Tools & Resources

All real estate agents aren’t the same, so it’s not surprising that the same holds true for real estate companies. In every facet of our industry, Coldwell Banker Choice Properties sets the standard for innovation, expertise and support.

  • State-of-the-Art
  • Global
  • Culture of

These advantages will elevate your brand in the minds of consumers and distinguish you from the competition.

Your Online Office

Everything You Need in One Place

Online Office is a proprietary tool for CB Choice Properties agents that gives them access to all of the tools and resources provided by the company’s 3rd parties using just one portal and one password.

  • Your Online Office
  • Customizable Tools for You
  • Leverage a full suite of personal marketing tools to help grow your sphere of influence
  • Coldwell Banker eMarketing Center
  • Listing and Post-Listing Presentations
  • Print on Demand products
  • Reduced advertising rates for luxury agents who certify in Coldwell Banker Global Luxury
  • Access to other various programs like CB Exchange, HelpDesk, Educational Programs, Calendars, etc.
  • Enhanced Listing Syndication tools
  • Calendar of Events
  • Single Sign-on
  • Email integration via MS Office 365 or Gmail

The CBx Technology Suite

Revolutionizing The Agent Experience

Marketing and selling a home has entered the future with the game-changing CBx app. Only Coldwell Banker® affiliated agents have access to this state-of-the-art app, helping to set the most accurate price for homes by combining big data with price adjustment tools that reflect the home’s unique features. Not to mention that CBx has the ability to show who likely buyers of a home are based on demographics like education, income, debt, commute time and more.

  • Find Sellers

    CBx Seller Leads

  • Win Listings

    CBx Listing Experience

  • Locate Buyers

    CBx Buyer Locator

  • Close The Deal


DocuSign Rooms

And zipForm Plus

DocuSign Rooms provides a completely integrated virtual workspace for everything involved in a Real Estate transaction. DocuSign Rooms facilitate 100% digital transactions that are simple, organized, fast, and accurate.

Our agents will be able to digitally manage everything involved in a real estate transaction on the most secure (full document encryption), reliable (99.99% uptime), and compatible (works on Apple, Android, PCs, etc.) software in the industry.

Zip Form Plus

Zip Form Plus lets agents create and share the forms their clients need to complete a real estate transaction. DocuSign and zipForm® Plus work together in two key ways. They share forms and documents while also letting you securely sign forms from either platform using DocuSign’s eSignature software (NAR’s official and exclusive eSignature provider).



Your listings will be shown on multiple websites, including the most-visited real estate websites in the world, putting it in front of potential buyers everywhere. Our comprehensive internet marketing strategy includes displaying your home with a detailed description and multiple photos on the most-visited real estate websites.

Marketing Site Logos

Properties listed at $1,000,000 or higher will also be featured on these luxury websites

Featured Sites

Next Level Marketing

Branding is essential and Listings offer the opportunity for agents to flex their creative side and put that brand to work.

In-house Marketing Department

There is no need to rely on another company to get the marketing you need for your listings. Our marketing department can handle everything from Online Advertising to Printed Materials.

Social Media Content Strategies

We have experts to help you maximize the value in every penny you spend for social media campaigns. Facebook, Instagram, LinkedIn and others are all important platforms in getting your business connected with your clients and community.

Custom Marketing Materials

Have a specific vision for how your business looks? We can help customize your marketing (logos, online content, flyers, ads, etc.) to fit that vision.


Using In-house Marketing

Customized Marketing Solutions

We understand that you need marketing to grow your business but that you may not always have the time or resources to do it yourself. This is why our Marketing Department has created a professional and efficient marketing service for you.

  • Custom image 1

    Social Media Management

    Being relatable, up-to-date and available to all of your clients is extremely important

  • Custom image 2

    Online Advertising

    Enhance the exposure you and your listings receive the best way possible

  • Custom image 3

    Custom Print Marketing

    Enhance the exposure you and your listings receive the best way possible


CB Zap

Connecting Your Business

Coldwell Banker Zap captivates home buyers and sellers with a brokerage-branded IDX website and mobile app. By predicting who is going to transact, Zap empowers agents to reach out at the right time. Because informing brokers and agents about their clients, potential clients, and every aspect of their business, is the best way to guide business growth in the right direction.

Zap Features & Benefits


  • Intelligent & AutomatedDESKTOP CRM
  • Fully FeaturedMobile CRM
  • StandardizedAgent Websites


  • Predictive ZapScore
  • Suggested Follow-up Scripts
  • Transparency to Client Needs
  • Automated Digital Marketing
  • Proven Ratings & Full-fledged Reviewing Systems
  • All Contacts, Anywhere You Go with Direct Phone, eMail, & Texting to Clients
  • Instant Alerts of Client Needs Leads to Daily Productivity Boosts
  • Your Personal Digital Calling Card, Full IDX Site, & the App is Branded to You
  • Track Client Usage Within the CRM


  • Agents Engaged on Zap Close1.5xMore Deals than the Avg Agent
  • Salespeople on a Mobile CRM were15%More Productive than those on a Desktop-only CRM
  • 87%of Consumers would Look Up an Agent Online who was Personally Recommended to Them

Business Services
Provided at No Cost

Here at Coldwell Banker Choice Properties we believe in giving you everything you need to be successful. That includes:

  • Comprehensive Business Planning
  • Ideas to grow your business
  • Legal answers
  • Procedure and paperwork answers
  • Broker on call support
  • Recruiting help to grow your team
    or earn loyalty rewards
  • IT and Marketing Help

A Culture of
Learning & Growing

Coldwell Banker strives to create a supportive, inclusive culture. It offers education in the classroom and online, on-demand. It also offers certifications in specialties including Luxury and Smart Home.

Coldwell Banker University helps agents reach higher productivity by tapping the expertise of top performers throughout the brand who develop current and actionable best practices.

Coldwell Banker offers customized coaching and individual strategic guidance from managers who’ve succeeded before.

CB University

Coldwell Banker University provides a range of courses for agents at all levels of production. These courses are instrumental in maintaining the high level of productivity among Coldwell Banker affiliated sales associates.

Luxury Certification

Help you gain the knowledge you need to successfully represent some of the most prestigious properties in your marketplace.

Smart Home Certified

Put yourself in the best position to succeed in the real estate environment of the future by registering for the first ever smart home course


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