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Systems & ProcessesWHAT SHOULD I USE?BROKERAGE ENGINEcorcoranperry.netAgent VolumeBroker 360 ReportView InvoicesPay BillsOrder MarketingMarketing SavingsClosed Transaction DetailsCreate Draft ListingsREALSATISFIEDrealsatisfied.comClient TestimonialsWHEN I WORKwheniwork.comFloor Shift Sign UpZENDESKperr.co/chat-loginLive Chat on CPC SiteAgent StudioCorcoran’s Social Content LibraryResource CenterRollaListTracLinks to SystemsPresentationsECORCORANcorcoran.comNeighborhood SnapshotsSocial Media CollateralVendor Links+ Much MoreLIVESocial ContentTutorialsBrand AssetsOffice DocsTear SheetsRECHATapp.rechat.comContacts & LeadsCRMVideo EditingTemplatesOpen House Sign InListing MarketingCMAsEmail MarketingAgent OnboardingAgent ProgramsStationary & BrandingSocial MediaSignageListing CollateralCustom MarketingEventsMARKETING ORDER FORMSperr.co/formsCTM ONEctmsoftware.com/ctmoneContract Management Message Click to view our "Org Chart & Who to Call" sheet!

LISTINGSSIGN PRODUCTION & INSTALL/REMOVALPAY MARKETING INVOICES & CHECK TRANSACTION DETAILSBROKERAGE ENGINEView invoices, pay bills, check your transactions and volume all in Brokerage Engine.Create your own marketing collateral such as social media graphics, flyers, and postcards with the templates in Rechat.Use our listing collateral forms and the marketing department will create them for you. Proof and approve in Brokerage Engine.MARKETING > PROPERTIESLISTING COLLATERALLISTING COLLATERALRECHATBROKERAGE ENGINECLIENT TESTIMONIALSREALSATISFIEDYour TM will send out an email after closing to your clients to leave a review and write a testimonial. Once you review and approve the testimonial, it will automatically be added to your agent website/profile.PRESENTATIONSCUSTOM PRESENTATIONCreate your own presentation in MyCorcoran’s Presentation tool for your next listing appointment.Order a custom presentation through Brokerage Engine and the marketing department will make it for you.LISTING PRESENTATIONECORCORANBROKERAGE ENGINEMLS INPUTMLS ENTRY FORMRECOLORADOFill out the CPC MLS entry form at perr.co/mls-entry to have your TM input the property details for your listings in REColorado.Enter your property details directly into REColorado.Have your TM* prepare contracts for you and send them to your clients in CTM One, or prepare yourself.*If you have your TM prepare a contract for you, you are responsible for:• reviewing the contract• filling in dates• reaching out to a managing broker if you have any questionsTRANSACTION MANAGERCTM ONECONTRACTS/PREPORDER INSTALLATION AND REMOVALTRANSACTION MANAGERHave your TM order the installation and removal of yard signs for your listings.ORDER A NEW YARD SIGNS AND RIDERSBROKERAGE ENGINEOrder a new yard sign and/or rider through Brokerage Engine for your new listing if you need more signs in your inventory.YARD SIGN & RIDER FORMOPEN HOUSE SIGNSBROKERAGE ENGINEOPEN HOUSE SIGNSOrder your open house signs a la carte or choose from one of our packages/

MISC MARKETINGOPEN HOUSESLEARNING & RESOURCESLEARNING/ RESOURCESRESOURCESAGENT STUDIOECORCORANParticipate in live classes or watch recordings on your own time.Download market report graphics, open house flyers, logos, letterhead, tear sheets, neighborhood snapshots, and much more.LEAD GEN & NURTURINGFLOORWHEN I WORKZENDESKSign up for floor shifts at any of our 4 office locations.Live chat with CPC website visitors.CRM• Upload your contacts to Rechat and tag them with “CPC Weekly Email” and “CPC Monthly Email Market Report” so your clients receive weekly emails from you.• Manage your database and send your own emails.RECHATBROKERAGE ENGINEHave marketing import upload your contacts into Rechat on your behalf. Choose if you want to add your contacts to the weekly or monthly mailing.DATABASE UPLOADOPEN HOUSE COLLATERAL: LISTING AGENTBROKERAGE ENGINELISTING COLLATERALOrder your collateral for your upcoming open house that you or another agent is holding open. As the listing agent, please use forms 1-12 in the Listing Collateral section so your order can be associated with your listing in Brokerage Engine.OPEN HOUSE SIGN-UP SHEETListing Agent: Add your open house to the spreadsheet to have other agents sign up to hold your listing open. Your open house will also be featured in the brokerage’s weekly social media graphic and weekly email. Don’t forget to order a flyer for your listing so an agent holding it open can have an open house flyer and have your TM add your open house to the MLS.Holding Open Agent: Sign up to hold another agent’s listing open and automatically receive a custom open house flyer PDF by the end of the day on Fridays.Listing Agent: Have your TM add your open house to the spreadsheet to have other agents sign up to hold your listing open. Your open house will also be featured in the brokerage’s weekly social media graphic and weekly email. Don’t forget to order a flyer for your listing so an agent holding it open can have an open house flyer and have your TM add your open house to the MLS.TRANSACTION MANAGERPERR.CO/OPENHOUSEOPEN HOUSE COLLATERAL: HOLDING OPEN AGENTBROKERAGE ENGINEOPEN HOUSE COLLATERALOrder your collateral for your upcoming open house, listed by another agent including printed flyers, social graphics, e-blasts, etc. *Your flyer will automatically be created if you are signed up on the open house sheet*NON-LISTING MARKETINGPICK MATCHING FORMWe have a plethora of order forms in Brokerage Engine. Use the handy search bar at the top to search for the appropriate form to use. If you can’t find a specific form just use the “Custom Marketing Collateral” order form.BROKERAGE ENGINE Click to view our "Org Chart"

ADDITIONAL LINKS AND RESOURCESMLS Entry Form: perr.co/mls-entryOpen House Sign Up: perr.co/openhouseResources: perr.co/agent-resourcesLiveSOCIAL Content: perr.co/livesocial-contentHomebot: homebot.aiFacebook Cover Photos: perr.co/fb-coversLogin GuideZENDESK:perr.co/chat-loginlogin with:un: concierge@corcoranperry.compw: livewhoyouareRECHAT:app.rechat.comlogin with yourcorcoranperry.com emailyour password:REALSATISFIED:realsatisfied.comlogin with yourcorcoranperry.com emailyour password:BROKERAGE ENGINE:corcoranperry.netlogin with yourcorcoranperry.com emailyour password:CTM ONE:ctmsoftware.com/ctmoneyour login:your password:WHEN I WORK:wheniwork.comlogin with yourcorcoranperry.com emailyour password:ECORCORAN:corcoran.comlogin with yourcorcorangroup.com emailyour password: Click to view our "Org Chart & Who to Call" sheet!