Module 4: Operations

Social Media Platforms

Social media is big, and it’s here to stay! Within our company, we encourage our agents, managers, and offices alike to leverage social media to their advantage. Whether you’re running your own social media pages or you’re investing in your business through the Digital Accelerator Program, there are some best practices to keep in mind.

• Always write something with a post! Never post a listing, graphic, or video without any accompanying text. • Consistency is key! Posting 5-6 posts per week is ideal. • When appropriate, tag agents’ business pages, not their personal pages. • Be mindful of the things you post. If you’re consistently too pushy, or your posts aren’t providing any value to your audience, they will unfollow/go elsewhere.

Many of our offices find it beneficial to have a Facebook group that focuses on their specific area. These offices can leverage closed office groups, meant for internal announcements and discussions, involving staff and agents only. They can also use public-facing regional pages where consumers will see posts, and the content should involve or interest them.

Content for consumer-facing social media pages should include things like new listings, open houses, listing status updates, agent recognition, video, and brand graphics/info. The main social media platforms that we recommend using are Facebook, Instagram, YouTube, and LinkedIn. None of these are mandatory, and you should leverage whichever works best for your business.

Our Social Media Pages

• Coldwell Banker Corporate

» The official Facebook page of Coldwell Banker Real Estate LLC

• CB Schmidt Luxury

» Showcases the finest luxury properties from our agents in Michigan, Ohio,

Florida, and USVI.

• CB Schmidt Family of Companies

» Our consumer-facing Facebook page that represents all of our Coldwell Banker offices and regions.

• SFOC ASCs

» A place where ASCs from all over our company can communicate and share documents, best practices, and anything else useful to their offices.

• Generation Blue: CB SFOC

» This is a private group for all our employees and agents to communicate and keep in touch. Marketing and Leadership will post announcements, agents can ask questions, and overall we can stay connected!

Click on any of the group titles above to visit the page on Facebook!

Get to Know Moxi

In this day and age, if you’re not leading, you’re at a major disadvantage. That’s why at Coldwell Banker®, our finger rests firmly on the pulse of technology. We leverage the latest trends and developments to keep our agents in the lead, turning Silicon Valley tech into indispensable tools that are simple to use and understand.

Start with Moxi, our all-in-one platform. We want you to be successful, and we’re giving you the tools to get there. Click on each product title below to learn more about them!

MoxiEngage

Customer relationship management (CRM) software should nurture real estate sales, not just any sales. MoxiEngage was built for real estate agents, so it aligns with an agent’s workflow, leverages property data, and encourages long-term lead nurturing. Agents using MoxiEngage see 54% more business, on average.

MoxiPresent

MoxiPresent is more than a top-notch Comparative Market Analysis (CMA) tool; it’s a feature-stuffed, versatile real estate presentation builder. Easy to use, MoxiPresent gives you the power to take your audience on a journey: from selling guidance and pricing consultations, creating virtual open houses, sharing neighborhood insights — endless creative opportunity! Second to none, MoxiPresent is the most widely adopted presentation tool in the industry and is proven to increase transactions for agents by 43%. Built for real estate — by real estate — MoxiPresent works.

MoxiWebsites

People begin their home search online, looking at properties and finding a real estate agent to partner with. It’s essential that you have a strong online presence that communicates your value proposition, helps you generate leads, and gain brand awareness in your market. MoxiWebsites is an easy-to-use website builder for your agent website that makes putting your brand’s best foot forward a simple task. It enables you to easily build a professional-looking website to help you get found, sell homes, and grow your brand.

MoxiTalent

MoxiTalent helps your recruiters and managers to recruit and retain agents for your brokerage, giving you a competitive edge in your market. Its intuitive interface reminds users of task due dates, prioritizing tasks for highly valued recruits. Recruit the right people and encourage agent loyalty and retention with MoxiTalent.

Get to Know Moxi

MoxiImpress

The MoxiImpress suite makes marketing simple. These marketing tools enable agents to increase productivity by easily marketing their listings and their businesses, reaching more people, building stronger relationships with their prospects and clients, and driving more business.

Moxi Training

We offer Moxi training sessions regularly — we’ve created both a 101 course and a 201 course for each of the three major branches of Moxi.

MOXI PRESENT: 101 • Logging in: how and where • Account Profile Review • Preview of completed presentation • Show presentation library • Creating a new listing presentation in 5 steps • Navigation panel options: edit, delete, move order, turn on Zillow reviews, add brokerage pages, save as template • How and where to send your presentation • Full presentation review, page by page • Mention of what’s in the 201 course

MOXI PRESENT: 201 • Brief overview of 101 content • Reminder of Account Profile Review section • Quick preview of existing presentation • Adding a co-presenter option • Adding custom blank page — add text, video, and/or picture • Creating blank presentation for newsletter

MOXI ENGAGE: 101 • Logging in: how and where • Account Profile Review • Overview of CRM / importance in business • Setting goals • Dashboard • Adding people — Google Workspace contacts with labels • Making sure email is Moxi sync email • Adding a contact to Engage manually • Using Categorize Wizard • Using tags and labels • Tasks/task manager overview: adding and removing • Mention of what’s covered in 201

MOXI ENGAGE: 201 • Brief overview of 101 content • Account Profile — overview of where feeds, editing, and account permission connect to

Dotloop and Zillow • Client/contact individual profile — overview of left options: info, favorites and saves, neighborhood news, just listed/just sold • When in final stage — where to connect property to MLS and Dotloop

• Connecting to Dotloop to see transaction folder created • Campaigns overview — homepage overview, adding campaigns and emails to My Library and My Emails, adding contacts, running campaign

MOXI WEBSITES: 101 • Logging in: how and where • Account Profile Review • Website examples — standard/as is, basic customizing, fully customized • Webpage admin — View Website option • Common tasks — site appearance • Header (left navigation bar) • Back to common tasks — personalize home page and run through common tasks • Testimonials — how to add and make them show in Site Pages • Complete site activation • Mention of what’s covered in 201

MOXI WEBSITES: 201 • Brief overview of 101 content • Creating custom pages to add Blue Book,

Black Book, or CB Blog content • Location of copy/paste codes • Creating custom page using templates • Widgets and template categories/options • Creating a custom page • Editing sections — change photos and text, add video or widgets • Merging page/append page option

I don’t think there’s a better tool...Very easy to use, and the customer finds it very helpful.

— CB AGENT

HomeHub powered by ThisIsOurList.com

We take great pride in delivering an exceptional experience when it comes to home and recommending exceptional service providers, which is why we are super excited to announce that we have paired our amazing trusted service provider program, ThisIsOurList.com, with its own app called HomeHub! Our HomeHub platform allows our brokers and agents to give their customers a truly personalized and pain-free moving experience, backed by powerful technology — and the entire system is automated!

A seamless, branded experience will be provided to each broker and agent with their contact information built right into HomeHub providing you with the ability to promote this as your own custom app. You will be able to provide your client with a live concierge to help set up internet, cable, and utilities, update their address, or get a new driver’s license. They can also get a mortgage, title, and insurance from your recommendations! Additionally, they will be able to find trusted professionals for any home maintenance or projects they have over their entire real estate journey. This will be your client’s move and home assistant for life! The best part is this tool is complimentary for both you and your clients. You can provide exceptional white glove service after you close this transaction and beyond.

Focus on the Five | 45

Referrals, Relocation, & Leads

The Schmidt Family of Companies is able to increase the number of buyers and sellers to our agents and offices through many different channels including Relocation, Referrals and Lead generation activities.

As a member of the Realogy Network, Schmidt Family of Companies is linked to a national network of over 3,000 offices. Additionally, we are Associate and Principal Broker (based on region) for Cartus Broker Network, which ties us to hundreds of other brokers across the country. Furthermore, our Relocation and Referral Department, along with Leadology, actively target and

Referrals, Relocation, & Leads

pursue opportunities from a variety of sources including:

• Relocation companies • Independent brokers • Affinity (membership) groups • Referral Network, Inc. • Local corporations transferring employees • Mortgage companies • Referrals from our Schmidt Family of Companies offices • Online lead generation activities

Some of the referral customers and clients that we have serviced in the past year include but are not limited to:

• AiRES Relocation: Aires provides 39 years’ experience in corporate relocation services. Their people and technology help manage the relocation of employees. (38% referral fee) • Altair Relocation: Quality relocation and assignment solutions. (40% referral fee) • Berkshire Hathaway: They help the world’s largest companies manage everything involved in relocating employees. (25% referral fee) • Brookfield Relocation: Trusted leader for the design and management of domestic and international relocation and assignment services throughout the world. (40% referral fee) • CAP Relo: Offers flexibility and customization of relocation programs for corporate, government, and international clients using cutting edge technology. (38% referral fee) • Realogy (Cartus) Relocation: Cartus is the trusted industry leader, guiding clients through thousands of corporate relocation programs. Includes affinity programs and broker-to-broker referrals. (B2B: 35% referral fee, Affinity & Corporate Relocation: 40%, Affinity AGR: 25%) • Cornerstone Relocation: Offers high-touch corporate relocation services to top companies in various industries. (40% referral fee) • Fannie Mae: Consistently maintain and offer best-in-class, market-ready properties. • Freddie Mac: Each year, HomeSteps sells thousands of single-family homes, condominiums, townhomes, and duplexes in areas across the country. As part of the sales process, HomeSteps utilizes the services of listing brokers and third-party vendors. • Graebel Relocation: Serving the industry leaders of the Fortune 500 & Global 100 in 165 countries. (40% referral fee)

Referrals, Relocation, & Leads

• Home Depot: Top employer that relocates hundreds of employees each year. (35% referral fee) • NEI Relocation: Full service, global relocation and assignment management company whose employees partner with their clients and carefully selected service partners to help the clients’ relocating families transition to their new locations, while consistently providing service that exceeds expectations. (38% referral fee) • NRI Relocation: Top corporate employee relocation company for corporate relocation services and global relocations of companies. (35% referral fee) • Plus Relocation: Ultimate global mobility program with the perfect blend of high tech and high touch support. (39% referral fee) • Relo Direct: Full-service relocation management company, offering a wide range of mobility management services to support clients. (38% referral fee) • Sibcy Cline: Real Estate Services in Cincinnati Ohio, Northern Kentucky, Dayton Ohio and

Southeast Indiana. A major family owned real estate brokerage. (37% referral fee) • Signature Relocation: Manages over 1,000 moves every year. They provide domestic relocation and global mobility services in over 150 countries. (30% referral fee) • SIRVA: A leading global moving and relocation services provider offering solutions for relocation programs of any size, frequency and complexity. (39.5% to 41% referral fee) • The Villages: Relocation assistance across town or around the globe with employee relocation services. (25% referral fee) • The WHR Group: Their flexible and client-centered relocation assistance allows companies to achieve their talent management and business initiatives. (38-40% referral fee) • Veterans United: They help veterans become homeowners. (30% referral fee) • Weichert Relocation: Corporate relocation and workforce mobility services that make it faster, easier and more cost-effective for companies to deploy talent. (40% referral fee) • Xonex Relocation: Third party relocation services company that offers the right solutions for corporate clients – solutions that meet the demands of relocating families in today’s hectic business climate. (38% referral fee)

Other referral opportunities available to our agents:

• RocketHomes: Engages and leverages brokers across the country to ensure they are providing clients the best real estate experience with the right agent. (35% referral fee) • Opcity: Gathers real estate leads from around the web. They call, filter, and continually follow up with inquiries until the perfect client is ready to speak to our agents. ($150,000 or less:

Referrals, Relocation, & Leads

30% referral fee, $150,000 plus: 35% referral fee) • Leadology: Leadology was formed by the Schmidt Family of Companies to further support our agents by generating lead opportunities through our investment in strategic digital marketing initiatives. We triage the leads and set up a long-haul nurturing program with the ultimate goal of getting the consumer ready to schedule an appointment with one of our agents. OJO acts as our Virtual Leadologist and by leveraging AI, we are able to engage with far more lead opportunities than humanly possible, improve efficiencies and gain a competitive advantage. (35% referral fee)

Our agents also have other ways they can receive lead opportunities without a referral fee attached to the opportunity:

• MoxiWebsites through MoxiEngage: Website builder for agent websites that enables you to easily build a professional-looking website to help you get found online, sell homes, and grow your brand. » Lead opportunities generated from Agent Websites are routed direct to agent and leads are synced to MoxiEngage for lead management • ListingsToLeads: A comprehensive marketing and lead generation platform that generates motivated buyers and sellers for agents with or without listings. » All lead opportunities generated are routed direct to agent cultivating them on social media outlets or to sphere of influence • LeadRouter via Zap: CB Zap is a single, integrated, end-to-end solution to run your real estate business and drive results. Besides a brokerage-branded consumer website that is synchronized across all devices (desktop & mobile), it also offers business management tools to help you drive your business. » Listing agent gets all listing lead opportunities with a 6 minute window to accept, all cobroke leads go in a round robin offering within the assigned zip codes. Calls received from (970) 660-5323, press 1 to acknowledge answer, press 1 again to accept lead.