• Must have two (2) year’s real estate experience, preferably listing experience in Washington and/or Oregon 

• and 10-12 closings per year*

• Must submit to and pass detailed background security screening [agent paid]

• Must complete and pass initial and biennial client certification training [agent paid]

• Must complete initial and biennial client service agreement and a company service agreement that further clarifies requirements for servicing client business

• Must attend annual live relocation training session

• Must have current online agent profile that is updated annually

• Must accept relocation assignments regardless of price range

• Must be appropriately dressed and have a clean car in good running condition

• Must have a positive attitude toward the company and relocation

• Must accept and understand that a referral fee will be paid on all relocation transactions

• Must agree to never discuss relocation benefit packages with transferees – refer them back to their Relocation Consultant (i.e. Cartus)

• Must agree to never discuss referral fees with any customer

• Must meet or exceed service expectations as outlined by each business segment

• Agree to update Relocation Department with sales information within 1 day of sale and final sales information within 1 day of closing

• Agree to never ‘reassign’ a referral customer, always refer the customer back to the Relocation Department
   

*Exceptions will be reviewed on a case by case basis depending on client needs and approval.

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Service – Client customers can request an agent reassignment during the referral process.   
 

Confidentiality – All information and transferee data to be kept confidential.  Information is not to be discussed with any third person or entity.   Client referral fee or program information is not to be discussed with transferee.
 

Severance of Relationship – If a program agent chooses to leave Coldwell Banker Bain, all active referrals will be reassigned to another program agent.   If a customer elects to stay with the departing agent, the agent agrees to pay all applicable referral fees.  It is important to be aware some customers   may be required per the corporate client to work with a program agent.