Getting Started

Welcome to Coldwell Banker Realty! This is your quick start straight-forward guide to setting up and getting acclimated.

SalesPRO

Salespro is a Coldwell Banker educational platform which includes virtual class and event registrations as well as online tutorials. Sign in and learn something new today!

SalesPro Access | SalesPro Calendar

💁 Realogy Brokerage Group Help Desk

The help desk number is 1-877-NRT-HELP OR 1-877-678-4357

When logged into CB Desk, you can enter a ticket online

Request Help or Request Password

Business Cards + Name Badge

Our standard business card + name badge vendor is called XpressDocs and is an available application on MyCBDesk.com.

You can visit XpressDocs to place your order there at any time, or complete the form below to submit a request to your support staff.

If your browser is not displaying the order form, click here to open it in another tab.

Agents must complete their enrollment in both Direct Deposit + ePay for their orders to be processed.

If your browser is not displaying the order form, click the link above to open it in another tab.

🏆 CB Realty Rewards

🎁 Know anyone you might want to refer?

Find a friend. Refer them to a participating Realogy Brokerage Group company and then wait for the extra cash to roll in.

For the first two years after the agent you refer associates with the company, you will earn the equivalent of 2% of the recruited sales associate’s Gross Commission Income (GCI) on closed transactions. Beginning the third year, you will continue to earn equal to 1% of the recruited sales associate’s GCI on all closed deals, as long as you both remain associated with a participating Realogy Brokerage Group company (Coldwell Banker Realty, Coldwell Banker Commercial or Sotheby’s International Realty). Referral Rewards is truly the gift that keeps on giving. Guidelines

🏢 Local Board and MLS

Coldwell Banker Realty branch offices in South Southwest Florida are members of multiple local boards. Your eligibility to join a particular board will depend on your branch office's membership.

Florida and National Association of REALTORS® fees are collected by the local board you join:

💵 Florida + National Annual Dues 2020

	Florida + National Association 2020
*prorated	Florida REALTOR® Annual Dues	$116
	Florida REALTOR® Annual Issues/Advocacy	$30
*prorated	National Association of REALTORS® Annual Dues	$150
	National Association of REALTORS® 2020 Assessment	$35
	State and National Total	$331

Though local boards may bill on an annual, quarterly, or monthly basis, the chart below converts all fees to an annual standardized rate for the purpose of comparison.

Generated April 2020 based on fee schedule provided publicly by local MLS boards:

📈 Local Board Dues Comparison Chart

	Local Association 2020	NABOR	BEAR	RPCA	MIAAOR
*prorated	Local Association Annual Dues	$157	$165	$180	$369
*prorated	Individual Annual MLS Dues	$240	$240	$240	$360
	One-Time Local Association Application Fee	$260	$165	-	$500
	One-Time Florida REALTORS® Processing Fee	$30	$30	-	$30
	Local Association Annual Total	$687	$600	$420	$1259

*Proration based on membership date. For detailed fee schedules, visit the membership application external links of the individual boards below.

📈 Total Estimated Association + MLS Expenses

		NABOR	BEAR	RPCA	MIAAOR
	Initial Total (agents joining for the first time)	$1018	$931	$751	$1590
	Recurring Annual Total	$728	$736	$751	$1060
	RPAC Contribution (Voluntary)	$30	$20	$49	$25

🔗 Membership Links

NABOR

Naples Area Board of Realtors (NABOR) 🔗

Member Benefits Guide 🔗

Membership + MLS Application 🔗 (scroll down to the REALTOR Membership Application link)

Education Schedule 🔗

Membership eligibility: Agents affiliated at the Marco Island, Naples 5th Avenue, Naples Central, Bonita Springs branches.

BEAR

Bonita-Estero Association of Realtors (BEAR) 🔗

Membership Application 🔗

MLS Application 🔗

Mandatory MLS Training 🔗

New Member Orientation 🔗

Education Schedule 🔗

Membership eligibility: Agents affiliated at the Bonita Springs branch.

RPCRA

Royal Palm Coast Association of Realtors 🔗

Member Benefit Guide 🔗

Agent 2020 Dues + Billing 🔗

Membership + MLS Application 🔗

Membership eligibility: Agents affiliated at the Bonita Springs branch.

MIAAOR

Marco Island Area Association of Realtors 🔗

Membership Application 🔗

Membership Eligibility: Agents affiliated at the Marco Island branch.

🔢 MLS ID

💁🏼 Your MLS ID is a critical component for full functionality in any application with an MLS data feed (for example Moxi, a presentation app with a powerful CMA).

This field must be added to your CB Homes Profile and can only be added or updated by your office support staff. Agents joining the local board for the first time should submit their MLS ID to their support staff as soon as its received.

Listing Transfers: If you are transferring listings from your former local brokerage, please reach out to your support staff to help coordinate the required forms.

🌐 CB Desk

CB Desk is your launch pad for most tools and resources. There's a lot to learn and explore here, but first let's get your applications set up.

💡 Since the URL for CB Desk is mycbdesk.com, you'll sometimes hear it referred to as "My CB Desk", "CB Desk", or simply "Desk".

Desk

⭐ Add this URL to your Favorites, Bookmarks, and your phone's home screen. This is your home for all things CB!

Account Provisioning

Check your personal email account for an email from NRT Account Provisioning <[e-mail]> with the subject line: Welcome to NRT! This email contains your account credentials for accessing MyCBDesk.com for the first time.

• Log in to mycbdesk.com using your new cbrealty email address

• Type in your temporary password

• Create a new password and save

You'll be prompted to change this password every 60 days.

Email Forwarding: If you prefer to use an external email account, contact the Help Desk to forward your cbrealty email to the primary email account you'll be using.

👮 Okta Verify

Okta Verify is used to verify your identity via the Okta Verify mobile app so you can sign into Realogy securely.

SMS Verification

Open your device's browser and login to https://realogy.okta.com.

Click on the drop down next to your name and choose Settings.

This will bring you to your user profile. Select Edit Profile. You will be asked to verify your password. Type your password and select Verify

You will be prompted to confirm via SMS Authentication

Choose Send code. Retrieve code from your phone. Enter the code in the appropriate field and choose Verify

Multifactor Verification

While optional, if you take the time to set up multifactor verification now, you won't have to request a code by text message to log into Realogy on this device.

Scroll down to Extra Verification and choose Setup next to Okta Verify Mobile App

Choose your device and follow the on-screen instructions to install the Okta Verify app on your device.

When the Scan barcode screen appears in the web browser on your computer screen, open the Okta Verify app on your phone or device and then tap the plus sign + to add a new Okta Verify account. This activates your device's barcode scanner.

Point the camera at the barcode on your computer screen. The camera detects and reads the barcode automatically and your device is enrolled in Okta Verify. The web browser on your computer returns to Set up multifactor authentication.

Okta Verify setup is now complete! Now, you can use “Send Push” option next time you access your applications, and you are prompted to login. You will no longer have to input a code. Click approve and you’re on the network!

If you cannot scan the barcode, refer to enroll your device without scanning a QR code.

📧 Outlook 365 Email + Signature

Log in

To log into your cbrealty email, you can use the Office 365 + Email application via CB Desk or at the Microsoft Online portal.

Email Signature

Copy Basic Email Signature Template

The template below (or similar) was emailed to you from your local IT Service Delivery

	FIRSTNAME LASTNAME Title | Coldwell Banker Realty Street Address | City, State ZIP P: 123.456.7890 | M: 123.456.7890 | E: [e-mail] ColdwellBankerHomes.com | CareersCB.com

Install Email Signature

Launch Outlook

Click Settings ⚙️

Click Compose and reply

Paste your signature into the Signature box. Click Save and you're all set!

CBRealty Outlook 365 for Mobile Devices

iOS Native Mail App

• Settings

• Passwords & Accounts

• Add Account

• Exchange

• Enter Email Address ([e-mail])

• Enter CBRealty in Description

• Sign In (window pop-up “Sign in to your cbrealty.com Exchange account using Microsoft")

• (Redirects to OKTA login)

• Enter CBRealty email address

• Enter Network Password

• Tap Send code for SMS Authentication

• Check Do not challenge me on this device for the next 24 hours

• Enter 5-digit code

• Verify

• Activate device administration

• Elect sync options via toggle on/off features

• Save

• Update passcode (requirement is 8 or more characters)

• Enter current passcode and Continue

• Enter new passcode and Continue

• Re-enter your new passcode and Save

Configure using Outlook app

‎Microsoft OutlookApp Store

Outlook for iOS

Microsoft Outlook - Apps on Google PlayGooglePlay

Outlook for Android

• Install the Outlook app for your device (links above)

• Launch app

• Enter CBRealty email address

• Tap “Add Account”

• Redirects to OKTA login

• Enter CBRealty email address

• Enter Network Password

• Send “Send code” for SMS Authentication

• Check “Do not challenge me on this device for the next 24 hours”

• Enter 5-digit code

• Tap “Verify”

• Enter CBRealty email address

• Enter Network Password

• Send “Send code” for SMS Authentication

• Check “Do not challenge me on this device for the next 24 hours”

• Enter 5-digit code

• Tap “Verify”

ePay

ePay makes it easy to automatically pay your accounts receivable charges each month, such as the monthly office fee and Legal Assistance Program fee every July.

Click the ePay tile on Desk to access the secure portal. Then, simply enter an electronic payment method, such as a credit card or checking account, and accept the terms of using monthly autopay for charges. You will receive an email at the beginning of each month with a statement showing your outstanding A/R charges. The balance of these items will be charged to your payment method on the 25th of the month.

Direct Deposit

📢 Before 5/4/2020

For agents who affiliated prior to May 4th, 2020: To enroll, click the Direct Deposit tile on Desk, then click on Direct Deposit Enrollment. Follow instructions (you will need your checking account routing # and account #)

📢 After 5/4/2020

For agents who affiliated after May 4th, 2020: Direct Deposit enrollment was part of your affiliation process through Onbase, so there is no further action you need to take.

All agents will still need to complete the ePay enrollment process to eligible to receive their free business cards and name badge.

inTouch - Getting Started

✅ inTouch Checklist

• Select your website domain

• Enable MLS listing feed

• Complete your profile + image

• Add your contacts

inTouch is 3 things:

1. CRM or Customer Relationship Manager

2. Email and Print Marketing Center

3. Personal Agent Website

Select Your Website Domain

Choose and register a domain name for your website. Choose a website domain or use your own domain.

Note: you must complete the domain selecting process before you are able to log in.

Enable MLS listings

Your MLS IDX feed is required to display listings on your website and send listing alerts. Our branches have blanket agreements with all of our local boards and you are not required to complete IDX agreements, though you may be prompted to.

Immediately after activating your account, email your support staff requesting that they enable your MLS IDX feed.

From your inTouch dashboard, click Account > My Account

From My Account, click MLS Setup. You do NOT need to follow the Instructions link!

When your MLS IDX feed has been approved, return to MLS Setup screen to see a screen similar to the one above.

Enter your Office ID for each board name and your individual Agent ID for the board(s) MLS you are a member of.

For each MLS feed, click the corresponding tab below to find your Office's ID(s) (they will only show up if your office is an active member of that particular MLS)

Bonita Springs-Estero

Office ID:

Office	Office ID
Bonita Springs	CBRE03
Naples Central	-
Naples 5th Ave	-
Marco Island	-

Florida Gulf Coast

Office	Office ID
Bonita Springs	CBRE07
Naples Central	-
Naples 5th Ave	-
Marco Island	-

Naples MLS

Office	Office ID
Bonita Springs	CBRR07
Naples Central	CBRR03
Naples 5th Ave	CBRR02
Marco Island	CBRR10

Marco Island MLS

Completing Your Profile

The inTouch vendor help page has been duplicated below for your convenience. Copy and screenshots © 2020 Market Leader View original content 🔗

Customize your profile under the Settings tab under My Account

Profile Details

Profile Details

💁‍♀️ To start with, you’ll want to review your Profile Details. Your profile details will be displayed on almost everything your customer sees, including your website, emails and marketing materials. So it’s very important you make sure all of your information in your profile is exactly the way you want it.

Required Fields:

• Display Name: Enter the display name as you want it to appear on your website, emails, marketing materials and campaign pieces.

• Account Owner Name: This is the name on the account profile; this will default to the billing name

• Login: Your login name for logging into your Market Leader Pro account.

• Website: This is your Market Leader website and cannot be edited.

• CRM Email: This is the email address that is used to communicate with your consumers. This cannot be edited.

• External Email: An email address that can be used for password recovery. This needs to be a non-Market Leader email, such as a Yahoo! or Gmail address.

Optional Fields:

• Title: Your title as an agent, such as Broker or Listing Specialist.

• Designations: Any real estate designations that you are qualified to use.

• License/DRE: Your real estate license number.

• Phone Number: Enter an office phone number and/or mobile number.

• Team Checkbox: If you are part of a team, then marking the Team checkbox will pluralize your system-generated emails (e.g. Welcome Email, Listing Alerts). Phrases like “my website” will become “our website”.

Profile Image

Profile Image

💁‍♀️ The Profile Image section is now found under the My Images tab under My Account

Accepted file types: .jpg, .jpeg, .png, .bmp, .gif, .tiff, or .tif

Maximum pixel width of 2800. For best results, upload a high resolution image.

If your Marketing Logo has not already been uploaded to your account, you can download it from CB's national digital asset management platform, BrandSrv 🔗 (access via MyCBDesk)

Marketing Settings

Marketing Settings

💁‍♀️ The information that you add or edit in Marketing will automatically be loaded onto any marketing pieces you create in your Marketing Center. Customizing these settings will save you loads of time when creating marketing materials.

• Marketing Website: This field allows you to feature a different website than your Market Leader website on your marketing pieces. As a best practice, though, we recommend leaving this field blank to ensure your leads are staying active and engaged on your Market Leader website, so you can see their activity.

• Marketing Address: This is the address that will populate your marketing designs.

• Call to Action: A phrase, like “Call me today!” that invites your customers to respond.

• Disclaimer: Populates at the bottom of each marketing piece.

• Realtor and Equal Housing Logo: Click the appropriate check box to have the logos display on various marketing pieces.

• Marketing and Reply To Email: Here you can edit the default email your clients see when they 'reply' to marketing emails sent from your system. This also allows you to get any replies delivered to your gmail, yahoo, or other account. ⚠️If you use this option, responses will not be documented in your Market Leader system but you can add comments manually to the contact record for critical communications.

Website

Website (Profile Settings)

💁‍♀️ Think of the website bio sections as *fields* that can be added to various pages of your website in the website customizer. The content you add to this section will appear on your website differently depending on the theme you choose, the customizations you select, etc.

This section is for your bio, and while there is default content here, you should absolutely customize your bio content. The Full Bio will appear on your About page, and the Bio Summary will appear on specific Agent Card widgets that you add to your site. Learn more about widgets

To customize your bio, click the Edit button to get started. When you're finished, click Save.

Social Media

Social Media

💁‍♀️ The next section on your Account Settings page is Social Media. Adding links to your social media profiles lets your consumers connect with you on a more personal level. When you add a link for your social media profile, an icon will be placed on your website About page, as well as in marketing materials and campaign pieces. When clicked, your consumers will be taken to your social media profile page.

To add an icon to link to one of your Social Media profiles, click the Add Social Media button.

Select the social media type from the drop down menu, then add the URL for your profile in the URL field.

When you're done, click Save. You can repeat until you've added all of your social media profile links.

Adding Contacts

Importing all of your contacts into one system allows you to effectively keep in touch with all your contacts, build relationships, and win more business.

Direct Import

inTouch supports the ability to directly import contacts from the following sources:

• Google Contacts

• Office 365

CSV Import

inTouch: Adding Contacts | StonlyStonlyHQ

When importing a CSV file, you can create a custom contact list, or you can export contacts from other online programs - just make sure you save your list as a Comma Separated File (CSV).

Now, there are two very important parts to the process, and you'll want to start from the beginning to ensure a successful import:

1. Preparing Your List for Import

2. Uploading & Importing Your List

Not using Microsoft Excel?

• If you're using Numbers: Click on "File > Export As > Windows CSV"

• If you're using Excel for Mac: Click on "File > Save as > Specialty Formats > Windows CSV"

• If you're using anything else: Get a Google Sheets account and use that for your import

Retrieve Contacts from iOS Cloud (iPhone or iPad)

‎Contacts2XLApp Store

Export your contacts to a spreadsheet quickly and easily. Generate the export spreadsheet files on your device and then share it via email, messages, AirDrop, Dropbox, etc. Open spreadsheet in Excel or other spreadsheet applications.

Retrieve Contacts from Android Device

Contacts To Excel - Apps on Google PlayGooglePlay

Turn your phone into a SIM card reader. Export your SIM card details and Android contacts, including names, phone numbers and email addresses to an excel file, which you can then open and edit, email or use with any other app. The app will generate separate file for each SIM card you read with it.

💁 We're here to help! If you've followed all of the steps for a smooth import and you're still having trouble, you can send your CSV file to [e-mail].

Just be sure to include the contact status and group you'd like your list imported into (a single import list can only go into one status and/or group). Then we'll take care of the rest!

🏠 CB Homes Profile

In order to market yourself and your listings effectively, you need a comprehensive Profile page on ColdwellBankerHomes.com - CBHomes Admin enables you to manage your bio, profile details, and listings so that you are putting your best foot forward.

Key components:

👤 Profile Image

Select the Edit Photo ✏️ button to add your photo.

Crop your photo to your desired selection.

To see how your photo looks on your live profile, click View Live Profile

Cropping is set to a fixed aspect ratio to ensure that your photo is correctly sized for ColdwellBankerHomes.com.

🔒 Agent Info

Agent info is received from Trident and can only be modified there. Please use the Agent Change Request Form.

🔢 MLS ID

💁🏼 Your MLS ID is a critical component for full functionality in any application with an MLS data feed (for example Moxi, a presentation app with a powerful CMA).

This field can only be added or updated by your office support staff. Agents joining the local board for the first time should submit their MLS ID to their support staff as soon as its received.

✍🏻 Bio

➰ Dotloop Initial Activation

DotLoop includes form creation, e-signing, and transaction management. While not immediately available under Single Sign On, it requires only your initial one-time activation, and will then be accessed via MyCBDesk.

Initial Activation

Enter your CB Realty email as your username: [e-mail]

Click Forgot Password and follow prompts.