Attend Live Workshops
Where Coldwell Banker Realty agents learn, together.
Simply find a workshop and click the Register button. All workshops are held virtually via Microsoft Teams.
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Getting Started with HOME
Discover the power of Agent HOME and the AI Assistant to streamline workflows, boost organization, and help you manage your business smarter, faster, and more efficiently.
Importing & Organizing Contacts
Master contact management with smarter organization, targeted outreach, AI-powered updates, and streamlined communication tools to keep your database clean, connected, and optimized for stronger client engagement.
Contact Engagement Opportunities
Learn strategic outreach techniques, automate follow-up, strengthen client relationships, and turn your sphere of influence into repeat and referral business through consistent, intentional engagement.
Communicate with Contacts Using Bulk Messages
Create impactful email campaigns with targeted content, personalized messaging, smart audience segmentation, and deliverability best practices designed to strengthen engagement and maximize communication performance.
Dynamic Contact Engagement Using Action Plans
Learn how to create, customize, and manage Action Plans to streamline follow-up, automate workflows, organize tasks, and build consistent client engagement strategies that strengthen relationships and support business growth.
Organize Your Workflow with Business Tracker
Learn how to use Business Tracker to organize client activities, property information, and resources by connecting contacts, collections, CMAs, tours, and documents into a streamlined workflow.
Creating Property Collections
Learn how to create and manage property collections, connect them to clients and Business Tracker, deliver personalized home searches, manage updates, and leverage AI Assistant to enhance the buyer experience.
Unlock Inventory with Likely to Sell & Make Me Sell
Learn how to identify high-intent prospects, prioritize outreach, leverage predictive insights, and create targeted engagement strategies that generate more listings, buyer opportunities, and business growth.
Pricing Precision with CMA & Buyer Demand Data
Learn how to use CMA reports, Buyer Demand data, Agent Network, and Reverse Prospecting to uncover opportunities, guide pricing conversations, and help sellers make informed decisions.
Marketing Center Tour
Explore how to create branded print and digital marketing materials using templates, collaboration tools, campaigns, email, social media, advertising, and Video Studio to support consistent client engagement.