AGENT
RESOURCE GUIDE
DISCOVER HOW FAR YOU CAN GO
ONE COMPANY
Charter One Realty sets itself apart as a trusted brokerage in the Lowcountry through our diverse team of expert real estate agents, management, and support staff. Our extensive knowledge of current market conditions, negotiation, and years of experience in the Lowcountry’s unique real estate market helped our brand grow through local and international markets.
ONE VISION
With unparalleled market expertise, resources, leadership, integrity, and professional service, Charter One Realty strives to provide a superior client experience across all market segments.
ONE MISSION
Established in 1986, Charter One Realty’s mission has always been to build value for our company by offering unparalleled services to our clients. To achieve this, each agent must be exceptionally knowledgeable, professional, and possess a strong work ethic to assist buyers and sellers in achieving their real estate goals and objectives. Over the years, only the Realtors who have displayed these values have been invited to join Charter One Realty. This affords us the recognition as the market leader in the Lowcountry.
TAKING YOUR BUSINESS TO THE NEXT LEVEL
Looking to take your real estate business to the next level?
Look no further than Charter One Realty. Our brand conveys integrity, strength, and trust. As such, it will help you differentiate yourself in the Lowcountry real estate market. Charter One Realty enjoys an established reputation in the Lowcountry with a strong heritage of more than 35 years. The company is a full-service organization with ten offices throughout the area. With an unparalleled combination of expert sales professionals, leading-edge technology, strong local lineage, and proven success, Charter One Realty is the informed choice for buyers and sellers in our area.
Throughout these pages, you will be introduced to the products and services provided by Charter One Realty, enabling you to provide your clients a higher level of service. We make a commitment to our agents through branding, marketing, technology, and community service. This commitment we make to you will assist you in building relationships with your clients, generating repeat and referral business, and ultimately helping you reach your business goals.
#1 IN LISTINGS & SALES IN THE LOWCOUNTRY
Charter One Realty leads the way when it comes to marketing and selling real estate in our local market. Our brokerage has outpaced every other brokerage in the Lowcountry, representing more buyers and sellers year-to-date. Our roots run deep, providing us the reach, resources, contacts, and experience that make the difference. For this reason, more buyers and sellers turn to Charter One Realty agents for all of their real estate needs.
1,600+
THE LOWCOUNTRY’S LUXURY BRAND
Our consistent investments on behalf of buyers, sellers, and communities pay dividends for our clients. Like the international luxury brands, Charter One Realty employs world-class marketing with a global reach. But one need only look at actual year-to-date sales in the Lowcountry and at the area’s $1,000,000+ transactions to understand that Charter One Realty is the Lowcountry’s leading luxury brand.
COMMERCIAL REAL ESTATE DIVISION
WHY IS THIS IMPORTANT?
As a full-service residential real estate brokerage conducting the lion’s share of transactions in the Lowcountry, our client base is a wealth of referrals who want to invest in commercial real estate. This fact alone sets us apart from any other residential or commercial real estate company in our service area.
Our commercial brokers focus on commercial real estate opportunities and respect the relationships that you already have with YOUR clients. Your relationship will be protected every step of the way.
REFERRING TO A COMMERCIAL AGENT
Our commercial real estate agents include:
• John Binder 843.540.1403
• Matthew Bradford 843.290.8121
• Michael Mark 843.812.6023
• Jake Reed 949.945.4959 Who can help me with this?
Looking to refer a commercial buyer or seller? Reach out to any of the commercial brokers listed above.
GIVING BACK
WHY IS THIS IMPORTANT?
At Charter One Realty, we take pride in being a good neighbor and we are committed to strengthening our community.
Every year, Charter One Realty donates to numerous local charities and organizations including, but not limited to: Boys & Girls Club, HELP of Beaufort, Arts Center of Coastal Carolina, Hilton Head Symphony Orchestra, Fellowship of Christian Athletes, the building of Habitat For Humanity homes in Bluffton and on Hilton Head Island, Osprey Village, Volunteers in Medicine, Deep Well, Hilton Head Heroes, First Presbyterian Day School, and the RBC Heritage.
HOW DO I USE IT?
We also believe in supporting our agents and their charitable endeavors. Thinking of sponsoring an event? Charter One Realty will match up to $250 of an agent’s sponsorship of charity events.
Who can help me with this?
Submit sponsorship requests through CORI or contact Beth Boulware or Jay Clemmer for assistance.
NATIONAL RANKINGS
WHERE DO WE RANK?
Charter One Realty ranks among real estate’s elite brokerages in America according to several independent organizations that monitor and measure the industry.
With a total sales volume of more than $1.4 billion and completing more than 1,600 transactions in 2023, Charter One Realty placed among the top national brokerages in the U.S. according to the Swanepoel Mega 1000 list, RIS Media Power Broker Survey, and the REAL Trends 500.
TOP 1%
Charter One Realty ranks among the top 1% of all U.S. brokerages.
#204
Ranked #204 out of the top 1,000 brokerages in the U.S. based on sales volume.
TOP 500
Ranked in the top 500 Brokerages in the U.S. by sales volume and transaction sides.
NETWORKING AND EVENTS
WHY IS THIS IMPORTANT?
The RBC Heritage is, bar none, the single biggest event in the Lowcountry. Every year, Charter One Realty’s Hospitality House has been a fixture at this high-profile event with guests returning time and time again for our famed pulled pork sandwiches and Moon Pies.
HOW DO I USE IT?
As one of our agents, you will have access to this invaluable tool for entertaining clients and raising your profile among thousands of island visitors and locals. We consider this tradition one of the most important things we do as a company, not only for our clients and prospects, but also for our agents.
Who can help me with this?
Your Marketing Specialist will create and send out the RBC Heritage Hospitality House Invitation to your client database.
CHARTERONEREALTY.COM
WHY IS THIS IMPORTANT?
An online presence is vital to today’s marketing success. CharterOneRealty.com is the #1 local website marketing local properties. We pride ourselves on having the most extensive online marketing program in our area.
Our effective print & digital techniques produce:
• More Website Visitors
• More Property Views
• More Impressions
• More properties seen by engaged and qualified buyers
Estate Website in the Lowcountry
HOW DO I USE IT?
In 2023, CharterOneRealty.com had nearly 350,000 website visitors and 1.8 Million pageviews. Use the Online Advantage Graph to show how our website stacks up to the top 10 local brokerage websites by the number of website visitors.
Nearly 350,000 Website Visitors in 2023
1.8 Million+ Pageviews in 2023
Who can help me with this?
Your Marketing Specialist can print this graph in-house or order a copy from our Print and Mail Center.
Found on Page #1 of Search Engines
CUSTOMER RELATIONSHIP MANAGEMENT (CRM)
WHY IS THIS IMPORTANT?
Access to the Charter One Realty backend and CRM tool lets you track tasks, emails, and correspondence with clients, allowing you to group clients and market to them accordingly. You will find that the backend of CharterOneRealty.com offers much of the same functionality as MLS, such as the ability to set up saved searches for clients - but in a streamlined and userfriendly format.
WHAT IS INCLUDED?
• Powerful insights into what the CharterOneRealty.com visitor is searching for online
• Notification to clients automatically of new listings as they hit the market
Who can help me with this?
Contact Beth Boulware for assistance with registration and implementation.
• Ability to group and tag clients and market to them accordingly
• Set up reminders and action plans
• Stay in front of clients with established drip campaigns
CORI
WHY IS THIS IMPORTANT?
Our company intranet, dubbed CORI, is a crucial tool for streamlining, simplifying, and organizing all communication throughout the company. Everything you need for collaboration, communication, and sharing is at your fingertips instantly connecting you to all of our offices, fellow agents, and staff members. Plus, you will have immediate access, no matter where you are, to the latest company news, frequently used websites, community photos, company forms, listing and contract packages, advertising tools, company marketing tools, and IT support.
HOW DO I USE IT?
Agents and staff members have access to CORI and use it for:
• Quick links to frequently used websites
• Broker documents, including listing and transaction forms
• Marketing tools and products
• Ordering marketing and submitting mailings
• Community information, including plats and community photos
• Company directory
• Webinar recordings & training videos
EGNYTE AND SKYSLOPE
WHY IS THIS IMPORTANT?
Charter One Realty is paperless thanks to Egnyte and Skyslope allowing agents access from anywhere on the planet provided there is wifi access.
Egnyte is one unified platform to manage our content and files. The file storage system is easy to use and can be accessed from any device - including your phone.
Skyslope is a centralized location for listing and transaction management from contract to close.
HOW DO I USE IT?
Who can help me with this?
Your onboarding team will provide access to CORI. Training will be provided by Human Resources and the Corporate Marketing Team.
Agents have private drives with organized folders on Egnyte. Additionally, agents are given access to Skyslope to review and oversee transactions. Listing, Marketing, and Transaction Specialists upload files to both platforms for the agents.
Who can help me with this?
Your onboarding team will provide access to Egnyte and Skyslope. Assistance can be provided from any member of your Specialist team.
IN-HOUSE IT SOLUTIONS
WHY IS THIS IMPORTANT?
Our comprehensive agent support tools include access to our in-house IT specialist. Our specialist is always on the go, ready to provide an immediate response to computer problems big and small, on Macs and PCs, at all of our offices. From setting up network connections, printers, office phones and email, to connecting you to the company intranet, you will be up and running in no time with quick and friendly support should you encounter any work-related IT issues.
Who can help me with this?
Contact Jimmie Miller for IT questions and support.
Staff to Agent Ratio is 1:3
THREE SPECIALIST SYSTEM
WHY IS THIS IMPORTANT?
In addition to our team of top producing Realtors, we have a team of industry specialists supporting our agents each step of the way. We have created and fostered an environment for like-minded real estate professionals, management, and supporting staff, all the best in the business, who strive to meet and exceed our clients’ needs and expectations.
HOW DO I USE IT?
Charter One Realty has a unique support structure consisting of up to a three-Specialist system which provides each sales professional a listing, marketing, and transaction specialist. These specialists attend to the details of every transaction, create and share effective communications, and ensure every step of the process runs as smoothly as possible - freeing our agents to list and sell more real estate.
Who can help me with this?
Each agent is provided with a Listing Specialist, Marketing Specialist, and Transaction Specialist.
FROM SALE TO SOLD
LISTING SPECIALIST TASKS INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING:
DOCUMENTS:
• Listing Agreement/Input Data Sheet
• Property Disclosure and/or Addendum
• Listing Processing Form
• E Signature Certificate (if applicable)
• Relationship (Agency) Disclosure
• Tax record (pull from Realist)
• Estimated Annual Expenses
• Elevation Certificate (if applicable/available)
• Plat
• Deed (listing MUST match the Deed)
• Listing Delay Authorization
• Upload all Docs to Agent’s Cloud Drive & SkySlope (make sure BIC/Agent signatures are on MLS Docs)
MLS:
• Upload Listing Agreement & Input Sheet to MLS
• Upload Photos to MLS
• Upload Property Disclosure to MLS
• Upload Floor plan (if available)
• Upload Estimated Annual Expenses (if available)
• Add Unbranded Virtual Tour (if not Prop. Panorama)
• Validate Listing in MLS
• Listing Compliance Check
• Add Lockbox & Assign in Supra
• Email MLS Full Display to Agent
• MLS Tour: Email agent available dates, Scheduled tour date in MLS, Add tour to calendar
• Public Open House: Add open house to calendar, MLS, Realtor.com, Zillow.com, Trulia.com
INTERNAL TASKS:
• Create Listing in SkySlope and Import Tasks/Reminders (Expiration, Tour, Open House, etc.)
• Add to Office Boards (if applicable)
• Thank You letter emailed/mailed to client
• Make Agent File (if requested)
START-UP MARKETING:
• Add to Agent’s landing page on COR website (If team, add to all agents on team)
• Enhance on Luxury Websites
• Realtor.com Enhance/Add Virtual Tour
• Add to Community Website (Berkeley/ Belfair/Long Cove, etc,. if applicable)
• Add to Agent’s: Zillow, Trulia, Other agent-owned sites
• Add to Agent’s Top Producer (if applicable)
WITHDRAWN/EXPIRED LISTING TASKS:
• If BOM, Add MLS# back to Agents Landing Page on COR website
• If Withdrawn/Temp off Market, attach CO w/documentation to Doc Manager - Change Status to Withdrawn/Temp Off Market Remove from Community Websites (if applicable)
• If Withdrawn Cancel Expiration Reminder in Outlook
• If Withdrawn or Expired Remove Lockbox from Supra/update lockbox inventory logs (Agent must return lockbox first)
• If Withdrawn or Expired upload MLS Agent Full (with status, date noted) to Agent’s Cloud Drive & SkySlope
• Update Top Producer with Withdrawn date and change status to Withdrawn; If Expired, change status to Expired;
• If BOM change to Active and validate Expiration Date (if applicable)
• Upload copy of MLS Full Display(s) (with status, date noted) to Agent’s Cloud Drive & SkySlope
MARKETING SPECIALIST TASKS INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING:
LISTING MARKETING:
• Just Listed Eblast, if requested
• Just Listed Mailing, if requested
• Submit request for post thru CORI for COR’s Facebook
• Brochure/Booklet: create per agent request
• Tour Eblast (confirm date in SkySlope)
• Tour Critique Sheets, if requested
• Post to Agent’s social media accounts, if requested
• Price Change Eblast, if requested
• Price Change Mailing, if requested
POST-CLOSING MARKETING:
• Just Sold/Brought Buyer Eblast, if requested
• Just Sold/Brought Buyer Mailing, if requested
• Post to Agent’s social media accounts, if requested
AGENT-SPECIFIC MARKETING/SELF PROMOTION:
• Agent/Community Newsletters
• Agent Market Report Mailings
• Personalized COR Market Report Magazine
• Personalized COR Navigator Magazine
• Personalized COR Price Point Sheets
• Open House Announcements & Materials (email and/or mail)
• Other agent-specific postcards/mailings
PRINT ADVERTISING:
• Submit $1M+ properties for COR Signature Collection Mag.
• Submit properties for COR co-op Ads on behalf of Agent(s)
• Create/Submit Individual Ads on behalf of Agent(s)
DIGITAL ADVERTISING/MARKETING:
• Post property video (Branded/Unbranded), if requested
• Create/Post Social Media Campaigns (All other tasks listed above need to be completed for all agents who are supported by the Marketing Specialist before time can be dedicated to an individual Agent’s/Team’s personal, online/social media campaigns.)
PENDING MARKETING:
Occasionally there are requests from agents; BIC and/or Office Sales Manager must give prior approval:
• Under Contract/Brought Buyer Eblast
• Under Contract/Brought Buyer Mailing
• Upload to Agent’s social media accounts
TRANSACTION SPECIALIST TASKS INCLUDE BUT ARE NOT LIMITED TO THE FOLLOWING:
UPON CONTRACT ACCEPTANCE:
• Create SkySlope Transaction (if not our listing) or Update Current Listing Status to Under Contract
• Upload Contract Docs/All Addenda Signed/ Initialed/Dated to Agent’s Cloud Drive & SkySlope
• Escrow Received
• Wire confirmation & copy of check email from Atty:
• Additional Addendum received (Inspection, Due Diligence, Bill of Sale, Flood, etc.)
• Seller’s Property Disclosure
• POA Addendum Received, if applicable
• Agency Relationship Disclosure received
• Buyers Agency Agreement received (if COR on Buyer Side of transaction)
• Dual or Designated Agency Agreement received, if applicable
• Upload Tax Record
• Pend if COR Listing
• Upload copy of MLS Full Display(s) (with status/pending date noted) to Agent’s Cloud Drive & SkySlope
• Send copy of Contract Docs and CPF to Attorney(s)
• Send copy of Contract to Lender, if applicable
• Thank You letter and copy of Contract emailed/mailed to client.
• Add to Office Board, if applicable
• Import Tasks/Reminders in SkySlope (2nd Escrow, Contingencies, Closing Date, etc)
WHILE UNDER CONTRACT:
• Upload any new Docs to Agent Cloud Drive & SkySlope as Received
• Specialistinate access to the property for vendors, if applicable
• Specialistinate ordering and obtaining the CL-100 with attorney, if applicable
• Specialistinate Repairs, if applicable (Agent determines list of requested repairs, staff can type-up & circulate)
• Acquire Repair Invoices for Attorney and Broker File, if applicable
• Work with Lender, if applicable, including sending CL-100 & Paid Repair Invoices
• Review Prelim (HUD) Settlement Statement for accuracy prior to closing
• After Prelim (HUD) Settlement Statement, obtain completed Agent Commission Authorization (ACA) form from Agent
POST-CLOSING:
• Confirm Commission Check/HUD are accurate before forwarding to accounting
• Send Commission check, Final CPF, and Final ACA to Accounting (Referral Forms, if applicable)
• Remind agent to remove yard sign, if applicable
• Remind agent to remove and return Lockbox, if applicable
• Delete Lockbox from MLS
• Unassign in Supra (if applicable)
• Close in MLS if COR Listing
• Send copy of MLS Full Display “Closed” to: Agent, Listing Specialist, Marketing Specialist
• Complete Contract Processing Form (CPF) & upload to Agent’s Cloud Drive & SkySlope
• Send email to Database Specialist to update
Company Database Mailing List
• Upload final (HUD) Settlement Statement, Copy of Commission Check & ACA to Agent’s Cloud Drive & SkySlope
• Give final (HUD) Settlement Statement, Commission Check & ACA to Agent
• Upload Authentisign/E Sign Certificate(s), if applicable to Agent’s Cloud Drive & SkySlope
• Check-Off Tasks and Reminders completed before closing out property in Skyslope
• Confirm All Documents/Emails have been uploaded to SkySlope then Close-Out Transaction
BOMBED CONTRACT:
• Obtain and upload Fully Executed Release Agreement, signed by Broker, to Agent’s Cloud Drive & SkySlope
• Obtain and upload Authentisign/E-Sign Certificate to Agent’s Cloud Drive & SkySlope, if applicable
• Confirm All Documents/Emails have been uploaded to SkySlope then Cancel-Out Transaction
• Reactivate Listing in SkySlope, if applicable
• Return property to “Active” status in MLS, if our listing and applicable
• Send copy of MLS Full Display “Back on Market” to: Agent, List. Specialist, Mark. Specialist
THE CHART ROOM
Your Gateway to Marketing Resources at Charter One Realty.
WHY IS THIS IMPORTANT?
The Chart Room is the gateway to the marketing tools at Charter One Realty and where the journey of your listing begins. Our marketing approach is designed to tell the story of your listing through professional marketing and extensive advertising across all possible communication channels - ensuring highquality exposure that is unmatched by competing companies. Whether it’s a new listing, price reduction, pending, or sold, let’s share the story.
The App provides easy access to Charter One Realty Marketing including:
• Request for Eblasts, Social Media Promotions, Booklets, Brochures, Property Magazines and Direct Mail for your listed properties.
• Listing Presentation Materials
• Luxury Affiliate Resources
• Referrals
Who can help me with this?
Contact
Marketing@CharterOneRealty.com for a link to download the App.
WHERE DO I FIND THEM?
CUSTOMIZABLE TEMPLATES
WHY IS THIS IMPORTANT?
To help you create a polished, professional presentation, we have created eye-catching brand-enhancing property brochures, direct mail postcards, and email templates. Included in those templates is a magazine-quality booklet explaining the benefits of Charter One Realty. This piece is a valuable tool in any listing proposal. Our marketing specialists have access to dozens of pre-designed materials and direct mail options that make it easy to execute impactful farming or property promotion pieces while maintaining brand consistency.
• Postcards & Direct Mail Templates
• Property Booklets
• Multi-Page Brochures
• Multi-Page Magazines
All Marketing Specialists have access to the templates through CORI. Each template can be customized to include your personal brand.
Who can help me with this?
Your Marketing Specialist will create or customize templates to fit your marketing needs.
DATABASE MANAGEMENT
WHY IS THIS IMPORTANT?
Our in-house direct mail center not only assures that you get the best postage rates, but our full-time Database Manager continuously gathers and updates addresses, making this information available to all Charter One Realty agents. Additionally, the Database Manager can build specific farming databases tailored to each agent’s individual needs and desired target recipients.
HOW DO I USE IT?
As part of the print-to-mail process, your Marketing Specialist will request the database on your behalf while creating your farming piece.
Who can help me with this?
Your Marketing Specialist can help along with our full-time Database Manager.
Who can help me with this?
Your Marketing Specialist will create or customize templates to fit your marketing needs.
IN-HOUSE PRINT & MAIL CENTER
WHY IS THIS IMPORTANT?
One of the most valuable tools in a successful Realtor’s kit is direct mail. Charter One Realty has made every effort to make direct mail affordable and streamline this vital process for our agents. All told, more than 2 million pieces of direct mail are sent from our mail center each year.
Our in-house print center ensures that what you are sending out will be noticed, with professional quality printing of brochures, booklets, marketing materials, and direct mail pieces at highly competitive rates.
HOW DO I USE IT?
All marketing pieces (property brochures and farming materials) are submitted to the print and mail center on your behalf.
IN-HOUSE PRINT & MAIL OPTIONS
WHY IS THIS IMPORTANT?
Bringing print and mail services in-house allows the company to remove the middle man and operate at cost, thus, passing the savings to the agents. This saves our agents money in postage, print, and paper costs. Additionally, Charter One Realty contributes a percentage towards each agent’s postage. It is just one more way Charter One Realty gives our agents an edge over their competition in other companies.
WHAT MAKES OUR PRINT CENTER DIFFERENT?
The difference between our in-house print services vs. online print shops:
• Better Pricing
• No Minimum Order
• No Shipping Fees
• Quick Turnaround
• Maintained Databases
HOW DO I USE IT?
All marketing pieces (property brochures and farming materials) are submitted to the print and mail center on your behalf by your Marketing Specialist.
Who can help me with this?
Your Marketing Specialist can help along with our full-time Database Manager.
DIGITAL MARKETING MATERIALS
WHY IS THIS RELEVANT?
Our Charter One Realty digital presentations provide clients with an innovative experience to highlight the many features and benefits of our company. The digital version of the Charter One Realty Listing Presentation Magazine (The Navigator), Luxury Affiliate Magazine and Buyer’s Guide (The Explorer) keeps clients engaged as the company’s strengths are shared. The digital presentation can be easily shared via email or as an embedment on a website. When paired with a personal listing proposal, the Charter One Realty digital presentation makes a lasting impression on your potential listing clients.
WHERE DO I FIND THEM?
All listing presentation tools can be found in the Marketing Toolbox on CORI under digital links.
Who can help me with this?
Your Marketing Specialist can personalize any of these magazines and provide you with a digital link.
LISTING PRESENTATION MATERIALS
WHAT IS INCLUDED?
As an agent with Charter One Realty, one of your most valuable assets will be the strength of the Lowcountry’s largest real estate brokerage you represent. Charter One Realty helps you drive this point home with prospective clients through highquality magazines including a mid-year market report, yearend market report, Charter One Realty marketing magazine, a buyers’ guide, The Signature Collection, and single-page highlight sheets providing market share information. Additionally, the company creates and shares market share graphs on a quarterly basis showing Charter One Realty’s dominance throughout every community in Hilton Head, Daufuskie, Bluffton, Beaufort and Savannah.
• Listing Presentation Magazine (The Navigator)
• Buyer’s Guide Magazine (The Explorer)
• Prewritten Listing Presentation Letters
• Market Share Graphs by Community
• Market Share Graphs by Price
• Online Advantage Graph
• Luxury Affiliate Tools
Who can help me with this?
Your Marketing Specialist will help set up your listing package and will suggest materials to include.
WHERE DO I FIND THEM?
All listing presentation tools can be found in the Marketing Toolbox on CORI. Digital and Print products are available.
ELECTRONIC NEWSLETTER
WHY IS THIS IMPORTANT?
We distribute an attractive, online monthly newsletter filled with local real estate updates including statistics, market news, and more, to over 20,000 clients via email. Our newsletter also includes upcoming events, local news, and company happenings intended to engage the recipient on CharterOneRealty. com. Contributing your own content, whether through blogs or articles, is a great way to reach this extraordinary audience. As long as we have your email database, Charter One Realty will send this monthly email on your behalf.
Additionally, we will announce your new listing, price change, or updated listing information to the real estate community - Hilton Head MLS members, Beaufort MLS members, and Savannah MLS members, as the case may be.
HOW DO I USE IT?
Be sure to upload your clients to the backend of CharterOneRealty.com. They get associated with you and protected where, should they make an inquiry on our website, that inquiry gets filtered to you instead of the sales development team. Furthermore, each month the database is pulled for each agent and uploaded to the email platform.
Who can help me with this?
For more information on your contacts being uploaded to the Real Talk Newsletter database, contact Beth Boulware.
LOCAL MEDIA PARTNERSHIPS
Who can help me with this?
Notify your Marketing Specialist of the properties that you would like to advertise and they will be submitted on your behalf.
WHY IS THIS IMPORTANT?
Charter One Realty offers co-op advertising in several local publications. Email notifications are sent monthly asking for submissions. Co-op advertising provides Charter One Realty agents with an affordable way to market listings in print media outlets.
SOCIAL MEDIA
WHY IS THIS IMPORTANT?
Our marketing team creates a buzz around your listing through an array of social media channels that highlight and boost property photos and videos. We maintain a large presence on Facebook, Instagram, Twitter, YouTube, and Pinterest to engage the user audience on our website. All of these valuable social media tools are at your disposal to promote your listings and inform consumers about important real estate and local news.
Promotions include, but are not limited to, the following:
• New Listings
• Price Changes
• Open Houses
• Solds
• Testimonials
HOW DO I USE IT?
Social media promotions can be done through CORI (Marketing Toolbox) or through The Chart Room App.
Who can help me with this?
Submit promotions through CORI or contact your Marketing Specialist for assistance.
THE VOICE OF THE BRAND
WHY IS THIS RELEVANT?
Consumers prefer to work with a brand they know and trust. Interacting with our clients and potential consumers through a consistent brand voice and aesthetic helps consumers identify Charter One Realty and helps to maintain our trusted reputation. Perhaps it is the locally-owned heritage since 1986 or the civic-minded men and women who make it what it is today, or the iconic sextant in our logo, as seen on signs throughout the Lowcountry. The Charter One Realty brand has remained consistent and has come to mean more than “the leaders in real estate” - it represents class, promise, trust, and expertise.
Who can help me with this?
Contact Beth Boulware for ideas on how to incorporate the Charter One Brand into your marketing strategy.
UNRIVALED CONNECTIONS
WHY IS THIS IMPORTANT?
LEADING REAL ESTATE COMPANIES OF THE WORLD
Selling more homes than any other national real estate organization, the brokers that make up this network excel because of their ability to make referrals to one another with ease and frequency. Leading Real Estate Companies of the World brokers are ranked #1 in more top US markets than any franchise and represent properties in ALL price ranges.
Charter One Realty residential listings are promoted on LeadingRE.com, found from 550 affiliate websites throughout 73 countries, and showcased to more than 138,000 associates worldwide.
LUXURY PORTFOLIO INTERNATIONAL
The unified collection of the world’s most experienced, respected and well-known experts in luxury real estate, this powerful network participates in more transactions than any other national franchise or global real estate organization. 200 luxury affiliates | 55 countries | LuxuryPortfolio.com | For listings $1 Million and up
Charter One Realty's $1M+ residential listings are posted on LuxuryPortfolio.com and displayed on key websites worldwide, including The Wall Street Journal, Mansion Global, MarketWatch, Barron’s, Penta online, Juwai, YouTube, WeChat, Country Life, JamesEdition, Expansion, and Bloomberg Property Listings.
WHO’S WHO IN LUXURY REAL ESTATE
For over 36 years, Who’s Who in Luxury Real Estate has represented the world’s top high-end real estate professionals from both independent and franchised companies and provided them with the best possible marketing tools and connections to the best luxury real estate professionals around the world. For listings $500,000 and up.
Charter One Realty residential listings ($500K+) are promoted on LuxuryRealEstate.com and found from 450+ affiliate websites throughout 50 countries and showcased to more than 130,000 associates worldwide.
HOW DO I USE IT?
Our network connects us, and you, to luxury experts and buyers in 800+ major cities from Bangkok to Barcelona — not just within one brand or company, but among the finest, most well-known leaders in each market. These relationships generate thousands of client introductions and billions in sales each year.
Relocation Referrals
Referrals are submitted through CORI and processed through our relocation department. Contact Beth Boulware to participate.
Marketing Tools and Listing Presentations
Qualifying properties feed automatically. Contact your Marketing Specialist with any questions.
GLOBAL LISTING
SYNDICATION
WHY IS THIS IMPORTANT?
Automatic digital promotion for listings is provided.
Included in LPI membership, all properties on luxuryportfolio.com are automatically syndicated and displayed on additional websites around the world.
Visit each website to find your listing and include the links in your marketing plan or an update with your seller.
Who can help me with this?
Qualifying properties feed automatically. Contact your Marketing Specialist with any questions.
PRO TIP
$586 BILLION
Total Annual Home Sales Volume
1.2 MILLION Global Transactions Annually
550 companies
4,900 offices
GLOBAL REFERRAL NETWORK
WHY IS THIS IMPORTANT?
As a member of Leading Real Estate Companies of the World, Charter One Realty has connections in the most significant markets in the world. These markets act as catalysts in generating sales traffic for one another. Our broker-to-broker referral network augments the deep personal networks between sales associates.
HOW DO I USE IT?
Sellers benefit from the added opportunities to find buyers through the referral network. Connect with your peers, reach out to other Leading RE brokerages and sales associates in your feeder markets, participate in both global and local networking events, and work with your relocation team to ensure your referrals are properly entered, tracked, and managed.
Who can help me with this?
Referrals are submitted through CORI and processed through our relocation department. Contact Beth Boulware to participate.
70+ countries
138,000 sales associates
NATIONAL MEDIA PARTNERSHIPS
WHY IS THIS IMPORTANT?
Charter One Realty provides additional exposure with a worldwide reach through Luxury Portfolio. Our global property marketing partners include the most relevant and authoritative news, lifestyle, and financial media, as well as real estate-centric websites – carefully selected for their ability to drive the online consumer to your property listings.
HOW DO I USE IT?
Ad submissions and the full media kit are available through LPI’s website: Xchange.luxuryportfolio.com.
Who can help me with this?
Contact your Marketing Specialist for assistance with placing an ad through the network.
REACHING POTENTIAL BUYERS
HOW DOES IT WORK?
Through our membership with Luxury Portfolio International,® Charter One Realty agents have access to a premium selection of advertising opportunities to promote listings. All of the offerings have been specifically chosen and vetted to ensure that Charter One Realty agents reach the right audience.
Take advantage of their significantly discounted rates available exclusively to members and start promoting your properties in print and online today.
Who can help me with this?
Contact your Marketing Specialist for assistance with placing an ad through the network.
MOVING FORWARD
The secret to how we help agents exponentially grow is found within our culture of leadership, success, integrity, open-mindedness, and professional service. While other brokerages teach you how to build a deal, we teach you how to build an expanding business. Our agents are not saddled with unnecessary franchise fees nor other profit centers found in other brokerages. Our company’s success is directly tied to our agent’s success which forces an alignment of agent and company interests.
We are not only interested in supporting you to become the best agent you can be, our intention is to encourage to be the best person you can be. After all, we work together, we laugh together, and we are more powerful together.
OUR COMMITMENT
To foster a culture where our agents put their clients first, going above and beyond to meet and exceed the needs and expectations of their clients.
To bring an optimistic attitude to work every day. Through teamwork and powerful resources, we will solve problems and pioneer new strategies.
To provide an upbeat and synergetic work environment where our staff, agents, and clients benefit from enthusiasm, foresight, and shared expertise.
To be a good neighbor by giving back to the community we work in, supporting our organizations and clients in times of need.
Let your dreams be bigger than your fears, your actions louder than your words, and your faith stronger than your feelings. -Unknown