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
HOW DO I USE IT?
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
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”
To watch the “Dream” campaign commercial promoting the website, click here.
*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 genblueexperience com 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
Berxi
Berxi is making errors &omissions and cyber insurance easier to buy, easier to understand, and easier to afford for real estate brokerages. Get a quote in minutes. You could save an average of 15%. Let Berxi help you meet your coverage requirements with ease Call 855 209 2555 and speak to a licensed insurance agent or visit berxi com/coldwellbanker to get an insurance quote in minutes
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
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
2-10 Homebuyer's Warranty - Seller Coverage
We automatically set up complimentary Seller Coverage through 2-10 Homebuyer's 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
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
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
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
Included
Included
Included
Included ($15,000-$50,000)
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®
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
Included
Included
Included
Included (MLS subscription required for Prospect Square)
Included
Included
Included
Included
Included
Included (Agents' cost after first 100)
Included
Included
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 Director
Our full-time Marketing Director is available to assist you with all things Marketing Whether real estate or personal marketing is needed, our Marketing Director is here to help Ongoing group and one-on-one training is provided on an array of marketing topics
Media & Brand Management
Mortgage Services - CMG Home Loan
CMG Home Loans 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 CMG 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
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
Included
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 Included
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
Share Program
Included
Included
Included
Commission generating opportunities
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
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)
Optum Title is our in house title company that provides title insurance services for our customers and clients Virtual & Offsite closings are also available
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
Platform included + $99/mo $39/week
Included
Included
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 (click here for a full list)
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 (click here for list)
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
Homes & Estates magazine: CB Global Luxury’s proprietary, award-winning magazine that captures the luxury lifestyle through visually stunning imagery of exquisite homes and destinations 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 For the full list of ListHub Global sites (for properties $2M+), click here.
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 the major wealth players in your marketplace today is crucial.
Knowledge in all aspects of real estate, wealth and luxury lifestyle instills confidence in high-net-worth clients and assures them that they are working with a professional who operates at the highest echelons of the industry The Coldwell Banker Global Luxury program aims to provide Global Luxury Property Specialists with information that helps them better engage and connect with their affluent clients
Released annually, “The Report” analyzes the latest trends and data by leading influencers from The Institute for Luxury Home Marketing, WealthEngine, Wealth-X, Unique Homes and in-the-field real estate specialists.
“A Look at Wealth” is an annual supplement to “The Report.” It focuses on a particular segment of the wealthy, utilizing data from Wealth-X, WealthEngine and The Institute for Luxury Home Marketing, with insights from local market experts affiliated with the CB brand Reports include:
• New Affluent Trailblazers• Millionaires vs Millennial MillionairesDemi-Billionaires
Wealth-X offers a host of reports that explore the distribution of wealth among the ultra wealthy, general wealth drivers, regional trends and rankings of the leading UHNW countries and cities Reports include:
• Billionaire Census
• Spotlight on Private Jet Owners
• World Ultra Wealth Report
• Interests, Passions and Hobbies of the Wealthy
• Very High Net Worth Handbook
• Global Luxury Outlook
WHERE DO I FIND THEM?
“The Report” and “A Look at Wealth” can be found on the Global Luxury blog by clicking here. The most current reports are also posted in the Global Luxury room in CBW Chat. Wealth-X reports can be found here
COST: No cost to agent (part of the Coldwell Banker Value Package)
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.
HOMES & ESTATES MAGAZINE
For decades, Coldwell Banker Global Luxury has been committed to elevating luxury real estate marketing and reaching affluent homeowners. Its proprietary publication, Homes & Estates is a singular guide to extraordinary real estate and luxury lifestyle trends As part of a union with The Wall Street Journal and Unique Homes, Homes & Estates offers a look into exquisite properties worldwide, outstanding artistry and cultural explorations while remaining at the forefront of international luxury.
Partnering with industry giants for expanded reach Homes & Estates is inserted into both Unique Homes and The Wall Street Journal, two well-renowned publications that are consulted within wealthy circles With every issue, your ad reaches affluent buyers in top high-net-worth ZIP codes across the U S and in more than 50 countries around the world through a comprehensive distribution strategy
ADDITIONAL DISTRIBUTION:
The Wealth Engine Demi-Billionaire List Direct mail distribution to individuals with unprecedented wealth – a minimum net worth of $500,000,000
Top Clients of Luxury Property Specialists A truly qualified array of high-net-worth individuals
Coldwell Banker® Offices Worldwide An opportunity to generate business through referrals across the globe
The Coldwell Banker Global Luxury® Blog - The digital version of Homes & Estates is sent to the more than 100,000 subscribers of the Coldwell Banker Global Luxury Blog
TOTAL QUARTERLY CIRCULATION: PRINT 125,000 | DIGITAL 100,000+
Sample of a customized cover
Deliver results
Homes & Estates offers advertisers who run at least one full page in the magazine a customized direct-mail program at no additional cost, providing exceptional branding They will mail 100 copies of the magazine to your supplied list (U S addresses at no charge, international address incur a $7/copy mailing surcharge). Best of all, these copies will be customized specifically for you. Not only will your name appear on the cover, you can also include the name of the recipient. And on the inside front cover, you can feature your own personal branding ad or take advantage of their intro letter template. You will also receive 20 copies of your customized version to use in listing presentations and at open houses.
WHERE DO I FIND IT?
Copies are delivered to each Coldwell Banker office Check with your office admin for available copies To view the latest issue in digital format, as well as archives of past issues, click here
HOW DO I PARTICIPATE?
To reserve a space, contact Bruce Griset at 833.928.9020 (O) or 310.977.5915 (C), or via email at bgriset@uniquehomes.com. Click here for more information, including deadlines and run dates.
COST: (Coldwell Banker Subsidized prices)
Full page – $2,295 (includes free customization and direct-mail benefit; see “Deliver results” on the left)
Half-page – $1,250
Quarter-page – $750
Two-Page Property Feature – $3,995
Cover Package – $5,500, which includes: Your listing on the H&E cover
A 2-page editorial on the home toward the front of the magazine
Mention in the Table of Contents
200 customized copies mailed to your list 25 copies sent directly to you
A feature story on the homepage on the Coldwell Banker Global Luxury® Blog Property promotion via Coldwell Banker’s extensive social media channels Press release to the media
The minimum price point for a home advertised in Homes & Estates is $850,000
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
THE
Rich Cosner
KEY CONTACTS
COMPANY LEADERSHIP TEAM
Rich Cosner | Owner & President
Tom Pierce | Consultant
Robin Allen | Senior Vice President
Julie Gang | Regional Operations Manger
Tracy Brumley | VP, Financial Officer
Beth Boling |Area Accounting Manager
(615) 533-6449
(615) 465-3665
(615) 465-3656
(931) 231-5478
(615) 465-3654
(615) 972-4545
rich@coldwellbankernashville.com
tom pierce@coldwellbanker com
robin allen@coldwellbanker com
julie.cbsouthernrealty@yahoo.com
tracyhbrumley@gmail com
cbsracctg@gmail.com
Becky Stanko | Relocation Manager
Sam Sizemore | Marketing Director
Izy Logan | Marketing and Design Specialist
Alexis & Josh Story | Mango Media Social Media & Brand Management
haroldsegroves@gmail com zimmermanmisty1130@gmail com cbsrshelbyville@gmail com
Location Not Staffed
HARDING | 392 Harding Place Nashville, TN 37211 (615) 465-3700
URBAN | 767 Alloway St Ste 101 Nashville, TN 37203
Ed Klem | Principal Broker Location Not Staffed
(954) 471-9499
edklem@cb-southernrealty net
Lisa Kreuzer | Administrative Manager (615) 465-3700 cbsrbrentwood@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
OPTUM TITLE
Optum Title is a partnership between Coldwell Banker Southern Realty and Limestone Title which was formed to provide white glove service to the agents of CBSR. It has the backbone of a 60+ employee title company but the front end of a boutique team hand selected to provide the highest level of customer service possible. Through our partnership we can offer remote closings in all 50 states with the ability to fund same day in most instances.
WHERE CAN I FIND OPTUM TITLE?
Optum 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:
ORDERS@LIMESTONE-TITLE COM
AMY SMALLEY
PRE-CLOSING COORDINATOR
580 FRANKLIN RD #203
FRANKLIN, TN 37069 (615) 730-7955
asmalley@limestone-title com
BROCK BAKER
SETTLEMENT STATEMENT/POST CLOSING
580 Franklin Rd #203 Franklin, TN 37069 (615) 730-7955
bbaker@limestone-title com
DAVID WEBBER PARTNER
580 Franklin Rd #203 Franklin, TN 37069 (615) 730-7955
dwebber@limestone-title com
LANGUAGE FOR CONTRACT:
Closing Agency: Limestone Title | David Webber | (615)-730-7955
Title Policy to be issued by Traditional Title & Escrow
DOWNLOAD THE APP
Apple App Store or Google Play Store
LOCATIONS
FRANKLIN
580 FRANKLIN ROAD SUITE 203 FRANKLIN, TN 37069
SMITHVILLE
208 WEST MAIN STREET SMITHVILLE, TN 37166
MURFREESBORO
2615 MEDICAL CENTER PARKWAY STE 1560 MURFREESBORO, TN 371290
NASHVILLE
1600 WEST END AVENUE
NASHVILLE, TN 37203
HERMITAGE
252 JACKSON MEADOWS DRIVE SUITE 301
HERMITAGE, TN 37076
PATHWAY MORTGAGE
By providing experienced lending professionals, a large inventory of unique financing options, and a proven track record of hard work and dedication to real estate professionals, Pathway Mortgage aims to be a gamechanger for the Coldwell Banker Southern Realty Team At Pathway closing a home loan on time is just a minimum standard, we take our real estate agent relationships personal; our agent partners are the clients No matter the price point or circumstance, Pathway Mortgage is fully committed and dedicated to not only providing great service, but to also make your business run smoother. There are many times in today’s complex market climate that agents can face multiple challenges and client fears: Pathway Mortgage is here to help you and your clients conquer these fears and destroy the challenges Pathway Mortgage is here and ready to join forces by providing a dedicated team that is comprised of 5 highly experienced mortgage loan officers and processors, that will be onsite at several Coldwell Banker Southern Realty office locations
Jacquelyn R. Howard
Sr Loan Originator | NMLS ID 881192
Serves: Brentwood, Columbia, Lawrenceburg Offices
JT Rosenthal
Loan Officer | NMLS 195670
Serves: Nashville & Harding Offices
Austin Polivka
Loan Officer | NMLS ID 1461768
Serves: Murfreesboro & Shelbyville Offices
Adam Pitt
Loan Originator | NMLS ID 2603443
Serving the Jackson Office
Phillip Zeringue
Loan Officer | NMLS 1530928
Mt Juliet & Gallatin Offices
Thomas Bauman
VP Mortgage Lending | NMLS ID 2002547
Maggie Strong
Mortgage Processing Manager | NMLS ID 2510372
Current State Licenses: TN, KY, IN, OH, VA, FL, MS, OK, SC
Loan Purposes: Purchase, Refinance, HELOC, Home Equity Loans
Loan Rate Terms: 30-Yr Fixed, 20-Yr Fixed, 15-Yr Fixed, ARM’s, and Interest-Only Available
Property Types: Single Family, Multi-Family, Condominiums, Townhome, Manufactured, Mega Multi Unit
Development
Government Loans: FHA, VA, USDA
Other Loan Options:
Both Conventional, Jumbo, Super Luxury Jumbo
First-Time Home Buyer & Downpayment Assistance
One-Time Close Ground-Up New Construction
Self-Employment No-Tax Returns Needed Financing
Hard Money Financing
Agricultural Farm Loans
Fix & Flip Financing
Commercial & Investment Property Loans
Construction Community Development & Spec Home
Building Loans
Renovation & Remodeling
DSCR & Non-QM
(615) 717-4811
jhoward@pathwayapproved.com
(615) 971-8432
(615) 509-8631 (901) 288-7681
(985) 264-1694 (405) 921-4815
(317) 626-0777
jrosenthal@pathwayapproved.com
apolivka@pathwayapproved com apitt@pathwayapproved com
pzeringue@pathwayapproved.com
tbauman@pathwayapproved com
mstrong@pathwayapproved.com
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
2-10 HOME BUYERS WARRANTY
Upto$100reimbursement
Without a Home Warranty Service Agreement, unexpected breakdowns can be expensive In fact, a $400 emergency would put many Americans in a tough financial position. With a Service Agreement from 2-10 HBW, you can benefit from our wholesale relationships and reduce the costs of breakdowns.
MEET YOUR NASHVILLE HOME WARRANTY REPRESENTATIVE
Sandi Irby is an Account Executive for the 2-10 Home Buyers Warranty (2-10) Resale Division covering Middle Tennessee, including Nashville, Clarksville, Murfreesboro, Lebanon, and Dickson.
Sandi brings exceptional experience to 2-10, including eight years as a REALTOR® and 15 years in medical device sales. She is a consummate professional and believes in treating her clients like family, putting herself in their shoes and approaching their needs as opportunities to help Sandi takes pride in providing personalized service with quick response times, excellent communication, outstanding product expertise, and solutions to problems throughout her relationship with her clients
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)
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
WHERE DO I FIND MORE INFORMATION?
For an overview of the platform, pricing and FAQs, click here. For additional questions, you can call the Design Concierge team at 833-332-3968 Monday through Friday, 6:30am – 6pm PST. Package pricing is also available
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.
For required marketing disclaimers, 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 packages designed for our real estate professionals with our IN HOUSE printshop
BRONZE Package - $25: Get 25 stunning listing brochures, delivered overnight, plus eye-catching social media graphics to enhance your online presence.
SILVER Package - $125: Enjoy everything in the Bronze Package, 25 brochures and social media graphics plus 200 Just Listed postcards mailed directly to a targeted radius around your listings, ensuring maximum visibility. If you prefer, we can also send these to your sphere of influence.
GOLD Package - $225: The ultimate marketing toolkit! Receive the benefits of the Silver Package, 25 brochures, social media graphics, and 200 Just Listed Postcards, along with 200 Just Sold postcards mailed to a targeted radius or your sphere of influence upon request. This comprehensive package completes the lifecycle of your listing, keeping clients informed and engaged from start to finish.
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 the CBSR Marketing Shop, cbsrmarketing info
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, the marketing department also supplies suggested monthly post prompts to assist you in generating content and cultivating a brand identity on your social media page These prompts are designed to complement the monthly social media graphics provided to you
WHERE DO I FIND THEM?
Social Media graphics are available in the LevelUp application under “Say & Share”.
Monthly post prompts are included in the Marketing Breakdown and are emailed out monthly by the Marketing Director.
MONTHLY MARKETING BREAKDOWN
Our Marketing Director understands the importance of consistently producing quality content, staying up-to-date with the latest marketing trends as well as knowing how to use your marketing tools.
Curated by our Marketing Director, our monthly Marketing Breakdowns provide social media post prompts, content, as well as tutorial videos to aid in your marketing efforts
HOW DO I GET THE BREAKDOWNS?
Click here to access Marketing Breakdown
Marketing Breakdowns are email out by the Marketing Director.
The created content is uploaded to the LevelUp app for you under “Say & Share”, “Social Media”.
Tutorials are housed in two places, LevelUp and our CBSR YouTube channel. In the LevelUp App these tutorials are in the “Marketing Breakdown” folder under the “Training” section In YouTube they can be found under our company channel’s playlists, click here to access our CBSR YouTube channel
MONTHLY TOP AGENTS & BROKERS CHOICE
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 Marketing Director creates 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
Our Marketing Director creates monthly market statistics that you can use on your social media platforms These statistics provide a comparison of the real estate market values from the previous month to the same month in the prior year
By using these statistics, you can show your followers and clients the current trends in the real estate market This information can be valuable to those looking to buy or sell property, as it helps them understand the current state of the market and make informed decisions
Additionally, sharing these statistics on your social media platforms can help position you as a knowledgeable and trustworthy real estate agent With our team's monthly market statistics, you can stay up-to-date on the latest trends and provide valuable insights to your clients
HOW DO I GET MARKET STATISTIC GRAPHICS?
Market Statistics are created within the first 2 weeks of the month. These Market Statistics represent the previous months numbers.
Click here to access Monthly Market Stat Graphics
Click here to access a Step-By-Step Guide for How to Create Your Own Custom Market Statistic Graphics
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
HOW TO SEND POSTCARDS USING XPRESSDOCS
Click here for a tutorial on how to send postcards
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).
MORPHEUS
Your Custom Video Creation Software, Morpheus, offered by Coldwell Banker, is an innovative video creation tool that enables you to create branded videos that can be used in a variety of ways, including social media
Personalize this curated content with ease using Morpheus
HOW DO I USE IT?
Morpheus has videos created by Coldwell Banker that allow you to add you contact information, social media handles, websites, listing information and picture and more!
For a tutorial on how to use Morpheus you can click here
WHERE DO I FIND IT?
Morpheus is housed in the Marketing Center, which is found on the homepage of mycbdesk.com. Once you access the Marketing Center you click the green “New Project” and then click “Custom Video” which will then open up Morpheus
COST: The majority of assets are available at no cost to agent (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.
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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?
For the MoxiWorks Resource Guide, click here For support on Moxi Engage, click here
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?
For the MoxiWorks Resource Guide, click here
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, click here for more info.
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?
For the MoxiWorks Resource Guide, click here Click here to access the support page for Moxi Impress
COST: No cost to agent (part of the Coldwell Banker Value Package)
MOXI IMPRESS: CBSR JUST LISTED FLYERS
Coldwell Banker Southern Realty emails out justlisted flyers on your behalf to the county where the property is located, as well as to Davidson County This is an excellent benefit that we ' re thrilled to offer our agents
By sending out just-listed flyers, we are able to generate interest in your property and attract potential buyers. These flyers contain all the necessary information about your property, including its location, features, and price. By targeting the county where the property is located, as well as Davidson County, we can reach a wider audience and increase the chances of finding the right buyer for your property. This is just one of the many ways in which we go above and beyond to support our agents and help them succeed in the competitive real estate market.
WHO SENDS THEM?
Our Gallatin Admin Manager, creates the “Just Listed” flyers through Moxi Impress and sends them out on your behalf.
COST: No cost to agent (part of the Coldwell Banker Value Package)
MOXI PRESENTS
WHERE DO I FIND IT?
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
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?
You can check out the training videos by clicking here, or search for help on specific topics by clicking here.
For the MoxiWorks Resource Guide, click here.
For Additional help reach out to your Training Director.
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 Click here to learn more about 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)
REALVITALIZE
The RealVitalize program helps sellers with qualified home improvements and repairs in order to prepare their home for sale RealVitalize covers the upfront costs and gets paid back when the listing sells (Qualified home improvements are defined as any work that is “non-structural.”)
Each seller receives a dedicated Project Consultant to coordinate the entire job from start to finish. Service providers are selected specifically for RealVitalize by experience, licensing and areas served. They are top rated and reviewed by actual customers, have had financial and criminal background checks, and have had their state-level trade licensing verified
BENEFITS:
Streamlined process
No interest fees or markups
No liens filed against property
No credit checks or prequalifications
No minimum or maximum housing price to enroll
No minimum project cost
Access to top-rated service providers from Angi, which harnesses both HomeAdvisor and Angie’s List networks
SERVICES AVAILABLE:
Staging
Appliance purchasing and installation
Kitchen and bathroom upgrades
Handyman services
Curb appeal enhancements
Electrical upgrades
Drywall and insulation
Painting
Plumbing
Moving and storage
Junk hauling and more
**Structural work is not included
HOW MUCH IS COVERED?
The amount a seller will be able to utilize as a part of the RealVitalize program will be equivalent to their agent’s list-side commission, up to $50,000 (there are options to go higher Click link to FAQs in the next column for details) There is no minimum or maximum home price and no minimum project cost required to enroll a listing
IS THERE RISK TO THE AGENT OR COMPANY?
There is no risk to the agent. However, there is a monetary risk to the company if the seller does not repay the loan. Therefore, in addition to certain title requirements, the following criteria must be met: The company must verify that there is sufficient equity in the property to repay the loan
We must have a preliminary title policy open with Ticor Title
We must have a pre-escrow open with California Preferred Escrow with loan payoffs in file Buyers must be pre-qualified with Point Mortgage
WHERE DO I FIND MARKETING MATERIALS?
For postcards and flyers in the Marketing Center through mycbdesk com, click here and search “RealVitalize” A page has also been added to Moxi Present (page 68) for your client presentations
WHERE DO I FIND MORE INFO?
Click here for FAQs on RealVitalize Click here for an agent pitch script
HOW DO I GET THE PROCESS STARTED?
Reach out to Robin Allen to get the RealVitalize process started
COST: $249 to utilize the program for cost of approved work up to $10,000, $499 for $10,001-$20,000, $749 for $20,001-$30,000, and $999 for $30,001-$50,000.
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
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 CALENDAR
Our Monthly Training Calendar is sent out at the beginning of each month, providing you with the opportunity to plan ahead and attend any sessions that spark your interest The calendar offers a range of options, including 1-on-1 coaching with Pete, open office hours with Michelle, Marketing Breakdowns, fresh training content, and more!
Attending these training sessions and meetings can help you improve your skills and knowledge, ultimately leading to better performance in your role Check out our Monthly Training Calendar and sign up for the sessions that interest you!
HOW ARE MONTHLY TRAINING CALENDARS SHARED?
Calendars are emailed out every month by the Training Director. The Training Director also uploads all events and trainings into the Level Up App calendar
HOW DO I ACCESS THE CALENDAR?
Click here to access the calendar
NEED MORE INFORMATION?
Reach out to our Training Director for more information on any scheduled trainings or the training calendar
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
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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).
DAVID KNOX PROGRAM
Video Topics
Our videos cover the entire breadth of residential real estate, from building your business and prospecting all the way through to closing for the purchase New agents, rising stars and top producers will all find valuable information We even have a series of leadership training videos that will make you a better leader With new videos every month, our content is always reflecting the changing market and providing current best practices.
Support Materials
We offer a wide variety of relevant downloadable support materials accompanying the videos Scripts with useful dialog, video outlines recapping the major info, forms and checklists, customizable listing presentation documents, and more It’s all there to help your agents
Action Plans
This powerful feature gives your agents a clear training path to follow and allows you to monitor their progress to hold them accountable. Each plan includes videos, tasks, and actions, and managers will receive regular progress reports. Use one of our templates or customize your own plan
Mobile App
You don’t only have to access our training on your computer, you can also take it with you using the Knox Training mobile app, available on the App Store and Google Play It provides full access to the entire video library and enrolled Action Plans You can even play the videos with “Audio Only,” so you can still learn without using up your cellular data on the go.
Contributors
In addition to David Knox’s expertise, agents from across the country share their tips and practices as our team flies out and captures them in actual transactions on location Nationally recognized speakers have graciously come into our studio to share their presentations
What is David Knox Real Estate Training?
It’s an online video real estate training system, which provides the tools and content that real estate offices need to improve their skills and business, led by the expertise and experience of David Knox (LEARN MORE ABOUT DAVID) By subscribing, you’ll get access to hundreds of training videos covering all aspects of the real estate business, downloadable support materials including outlines, dialogs and checklists, and feature sets that will give your agents a clear path to success.
COST: No cost to agent (part of the Coldwell Banker Value Package).
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.
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%. 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.
OUTGOING REFERRAL CONTENT
Our Marketing Director and Incoming & Outgoing Referral Coordinator have created custom graphics and videos for you to share on social media as well as email to your sphere. You can access this content in the Level Up App, Tap “Say & Share”>”Social Media”> “Outgoing Referrals”
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.
THE GOOD, THE BAD & THE UGLY
The more clicks, the more referrals! Click on the opportunity even if you are too late!
Claiming leads will help build your score, regardless of whether you ultimately win the lead
Contacting your leads directly through the app improves your metrics!
Agents who keep their referrals updated are rewarded! If you don’t keep them updated you will stop receiving leads!
Closing 3 referrals will enable you to customize your areas and price points!
You can turn off leasing! You do not have to work with rental referrals!
Turning Snooze On/Off will not affect your metrics!
You are rewarded for any progress made with a lead: meetings, offers, contracts and especially closings!
The higher your ranking, the more leads and the longer you have to claim!
If you don’t click on an opportunity, it will affect the amount of future referrals you receive!
If you don’t update your leads at least once a week, it will negatively affect your metrics!
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!
Your account will go “Delinquent” if you go 21 days or more without updating the status of your active referrals
If your account is marked “InActive” you have not been claiming leads, not engaging with referrals and not submitting weekly updates
If you don’t Claim leads, you will stop receiving opportunities! 1 Leads that you don’t Claim go to another agent and brokerage in our community!
If your account goes “Delinquent” your referrals will get released back to Realtor.com & you will not be able to receive new referrals
If your account goes “InActive” you will stop receiving new leads
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:
All OpCity Referrals have the Broker Service Fee (BSF) 1. If the BSF is not on the ALTA, it will be taken out of the agents commission
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
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
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
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.
