Hello &Welcome
WeareSOexcitedtohaveyoupartoftheCBSRColumbiateam!Thisisyour onboardingbook,whichhasinformation,websiteandtoolsandsomeadditional notesthatwehopewillbeveryhelpfultoyou!Ifyouhaveanytrouble,letusknow andwewillworktogetitfixed I'vealsoincludedouronboardingchecklist, department&officecontactinformation,LevelUpCoachingAppinstructions(details below),andinstructionsonobtainingaccesstoourUrbanofficeviatheKeypad
ThankyouforsendingyourHeadshotandBio,thecompanywouldliketogetto knowyoualittlebetter!
Yourindividualprintercodewillbe00000 Thiswillworkforanyofthemainprinters atALLourofficelocations
IhavealsoaddedyoutoourGoogleGroups-thisisforwhenwesendanemailtoall agentsorjusttoyourspecificoffice Sometimes,thesetendtogotospam Ifyou lookinyourinboxorspam,youshouldseewhereIaddedyouto"BestinBlue"(all agents)andthe"Columbia"(officegroup) Makesurethesearemovedtoyourinbox soyouaresuretonotmissoutonanyemailsthatmightgoout!Don'tworry,we won'tspamyoueveryminuteandyoushouldnotreceiveanyspamemails!
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
CBSR Facebook Page
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!
Meet Our
CBSR Agent Playbook
HOWDOIUSEIT
The CBSR Agent Playbook serves as a digital guide to introduce you to all things related to Coldwell Banker and Coldwell Banker Southern Realty This interactive playbook includes a Table of Contents that allows you to navigate directly to specific pages or sections, along with links to products, tools, training materials, schedules, and more!
As you explore the CBSR Agent Playbook, you'll uncover a wealth of resources designed to empower you in your journey with Coldwell Banker 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 Southern Realty Whether you're looking to enhance your skills, stay updated on the latest products and tools, the playbook is here to support you every step of the way Dive in, discover, and elevate your real estate expertise with the CBSR Agent Playbook!
WHATISIT
TheCBSRAgentPlaybookservesasyour 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
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 guideforallColdwellBankerSouthernRealty 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
WHEREDOIFINDCBSR IDENTITYSTANDARDS& LOGOS
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 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 marketing@coldwellbankersouthernrealty 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 CBSR brand identity standards guide.
Click here for the Coldwell Banker brand identity standards guide.
Click here to access approved Coldwell Banker Southern Realty logos.
Key Contacts
COMPANY LEADERSHIP TEAM
Rich Cosner | Owner & CEO
Tom Pierce | President
Robin Allen | Senior Vice President
Julie Gang | Regional Operations Manger
Tracy Brumley | VP, Financial Officer
Beth Boling | Nashville Area Accounting Manager
Stevee Barger | Accounting Manager Lawrenceburg, Columbia & Shelbyville
Becky Stanko | Relocation Manager
Alec Abbott | Marketing Director
Alexis & Josh Story | Mango Media Social Media & Brand Management
Courtney Clem | Director of Careers
Jason Nagy | Director of Growth
Ronda Richardson | Transaction Coordinator
Michelle McKnight | Transaction Coordinator
Terri Davenport | Risk Management Director Lawrenceburg, Columbia & Shelbyville
Eva Cantrell | Onboarding Manager
(615) 533-6449
(615) 465-3665
(615) 465-3656
(931) 231-5478
(615) 465-3654 (615) 972-4545
(931) 244-4584
(615) 585-4362
(615) 818-3272
(931) 231-6715
(931) 478-5147
(615) 465-3624
(615) 538-3240
(931) 209-5262
rich@coldwellbankernashville.com
tom.pierce@coldwellbanker.com
robin.allen@coldwellbanker.com
julie.cbsouthernrealty@yahoo.com
tracyhbrumley@gmail.com cbbarnesacctg@gmail.com
bookkeeper@cbsouthernrealty.com
beckys@realtracs.com
marketing@coldwellbankersouthernrealty com
josh cbsr@gmail com
courtney.cbsr@gmail.com cbtransaction1@gmail.com
cbtransaction2@gmail com
terri.cbsouthernrealty@gmail.com
(615) 452-0040
cbbonboarding@gmail com
Office Contacts
BRENTWOOD | 1600 Westgate Cir Ste 100 Brentwood,TN 37027
Craig Johnson | Principal Broker
Beth Weatherly | Administrative Manager (615) 428-2842 (615) 465-3700
COLUMBIA| 2563 Nashville Hwy Suite 6, Columbia, TN 38401
Rich Cosner | Principal Broker | CEO
Elizabeth Payne | Executive Sales Manager
Lisa Kreuzer | Administrative Manager (615) 428-2842 (615) 815-8034 (615) 241-8888
GALLATIN | 923 C Nashville Pike Gallatin,TN 37066
Cindi Malone | Principal Broker
Brian Freeman | Executive Sales Manager
Eva Cantrell | Administrative Manager
JACKSON | 327 N Parkway Jackson,TN 38305
Larry Willard | Principal Broker
Jennifer Casey | Administrative Manager
(615) 491-3842 (615) 626-7078 (615) 452-0040
wcraigjohnsonjr@gmail.com cbsrbrentwood@gmail.com
(731) 467-1478 (731) 668-1777
LAWRENCEBURG| 102 Weakly Creek Road, Lawrenceburg, TN 38646
Carl Counce | Principal Broker | CEO
Beverly Platt | Administrative Manager (931) 477-8095 (615) 815-8034
MT. JULIET | 2600 N Mt Juliet Rd Mt Juliet,TN 37122
Tom Pierce | Principal Broker
Vicky Kearney | Administrative Manager
(615) 300-0040 (615) 758-0488
MURFREESBORO | 1980 Old Fort Pkwy Murfreesboro,TN 37129
Valencia Phillips | Principal Broker
Chris Matthews | Administrative Manager
(615) 995-6147 (615) 893-1130
SHELBYVILLE | 1708 N Main Street, Shelbyville, TN 37160
Harold Seagrove | Principal Broker
Misty Zimmerman | Executive Sales Manager
Teresa Smith | Administrative Manager
(931) 580-5605 (931) 619-6153 (931) 684-5605
wcraigjohnsonjr@gmail.com elizabethprealtor@gmail.com cbsrcolumbia@gmail com
cindi malone@gmail com brian@coldwellbankernashville com cbsrgallatin@gmail com
larry a willard@gmail com cbsrjackson@gmail com
ccounce@bellsouth net cbsrlawrenceburg@gmail.com
tompierce email@gmail com cbsrmtjuliet@gmail com
vpinre@gmail.com cbsrmurfreesboro@gmail com
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
Beth Weatherly | Administrative Manager (615) 465-3700
cbsrurban@gmail com
Meet Our Partners
Optum Title
WHOISOPTUMTITLE
OptumTitleisapartnershipbetweenColdwellBanker SouthernRealtyandLimestoneTitlewhichwasformed toprovidewhitegloveservicetotheagentsofCBSR. Ithasthebackboneofa60+employeetitlecompany butthefrontendofaboutiqueteamhandselectedto providethehighestlevelofcustomerservicepossible Throughourpartnershipwecanofferremoteclosings inall50stateswiththeabilitytofundsamedayinmost instances.
HOWDOIUSEIT
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 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 Southern Realty locations. CMG is able to establish a strong relationship with our Coldwell Banker Southern Realty 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 Administration Manager or your Principal Broker for more information
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
SEIT
youcankeepyourfocuson esstrainingvideosinone ation,stayup-to-datewith diacontent,trackpersonal dmuchmore!
DOWNLOADINGTHEAPP
Youcansearchfortheappinyourapp storebyusingtheterms“LevelUp Coaching” Afterdownloadingtheapp, useusetheprovidedlogininformation toaccessLevelUP”
Important:ForiPhoneusers,whenyou signin,youMUSTclickthelinkatthe bottomofthefrontpagethatsays “Alreadyamember”
ForAndroidusers,youwillnothaveto takethisstep
YOURUSERNAMEANDPASSWORD
USERNAME: dylancbsr@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 mpleteallcontractformsandgather signaturesfrombothbuyersandsellers
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&PASSWORDwillbeemailto youfromColdwellBanker
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”
Meet Our
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!
ColdwellBankerSouthernRealtyispleasedto offerouragentsthetransactioncoordinator programtoassistyouinprovidingsuperior servicetoyourclientsandtolessentheburden ofmanagingthetransaction Thisprogramwillbe idealfornewandexistingagents
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 administrative manager with the commission check, including the $299 CBSR 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.
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