MARKETING CATALOG
SPRING 2026
ON-DEMAND WORKSHOPS
Elevate your marketing mastery with our ultimate resource for innovation and expertise. Dive into a treasure trove of marketing technology demonstrations, quick tips, and more exclusive video content.
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MASTERYOUR MARKETING
Level up your marketing with our enhanced, one-stop-shop marketing education hub!
Here’s what’s waiting for you:
Attend live marketing sessions 5 days a week
Discover an easy, all-in-one platform
Effortlessly select and register for workshops
Engage in strategy-driven, interactive workshops
Explore a comprehensive and diverse curriculum
Browse the calendar and register for an upcoming Marketing Workshop at:
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MARKETING WORKSHOPS
Our talented marketing team offers a comprehensive curriculum of workshops designed to help you sharpen your skills and expand your understanding of our marketing tools and products.
We offer four levels of workshops
, each designed to help you choose the right fit for your needs.
Workshop Levels
OVERVIEW
These workshops offer high‑level demonstrations that provide an informative overview of our product capabilities. They serve as a great starting point for understanding what our products can do and how they benefit clients.
ESSENTIALS
These workshops take a deeper dive into a product to help you understand essential functions of a tool and gain a comprehensive understanding of core features and functionalities to maximize your effectiveness.
ADVANCED
These workshops focus on demonstrating the advanced features and capabilities of our products. They also thoroughly explore integration possibilities with other products to enhance their overall utility, functionality, and efficiency.
UNLOCKED
These workshops are where creativity meets strategy. Go beyond the core application of our products and explore innovative approaches, marrying them with other products and methods to achieve specific outcomes.
DESK, PROFILE & LISTING MANAGEMENT
Navigate all of your company tools on one unified, customized platform, where you can easily manage your online profiles, listings, and learn to leverage various company tools to enhance your business operations.
DESK, PROFILE & LISTING MANAGEMENT
OVERVIEW
NAVIGATING YOUR VIRTUAL OFFICE
Navigate Desk, a customizable platform that unites the key products and tools that you need to run your business in one cohesive, integrated solution.
OPTIMIZING YOUR ONLINE PRESENCE
Learn to manage your bio, profile specifics, and listings in CBHomes Admin to resent yourself in the best possible light in a digital focused market
CB MARKETING EXPERIENCE
New to Coldwell Banker? This Marketing Orientation delivers high-level overviews of Coldwell Banker marketing products
ESSENTIALS
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
KEEP UP WITH KEY UPDATES & YOUR COMPANY PROFILE
Desk is your virtual office for essential tools, products, and updates Get the scoop on how to navigate and update your company profile in Profile Manager
MANAGE & TRACK YOUR LISTINGS ONLINE
Learn how to manage your listings and upload highresolution photos Learn our Insight tool for tracking web traffic to understand your listing’s exposure
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (10 mins)
Find a Live Workshop
Book Next Available Appointment
MARKETING STRATEGY
Understand how AI can enhance your real estate marketing, from leveraging simple tools to streamline everyday tasks to applying advanced strategies for personalized branding, content creation, and client engagement at scale.
MARKETING STRATEGY
ANNUAL PLANNING
THE 2026 AGENT MARKETING PLAN
Review this year ’ s Agent Marketing Plan, a powerful tool to help you stay organized and effectively plan your goals, strategy, and budget for the upcoming year.
SPHERE OF INFLUENCE
BUILD & MAINTAIN YOUR SPHERE
Leverage advanced digital tools and prospecting techniques to identify and connect with potential leads, driving growth and expanding your client base.
ONLINE PRESENCE AUDIT
Boost your online visibility through a live audit of your digital presence Learn tailored strategies, designed to improve your digital footprint and attract more clients
IN BETWEEN LISTINGS, WHAT SHOULD I DO?
Stay proactive and prepared with our expert tips and strategies for maintaining momentum and engagement between listings
LISTINGS
NEW LISTING, NOW WHAT?
Kickstart your marketing efforts with expert tips and strategies, designed to maximize your listing's visibility and attract potential buyers right from the start
REVIVE MY LISTING
Refresh your listing strategy when a property has stalled Review current marketing efforts and apply new tactics to drive renewed interest and engagement
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (30 mins)
Book Next Available Appointment
Watch On Demand (15 mins)
Book Next Available Appointment
Watch On Demand (25 mins)
Book Next Available Appointment
Watch On Demand (5 mins)
Book Next Available Appointment
Book Next Available Appointment
Understand how AI can enhance your real estate marketing, from leveraging simple tools to streamline everyday tasks to applying advanced strategies for personalized branding, content creation, and client engagement at scale.
ARTIFICIAL INTELLIGENCE
ARTIFICIAL INTELLIGENCE
OVERVIEW
SMARTER MARKETING WITH AI
Learn prompt-writing, property descriptions, asking for reviews, market updates, social posts, and time-saving tips to keep your marketing flowing effortlessly.
ESSENTIALS
Watch On Demand (40 mins)
Find a Live Workshop
AI FOUNDATIONS: YOUR PATH TO SMARTER, FASTER BUSINESS
AI Foundations teaches real estate pros to use AI responsibly and effectively, saving time and boosting their marketing.
AI ASSIST: COPILOT BEST PRACTICES
Discover how Microsoft Copilot boosts productivity Use Chat for content creation, Create for visuals, and practical tips to streamline your workflow
ADVANCED
Take Self-Paced Course
Watch On Demand (15 mins)
Find a Live Workshop
AI-POWERED LEAD GENERATION: FILL YOUR PIPELINE FASTER
Turn AI into your lead-gen assistant with easy tools and prompt templates to connect, farm, follow up, and keep your pipeline full
FROM SEARCH TO ANSWERS: SEO TO AEO
Optimize your online presence, stay consistent across platforms, and use conversational content to boost visibility in AI-driven search results
UNLOCKED
YOUR VOICE, YOUR BRAND: POWERED BY AI
Learn how to use AI tools to match your voice, craft authentic marketing, prompt effectively, and repurpose content for consistent branding across platforms
Watch On Demand (15 mins)
Find a Live Workshop
Watch On Demand (20 mins)
Find a Live Workshop
Watch On Demand (15 mins)
Find a Live Workshop
AGENT VALUE PROPOSITION
Understand and articulate what sets you apart from your competitors Learn how to craft compelling narratives, present evidence of your success, and leverage your expertise to build credibility and ultimately win more business
AGENT VALUE PROPOSITION
OVERVIEW
PERFECT PITCH AGENT VALUE PROPOSITION
Define your unique agent value with credibility and relevance while mastering your pitch for greater differentiation and impact.
ESSENTIALS
THE 12 MINUTE LISTING PRESENTATION
12-minute listing presentation showcasing Listing Concierge’s benefits and strategies to communicate its value and secure more listings.
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
THE 12 MINUTE LISTING PRESENTATION: FLORIDA & NORTHEAST
12-minute listing presentation showcasing Listing Concierge’s benefits and strategies to communicate its value and secure more listings For FL & NE markets only
ADVANCED
CRAFT YOUR PERFECT PITCH WITH AI
Harness AI to craft your Perfect Pitch Enhance your value proposition with credibility, crafting a pitch that highlights your strengths and sets you apart
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (25 mins)
Find a Live Workshop
Book Next Available Appointment
LISTING CONCIERGE
Listing Concierge is our in-house, state-of-the-art, property marketing platform that helps agents boost their business by winning more listings, proving their value, showcasing properties effectively, and selling more homes.
LISTING CONCIERGE
OVERVIEW
360° PROPERTY MARKETING
Learn all about Listing Concierge, our innovative and comprehensive property marketing platform that can help you win EVERY listing and turn one into three.
ESSENTIALS
HOW TO PLACE A LISTING CONCIERGE ORDER
You’ve got your listing and now you are ready to place an order Learn how to set up your profile, place an order, and what to expect once your order is placed.
EFFICIENTLY MANAGE AND PROOF YOUR ORDER
Learn the basics of getting your order through the finish line, proofing each item and essential tips for an efficient experience
Watch On Demand (5 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (30 mins)
Find a Live Workshop
Book Next Available Appointment
CREATE & PROMOTE YOUR SINGLE PROPERTY WEBSITE
Learn about Listing Concierge’s eye-catching single property websites Learn how to edit and manage these sites and effective ways to promote them
MANAGING YOUR PRINT MARKETING MATERIALS
Take a deep dive into Listing Concierge’s print marketing options Learn pro tips for proofing, editing, and deployment timelines
Watch On Demand (30 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
STREAMLINE YOUR WORKFLOW: LISTING CONCIERGE & AI
Explore the AI feature in Listing Concierge, created to streamline your workflow, freeing up valuable time for business growth
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
COLDWELL BANKER GLOBAL LUXURY®
LISTING CONCIERGE MARKETING ENHANCEMENTS
For a uniquely tailored Luxury Property Marketing Plan, contact your local Luxury Marketing Team.
LISTING CONCIERGE
ADVANCED
MARKETING YOUR BUSINESS AFTER THE SALE
Your listing sold, but there’s more marketing to do Learn how to deploy the remaining products in your order and leverage the sale to boost your business.
YOUTUBE VIDEO LISTING ADS
Listing Concierge’s YouTube ads target local audiences by search behavior Learn how to proof video ads, ad analytics, and ways to promote them
UNLOCKED
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (25 mins)
Find a Live Workshop
Book Next Available Appointment
OPTIMIZE YOUR DIGITAL PROPERTY MARKETING MATERIALS
Learn about digital offerings within Listing Concierge, including QR codes, vanity domain names, YouTube ads, your Boost ad, possible leads, and more
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
DESIGN CONCIERGE
Design Concierge, powered by the marketing experts at The Studio, unites smart personalization technology with some of the industry’s most talented advertisers, copywriters, and designers to help build your personal brand.
DESIGN CONCIERGE
OVERVIEW
BUILD YOUR PERSONAL BRAND
Learn how Design Concierge, our in-house branding agency, helps you create a brand that’s uniquely you and stand out in your local market.
ESSENTIALS
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
BRING YOUR BRAND TO LIFE WITH DESIGN CONCIERGE
Learn how to place an order, best practices for ordering, and what to expect when working with your Design Concierge Coordinator.
ADVANCED
SHINE ONLINE WITH DESIGN CONCIERGE
Discover how Design Concierge can boost your brand with eye-catching digital assets and how to use them strategically across your online platforms
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (25 mins)
Find a Live Workshop
Book Next Available Appointment
INFUSING YOUR BRAND WITH YOUR PROPERTY MARKETING
Explore Design Concierge packages that integrate your personal brand with Listing Concierge marketing materials
Watch On Demand (10 mins)
Find a Live Workshop
Book Next Available Appointment
Personal Branding Matters.
Design Concierge offers exceptional, industryleading real estate personal branding and broker support for any professional to grow their business and drive success.
SOCIAL MEDIA
Harness the power of social media to build meaningful connections with your friends, clients, neighbors, and community Learn how to engage authentically and make a lasting impact through your online presence
SOCIAL MEDIA
SOCIAL MEDIA SITES & APPS
STARTING SOCIAL MEDIA: AN OVERVIEW OF SOCIAL PLATFORMS
An introduction to Facebook, Instagram, and LinkedIn, highlighting key features and strategies to increase brand visibility, engagement, and business growth.
IGNITE YOUR BRAND WITH INSTAGRAM
Learn how to enhance your brand's visibility and engagement through stunning visuals, captivating posts, and effective strategies for community building
Watch On Demand (15 mins)
Social Media Guide
Watch On Demand (10 mins)
Instagram Best Practices
CREATE, CONNECT, & GROW WITH A FACEBOOK BUSINESS PAGE
Learn how to get the most out of your Facebook business page and Meta Business Suite Learn how to organically grow your business on social media
LEVERAGING LINKEDIN
Learn to enhance your LinkedIn profile by showcasing expertise, building connections, and creating engaging content Explore best practices for optimizing visibility
REAL GROWTH FOR META & INSTAGRAM
Unlock the power of Meta in this hands-on workshop Create engaging content, attract leads, showcase listings, and build a strong online presence
CONTENT CREATION
CRAFT COMPELLING SOCIAL MEDIA CONTENT
Deliver stories that connect Learn how to write compelling captions, design eye-catching visuals, and tailor your posts that resonate with your audience
CONTENT WITH IMPACT: THE S.O.L.D. METHOD
Create social content that captivates, builds your brand, and drives results Gain strategies to spark engagement and stay top-of-mind in today’s digital world
Watch On Demand (15 mins)
Facebook Best Practices
Watch On Demand (15 mins)
LinkedIn Best Practices
Find a Live Workshop Takeaway PDF
Watch On Demand (15 mins)
Find a Live Workshop
Find a Live Workshop Takeaway PDF
SOCIAL MEDIA
CONTENT CREATION
BEYOND THE LENS: VIDEO ESSENTIALS FOR ELEVATED CONTENT
Learn the essentials of creating high-quality video content using just your phone Learn practical tips that elevate your video presence and drive engagement.
REELS IN REAL TIME
Stop the scroll and grow your business! Learn how to create Instagram Reels that showcase your listings and grow your real estate business
ARTIFICIAL INTELLIGENCE
WORK LESS, POST MORE: AI FOR SOCIAL MEDIA
Use AI to streamline social media Learn tools and techniques to post more efficiently and enhance your overall strategy
ADVERTISING
Find a Live Workshop Takeaway PDF
Find a Live Workshop Takeaway PDF
Find a Live Workshop Takeaway PDF
FROM SCROLLS TO SOLDS: PAID SOCIAL MEDIA ADS
Learn how to target the right audience, craft compelling creatives and understand ad objectives across Facebook, Instagram, Google, LinkedIn, Tiktok and YouTube
Find a Live Workshop Takeaway PDF
SOCIAL MEDIA GUIDE FOR AGENTS
GLOBAL LUXURY
®
Coldwell Banker Global Luxury is recognized as a world leader in the marketing of exceptional properties and is considered to be among the world’s consummate marketing programs for promoting luxury properties to a local, national and international marketplace.
GLOBAL LUXURY
OVERVIEW
A GUIDE TO GLOBAL LUXURY
A strategic and comprehensive overview of the program ’ s marketing capabilities, certification process, exclusive partnerships, branded marketing assets, and more.
ESSENTIALS
Watch On Demand (50 mins)
TRANSFORM YOUR MARKETING WITH THE 2026 TREND REPORT
Strategically leverage the Coldwell Banker Global Luxury® Trend Report to reinforce your authority and position yourself as a trusted luxury market expert.
Watch On Demand (50 mins)
Order The Trend Report
MASTERING THE GLOBAL LUXURY LISTING GUIDEBOOK
Deliver an elevated marketing experience with the Global Luxury Listing Guidebook your blueprint for marketing distinctive properties with precision and confidence
PREPARING FOR THE LISTING PRESENTATION
Deliver polished, professional presentations that stand out in the luxury market, using Global Luxury talking points and Coldwell Banker’s marketing tools
THE MARKETING CAPABILITIES
Understand the powerful marketing tools, strategies to help you expand your reach, elevate your brand, and connect more effectively with today’s luxury buyers
ADVERTISING OPPORTUNITIES
Explore WealthEngine®, One Million Impressions, Google AdWords, and premium media placements with expert support to reach affluent buyers and grow your brand
Find a Live Workshop
Luxury Listing Guidebook
Watch On Demand (35 mins)
Find a Live Workshop
Watch On Demand (25 mins)
Find a Live Workshop
Watch On Demand (25 mins)
Global Marketing Program Brochure
Advertising Playbook
A Coldwell Banker Global Luxury certification enhances your credibility as a luxury property specialist and serves as a signal for high-net- worth individuals that they are working with an exceptional real estate professional
LEARN MORE OR REGISTER TODAY
GLOBAL LUXURY
ADVANCED
STRATEGIES TO SECURE ELITE LUXURY LISTINGS
Explore how intelligent, data-informed marketing, refined messaging, and strategic marketing channel selection elevates your credibility with discerning sellers.
Watch On Demand (40 mins)
Find a Live Workshop
LEVERAGING WEALTHENGINE TO ENGAGE HIGH-NET-WORTH CLIENTS
Dive into using Wealth Engine® to identify, qualify, and engage high-net-worth individuals using detailed wealth, lifestyle, and philanthropic insights
Watch On Demand (55 mins)
Find a Live Workshop
THE ART OF THE BESPOKE LISTING PRESENTATION
Craft and deliver bespoke listing presentations that reflect sophistication, strategy, and confidence so your value is unmistakably clear and your expertise is powerfully felt
LEVERAGING YOUR LUXURY CERTIFICATION
Learn the tools, strategies, and resources needed to elevate your brand, market high-end properties effectively, and grow your luxury real estate business
BREAKING INTO THE LUXURY MARKET
Learn strategies designed to help you navigate the luxury real estate space, increase personal brand visibility and establish authority in the luxury marketplace
Find a Live Workshop
Watch On Demand (40 mins)
Watch On Demand (30 mins)
DELIVERING THE LISTING PRESENTATION & MAXIMIZING RESOURCES
Prepare for and deliver a standout luxury listing presentation, effectively presenting with confidence to maximize the impact of every luxury listing opportunity
Watch On Demand (30 mins)
MARKETING YOURSELF IN THE LUXURY MARKETPLACE
Position yourself as a premier luxury real estate expert by leveraging the Coldwell Banker Global Luxury program and differentiating yourself in the luxury marketplace ®
Watch On Demand (40 mins)
LUXURY PUBLICATIONS
The Coldwell Banker Global Luxury® program produces a variety of elite, luxury publications, including our lifestyle-focused flagship magazine and an biannual, award-winning report series that draws upon insights and data from leading sources like the Institute for Luxury Home Marketing, Wealth-X, and other industry experts
View COLDWELL℠ Magazine
View The Latest Luxury Reports
GLOBAL LUXURY
ADVANCED
LEVERAGING THE GLOBAL NETWORK
Learn how to harness the international reach of the Coldwell Banker Global Luxury worldwide network, to elevate your listings and expand your business. ®
MARKETING YOUR LUXURY LISTINGS
Explore the latest marketing strategies and tools to elevate your luxury listings, maximize exposure, attract affluent buyers, and leverage premium marketing resources
UNLOCKED
Watch On Demand (45 mins)
Watch On Demand (25 mins) Luxury Listing Checklist
HOSTING LUXURY EXPERIENCES WITH PURPOSE AND INFLUENCE
Move beyond traditional events to create luxury experiences with intention strengthening relationships, expanding influence, and reinforcing your personal brand
PERFECTING YOUR GLOBAL LUXURY PITCH
Unlock your perfect Global Luxury pitch to articulate your value alongside the unique strengths of the Coldwell Banker Global Luxury program with clarity and impact ®
THE ART OF STORYTELLING
Designed to help agents craft emotionally rich, story-driven narratives that resonate with affluent clientele You’ll learn how to move beyond features to evoke lifestyle, aspiration, and legacy
Find a Live Workshop
Watch On Demand (30 mins)
Watch On Demand (25 mins)
The Art of Storytelling Takeaway
GLOBAL LUXURY
RESOURCES
COLDWELL BANKER GLOBAL LUXURY PROGRAM ®
Coldwell Banker Global Luxury® is widely considered to be among the world’s consummate marketing programs, promoting luxury properties to a local, national and international marketplace, attracting affluent buyers all across the globe.
The Luxury Property Specialist Guidebook Program Resources View All Resources
THE LUXURY PROPERTY SPECIALIST CERTIFICATION
A Coldwell Banker Global Luxury certification enhances your credibility as a luxury property expert and serves as a signal for high-net- worth individuals that they are working with an exceptional real estate professional. Find out how you can become a Luxury Property Specialist.
Blueprint for Success Learn More or Register Today
LUXURY LISTING PROGRAM QUALIFICATIONS
Does your new listing qualify for the Coldwell Banker Global Luxury® program marketing? Check the list price against the GL threshold tool and contact your Luxury Marketing Team for luxury property marketing recommendations
Visit the Global Luxury Threshold Tool
ColdwellBankerLuxury com is our flagship destination for Coldwell Banker Global Luxury® qualifying properties and Luxury Property pecialists, drawing an elite international audience
VIEW THE FAQ TO LEARN MORE
®
MOXIPRESENT
MoxiPresent by MoxiWorks empowers you to create dynamic and informative presentations. It’s more than just a CMA tool, it helps you seamlessly engage prospects and clients, making your presentations both insightful and captivating.
MOXIPRESENT
OVERVIEW
CREATE CLIENT PRESENTATIONS
Your one-stop shop for creating compelling presentations for buyers and sellers Learn the basics of creating effective listing and buyer presentations.
ESSENTIALS
CRAFT A COMPELLING LISTING PRESENTATION
Create a CMA and leverage key marketing materials to enhance your listing presentation and to effectively appeal to sellers.
GUIDE YOUR BUYERS TO THEIR DREAM HOME
Learn how to create informative and easy-tounderstand buyer guides and tours to support your clients’ decision-making during the buying process
ADVANCED
CUSTOMIZE YOUR CLIENT PRESENTATIONS
Elevate your client presentations with custom print and digital content to deliver a unique and impactful message tailored to your business
UNLOCKED
Watch On Demand (40 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (30 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
THE POWER OF YOU: BRANDING YOUR CLIENT PRESENTATION
Master advanced template and page customization across print and digital Create bespoke presentations, embed dynamic elements, and use Design Concierge for professional results
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
MOXIWEBSITES
MoxiWebsites by MoxiWorks is a web content management system that empowers agents or teams to create professional websites without any coding knowledge. It offers a flexible solution for real estate agents to manage their website content easily.
MOXIWEBSITES
OVERVIEW
LAUNCHING YOUR AGENT WEBSITE
Learn how to build and maintain an engaging website with MoxiWebsites, providing a valuable resource for your sphere of influence and online visitors.
ESSENTIALS
MANAGING YOUR WEBSITE CONTENT
Learn to create and manage website content with MoxiWebsites: edit, organize, and add pages, use the editor, and set up a client testimonials page.
ADVANCED
Watch On Demand (30 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (30 mins)
Find a Live Workshop
Book Next Available Appointment
BUILDING CUSTOM PAGES & TEMPLATES FOR YOUR WEBSITE
Explore advanced customization options for your MoxiWebsite, including creating custom pages with templates and using Page Builder to tailor your design.
Watch On Demand (30 mins)
Find a Live Workshop
Book Next Available Appointment
CREATE, CUSTOMIZE, CONVERT: CLIENT PROPERTY SEARCHES
Create personalized property searches on your website and CRM to match clients' needs. Keep them engaged with real-time updates and tailored listings
LEAD GENERATING TOOLS FOR YOUR WEBSITE
Capture leads organically on your MoxiWebsite. Add the CB Move Meter and Home Estimate widgets to aid in generating leads Results are not guaranteed
UNLOCKED
Watch On Demand (10 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
LEVERAGE THE POWER OF AI TO CREATE WEBSITE CONTENT
Learn how to use AI to quickly create and add blog posts to your website, keeping your content fresh and your website up to date with ease
Watch On Demand (25 mins)
Find a Live Workshop
Book Next Available Appointment
MOXIENGAGE
MoxiEngage CRM by MoxiWorks is tailored for real estate agents, focusing on sphere-marketing. It utilizes property data to nurture leads, drive repeat business, and help agents achieve their sales goals.
MOXIENGAGE
OVERVIEW
CLIENT RELATIONSHIP MANAGEMENT
Get an overview of your CRM tool, covering key features, functionality, and how to upload contacts and navigate the platform efficiently.
ESSENTIALS
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
EFFECTIVELY MANAGE YOUR MOST VALUABLE CLIENT BASE
Learn the basics of managing and organizing contacts and how to market to your client base at every stage of the home buying or selling process.
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
ENGAGE YOUR SOI WITH AUTOMATED DRIP CAMPAIGNS
Strengthen your marketing efficiency with email drip campaigns that feature a variety of content to keep you top of mind with your sphere of influence
MASTERING YOUR CRM DASHBOARD
Learn the MoxiEngage CRM dashboard, explore key metrics and analytics, and gain insights to make informed decisions and optimize your workflow
ADVANCED
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
Find a Live Workshop
Book Next Available Appointment
CRAFTING CONNECTIONS WITH PERSONALIZED MARKETING
Unleash your creativity by customizing email content. Learn to personalize emails, use templates effectively, and craft compelling messages tailored to client needs
Watch On Demand (25 mins)
Find a Live Workshop
Book Next Available Appointment
Boost automates digital advertising campaigns, enabling you to quickly create ads that promote yourself or your listings to targeted audiences in just minutes Reach the right people with more efficiency
BOOST
BOOST
OVERVIEW
LEAD GENERATING SOCIAL MEDIA ADVERTISING
Discover how to streamline your digital advertising efforts across social media and highly trafficked websites.
ESSENTIALS
CREATE LEAD GENERATING LISTING ADS
Learn how to create eye-catching digital ads for your listings to capture email leads Learn techniques to maximize the visibility and impact of your listing ads.
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
ADVERTISE YOUR BUSINESS WITH TARGETED DIGITAL ADS
Learn how to advertise your business through targeted online ads. Create content that resonates with your target audience and elevates your brand
ADVANCED
BOOST
YOUR REACH WITH TARGETED VIDEO ADS
Discover the fundamentals of creating custom videos and using them in targeted Boost advertising campaigns to enhance your online marketing efforts
UNLOCKED
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
CRAFT COMPELLING CONTENT FOR NEW BOOST LEADS
Use your leads from Boost and turn cold leads hot Learn how to upload these leads into Prospect Square and MoxiEngage to cultivate new relationships
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
BOOST
Prospect Square is your go-to sphere marketing platform that includes Clients for Life, market reports, property e-blast templates, and a monthly newsletter, all designed to help you remain memorable with your clients and contacts
PROSPECT SQUARE
PROSPECT SQUARE
OVERVIEW
TOP-OF-MIND SPHERE MARKETING
Prospect Square is a sphere-marketing tool featuring the Clients for Life Campaign, market reports, a monthly newsletter, and property e-blasts.
ESSENTIALS
ESTABLISH YOUR MARKET EXPERTISE
Keep your SOI informed by leveraging informative automated market data campaigns These data-filled reports position you as the go-to local market expert.
MAKE THEM YOUR CLIENTS FOR LIFE
Clients for Life offers your contacts exciting monthly content that help you touch base with unique offerings that set you apart from the competition Please note that Clients for life is not available in all markets.
STAND OUT WITH STUNNING PROPERTY EBLASTS
Learn to create captivating property emails in Prospect Square that engage and convert, whether you ' re an experienced agent or just starting out in the industry
Watch On Demand (35 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (65 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (30 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
STAY TOP-OF-MIND WITH A MONTHLY NEWSLETTER
Set up and personalize a monthly newsletter where you can select your own local articles and imagery to create captivating and memorable monthly content
ADVANCED
GET SOCIAL WITH CLIENTS FOR LIFE
Learn how to increase engagement for your Clients for Life campaign by learning strategies for sharing on your favorite social media platforms
Watch On Demand (30 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
MARKET QUEST
Market Quest offers agents comprehensive MLS data to attract new clients and impress existing ones. Easily generate market share and trend reports while showcasing your brand’s top performance.
MARKET QUEST
OVERVIEW
LEVERAGE YOUR LOCAL MARKET DATA
Learn how Market Quest delivers comprehensive MLS data and lets you download reports and social graphics highlighting key market insights.
ESSENTIALS
Watch On Demand (60 mins)
Find a Live Workshop
Book Next Available Appointment
LEVERAGE COLDWELL BANKER’S POWERFUL MARKET SHARE
Learn how to leverage Coldwell Banker’s strong positioning in the market by generating and sharing market share and position reports.
Watch On Demand (10 mins)
Find a Live Workshop
Book Next Available Appointment
KEEP YOUR SOI INFORMED ON LOCAL MARKET DATA
Learn how to share key market data with your clients and SOI You can generate detailed PDF reports and eye-catching social graphics
YOUR MARKET IN A SNAPSHOT
Learn how to create market snapshots that can be shared as posts and stories on your favorite social sites and apps such as Instagram, LinkedIn and Facebook
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
of buyers ranked Real Estate Agents as their most useful information source, demonstrating that people rely on agents to interpret, contextualize, and advise on market data.
*Accordingtothe2025NationalAssociationofREALTORS®(NAR)ProfileofHomeBuyersandSellers.
Discover a variety of products and tools designed to help you create and promote marketing materials for your listings more effectively These tools, from customizable templates to digital resources, simplify marketing and boost your listings' visibility.
DIY LISTING MARKETING
DIY LISTING MARKETING
OVERVIEW
EXCLUSIVE LOOK: PROVIDING FLEXIBILITY IN LISTING PROMOTION
In-house advertising portal for CB agents to market off-market listings or pre-MLS properties Showcase properties and buyers' needs within our large network.
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
DIY PROPERTY MARKETING: A MOXIIMPRESS OVERVIEW
Master DIY Property Marketing using MoxiImpress Create digital and print materials, and explore the core features available to elevate your marketing efforts
ADVANCED
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
PACK THE OPEN HOUSE: STRATEGIES TO BRING BUYERS
Learn which tools to leverage when advertising open houses, how to use them effectively, and where to deploy your marketing for maximum exposure
Watch On Demand (30 mins)
Find a Live Workshop
Book Next Available Appointment
MOREBUYERS= MOREOFFERS
Some say off-market homes get better offers, but the truth is less exposure means fewer buyers, weaker offers and no competitive bidding Agents at Coldwell Banker Realty provide the best of both worlds by leveraging our Exclusive Look tool providing early exposure to 100,000+ agents that protects their listing’s value with MLS-compliant marketing
CUSTOM VIDEO
Stay ahead of the curve with custom video content that tells your story and highlights your expertise Equip yourself with the tools and techniques to produce high-quality videos that drive results
CUSTOM VIDEO
OVERVIEW
CREATE CUSTOM VIDEOS
Learn how to create engaging videos, explore key features, apply basic edits, and easily download and share your content to enhance your brand.
ADVANCED
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
ELEVATE YOUR ONLINE PRESENCE WITH VIDEO CONTENT
Learn to create and embed custom videos on your website, integrate YouTube videos, and showcase your expertise with engaging content.
UNLOCKED
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
MARKETING IN MOTION: VIDEO STRATEGIES FOR AGENTS
Learn to integrate video into your strategy using our tools while mastering SEO, tags, and metadata to maximize audience engagement and elevate your marketing.
did you know..
TAKE ADVANTAGE AND ADD IN A COMPLIMENTARY
89% of businesses used video as a marketing tool in 2025. Short-form video reports the highest ROI of all content formats. ** * property vertical video for your property when you purchase a
Luxe package through Listing Concierge
*AccordingtoSproutSocial’ssocialmediavideomarketingstatisticsreport. **Accordingtothe2025StateofMarketingReportfromHubSpot.
CUSTOM VIDEO
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
MARKETING CENTER
Marketing Center empowers agents to easily access, customize, and download branded materials. It’s your go-to solution for streamlining content management and elevating your marketing game with professional, on-brand assets at your fingertips.
MARKETING CENTER
OVERVIEW
MARKETING CONTENT CREATION
Learn how Marketing Center provides quick and easy access to the content creation you need to effectively market yourself and your listings.
ESSENTIALS
MASTER YOUR MARKETING
Take a deeper dive into Marketing Center Learn how to keep organized, share projects, find stock imagery, and create captivating social graphics.
SOCIAL MEDIA CONTENT CURATION
Discover how to locate and download social media assets to enhance your marketing and attract more clients
DIY LISTING MARKETING
Learn to quickly find and create listing marketing materials in Marketing Center, using tools and techniques to produce effective promotions
ADVANCED
MAXIMIZE YOUR MARKETING CONTENT
Learn advanced Marketing Center outputs including presentations, flipbooks, print orders, social sharing, and download settings
UNLOCKED
DEPLOY CREATIVE CONTENT ACROSS CB TOOLS
Discover how to leverage creative content from Marketing Center across MoxiEngage, MoxiWebsites, MoxiPresent, and Prospect Square
Watch On Demand (30 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (25 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (15 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (20 mins)
Find a Live Workshop
Book Next Available Appointment
Watch On Demand (40 mins)
Find a Live Workshop
Book Next Available Appointment
Find a Live Workshop
Book Next Available Appointment
TECH TIPS
Step-by-step guidance to help you with everyday setup and tasks These demos are designed to simplify your workflow. Whether you ' re troubleshooting or learning something new, these recordings are a valuable resource
TECH TIPS
DESK & SERVICE NOW
SUBMIT AN IT HELP TICKET
Watch On Demand (3 mins)
GENERATE A QR CODE Watch On Demand (1 min)
MICROSOFT TEAMS
DOWNLOAD TEAMS APP & JOIN MEETING ON A PC Watch On Demand (2 mins)
DOWNLOAD TEAMS APP & JOIN A MEETING ON A MAC Watch On Demand (2 mins)
SCREEN SHARING ON TEAMS FOR PC Watch On Demand (3 mins)
SCREEN SHARING ON TEAMS FOR MAC Watch On Demand (3 mins)
OFFICE 365
ACCESS OFFICE 365 APPLICATIONS Watch On Demand (3 mins)
GENERATE AN EMAIL SIGNATURE & ADD TO OUTLOOK Watch On Demand (4 mins)
SOCIAL MEDIA
DOWNLOAD & SHARE WEEKLY SOCIAL MEDIA CONTENT Watch On Demand (2 mins)
NEXT AVAILABLE
Support when you need it.
Booking the Next Available Appointment is designed for agents to book 20-minute, solution-oriented appointments to help solve specific and actionable tasks relating to any of our core marketing tools. These include:
MoxiWorks® Listing Concierge
Design Concierge
Marketing Center
In addition to core product support, you can book five new strategy-focused 40-minute sessions designed to provide in-depth marketing guidance at key points in the listing lifecycle These consultations cover strategic marketing topics such as:
Online Presence Audit
Online Search Visibility
Revive My Listing
New Listing, Now What?
Build and Maintain Your Sphere
In Between Listings, What Should I do?
Book your virtual appointment today at:
TECH TIPS
SUBMIT A MOXIWORKS SUPPORT TICKET Watch On Demand (3 mins) MOXIWORKS®
UPDATE YOUR MOXIWORKS PROFILE Watch On Demand (3 min)
MOXIENGAGE®
UPLOAD YOUR CONTACTS TO YOUR MOXIENGAGE CRM Watch On Demand (2 mins)
ACCESS & FILL OUT THE MOXIENGAGE CONTACT TEMPLATE Watch On Demand (2 mins)
CREATE GROUPS FOR CONTACTS IN MOXIENGAGE Watch On Demand (3 mins)
CATEGORIZE CLIENTS IN MOXIENGAGE Watch On Demand (4 mins)
MOXIWEBSITES®
SET UP YOUR VANITY DOMAIN NAME & SSL CERTIFICATE Watch On Demand (3 mins)
ADD CLIENT TESTIMONIALS TO YOUR MOXIWEBSITE Watch On Demand (3 mins)
CONNECT GOOGLE ANALYTICS TO YOUR MOXIWEBSITE Watch On Demand (4 mins)
ADD CUSTOM MENU LINKS TO YOUR MOXIWEBSITE Watch On Demand (4 mins)
©2026 ColdwellBankerRealEstateLLC.Allrightsreserved.ColdwellBanker®andtheColdwellBankerareservicemarksownedbyColdwellBankerRealEstateLLC.TheColdwellBankerSystemis comprisedofcompanyownedofficeswhichareownedbyasubsidiaryofAnywhereAdvisorsLLCandfranchisedofficeswhichareindependentlyownedandoperated.ColdwellBankerRealEstate LLCfullysupportstheprinciplesoftheFairHousingActandtheEqualOpportunityAct.Allmaterials,programs,ormeetingsthatarenotforpurposesofcompliancewithbrandstandardsareoptional andnotrequiredforyouruseasanindependentcontractorsalesassociateorbrokeraffiliatedwiththeColdwellBankerbrand.Theyaresuggestedbestpracticesthatyoumayuseatyourdiscretion. Nothinghereinisintendedtocreateanemploymentrelationship. TheMoxiWorks®productsuitehasenabledAnywherebrandstoco-brandandcustomizematerialsastheypromotetheMoxiWorks productsuitethroughouttheirnetworks.WhenreferringtoMoxiWorksproductasawhole,itshouldbereferredtoas"MoxiWorks®productsuite"or"MoxiWorks®suite"or"MoxiWorks®products"or "MoxiWorks®suiteofproducts".