Coldwell Banker Realty X Tom Ferry

Unlocking Home - A Business Growth Experience

Agent Frequently Asked Questions (FAQ)

Experience and Enrollment

Q: When does Unlocking Home start?

Unlocking Home officially launches on Monday, October 5, 2026, and runs for 7 weeks, concluding on Friday, November 20, 2026.

Q: How do I sign up?

Every agent is automatically enrolled in the coaching challenge, but you will need to register for any in-person events occurring in your area. Keep an eye out for event invitations (virtual and in-person) in your email.

Q: How much does it cost?

There is NO COST. The Tom Ferry coaching webinars, Wednesday platform training workshops, and daily text coaching are provided entirely free of charge to all participating Coldwell Banker Realty agents.

Q: Why are you launching Unlocking Home?

The goal of Home Platform is to help you grow your business, deliver an elevated client experience, and save time. We are launching Unlocking Home to help you do just that through coaching, hands-on workshops, and simple daily actions. You’ll learn how to use Home to strengthen relationships, uncover more buyer and seller opportunities, and work more efficiently. 

Q: Who can participate?

The experience is open to all active Coldwell Banker Realty agents, regardless of experience level. Whether you are a newer agent establishing your business or an experienced top producer refining your systems, this program offers practical strategies you can put to work immediately.

Q: Do I need to be a Home Platform expert?

Not at all. Unlocking Home is designed for agents at every level of technology experience. The tactical workshops and daily prompts will guide you step-by-step, helping you build confidence using Home and make the platform a more natural part of your daily routine.

Q: What are the Group Masterminds?

Group Masterminds are optional group sessions hosted by the professional development team to review learnings, share wins, and stay engaged. 

Q: How do I participate in a Group Mastermind?

More information coming soon. Stay tuned!

Q: When do Group Masterminds meet?

Masterminds will meet every Thursday and Friday. Choose between Thursday times (10:00 am ET / 3:00 pm ET) or Friday times (10:00 am ET / 3:00 pm ET). Attendance is completely optional. Agents can choose whichever day and time works best for them, and while most will attend one session each week, they are welcome to join more than one.

Q: What is the benefit to agents for signing up for Group Masterminds?

Group Masterminds bring agents together to learn, share ideas, and work toward the same goal. Agents receive personalized tool guidance, practical business growth strategies, and support in a collaborative environment throughout Unlocking Home.

Prizes & Recognition

Q: What do I need to do to win?

You will have opportunities to win big prizes and opportunities to invest in your business. Please connect with your branch manager for additional details.

Q: How many winners are there?

  • Home Platform Usage Grand Prize: 10 winners

  • AI Usage: 50 winners

  • CRM Usage: 250 winners

  • Weekly Webinars: 10 winners per week

Q: How do I win?

We are measuring three core metric categories which align directly with agent business growth and habit-building, along with our weekly/grand prizes:

Home Platform Usage Prizes: Highest overall Home Platform usage during the program..

Examples:

  • Every morning Generate a Daily Briefing.

  • Every afternoon:  Use your mobile app to check Private Exclusives in your area.

  • Every evening: Set a task reminder for the next day.

  • Daily: Using Collections, sharing listings, updating CRM with notes, using marketing center, etc. 

AI Assistant Usage Prizes: Highest overall AI Assistant usage during the program.

Examples:

  • Every morning Generate a Daily Briefing.

  • Every afternoon:  Ask AI assistant to suggest someone for you to contact.

  • Every evening: Ask AI assistant to set a task reminder for the next day.

  • Daily: Using AI to complete any other tasks within the Home platform

CRM Usage Prizes: Highest CRM engagement based on logged phone calls, texts, and in-person meetings.

Examples:

  • Every Morning: Use Home to log a phone call with your past client

  • Every afternoon:  Send one text to a prospective  client directly from your CRM.

Every evening: Log that you had an in-person meeting with someone in your Sphere of Influence because you met them for dinner. NOTE: There are a lot of actions that will qualify you for tracking within multiple prize categories. 

Q: How can I qualify for the weekly webinar drawing?

You can win a weekly webinar prize by attending the Monday Coaching Sessions either virtually or through an in-person Watch Party, will be eligible for that week’s giveaway. 10 winners will receive $1,000 each week.

Q: How is attendance tracked to qualify for the weekly drawing?

To enter the weekly drawing during the Monday coaching session, ensure attendance is recorded, agents must log in to virtual Zoom sessions using a personal device. Please access the call from their own device and set a clear, easily recognizable display name.

Q: How do you track attendance for in-person sessions?

To remain eligible for the weekly prize drawing, agents participating in-person must also sign in on their individual devices using a clearly identifiable display name. It is crucial that all in-person attendees log into the zoom session so their attendance can be properly recorded.

Q: How do agents update their display name?

  • Click Here to visit Zoom’s How-To Guide to learn how to change your display now.

  • Change Your Name During a Zoom Meeting

    • Click or tap Participants in the meeting controls at the bottom or top of your screen.

    • Hover over your name or tap it in the participant list.

    • Click More or the three dots (...) and choose Rename.

    • Type your new name and click OK, Change, or Done

  • Change Your Name Permanently in Zoom

    • Go to the Zoom Web Portal and sign in.

    • Click Profile on the left-side menu.

    • Click Edit next to your name.

    • Update your First Name, Last Name, or Display Name.

    • Click Save. 

Q: What if I forget to update my display name?

If we cannot verify your attendance based on your display name, your attendance will not count toward Challenge participation or eligibility for that session’s prize drawing.

Weekly Schedule & Commitment

Q: Where can I access the recordings for each session?

Session recordings will be posted to the website by the following morning. Don’t worry if you miss one; you can easily review the material whenever it fits your schedule!

Q: Where can I access the recordings for each session?

Session recordings will be posted to the website by the following morning. Don’t worry if you miss one; you can easily review the material whenever it fits your schedule!

Q: What if I fall behind?

Falling behind a few days won't keep you from catching up! You still have numerous opportunities to claim prizes. Connect with your Sales Leader to see what you need to do to get back on track!

Q: What will I learn?

The curriculum focuses on practical, real-world activities that directly drive transaction volume and strengthen client loyalty:

  • Generating more listings and client opportunities.

  • Strengthening client relationships through consistent, systematic follow-up.

  • Building productive, automatic daily habits that save you time.

  • Leveraging the Home Platform CRM and AI Assistant to streamline your routine and administrative tasks.

Q: Is this focused on buyers or sellers?

Both. The content is balanced to cover both buyer and seller workflows, ensuring you have the tools, scripts, and tactical platform knowledge to support clients and win listings in today's market.

Q: Do I need to have an active client to participate/win?

No! These workflows are based in lead mining, contact nurturing and relationship management as well as active client workflows. There is something for everyone to help your business grow and thrive.

Q: Will there be in-person events?

Yes. Unlocking Home will kick off with high-impact, in-person regional launch events in select markets to drive business growth momentum and excitement. Your local leadership will share specific dates and times for your market.

Check with local leadership for additional in-person opportunities.

Q: What if I am unable to attend a session live?

We understand that client commitments and busy schedules can make live attendance challenging. Replays of virtual coaching sessions and Home Platform workshops will be available on the Unlocking Home website so you can catch up on your own schedule.

Live attendance is highly encouraged. To be eligible for weekly prizes, you must attend the coach-led training live in its entirety, either virtually or through an in-office Watch Party.

Q: What if I miss a week?

No problem at all. Simply jump back in when you can. The program is designed to build habits over time, and even participating in a single week's sessions can provide immediate, valuable strategies for your business.

Understanding the Technology

Q: Why is the coaching series focused on Home platform AI Assistant?

You don't have to be a tech expert to see real business value from the Home AI Assistant. It is designed to save you time on routine tasks like drafting property descriptions, client emails, and social posts, so you can focus on the parts of your business that matter most.

Support

Q: Where do I go if I have questions or need additional support?

You can reach out directly to your Branch Manager, Field Marketing team, or RSS team with questions. They can help you find the right resources or connect you with the appropriate support.

Also: Visit our website where we host all up to date and relevant information!

Q: I want to join the experience, but I don’t want the daily texts. Can I opt out of texts?

YES! The daily texts serve as reminders and helpful tips to keep you on track and help you grow your business. Opting out will not disqualify you from the experience!

Q: How do I opt out if I don’t want to participate?

If you would like to opt out of Unlocking Home, please contact your brokerage manager.