New agent setup
Agent Services creates your accounts before your first day and sends the details in a welcome letter. This page explains what each account is for and what you still have to do yourself.
Agent Services is your first stop
For anything that is not a contract question, email AgentServices@coldwellhomes.com and they will route it to the right person. Add that address to your safe senders list so the onboarding mail does not land in spam.
Agent Services handles accounts, onboarding and company systems. The Technology Helpdesk on 920-993-4515 handles computers, phones, printing and things that have stopped working.
What they still need from you
Onboarding cannot finish until Agent Services has your:
- headshot
- MLS number
Send both to AgentServices@coldwellhomes.com.
Your company email address
You are given a @ColdwellHomes.com address. It is forward-only — mail sent to it lands in the personal inbox you gave Agent Services. All corporate correspondence comes through it.
To send mail as your ColdwellHomes address from your own Gmail, follow the send-as setup guide. This is only supported for Gmail at the moment.
If you change your personal email address later, tell Agent Services so the forwarding still works.
Your printer code
Your code lets you print at any Coldwell Banker Real Estate Group office. Allow 48 to 72 hours from your start date for it to activate — if it does not work before then, it is not broken yet.
Install the driver for your machine and operating system:
| Windows | Mac | |
|---|---|---|
| Sharp | Driver instructions | Driver instructions |
| Konica Minolta | Driver instructions | Driver instructions |
The printer address is the same at every office: printer.arpa. See printing and copiers for adding it to a phone.
The accounts you are given
| System | What it is for |
|---|---|
| Galaxy | Your agent website, CRM and marketing centre. Your public site is your initial and surname at ColdwellHomes.com. |
| CB Desk | Coldwell Banker's intranet, and the way in to Coldwell Banker University training. Your username here is a @coldwellbanker.com address that is not a real mailbox — it is only a login. |
| dotloop | Listing and contract forms — fill in, sign and submit for office review, entirely digitally. |
| Loopminder | The company hub: corporate announcements, the training library, coming-soon bulletins and open houses. dotloop training recordings live here too. |
| Darwin Cloud | Back office. Enter your direct deposit details here to be paid your commissions, and your card details if you want to pay your agent bill that way. Reports live here too. |
Do not upload your business photo to your Darwin Cloud profile. It causes transmission errors that are difficult to undo. Your headshot goes to Agent Services and into Galaxy.
Turn on two-step verification
CB Desk and dotloop both require it, and you should turn it on everywhere else too.
- CB Desk sends a code by SMS. Set it up the first time you sign in.
- dotloop offers an authenticator app or a phone number — the app is the better choice. See dotloop's two-factor FAQ.
More on this in security and scams.
Change the passwords you were sent
Your welcome letter contains starting passwords for several systems. Change every one of them the first time you sign in, and do not keep the letter in your inbox afterwards — see passwords and logins.
Then set up your own kit
Once the accounts are live, work through your computer and phone: install Chrome and sign in, add the copier, build your email signature, and put the Agent Dashboard on your home screen. If you have not bought a computer yet, read buying equipment first.