Cynthia Gonzalez Onboarding Guide

Hello &Welcome UnderstandingThisServiceGuide

WeareSOexcitedtohaveyoupartoftheCBBGallatinteam! Thisisyour onboardingbook,whichhasinformation,websiteandtoolsandsomeadditional notesthatwehopewillbeveryhelpfultoyou!Ifyouhaveanytrouble,letusknow andwewillworktogetitfixed I'vealsoincludedouronboardingchecklist, department&officecontactinformation,LevelUpCoachingAppinstructions(details below),andinstructionsonobtainingaccesstoourUrbanofficeviatheKeypad

ThankyouforsendingusaheadshotandbiosowecanintroduceyoutoourCBB familyandgettoknowyoualittlebetter!

Yourindividualprintercodewillbe529098 Thiswillworkforanyofthemainprinters atALLourofficelocations

IhavealsoaddedyoutoourGoogleGroups-thisisforwhenwesendanemailtoall agentsorjusttoyourspecificoffice Sometimes,thesetendtogotospam Ifyou lookinyourinboxorspam,youshouldseewhereIaddedyouto"BestinBlue"(all agents)andthe"Gallatin"(officegroup) Makesurethesearemovedtoyourinboxso youaresuretonotmissoutonanyemailsthatmightgoout!Don'tworry,wewon't spamyoueveryminuteandyoushouldnotreceiveanyspamemails!

Let’s Get Started

What Do I Need To Do?

JOINYOURLOCALBOARD

You must join your local board within 7 days. Ask your Principal Broker what your options are for boards to join.

Once you Join your board you will become a member of the local association, Tennessee Association of Realtors (TAR) and National Association of Realtors (NAR)

A NRDS Number will be created and assigned to you at that point Once you receive that number you will want to create an account at TNrealtors com

>Click on “Member Login”

>Click “Register”

After the above is complete you will be able to access your transaction forms. You have to take a “New Member Orientation” and a “Code of Ethics” class within 90 days of confirmation of membership.

*Check with your local board for any other requirements

HEADSHOT&BIO

Send Eva Cantrell your headshot and bio as soon as possible Please send these items to cbbonboarding@gmail com

MARKETINGMATERIALS

As a new Coldwell Banker Barnes agent you will receive 100 business cards and a name badge free of charge. You can place your order through the Marketing Shop (page 27) . The Marketing director will create proofs of the items before for you to approve before the order is placed. Click here to access the Marketing Shop

You should order the following as soon as possible: Business Cards

Name Badge

Personalized Rider (at least 1)

One Yard Sign (at least 1) (check with your front desk manager for sign stock as these are kept in stock at each office)

OFFICEKEYS

Your front desk manager will provide you with a key that allows access to every office except for Urban and Brentwood For Brentwood Office there is a exterior door that stays unlocked, there is lockbox on the door which has a key that you can access the office with Lockbox Code:1906 For instruction on how to access the Urban office, click here

Let’s GetSocial

Office Wifi

Password

Coldwell Banker

Barnes Facebook

Coldwell1906

Besuretofollowourcompanysocialmedia pagesaswellasouragentonlypages!

BesuretofollowourcompanyFacebookpage!

Clickheretofollow!

Coldwell Banker

Barnes Instagram

Agent State of Mind

Facebook Page

BesuretofollowourcompanyInstagrampage!

Clickheretofollow!

@coldwellbankerbarnestn

Besuretojoinouragentonlygrouptostayuptodateon companyannouncements,achievements,trainings,CEclass andmore!

Clickheretojoin!

CBB Listings

Facebook Page

Besuretojoinouragentonlygrouptoadvertiseyourlistings, comingsoons,andfindhelpifneededforopenhouses!

Clickheretojoin!

CBB Agent Playbook

HOWDOIUSEIT

The CBB Agent Playbook serves as a digital guide to introduce you to all things related to Coldwell Banker and Coldwell Banker Barnes This interactive playbook includes a Table of Contents that allows you to navigate directly to specific pages or sections, along with links to products, tools, training materials, schedules, and more!

As you explore the Cbb Agent Playbook, you'll uncover a wealth of resources designed to empower you in your journey with Coldwell Banker Barnes. From essential training materials to in-depth insights on industry trends, this interactive guide is your go-to companion for everything related to Coldwell Banker Barnes Whether you're looking to enhance your skills, stay updated on the latest products and tools, the playbook is here to support you every step of the way Dive in, discover, and elevate your real estate expertise with the CBB Agent Playbook!

WHATISIT

TheCBBAgentPlaybookservesasyour digitalguidetoallColdwellBankerBarnes toolsandresources Itincludescontact details,partnerinformation,programs, trainings,tools,andmuchmore!Needto knowwheresomethingisorhowtoaccessit? CheckyourPlaybook!

HOWDOIACCESSTHECBB AGENTPLAYBOOK

Access the Playbook using the link below Be sure to favorite this link in your browser for easy access! cbbagentplaybook com

Meet Our

CBB Vendor Directory

HOWDOIUSEIT

When selecting a vendor from the directory, you can rest assured that they come highly recommended by our knowledgeable agents Each vendor and contractor listed has been carefully evaluated to ensure they meet our high standards of quality and professionalism. Whether you or your client needs assistance with home repairs, renovations, landscaping, or any other service, the Vendor Directory is your go-to resource for trusted professionals. Save time and stress by choosing from our curated list of vendors, knowing that you are in good hands with Coldwell Banker Barnes

WHATISIT

TheVendorDirectoryservesasyouronline guideforallColdwellBankerBarnes vendorsandcontractors Ouragents recommendtheseserviceproviders,who undergothoroughreviewsbyourteam

HOWDOIACCESSTHE VENDORDIRECTORY

Access the Vendor Directory using the link below Be sure to favorite this link in your browser for easy access! Click here, to access the Vendor Directory

Marketing Shop & Assests

WHATISIT

TheMarketingShopistheplacetoorder yourphysicalmarketingmaterials!Weoffer avarietyofproductstoenhanceyour brand,includingbusinesscards,name badges,riders,customriders,yardsigns, andemailsignatures

HOWDOIORDERITEMS

To begin, place an order on our Marketing Shop website. After receiving your order, our Marketing Director will design proofs of your requested items to ensure they meet your expectations and are accurate before finalizing the order

Click here to access the Marketing Shop or use the URL cbbmarketing info

WHEREDOIFINDCOLDWELL BANKERBARNESIDENTITY STANDARDS&LOGOS

Click here for the Coldwell Banker Barnes brand identity standards guide.

Click here for the Coldwell Banker brand identity standards guide

Click here to access Coldwell Banker Barnes logos

Marketing Compliance

WHATISIT

Uncertain if your website or marketing material meets compliance standards? Don't worry, we've got you covered! Our Marketing Director will review it and suggest any necessary adjustments to ensure your marketing aligns with brand guidelines.

WHERETOSENDYOURDESIGNFORREVIEW

Send an image of your design to cbbmarketing1906@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.

Click here for the Coldwell Banker Barnes brand identity standards guide.

Click here for the Coldwell Banker brand identity standards guide.

Click here to access Coldwell Banker Barnes logos.

Key Contacts

LEADERSHIP

David Barnes | Owner & CEO

Tom Pierce | President & COO

Robin Allen | SVP, Agent Services, Business Development

TRAINING & COACHING

Michelle Jenkins | Training Director

(615) 533-6449 (615) 465-3665 (615) 465-3656

Pete Papadelis | Director of Coaching, Recruiting and Accountability (615) 553-0169 (615) 398-0169

MARKETING

davidbarnes0403@gmail com tom.pierce@coldwellbanker.com robin.allen@coldwellbanker.com

michellemjenkins27@gmail.com tnrealtorpete@gmail com

Alec Abbott | Marketing Director (615) 818-3272 cbbmarketing1906@gmail.com

RELOCATION

Becky Stanko | Relocation Manager Corporate, Partner Program, Affinity Referral (615) 585-4362 beckys@realtracs com

TRANSACTION COORDINATORS

Ronda Richardson | Transaction Coordinator

Michelle McKnight | Transaction Coordinator (615) 465-3624 (615) 538-3240 cbtransaction1@gmail com cbtransaction2@gmail com

ACCOUNTING

Tracy Brumley | VP, Financial Officer

Beth Boling | Accounting Manager (615) 465-3654 (615) 972-4545

ONBOARDING

tracyhbrumley@gmail.com cbbarnesacctg@gmail.com

Eva Cantrell | Onboarding Manager (615) 452-0040 cbbonboarding@gmail com

Office Contacts

BRENTWOOD | 1600 Westgate Cir Ste 100 Brentwood,TN 37027

Craig Johnson | Principal Broker

Leanna Baker | Front Desk Manager (615) 428-2842 (615) 465-3700

GALLATIN | 923 C Nashville Pike Gallatin,TN 37066

Cindi Malone | Principal Broker

Eva Cantrell | Front Desk Manager (615) 491-3842 (615) 452-0040

JACKSON | 327 N Parkway Jackson,TN 38305

Larry Willard | Principal Broker

Jennifer Casey | Front Desk Manager (731) 467-1478 (731) 668-1777

MT. JULIET | 2600 N Mt. Juliet Rd Mt. Juliet,TN 37122

Michelle Jenkins | Principal Broker

Vicky Kearney | Front Desk Manager (615) 533-0169 (615) 758-0488

MURFREESBORO | 1980 Old Fort Pkwy Murfreesboro,TN 37129

Valencia Phillips | Principal Broker

Chris Matthews | Front Desk Manager (615) 995-6147 (615) 893-1130

wcraigjohnsonjr@gmail com cbbarnesfranklin@gmail.com

cindi.malone@gmail.com cbbarnesgallatin@gmail.com

larry.a.willard@gmail.com cbbarnesjackson@gmail.com

michellemjenkins27@gmail com vickyk@realtracs com

vpinre@gmail com cbmurfreesboro@gmail com

Location Not Staffed

HARDING | 392 Harding Place Nashville,TN 37211 (615) 465-3700

URBAN | 767 Alloway St Ste 101 Nashville,TN 37203

Location Not Staffed

Pete Papadelis | Principal Broker

Leanna Baker | Front Desk Manager (615) 398-0169 (615) 465-3700

tnrealtorpete@gmail.com cbbarnesfranklin@gmail.com

Meet Our Partners

Optum Title

WHOISOPTUMTITLE

OptumTitleisapartnershipbetweenColdwellBanker BarnesandLimestoneTitlewhichwasformedto providewhitegloveservicetotheagentsofCBB.Ithas thebackboneofa60+employeetitlecompanybutthe frontendofaboutiqueteamhandselectedtoprovide thehighestlevelofcustomerservicepossible Through ourpartnershipwecanofferremoteclosingsinall50 stateswiththeabilitytofundsamedayinmost instances.

HOWDOIUSEIT

Optum Title, has a widespread presence across multiple Coldwell Banker Barnes 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 Optum Title

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

Meet Our Partners

CMG Home Loans

WHOISCMGHOMELOANS

Meetourmortgagepartner,CMGHomeLoans! CMGHomeLoansiscurrentlylicensedinall50 states,includingtheDistrictofColumbia,and holdsfederalagencylendingapprovalswithHUD, VA,RHS,GNMA,FNMAandFHLMC.Throughout themortgagebankingandhousingmarkets,CMG HomeLoansiswidelyknownforresponsible lendingpractices,industryandconsumer advocacy,productinnovation,andoperational efficiency

WHERECANIFINDCMGHOMELOANS

CMG has an office presence in almost all of the Coldwell Banker Barnes locations. CMG is able to establish a strong relationship with our Coldwell Banker Barnes agents and provide them with the mortgage support their clients may need

Reach out to your office loan officer to learn more about how they can help your clients!

Kevin Long | Area Sales Manager

Nicolas Membrillo | Senior Loan Officer

Cindy Brown | Senior Loan Officer

Greg Burlison | Loan Officer

Jonathan Bell | Loan Officer

Lauri Hodges | Loan Officer

Karen Milligan | Loan Officer

Brentwood/Urban

Gallatin

Gallatin

Jackson Mt Juliet Murfreesboro

(615) 496-8400

(615) 364-3193

(615) 405-8913

(615) 584-0695

(901) 570-6328

(615) 948-5944

(615) 430-4346

klong@cmgfi com

nmembrillo@cmghomeloans com cindyb@cmgfi com

gburlison@cmgfi com

jbell@cmghomeloans com lhodges@cmgfi com

kmilligan@cmgfi.com

Business Boost Academy

HOWDOIUSEIT

The Business Boost Academy (BBA) serves as a valuable resource for agents looking to kickstart their real estate careers and get acquainted with essential tools, programs, and procedures No cost to agent (part of the Coldwell Banker Value Package) Outside of CBB this cost ranges up to $600+ for a 2-day training session.

*It is strongly encouraged for all new Coldwell Banker Barnes agents to attend the BBA.

WHOISTHEBBAFOR

These sessions are for all experience levels. In fact, we highly encourage seasoned agents to come!

WHATISIT

TakeadeepdivewithourTrainingDirector andDirectorofCoaching,Recruitingand Accountabilityonthenecessitiesof growingyourbusiness Duringthistwo-day mastermindtraining,youwillmeetour supportstaff,getsuperfamiliarwith transactionforms,practiceCMAsandlearn howtouseandmaximizeourmost importanttools Plusalotofotherfunstuff! Wearesoexcitedtoboostyourbusiness tothenextlevel

HOWDOSIGNUP

Contact your front desk manager or our Training Director and Director of Coaching, Recruiting and Accountability for upcoming dates and registration for the Business Boost Academy (BBA)

RealTracs

HOWDOIACCESSREALTRACS

Click here to access RealTracs or use the url listed below. realtracs.com

YOURUSERNAMEANDPASSWORD

USERNAME&PASSWORDwillbeemailto youfromRealTracs

FORHELPANDASSISTANCE:

RealTRACS 615-385-0777

REALTRACSTRAINING:

Realtracsoffersvirtualandin-person classes,LogintoRealtracs,click“Help”, “SignUpForAClass”

CBBTRAININGADVANTAGE:

Realtracshostquarterlytrainingsexclusive forCBB

WHATISIT

Realtracsisdedicatedtoprovidingour userswiththebestpossibleexperience whenitcomestoMLS Realtracs understandtheimportanceofhaving accesstoaccurateandup-to-date information,andarecommittedtoensuring thatourservicesmeettheneedsofusers

HOWTOSETUPSentriKeyRE

Clickhere, tofollowset-upintructionsfor SentriKeyREoryouwillneedtodownload theSentriKeyREappandthencall RealTracsandhavethemestablishthe connectionbetweenyourRealTracs accountandtheSentriKeyRE

WHERETOPURCHASELOCKBOXES

Youcanpurchaselockboxesonlineat Realtracscom

>Click“Help”

>Thenclick“BuyaLockBox”

Youcanalsopurchaselockboxesthrough yourlocalassociation

RECCOMENDEDREALTRACSCLASSES TOBEGIN

RealTracs Basics

RealTracs Advanced

>Click “Help”

>Click “Sign up for a Class”

LevelUp

youcankeepyourfocuson esstrainingvideosinone ation,stayup-to-datewith diacontent,trackpersonal dmuchmore! SEIT

DOWNLOADINGTHEAPP

Youcansearchfortheappinyourapp storebyusingtheterms“LevelUp Coaching” Afterdownloadingtheapp, useusetheprovidedlogininformation toaccessLevelUP”

Important:ForiPhoneusers,whenyou signin,youMUSTclickthelinkatthe bottomofthefrontpagethatsays “Alreadyamember”

ForAndroidusers,youwillnothaveto takethisstep

YOURUSERNAMEANDPASSWORD

USERNAME: cynthiagonzalezcbb@gmailcom

PASSWORD:Barnes321

GETTINGSTARTED

Once you have access to LevelUp and you are logged in. Please watch the “LevelUp Tutorial”.

>Click “Training”

>Click “Level Up”

>Watch “Level Up Tutorial”

Transaction Desk

HATISIT

ansactionDeskistheplatformwhereyou mpleteallcontractformsandgatherenaturesfrombothbuyersandsellers

HOWDOIUSEIT

Transaction Desk streamlines the process of handling contract forms and obtaining electronic signatures from all parties involved in a transaction. This platform serves as a centralized hub for managing all necessary documentation efficiently and securely By utilizing Transaction Desk, real estate professionals can ensure a smooth and organized transaction process, enhancing communication and transparency among all parties. It simplifies the paperwork involved in real estate transactions, making it easier for agents to focus on providing excellent service to their clients

HOWDOIACCESS TRANSACTIONDESK

Visit TNrealtors.com to access >Click “Members” >Click “Transaction Desk”

From Realtracs:

>Hover over “My Listings”

>Click “Transaction Desk”

WHEREDOIGOFORTRAINING ONTRANSACTIONDESK

Click here for training on Transaction Desk

MyCBDesk

WHATISIT

CBDeskistheColdwellBankerintranet thathousesallinformationpertainingtothe ColdwellBankerbrandandallowsquick accesstoCBtoolsandresources,suchas HomeSpotterBoost,MarketingCenterand ProspectSquare.

HOWDOIUSEIT

Tohelpfamiliarizeyourselfwiththe Deskplatform,youcanrefertothe DeskFAQandQuickStartGuide All appshaveatileonthehomepage You canchangetheorderoftheappsby draggingthemsothatyourmost frequentlyusedare atthetop Ifyoudon’tseethetilefor aparticularapponyourhomepage, clickon“showall”atthebottomofthe page Theleft-handnavigationbarhas quicklinkstoitemspertainingtothe brand,thecompany,marketing, awardsandeducation Don’tseewhat you’relookingfor?Usethesearchbar atthetopofthepagetofindnews, contentandotherinformationbytopic orkeywords,orclickonthequestion markinthecircleintheupperrightof thehomepagetoaccesstheHelp Center

HOWDOIACCESSMYCBDESK

Gotomycbdeskcom Don’tknowyour password?Gototheloginpageandclick “forgotpassword”underthesign-in button Theformatofyourusernameis firstnamelastname@coldwellbanker com Note:Thisisnotanactiveemailaddress; itisforloginpurposesonly

YOURUSERNAMEANDPASSWORD

USERNAME&PASSWORDwillbeemailed toyoufromColdwellBanker

CB University

WHATISIT

The goal of the Coldwell Banker Learning Center is to empower real estate professionals to grow their businesses, exceed their goals and live exceptional lives by offering worldclass coaching, education and support Along with courses geared for both new and experienced agents, CBU includes a recap of Gen Blue courses, a scripts library and a tracker for viewing your current, upcoming and completed courses

TOGETSTARTED

To get started take the “New Agent Pathway” classes. Click here to access.

HOWDOIACCESSCBU

ThelinktoCBULearningCentercanbe foundonthehomepageofCBDesk Ifyou don’tseetheCBULearningCentertileon yourhomepage,clickon“showall”atthe bottom

ADDITIONALCOURSES AVAILABLE

Outlist | Outlast

Business Planning

Buyer Strategies

Converting with Confidence

Lead Gen

Pricing Strategies

Breaking into the Luxury Market

Testimonial Tree

BENEFITSINCLUDE

Once a transaction is closed in Skyslope, a Testimonial Tree review survey is emailed to the client on your behalf

Only positive reviews are selected, presenting you in the most favorable light possible Moxi Website: Testimonial has the capabilities to communicate with your Moxi website When you receive a testimonial it is automatically populates into agents Moxi websites

WHATISIT

TestimonialTreestreamlinestheprocessof collectinggenuinetestimonialsfrom satisfiedcustomersandautomatically sharingtheirexperiencesonlinetoattract newbusiness WithTestimonialTree,it's easyforcustomerstoleavereviewsby sendingthemtestimonialandsurvey requeststhroughemailortext.

HOWDOIGETSTARTED

Youshouldreceivea“Welcome”email fromTestimonialTree Ifyoudonot, PleasereachouttoRobinAllenformore informationaboutTestimonialTree

WHEREDOIGOFORTRAINING

VisityourLevelUpApp, Tap“Training”>“TestimonialTree”

SkySlope

WHATISIT

SkySlopeisastate-of-the-arttransaction managementplatformusedbyColdwell BankerBarnes Skyslopemanagesour transactionfilesandactsasadigitalfiling cabinet Inorderforyourclosingstobe processedallrequireddocumentsmustbe uploadedintoyourSkyslopechecklist If youareusingaTransactionCoordinator theymanagealloftheaboverequirements onyourbehalf.

BENEFITSINCLUDE

SkyslopeDigiSign:Setupandsend documentsforsignature effortlessly(atnoadditionalcost)

TestimonialTree:Ensureyour clientsemailaddressiscorrectin Skyslope Wesendouttestimonial requestsonyourbehalfafterevery closing,Skyslopeislinkedand communicateswithTestimonial Tree

2-10ComplimentarySellerHome WarrantyCoverage:Onceyour listingisuploadedintoSkyslopewe automaticallyenrollyoursellers into2-10'scomplimentarySeller HomeWarrantyCoverage

HOWDOIGETMOREINFO

SkySlopeofferstrainingeveryweek Clickheretoaccessliveandrecorded trainingsessions

WHEREDOIGOFORHELP

VisityourLevelUpApp, Tap“Training”>“Skyslope”

Transaction Coordinators

SERVICESPROVIDEDBYOUR

TRANSACTIONCOORDINATORS

Filloutclosinginformationsheet

AddpropertyanddocumentstoSkySlope BeprimarypointofcontactfortheLender,Title CompanyandCo-opingAgent,emailcopyofthe contractwithletterofintroduction Checkinwiththem weeklyorasoftenasneeded

Besecondarypointofcontacttotheclient,send introductoryemailwithcontractdeadlinedatesand transactioncoordinatorscontactinformation

Ensuredeadlinesofthecontractaremetbyallparties

Scheduleinspectionsandinformallpartiesofthe date/time

Ordertermiteinspectiontobeperformedsimultaneously withthehomeinspectionifpossible,ifapplicable

PrepareAmendmentsasneeded

Obtainutilitycompanyinfoforpropertyandsharewith client/otheragent

Scheduleclosing,informallparties

Verifyallcontingencieshavebeenremoved

FirstreviewofALTA

Keepagentinformedofallupdates,changesor complicationsastheyarise

Turninfinaldocumentstotheoffice,ifneeded

WHATISIT

The#1valueadditiontoagentsproductivity!

ColdwellBankerispleasedtoofferouragents thetransactioncoordinatorprogramtoassistyou inprovidingsuperiorservicetoyourclientsand tolessentheburdenofmanagingthe transaction Thisprogramwillbeidealfornew andexistingagents

HOWMUCHDOTHETRANSACTION COORDINATORSCOST

*Yourfirsttransactionisfreeofcharge!

UnderCAPCommissionPlan:

$149perTransaction

$49perListingSetUp

AfterreachingCAP:

$249perTransaction

$99perListingSetUp

UnderotherCommissionPlans:

$385perTransaction

$99perListingSetUp

MOREINFORMATIONABOUTTHE TRANSACTIONCOORDINATOR PROGRAM

Clickhere,formoreinformationonthe TransactionCoordinatorProgram

CONTACTRONDAORMICHELLETO GETSTARTED

Ronda Richardson

615.465.3524

cbtransaction1@gmail.com

Michelle McKnight

615.538.3240

cbtransaction2@gmail.com

Closing Information

DOCUMENTATION

Make sure all required Transaction documents are uploaded into SkySlope

*IF YOU USE A TRANSACTION COORDINATOR YOU DO NOT HAVE TO WORRY ABOUT THIS.

Upon closing, please provide your front desk manager with the commission check, including the $299 CBB Broker fee, a filled-out Closing Info Sheet (found in Transaction Desk), and signed ALTA and property disclosure forms from the Buyer/Seller if necessary.

Our closings are handled at 1 pm to ensure prompt processing and fund delivery by our Accounting department. Any closings received after 1 pm will be processed the next business day Tracy Brumley, our VP of Accounting, efficiently manages all closings upon submission

Tracy Brumley | VP, Financial Officer

Beth Boling | Accounting Manager

(615) 465-3654 (615) 972-4545

tracyhbrumley@gmail com cbbarnesacctg@gmail com

OpCity

HOWDOESOPCITYWORK

WhenOpCityhasaninterested consumerontheline,theysendalead alertviaSMSorapppushnotification toagentswhomightbeagoodmatch toworkwiththatclient Agents competeforthelead,andthefirst agenttoclaimtheleadalertwill receiveaphonecallfroma RealtorcomRepandbelivetransferredtospeaktotheclient

WHATISIT

YousitbackandletOpCitydotheheavy lifting!OpCitycontactsonlineleads immediatelyaftertheirinquiryandscreen themforintenttobuy,pricepoint,location, andmore,weedingoutthewindow shoppersandonlypassingalongthe motivatedbuyersandsellerleads.

HOWDOIGETSTARTED

Please reach out to the Relocation Manager, Becky Stanko, for more information

O i Referrals

WHATTOKNOWABOUT OUTGOINGREFERRALS

YouDONOThavetobeonthe relocationteamtosendOutgoing Referrals AllOutgoingReferrals mustbesentthroughthe relocationdepartment

Anywherenetworkincludes ColdwellBanker,C-21,ERA, BHGRE,Sotheby'sandCorcoran Wewillalwayschoosethebest companytofityourreferral

ThestandardOutgoingReferralfee sentinthenetworkis35% CB Barnesretains21%andyouwill receive90%ofthat!

WHATISIT

Byreferringclientstotrustedprofessionals outsideofyourlicensedarea,youcan providethemwiththesupporttheyneed whilealsoearningacommission.Wehavea widerangeofexcellentagentsthatwe knowwilltakegreatcareofyourclients Thisisespeciallyusefulifyouhaveclients whohaverelocatedorarelookingfor servicesoutsideofyourareaofexpertise

HOWDOIGETSTARTEDWITH OUTGOINGREFERRALS

Send any client info to our Incoming & Outgoing Referral Coordinator, Becky Stanko.

Our

Training Calendar

WHATISIT

OurMonthlyTrainingCalendarissentout atthebeginningofeachmonth,providing youwiththeopportunitytoplanaheadand attendanysessionsthatsparkyour interest Thecalendaroffersarangeof options,including1-on-1coachingwith Pete,openofficehourswithMichelle, MarketingBreakdowns,freshtraining content,andmore!

HOWDOIUSEIT

OurTrainingCalendarisan intelligentcalendarwithinteractive links Attendingthesetraining sessionsandmeetingscanhelpyou improveyourskillsandknowledge, ultimatelyleadingtobetter performanceinyourrole.Checkout ourMonthlyTrainingCalendarand signupforthesessionsthatinterest you!

HOWAREMONTHLYTRAINING CALENDARSSHARED

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

HOWDOIACCESSTHE CALENDAR

Reach out to Michelle Jenkins for more information on any scheduled trainings or the training calendar

Marketing Breakdown

WHATISIT

OurMarketingDirectorunderstandsthe importanceofconsistentlyproducing qualitycontent,stayingup-to-datewith thelatestmarketingtrendsaswellas knowinghowtouseyourmarketing tools

HOWDOIUSEIT

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.

HOWDOIGETTHE 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 CBB 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 CBB Youtube channel

CE Broker

WHATISIT

Yourofficialcontinuingeducationtracking system Connectwithyourlicensingboard, manageyourrenewalrequirements,and reachcompliance

WHATAMIRESPONSIBLEFOR

Every 2 years your license will be up for renewal You will be required to take 16 hours of Continuing Education courses (CE)

During each 2 year cycle you will be required to complete a 6 hour “CORE” class and starting in 2025 “Fair Housing” as well.

Every 3 years, you will be required to take the “Code of Ethics” class.

HOWDOICHECKMYCREDIT STATUS

To check your hours visit cebroker.com, there is a free version available that you can register for.

Additional Resources

PUBLICATIONS

Ninja Selling By

Larry Kendall

The Go-Giver

By Bob Burg and John David Mann

The Slight Edge by

Jeff Olson

Mindset: The New Psychology of Success by Dr Carol Dwek

The 5 Second Rule by Mel Robbins

PODCASTS

Massive Agent Podcast Real Estate Rockstars

YOUTUBECHANNELS

Brandon Mulrenin - youtube.com/@BrandonMulrenin

Tom Ferry - youtube com/@TomFerry

Greg Luther Coaching - youtube com/@GregLutherCoaching RIS Media - youtube com/@RISMediaWebinars