern Realty. This interactive playbook includes a Table of Contents that allows you to navigate directly to specific pages or sections, along with links to products, tools, training materials, schedules, and more!
As you explore the CBSR Agent Playbook, you'll uncover a wealth of resources designed to empower you in your journey with Coldwell Banker. From essential training materials to indepth insights on industry trends, this interactive guide is your go-to companion for everything related to Coldwell Banker Southern Realty. Whether you're looking to enhance your skills, stay updated on the latest products and tools, the playbook is here to support you every step of the way. Dive in, discover, and elevate your real estate expertise with the CBSR Agent Playbook!
WHAT IS IT
The CBSR Agent Playbook serves as your digital guide to all Coldwell Banker Southern Realty tools and resources. It includes contact details, partner information, programs, trainings, tools, and much more! Need to know where something is or how to access it? Check your Playbook!
HOW DO I ACCESS THE CBSR AGENT PLAYBOOK
Access the Playbook using the link below. Be sure to favorite this link in your browser for easy access! cbsragentplaybook.com
Vendor Directory
HOW DO I USE IT
When selecting a vendor from the directory, you can rest assured that they come highly recommended by our knowledgeable agents. Each vendor and contractor listed has been carefully evaluated to ensure they meet our high standards of quality and professionalism. Whether you or your client needs assistance with home repairs, renovations, landscaping, or any other service, the Vendor Directory is your go-to resource for trusted professionals. Save time and stress by choosing from our curated list of vendors, knowing that you are in good hands with Coldwell Banker Southern Realty.
WHAT IS IT
The Vendor Directory serves as your online guide for all Coldwell Banker Southern Realty vendors and contractors. Our agents recommend these service providers, who undergo thorough reviews by our team.
HOW DO I ACCESS THE VENDOR DIRECTORY
Access the Vendor Directory using the link below. Be sure to favorite this link in your browser for easy access! Click here, to access the Vendor Directory
Marketing Shop & Assests
WHAT IS IT
HOW DO I ORDER ITEMS
To begin, place an order on our Marketing Shop website. After receiving your order, our Marketing Director will design proofs of your requested items to ensure they meet your expectations and are accurate before finalizing the order.
Click here to access the Marketing Shop or use the URL http://cbsrmarketing.com
The Marketing Shop is the place to order your physical marketing materials! We offer a variety of products to enhance your brand, including business cards, name badges, riders, custom riders, yard signs, and email signatures.
WHERE DO I FIND CBSR IDENTITY STANDARDS & LOGOS
Click here for the Coldwell Banker brand identity standards guide.
Marketing Compliance
WHAT IS IT
Uncertain if your website or marketing material meets compliance standards? Don't worry, we've got you covered! Our Marketing Director will review it and suggest any necessary adjustments to ensure your marketing aligns with brand guidelines.
WHERE TO SEND YOUR DESIGN FOR REVIEW
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 COLDWELL BANKER SOUTHERN REALTY IDENTITY STANDARDS & LOGOS
Click Here for the CBSR brand identity standards guide.
Click here for the Coldwell Banker brand identity standards guide.
Click here to access approved Coldwell Banker Southern Realty logos.
Key Contacts
COMPANY LEADERSHIP TEAM
Rich Cosner | President/ CEO
Lindsay Hammers | Sr. Vice President
Tracy Brumley | VP Financial Services
Beth Boling | Human Resources Director & Accounting Manager
Becky Stanko | Relocation Director
Alexis & Josh Story | Mango Media Social Media & Brand Management
Samantha Sizemore | Marketing Director
Molly McCue | Marketing Print Shop & Design Specialist
Ronda Richardson | Transaction Coordinator
Michelle McKnight | Transaction Coordinator
Terri Davenport | Risk Management Director
Tonya Hines | Core Services Ambassador
(615) 454-9000
(870) 636-1017
(615) 465-3654
(615) 972-4545
(615) 585-4362
(931) 231-6715
(864) 494-6906
(615) 465-3624
(615) 465-3624
(615) 538-3240
(931) 209-5262
(615) 207-3412
richcosner@icloud.com
lindsay.cbsouthernrealty@gmail.com
tracyhbrumley@gmail.com
cbsracctg@gmail.com
beckys@realtracs.com
josh.cbsr@gmail.com
cbsrprintshop@gmail.com
sam.cbsouthernrealty@gmail.com
Molly.cbsouthernrealty@gmail.com
cbtransaction1@gmail.com
cbtransaction2@gmail.com
terri.cbsouthernrealty@gmail.com
tonya@tonyahines.com
Office Contacts
Rich Cosner | President & CEO
(615) 454-9000
BRENTWOOD | 1600 Westgate Cir Ste. 100 Brentwood, TN 37027
Ed Klem | Principal Broker & Executive Sales Manager
Rae Strickland | Administrative Manager
HARDING | 392 Harding Place, Nashville, TN 37211
Location Not Staffed
D.D Barnes | Principal Broker
JACKSON | 327 N Parkway, Jackson, TN 38305
Larry Willard | Principal Broker
Kyla Pilkington | Administrative Manager
(615) 947-1188
(615) 465-3700
richcosner@icloud.com
edklem@cb-southernrealty.net cbsrbrentwood@gmail.com
(615) 465-3700 cbsrharding@gmail.com
(731) 467-1478 (731) 668-1777
LAWRENCEBURG| 102 Weakley Creek Road, Lawrenceburg, TN 38646
Carl Counce | Principal Broker
Tammy Clark | Administrative Manager (931) 477-8095 (931) 762-3399
MT. JULIET | 2600 N Mt. Juliet Rd, Mt. Juliet, TN 37122
Jeff Rowlett | Principal Broker
Cynthia Parker | Executive Sales Manager
Daryl Johnson | Administrative Manager
(615) 351-5333 (615) 955-5157 (615) 758-0488
MURFREESBORO | 3105 Medical Center Pkwy Ste B, Murfreesboro, TN 37129
Rich Cosner | Principal Broker
Matt Meyer | Executive Sales Manager Administrative Manager
Misty Zimmerman | Principal Broker & Executive Sales Manager
(615) 454-9000 (615) 651-1507 (615) 893-1130
larry.a.willard@gmail.com cbsrjackson@gmail.com
ccounce@bellsouth.net cbsrlawrenceburg@gmail.com
jeffrowlett24@gmail.com cynthia@cbsouthernrealty.com cbsrmtjuliet@gmail.com
richcosner@icloud.com mattmeyercbsr@gmail.com cbsrmurfreesboro@gmail.com
SHELBYVILLE | 1708 N Main Street, Shelbyville, TN 37160 zimmermanmisty1130@gmail.com cbsrshelbyville@gmail.com
Teresa Smith | Administrative Manager
(931) 619-6153 (931) 684-5605
NASHVILLE | 915 Rep. John Lewis Way S. Ste.102, Nashville, TN 37203
Karen Hoff | Principal Broker
Jason Nagy | Executive Sales Manager
Joy Brown | Administrative Manager (615) 500-4631 (615) 943-2466 (615) 298-9800
Karen@KarenHoff.com jason@coldwellbankernashville.com cbsrnashville@gmail.com
Meet Our
Foundations Program
HOW DO I USE IT
The Business Boost Academy (BBA) serves as a valuable resource for agents looking to kickstart their real estate careers and get acquainted with essential tools, programs, and procedures. No cost to agent (part of the Coldwell Banker Value Package). Outside of CBSR this cost ranges up to $600+ for a 2-day training session.
*It is strongly encouraged for all new Coldwell Banker Southern Realty agents to attend the BBA.
WHO IS THE BBA FOR
These sessions are for all experience levels. In fact, we highly encourage seasoned agents to come!
WHAT IS IT
Take a deep dive with our Training Director and Director of Coaching, Recruiting and Accountability 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.
HOW DO SIGN UP
Contact your Administration Manager or your Principal Broker for more information.
RealTracs
HOW DO I ACCESS REALTRACS
Click here to access RealTracs or use the url listed below. realtracs.com
YOUR USERNAME AND PASSWORD
USERNAME & PASSWORD will be email to you from RealTracs.
FOR HELP AND ASSISTANCE:
RealTRACS 615-385-0777
REALTRACS TRAINING:
Realtracs offers virtual and in-person classes, Login to Realtracs, click “Help”, “Sign Up For A Class”
CBSR TRAINING ADVANTAGE:
Realtracs host quarterly trainings exclusive for CBSR.
WHAT IS IT
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.
HOW TO SET UP SentriKey RE
Click here, to follow set-up intructions for SentriKey RE or you will need to download the SentriKey RE app and then call RealTracs and have them establish the connection between your RealTracs account and the SentriKey RE.
WHERE TO PURCHASE LOCK BOXES
You can purchase lock boxes online at Realtracs.com
>Click “Help”
>Then click “Buy a Lock Box”
You can also purchase lock boxes through your local association.
RECCOMENDED REALTRACS CLASSES TO BEGIN
RealTracs Basics
RealTracs Advanced
>Click “Help”
>Click “Sign up for a Class”
My CB Desk
WHAT IS IT
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.
HOW DO I ACCESS MYCBDESK
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.
YOUR USERNAME AND PASSWORD
USERNAME & PASSWORD will be email to you from Coldwell Banker.
CB University
WHAT IS IT
The goal of the Coldwell Banker Learning Center is to empower real estate professionals to grow their businesses, exceed their goals and live exceptional lives by offering worldclass coaching, education and support. Along with courses geared for both new and experienced agents, CBU includes a recap of Gen Blue courses, a scripts library and a tracker for viewing your current, upcoming and completed courses.
TO GET STARTED
To get started take the “New Agent Pathway” classes. Click here to access.
HOW DO I ACCESS CBU
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.
ADDITIONAL COURSES AVAILABLE
Outlist | Outlast
Business Planning
Buyer Strategies
Converting with Confidence
Lead Gen
Pricing Strategies
Breaking into the Luxury Market
Testimonial Tree
BENEFITS INCLUDE
Once a transaction is closed in Skyslope, a Testimonial Tree review survey is emailed to the client on your behalf. Only positive reviews are selected, presenting you in the most favorable light possible.
Moxi Website: Testimonial has the capabilities to communicate with your Moxi website. When you receive a testimonial it is automatically populates into agents Moxi websites.
WHAT IS IT
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.
HOW DO I GET STARTED
You should receive a “Welcome” email from Testimonial Tree. If you do not, Please reach out to Robin Allen for more information about Testimonial Tree.
DotLoop
WHAT IS IT
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.
WHERE DO I GO FOR TRAINING
Below are two helpful training videos to familiarize yourself with before you start using Dotloop.
Dotloop Basic
Dotloop Advanced
Meet Our
Transaction Coordinators
SERVICES PROVIDED BY OUR TRANSACTION COORDINATORS
Fill out closing information sheet.
Add property and documents to Sky Slope.
Be primary point of contact for the Lender, Title Company and Co-oping Agent, email copy of the contract with letter of introduction. Check in with them weekly or as often as needed.
Be secondary point of contact to the client, send introductory email with contract deadline dates and transaction coordinators contact information.
Ensure deadlines of the contract are met by all parties. Schedule inspections and inform all parties of the date/time.
Order termite inspection to be performed simultaneously with the home inspection if possible, if applicable
Prepare Amendments as needed.
Obtain utility company info for property and share with client/other agent.
Schedule closing, inform all parties.
Verify all contingencies have been removed.
First review of ALTA.
Keep agent informed of all updates, changes or complications as they arise.
Turn in final documents to the office, if needed.
WHAT IS IT
The #1 value addition to agents productivity! Coldwell Banker Southern Realty 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.
HOW MUCH DO THE TRANSACTION COORDINATORS COST
*Your first transaction is free of charge!
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
MORE INFORMATION ABOUT THE TRANSACTION COORDINATOR PROGRAM
Click here, for more information on the Transaction Coordinator Program.
CONTACT RONDA OR MICHELLE TO GET STARTED
Ronda Richardson
615.465.3524
cbtransaction1@gmail.com
Michelle McKnight
615.538.3240
cbtransaction2@gmail.com
Closing Information
DOCUMENTATION
Make sure all required Transaction documents are uploaded into Dotloop.
*IF YOU USE A TRANSACTION COORDINATOR YOU DO NOT HAVE TO WORRY ABOUT THIS.
To ensure timely processing and same-day funding, closings are scheduled for 1 PM. Anything received after 1 PM will be processed the next business day.
Tracy Brumley, our VP of Accounting, and Beth Boling handle all closings once submitted. For any pre-closing compliance needs in our southern offices, Terri Davenport is your go-to contact.
If you’re ever unsure, don’t hesitate to reach out—we’re here to support you every step of the way!
Tracy Brumley | VP, Financial Services
Beth Boling | Human Resources Director & Accounting Manager
Terri Davenport | Risk Management Director (615) 465-3654 (615) 972-4545 (931) 209-5262
tracyhbrumley@gmail.com cbsracctg@gmail.com terri.cbsouthernrealty@gmail.com
OpCity
HOW DOES OPCITY WORK
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 livetransferred to speak to the client.
WHAT IS IT
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.
HOW DO I GET STARTED
Please reach out to the Relocation Manager, Becky Stanko, for more information.
Outgoing Referrals
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.
Anywhere network includes Coldwell Banker, C-21, ERA, BHGRE, Sotheby's and Corcoran. We will always choose the best company to fit your referral.
The standard Outgoing Referral fee sent in the network is 35%. CBSR retains 21% and you will receive 90% of that!
WHAT IS IT
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.
HOW DO I GET STARTED WITH OUTGOING REFERRALS
Send any client info to our Incoming & Outgoing Referral Coordinator, Becky Stanko.
CE Broker
WHAT IS IT
Your official continuing education tracking system. Connect with your licensing board, manage your renewal requirements, and reach compliance.
WHAT AM I RESPONSIBLE FOR
Every 2 years your license will be up for renewal. You will be required to take 16 hours of Continuing Education courses (CE).
During each 2 year cycle you will be required to complete a 6 hour “CORE” class and starting in 2025 “Fair Housing” as well.
Every 3 years, you will be required to take the “Code of Ethics” class.
HOW DO I CHECK MY CREDIT STATUS
To check your hours visit cebroker.com, there is a free version available that you can register for.
Additional Resources
PUBLICATIONS
Ninja
Selling By Larry Kendall
The Go-Giver By
Bob Burg and John David Mann
The Slight Edge by
Jeff Olson
Mindset: The New Psychology of Success by Dr. Carol Dwek
The 5 Second Rule by Mel Robbins
PODCASTS
Massive Agent Podcast Real Estate Rockstars
YOUTUBE CHANNELS
Brandon Mulrenin - youtube.com/@BrandonMulrenin
Tom Ferry - youtube.com/@TomFerry
Greg Luther Coaching - youtube.com/@GregLutherCoaching RIS Media - youtube.com/@RISMediaWebinars