CBCR RESOURCES 2023

Page 1

CBCR RESOURCES


your

support TEAM

Brian Megliola, president I direct the company as a whole and keep an eye on innovation and the future of our industry. Brian.Megliola@cbCommunityRealtors.com 413-575-3932

christine aubrey, Broker I oversee our agents and make sure they have everything they need to bring their clients to a successful closing. Christine.Aubrey@cbCommunityRealtors.com 413-522-0550

leigh shippee, vp Operations I make sure our daily operations run smoothly and assist agents with their technology needs. Leigh.Shippee@cbCommunityRealtors.com 413-824-0737

deanna lively, vp finance I handle the financial aspects of the company, recording and maintaining an accurate accounting of all closings and financial transactions. Deanna.Lively@cbCommunityRealtors.com 413-824-2120

PAM SCLAFANI, vp Marketing I handle the marketing of our listings, our agents, our brand and our company. Pam.Sclafani@cbCommunityRealtors.com 413-204-7888

Deb fisk, our veteran real estate guru I create Facebook ads, work with onboarding new agents, assist with the management of our Commercial Division and handle their transactions. Deb.Fiske@cbCommunityRealtors.com 413-475-2252

mellissa lafond, Transaction Manager I make sure all of our buyer and seller transactions run smoothly from start to finish. Mellissa.Lafond@cbCommunityRealtors.com 413-230-7811


YOUR TEAM

Brian Megliola President

Christine Aubrey Leigh Shippee Broker Vice President Operations

Deanna Lively Vice President Finance BRIAN MEGLIOLA

OPERATIONS - Central Point of Contact - Liason between CBCR and CB - Tech assistance - Training workshops - Email questions / password resets - On-call Rotation Schedule TRANSACTIONS - Oversees Transaction Managers - Transaction management from start to finish - Transaction compliancy - Ensures transactions close on time - Completes Dotloop details - Submits closing documents to finance manager - Field work with agents (goes on calls) - Difficult transactions help - Answers any and all real estate questions FINANCE - Escrow Management - Commission Payment - Reimbursements - Company bookkeeping - Close out / Reconcile CBCR transactions - Monitor Commission Plans / CB Cap Fees MARKETING - CBCR Marketing & Advertising - Marketing Action Plans for Agents & Listings - Customized ads for Agents & Listings - Teaches social media strategties to agents - Speciality property advertising - Above & Beyond program - Global Luxury marketing program - CBCR social media platforms - CBCR Event Coordinator - Matterport 3D Tours - Just Listed / Just Sold Postcards - Office window displays - Branding questions (proper usage, etc.) - Featured property on social platforms - Weekly Blog for CBCR website - Adwerx Ads questions Facebook Advertising TOOLS - The Hub - Wealth Engine - CBdesk AGENT ONBOARDING CBC GOGGINS - Commercial Admin - Commercial Marketing (Loopnet, NECPE) - Commercial Transactions

Pam Sclafani Vice President Marketing

CHRISTINE AUBREY

LEIGH SHIPPEE

Mellissa Lafond Transaction Manager DEANNA LIVELY

PAM SCLAFANI

Deb Fiske Office Manager MELLISSA LAFOND

DEB FISKE


Help! CBCR Email On your web browser: email.cbcommunityrealtors.com Don't have your password? Contact Leigh Coldwell Banker Help Desk 877-426-5393 Moxi Support support@moxiworks.com Adwerx Customer Support support@adwerx.com 888-746-5678 Inhouse Videos/Trainings/Recordings In Outlook (CBCR email), click on App Launcher in top left hand corner and then on "Streams"

Branding Need the CBCR logo(s)? Go to myCBdesk.com Click on BrandSrv Click on Marketing Assets (top right), then Logos, then My Company Logos and download. Proper Usage of Logos, CB Fonts, CB Colors, etc. Go to myCBdesk.com Click on Marketing Center Search "CB Brand Identity Standards" and download.

Got a Great Listing? Featured Property If you have a property you would like featured on our social media channels, just shoot Pam.Sclafani@cbCommunityRealtors.com an email! Got a Gorgeous Property You Want Featured on ColdwellBanker.com? Go to myCBdesk and search "CB.com Homepage Submission Form"


SHARE YOUR ADWERX AD - NEW LISTINGS & OPEN HOUSES Go to your Adwerx dashboard (coldwellbanker.adwerx.com) Log in. Don't know your log in information? Request a password with your email (first.last@cbCommunityRealtors.com). Once in, you can make changes to existing ads (Adwerx runs your new listing ad 15 miles around the listing. You can change that!), run extended ads for your listings, add email addresses of your sellers so they can see their ads and get analytics, run targeted zip code ads targeting people in specific areas, run SOI ads, and more. Agents also have an ad running that promotes them individually. You can customize that as well.


Each agent has an online ad running 24/7 Go to your Adwerx dashboard (coldwellbanker.adwerx.com) Unless you've customized your ad, this is what your ad looks like. This ad has been customized. Val is using CB colors, her slogan and a different headline.

If you need help, please reach out to Pam or Adwerx Customer support team at 888.746.5678 or email them at support@adwerx.com

Community Hub - MARKETING Under the Marketing tab in the Community Hub you will find the following: Above & Beyond - our marketing program that makes life easier for agents with Agent Promotion, Social Media, Sphere Marketing & Listings Marketing Marketing Library - So much info to consume! Flyers: Our Local Expertise Brochure (digital edition) is for sellers and gives info about our company and team. Adwerx Sellers Ad Flyer - great way to impress sellers with how we market our listings! 2022 Homebuyer Package - This checklist helps priortize home features and amenities for home buyers Global Luxury Program - Everything You Need to Know! And More! Photography: Photos of the Pioneer Valley - yours to use! And More! Flip Books: CB Look Book - This is a CB logo guideline digital book Social Media for Real Estate Agents - guide to help you fuel your business 5 Elements of the Perfect Listing Presentation How to Succeed in a Changing Real Estate Market An Agent's Guide to Video for Real Estate 3 Steps to Winning Expired Listings How to Win A Bidding War 33 Ways to Attract More Listings And More! Video Library: Looking for a community video that Kristie has produced? This is where you can find them and download them to use. Book Time With Pam: Want some one-on-one time to discuss a new listing, or perhaps put together a Marketing Action Plan to promote yourself? This link will lead you to my calendar. And of course, under COMPANY ANNOUNCEMENTS, you can find NEWSLETTERS. This is where I post our weekly marketing newsletters.


Prelisting Checklist Want to make a BIG SPLASH with your new listing? We can schedule certain aspects of the marketing of your listing to happen the day it goes live. If the following things are done on time, we can Schedule the Matterport video to run on our Facebook and Instagram pages the day your listing goes live. We can have your new listing (restrictions apply) in the window at your office on the day your listing goes live. We will be able to enter the property information on CB's Exclusive Look before the listing goes live. Here are the things YOU'LL need to do: 10 DAYS BEFORE LISTING DATE: Schedule Matterport video shoot with Brian or Kristie (the actual shoot must be at least 5 days before listing date) If hiring a professional photographer, schedule shoot at least 5 days before the listing date. 48 HOURS BEFORE LISTING DATE: All of these things must be in MLSpin (under "Offline/Partial") Matterport Video A minimum of 10 photos. Property description, including Address, Price, Property Type, # Bedrooms, # Bathrooms, Square Footage, and lot size Important! Send an email to Pam and Sam letting them know these things are done! Pam@cbCommunityRealtors.com Sam@cbCommunityRealtors.com 24 HOURS BEFORE LISTING DATE: All listing paperwork must be in MLSpin, for legal purposes. In addition, 2-3 days after your listing goes live, you will receive an email from Adwerx for you to preview and edit the ad before it goes live. Make sure to check the ad for any edits, AND add your client's email address so they can see the ad when they are online.


GUIDELINES FOR CBCR SOCIAL MEDIA FEATURES

We LOVE promoting and boasting about our agents on our Company social media channels, But, we need YOU to tell us when something notable happens for you! Here are guidelines to follow when submitting content. Content will be posted at our descretion.

TELL US WHERE YOU VOLUNTEER

NOMINATE SOMEONE

If you volunteer in the

Want to recognize an agent or

community, send an email to

staff member? Send an email

Pam* and we will tag you and

to Pam* and we will tag both

the organization you support

of you in the post.

in a post.

SHARE A PROPERTY VIDEO

SEND US A REVIEW OF YOU

If you have a professional

When you get a great review

property video made, send it

from a client, let us know!

to Pam* and we will post it.

Send an email to Pam*

YOU'RE FEATURED IN THE NEWSPAPER OR A MAGAZINE

YOU REVIEW A BUSINESS OR EVENT Film yourself interviewing a local business owner or

Email Pam* with a link to the

community leader and send

news report, magazine or

the video to Pam* and we'll

interview.

post it!

YOU'VE EARNED AN AWARD OR DESIGNATION Tell us by emailing Pam* if you've won Realtor of the Year in your community, got your CRS designation, got elected to a local non-profit board position, etc. You're awesome! Let's tell everyone!

*Pam.Sclafani@cbCommunityRealtors.com


Reviews

Zillow.com Ask your client to go to Zillow.com Click on "Agent Finder" (top left navigation bar) Type in your name and then click on it. Once on your page, scroll towards bottom of page to “Ratings & Reviews” and click on “Write a Review”. They will have to sign in with either a Zillow account, their Facebook or Google account. Realtor.com Go to Realtor.com Client can either create an account or sign in with a Google account. Click on “Find Realtors” and “Search for Real Estate Agent” Once on your page, scroll to “Ratings and Reviews” and click on “Write a Review” on the right hand side of the page (red button) YELP.com Go to Yelp on your mobile device or Yelp.com In the Search bar, type in your name and your city Click on “Write a Review”

Global Luxury Determine the minimum list price for Coldwell Banker Luxury Properties in a specific zip code. Go to myCBdesk.com, click on MARKETING in the left hand navigation system, then click on GL Threshold Tool and enter the zip code.

Social Media Need MORE content for your social media channels? CBCR site for content - https://bit.ly/312qo2E CB BrandSrv on mycbdesk.com Blog.ColdwellBanker.com CBCR Facebook Page


Sharing a Facebook post Of course Facebook made this difficult! Used to be you could easily share a post from your business page to your personal page. It's a little trickier now! From your business page, click your profile icon under your profile and banner image. Select your personal page. Scroll down to find the post you want to share, and click Share.

Click this on your Facebook Business Page and select your personal profile, then scroll down to the post you want to share and click SHARE



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