C3 Essentials · Module 03

Professional Branding.

Your professional brand is the complete experience clients have when they find you online, review your profiles, see your marketing, or interact with you as a real estate professional. In this module, we will build and align the core pieces of your professional identity so that every place you appear feels polished, intentional and unmistakably connected.

The goal is simple: consistency, credibility and recognition. By the end of this module, your photography, biography, real estate profiles, social presence and brokerage profiles should all communicate one clear professional identity.
Module 03 · Checklist

What You’ll Complete

Use the checklist below to move through Module 3. Each item links directly to its own section farther down this page, where you will complete the corresponding professional branding requirement.

01

Professional Headshot

Establish a current, polished professional image for use across your marketing and agent profiles.

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02

Professional Bio

Create a clear and compelling biography that communicates your experience, market connection and value to clients.

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03

Zillow Profile

Complete or update your Zillow agent profile so your information and branding are accurate and professional.

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04

Realtor.com Profile

Review and complete your Realtor.com profile using your approved professional information.

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05

Team Website Profile

Complete your Coast to Coast Collective website profile with your headshot, bio, contact information and market areas.

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06

Social Media Branding

Create consistency across your professional social media profiles, photography, descriptions and links.

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07

Brokerage Compliance

Confirm that your professional advertising and social presence meet Real Broker and applicable compliance standards.

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08

Coast to Coast Collective Branding

Review your complete digital presence for outdated, inconsistent or conflicting branding with the Coast to Coast Collective guidelines.

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09

Professional Social Links

Ensure your active professional social media pages are properly linked wherever clients can find you.

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10

Workvivo Profile

Complete your internal professional profile within the Real Broker Workvivo community.

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11

REZen Profile

Verify that your brokerage profile and agent information are accurate and complete within REZen.

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12

Module 3 Review

Complete the Professional Branding review after all required branding and profile items have been addressed.

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Work through the module in order or jump directly to the section you need. Each checklist card is now linked to its own standalone coded block. As we build the sections below, we will use the exact anchor IDs already assigned here so the navigation works automatically.
01 · Professional Headshot

Look like part of the team — while still looking like you.

A professional headshot is one of the most frequently used pieces of your real estate brand. It appears on your website, social media, marketing, real estate portals, presentations and client-facing materials. For Coast to Coast Collective, we use a coordinated headshot style so our agents look recognizable as part of one professional brand.

The C3 Headshot Look

Our agents are presented in black for a clean, elevated and consistent team appearance.

You do not need to schedule an entirely new photography session just to match the C3 look. If you already have a professional headshot you love, send it to us. We can prepare an approved team version that coordinates with the visual style of Coast to Coast Collective.

Original professional headshot example
Original

Start with a strong professional image.

The original photo should already look like you, photograph you professionally and be appropriate for use in your real estate business.

Coast to Coast Collective approved headshot example
C3 Approved

Then we coordinate it with the team.

The finished version maintains the agent's recognizable appearance while bringing the clothing, setting and overall presentation into the Coast to Coast Collective visual style.

What We Want

  • A current photo that clearly looks like you.
  • Professional lighting and good image quality.
  • A clear view of your face with a natural expression.
  • A polished image appropriate for client-facing marketing.
  • Final C3 imagery coordinated with the team's black wardrobe aesthetic.

What We Don't Want

  • Heavy filters or excessive retouching.
  • Images that materially change your facial features or appearance.
  • Old photographs that no longer accurately represent you.
  • Casual snapshots that are not suitable for professional marketing.
  • An image that could mislead a client about who they are meeting.
Already have a headshot you love? Email the highest-resolution version available to admin@coasttocoast.luxury and we will prepare it for review within the C3 team look.
Email Your Headshot
Important: Your headshot should enhance your professional presentation, not create a different person. Do not misrepresent yourself. Any editing or C3 styling should preserve your recognizable appearance while creating a polished, professional and team-approved final image.
02 · Professional Bio

Write a bio people remember — and search engines can understand.

Your professional bio should do more than list credentials. It should quickly tell a potential client who you serve, where you work, what makes you different and why they should feel confident contacting you. A strong bio also gives search engines clear context about your markets, specialties and professional expertise.

The C3 Bio Standard

Write for the client first. Optimize for search second.

The best real estate bios sound natural, specific and credible. Search optimization should strengthen your message, not turn your bio into a list of city names and repetitive keywords. If it sounds awkward when you read it out loud, rewrite it.

01 · Be Specific

Say who you actually serve.

Avoid generic phrases like “serving all your real estate needs.” Identify your primary markets, the types of clients you work with and the kinds of real estate you know best.

02 · Show Your Difference

Give people a reason to remember you.

Highlight the experience, background, market knowledge, professional strengths or perspective that differentiates you from thousands of other agents.

03 · Build Trust

Use proof instead of hype.

Specific experience, professional credentials, local knowledge, service philosophy and real accomplishments are stronger than unsupported claims such as “the best agent in the area.”

04 · Sound Human

Let your personality come through.

A bio should still sound like you. Clients are choosing a professional relationship, not reading a corporate résumé. Professional and personable can exist at the same time.

SEO · Search Visibility

Give Google clear signals about who you are and where you work.

Search engines need context. Your bio can help connect your name with the markets and services you want to be known for, especially when the same information appears consistently across your website, agent profiles and other trusted real estate platforms.

Use Your Full Professional Name Use the same professional name consistently across your website, Zillow, Realtor.com, brokerage profiles and social platforms.
Name Your Core Markets Naturally include the cities, communities or regions where you actively work and want to build search relevance.
Include Your Specialties Mention areas such as luxury homes, waterfront, relocation, new construction, first-time buyers or investment property when they truthfully reflect your business.
Use Natural Search Language Phrases such as “real estate agent in St. Augustine” or “Northeast Florida luxury real estate” can be useful when they fit naturally into the sentence.
Add Local Context Mention neighborhoods, lifestyles, geographic features or market knowledge that reinforce authentic local expertise.
Keep Information Consistent Search visibility is strengthened when your name, service areas, brokerage information and professional details remain consistent across multiple trusted profiles.

A Simple Bio Formula

01
Open with your market and value. Who are you, where do you serve and what kind of client experience do you provide?
02
Establish credibility. Include relevant experience, background, specialties, professional strengths or credentials.
03
Demonstrate local expertise. Naturally reference your primary markets, communities and the type of real estate you understand deeply.
04
Add personality. Include one or two authentic details that help clients understand who you are beyond the transaction.
05
Finish with the client. End by reinforcing the experience, service or outcome clients can expect when working with you.
Example Structure

Specific beats generic.

Instead of: “Jane Smith is a dedicated real estate professional committed to helping buyers and sellers achieve their dreams.”

Try: “Jane Smith is a Northeast Florida real estate agent serving buyers and sellers throughout St. Johns County, St. Augustine and the Jacksonville area, with a focus on relocation, coastal living and residential home sales. Known for clear communication and a detail-driven approach, Jane helps clients navigate each decision with local market insight and a strategy built around their goals.”

Avoid keyword stuffing. Repeating “Florida Realtor,” city names or phrases like “best real estate agent” over and over will not make your bio stronger. Use relevant search terms naturally, accurately and only where they improve the client's understanding of your business.
Ready for your bio review? Email your completed professional bio to the C3 admin team for review and approval before it is added to your public profiles.
Submit Bio for Review
03 · Zillow Profile

Make your Zillow profile work for your professional brand.

Zillow is often one of the first places a consumer will encounter your name online. Your profile should immediately reinforce the same professional identity you are building everywhere else — your C3 headshot, approved bio, correct brokerage information, service areas, specialties, reviews and sales history should all tell one consistent story.

Required · C3 Team Connection

You must be connected to the Coast to Coast Collective team on Zillow.

Every C3 agent maintains an individual Zillow profile, but your profile must also be connected to the Coast to Coast Collective Zillow team. This allows your individual professional presence to remain visible while also connecting your profile, reviews and sales activity to the team's larger online presence.

If you have not received a Zillow team invitation, contact admin@coasttocoast.luxury. The C3 team administrator will send the invitation from Zillow. You must then accept the invitation through your Zillow account.

What Your Zillow Profile Should Include

Before marking this section complete, review each of the following areas of your Zillow profile and make sure your information is current, professional and consistent with your C3 branding.

Professional Headshot

Use your approved C3 professional headshot so consumers see consistent imagery across Zillow, the C3 website and your other professional profiles.

Approved Professional Bio

Add the professional bio you completed in the previous section. Keep your service areas, specialties and professional positioning consistent.

Correct Brokerage Information

Verify your brokerage information is accurate and reflects Real Broker / Real Broker, LLC as required for your state and brokerage profile.

Service Areas

Identify the primary cities and communities where you actively conduct business. Focus on markets you genuinely know and serve.

Professional Specialties

Select specialties that accurately represent your business, including relevant areas such as relocation, luxury, waterfront, new construction, first-time buyers or investment property.

Contact & Social Information

Review your phone number, website and available professional social links. Keep your contact information consistent across your major online profiles.

Reviews

Build your review history over time. A complete profile with authentic client reviews gives potential clients additional confidence when researching you online.

Past Sales & Active Listings

Review the transactions and listings associated with your profile. Your sales history helps demonstrate real market experience and should be as complete and accurate as possible.

Step-by-Step: Complete Your Zillow Profile

Complete these steps in order. Zillow may occasionally adjust menu names or screen placement, but the profile information and team connection should still be completed.

01

Sign in to your Zillow professional account.

Go to Zillow and sign in using the account associated with your real estate business. If you are creating a new account, register as an industry professional and then create your agent profile.

02

Open your Agent Profile.

From your Zillow account, open your profile or Agent Hub and navigate to your professional profile settings. Review each editable section before moving forward.

03

Replace your profile photo.

Upload your approved C3 professional headshot. Do not use a casual photograph, outdated photo, selfie, logo or heavily filtered image.

04

Add your approved professional bio.

Paste in the professional bio completed in the previous C3 section. Make sure your name, core markets, specialties and professional positioning remain consistent.

05

Verify your professional information.

Review your brokerage, license information, phone number, website and other professional details. Correct anything that is outdated or inconsistent with your current business.

06

Add your service areas and specialties.

Select the cities, communities and specialties that accurately reflect your business. Do not add markets simply for visibility if you do not actively serve them.

07

Review your listings and sales history.

Open the listings area of Agent Hub and confirm your active listings are associated with your profile. Review your sales history for accuracy and claim or correct transactions when appropriate.

08

Accept your Coast to Coast Collective team invitation.

Zillow team membership is initiated by the team leader or administrator. Watch for the Zillow invitation sent to the email associated with your profile and accept the invitation. Your profile should then show your association with Coast to Coast Collective.

09

View your profile as a consumer.

Do not stop at the editing screen. Open your public Zillow profile and look at it the way a potential buyer or seller would. Check your photo, bio, brokerage, service areas, reviews, sales and team affiliation.

Before You Mark This Complete

Your Zillow profile should now have:

Approved C3 professional headshot
Approved professional bio
Correct brokerage and professional information
Accurate service areas
Relevant professional specialties
Current phone, website and available social links
Listings and past sales reviewed for accuracy
Public-facing profile reviewed
Coast to Coast Collective team invitation accepted
Team invitation missing? Email admin@coasttocoast.luxury using the same email address associated with your Zillow profile. Include your full name and a link to your Zillow agent profile so the C3 team can locate the correct account and send your team invitation.
04 · Realtor.com Profile

Complete your Realtor.com profile and strengthen your digital footprint.

Your Realtor.com profile is another major search result potential clients may see when they research your name. A complete profile reinforces your professional identity, helps consumers understand your experience and gives you another opportunity to showcase your markets, sales, reviews and expertise.

The C3 Profile Standard

Your Realtor.com profile should look like the same professional they just saw on Zillow, Google and Coast to Coast.

Use your approved C3 headshot, approved professional bio, accurate brokerage information and the same professional name, markets and specialties used across your other profiles. Consistency helps consumers recognize you and strengthens the overall authority of your professional presence online.

What Your Realtor.com Profile Should Include

Treat this as a client-facing marketing page — not simply an account you created years ago and forgot about. Review every section that Realtor.com makes available to you.

Approved C3 Headshot

Replace old, casual or inconsistent photography with your approved C3 professional headshot.

Approved Professional Bio

Use the professional bio approved in the previous C3 section. Maintain the same positioning, markets and specialties.

Professional Name

Use the same professional name you use on your website, Zillow, brokerage profiles and professional social accounts.

Brokerage Information

Verify that your brokerage, license and professional information are accurate and properly reflect your affiliation with Real.

Markets & Expertise

Accurately represent the areas you serve, your experience and specialties so consumers quickly understand where and how you work.

Experience & Education

Complete the available professional experience, education, certifications and credential fields that accurately apply to you.

Ratings & Reviews

Review your existing ratings and continue building authentic client reviews as your business grows.

Sales & Listings

Review the sales and listing activity connected to your profile and make sure the information accurately represents your business.

Step-by-Step: Complete Your Realtor.com Profile

Realtor.com may periodically move or rename dashboard controls. Focus on completing each profile element rather than relying on the exact location of a menu button.

01

Claim or access your professional profile.

Sign in to the Realtor.com PRO dashboard. If you have never claimed your professional profile, follow Realtor.com's prompts to locate and claim the profile associated with your professional information.

02

Open your profile management area.

Navigate to your professional profile or profile management section and review the information currently displayed to consumers.

03

Upload your approved C3 headshot.

Replace outdated or inconsistent imagery with your approved Coast to Coast Collective professional headshot.

04

Add your approved professional bio.

Use the bio you completed and submitted during the previous C3 branding section. Keep your professional name, markets, specialties and positioning consistent.

05

Verify your brokerage and contact information.

Review your brokerage affiliation, license information, phone number, email, website and other professional details. Correct anything that is outdated or inconsistent.

06

Complete your experience and expertise.

Add relevant experience, education, certifications, specialties and professional information available within your profile. Only include information that is accurate and current.

07

Review your sales and listing activity.

Check the transaction and listing information displayed on your profile. Make sure the activity associated with your name accurately reflects your professional history.

08

Review and begin building your reviews.

Review the ratings and reviews currently displayed on your profile. Continue requesting authentic feedback from clients following completed transactions according to C3 and brokerage standards.

09

Verify your Coast to Coast Collective connection.

Review your public profile for your current brokerage and team information. Where Realtor.com provides team affiliation or team-profile functionality for your account, make sure your association with Coast to Coast Collective is correctly represented.

10

View your profile as a consumer.

Open your public Realtor.com profile outside the editing dashboard. Review the page from a client's perspective and confirm that your photo, bio, experience, sales, reviews, brokerage and contact information look polished and accurate.

Ready to update your profile? Open the Realtor.com professional profile dashboard in a new tab and work through the steps above.
Open Realtor.com Profile →
Before You Mark This Complete

Your Realtor.com profile should now have:

Profile claimed and accessible through Realtor.com PRO
Approved C3 professional headshot
Approved professional bio
Correct professional name
Accurate brokerage and license information
Current phone, email and website information
Experience, education and specialties completed where applicable
Sales and listings reviewed
Ratings and reviews reviewed
Coast to Coast Collective affiliation reviewed
Public-facing profile reviewed as a consumer
Coast to Coast Collective not showing correctly? If your brokerage or team affiliation appears incorrect, or you need assistance connecting your Realtor.com profile to Coast to Coast Collective, email admin@coasttocoast.luxury with your full name and a link to your public Realtor.com profile.
05 · Team Website Profile

Complete your Coast to Coast Collective website profile in Lofty.

Your Coast to Coast Collective website profile is one of the most important pieces of your professional digital presence. This is where clients visiting the team website can learn who you are, how to contact you, where you work and why they should choose you.

Required · C3 Website Profile

Your Lofty profile powers your presence throughout the C3 website.

Your profile should use your approved C3 headshot, approved professional bio, accurate contact information, MLS information and current professional details.

The goal is consistency. Someone who finds you through Zillow, Realtor.com, social media or the Coast to Coast Collective website should immediately recognize the same professional brand.

What Your C3 Website Profile Should Include

Review every available profile field. Do not leave important information incomplete simply because the field is technically optional.

Approved C3 Headshot

Use the professional headshot completed and approved earlier in this module.

Approved Professional Bio

Use your finalized C3 professional bio so your positioning, markets and messaging remain consistent.

Full Professional Name

Confirm your name appears exactly as you want consumers to see it across C3 marketing and professional platforms.

Phone & Email

Make sure both are current, professional and the contact methods you actively monitor.

MLS Agent ID

Enter the correct MLS Agent ID for each applicable MLS so Lofty can properly associate your listing activity with your profile.

Markets & Service Areas

Accurately represent the areas where you conduct business and have genuine local market knowledge.

Social Media Links

Add professional social profiles where available and confirm every URL leads to the correct account.

Professional Details

Complete any additional C3 website fields that apply to your experience, specialties, languages, credentials or business.

Step-by-Step: Update Your Profile in Lofty

Complete your personal CRM profile first. Your information can then be used for the Coast to Coast Collective website profile inside Lofty's CMS.

01

Sign in to your Lofty account.

Log into the Lofty CRM using your Coast to Coast Collective agent account.

02

Open Personal Settings.

Navigate to CRM → Personal Settings → Profile. This is your core Lofty agent profile.

03

Upload your approved C3 headshot.

Replace any previous image with the professional headshot approved in the first section of this module.

04

Add your approved professional bio.

Paste your finalized C3 bio into the applicable profile or About section. Keep the wording consistent with your other major professional platforms.

05

Complete your professional information.

Review your full name, phone number, email, license information and any additional profile fields available to you.

06

Add your MLS Agent ID.

Enter the correct MLS Agent ID for each applicable MLS. This is important because Lofty uses the ID to associate your listings and professional activity with your agent profile.

07

Save your profile changes.

Review your information for spelling, capitalization and accuracy, then save your changes.

08

Make sure your profile is available to the C3 website.

Lofty uses the Allow CMS Import setting to determine whether an agent can be imported into the website CMS. If your profile is not appearing on the Coast to Coast Collective website, contact the C3 admin team so this setting and your website profile can be verified.

09

Confirm your C3 website profile.

Once your profile is connected, open your public agent profile on the Coast to Coast Collective website. Review it exactly as a potential client would see it.

10

Report anything that needs correction.

If information is missing, your profile is not appearing, or something cannot be edited from your own account, email the C3 admin team for assistance.

Official Lofty Training

Need to see the process on screen?

Lofty maintains its current training recordings and website tutorials through its official training system. Because Lofty regularly updates its CRM and CMS interface, use the current Lofty training library rather than relying on an old walkthrough.

Lofty Website & Profile Training Open the official Lofty training library and look for website management, profile setup or website CMS training. Lofty also makes recorded training sessions available to customers for on-demand viewing.
Before You Mark This Complete

Your C3 website profile should now have:

Approved C3 professional headshot
Approved professional bio
Correct professional name
Current phone number and email address
Correct license and professional information
MLS Agent ID entered where applicable
Relevant service areas and professional details completed
Professional social links reviewed where available
Profile available for Coast to Coast Collective website use
Public C3 website profile reviewed for accuracy
Don't see yourself on the Coast to Coast Collective website? Email admin@coasttocoast.luxury with your full name and let the team know that your Lofty Website Profile needs to be reviewed or imported.
06 · Social Media Branding

Build one recognizable professional brand across every social platform.

Your social media presence should feel like an extension of your professional website — not a collection of unrelated profiles. When a potential client moves from Instagram to Facebook, searches you on LinkedIn or clicks through from the Coast to Coast website, they should immediately recognize the same agent, the same message and the same level of professionalism.

The C3 Social Standard

Consistency creates recognition. Recognition builds trust.

Your professional social profiles should use your approved C3 headshot, consistent professional name, accurate contact information, consistent market positioning and a polished visual presentation.

Your content can absolutely show personality — but the overall profile should still make it immediately clear that you are a professional real estate advisor affiliated with Coast to Coast Collective and Real.

Your Core Professional Platforms

You do not need to become a full-time content creator on every platform. You do need accurate, professional profiles on the platforms where clients are most likely to search for you.

Facebook

Maintain a professional Facebook Page for your real estate business rather than relying only on a personal profile.

Instagram

Use an Instagram Business account so it can connect correctly with your Facebook Page and Lofty Social Studio.

LinkedIn

Keep your professional experience, current brokerage, market expertise and contact information accurate.

YouTube

Use YouTube when video is part of your business strategy, including community, listing and educational content.

TikTok

If you use TikTok professionally, make your profile clearly identifiable as part of your real estate business.

X

Optional for most agents, but keep your profile professional and current if you actively use the platform.

Google Business

Maintain accurate professional information and reviews where you have an eligible Google Business Profile.

C3 Website

Your social profiles should ultimately connect back to your Coast to Coast Collective website presence.

What Every Professional Social Profile Needs

Before connecting accounts to Lofty, clean them up. Your profiles should look intentional before you begin sending traffic to them.

Consistent Professional Name

Use the same professional name across your website, Zillow, Realtor.com and major social profiles.

Approved C3 Headshot

Use your approved headshot as the primary profile image wherever a personal photo is appropriate.

Professional Bio

Adapt your approved C3 bio into a shorter platform-specific version while keeping your market and positioning consistent.

Real Estate Affiliation

Clearly identify your real estate business and include required brokerage identification according to Real and state advertising requirements.

Service Area

Tell consumers where you work. Your market should be clear without forcing someone to scroll through your content.

Website Link

Use your approved Coast to Coast Collective website or agent-page link as your primary real estate destination.

Current Contact Information

Confirm your phone, email and any displayed contact buttons lead to information you actually monitor.

Professional Content

Your account may show personality and everyday life, but your business presence should still reinforce credibility, knowledge and professional judgment.

Step-by-Step: Connect Your Social Accounts to Lofty

Connecting your professional channels allows Lofty's social tools to publish content and, on supported channels, track engagement through one dashboard.

01

Sign in to Lofty.

Log into your Coast to Coast Collective Lofty account using your individual agent login.

02

Open Social Studio / Social Agent.

Navigate to Lofty's social media tools. Depending on the version of your Lofty account, this may appear as Social Studio or Social Agent.

03

Open Social Channels.

From the social dashboard, open Settings → Social Channels or select the Social Channels control shown in your account.

04

Select + Add for each platform.

Choose the social network you want to connect and select + Add. Lofty will redirect you to the platform's authorization process.

05

Authorize the correct professional account.

Pay attention to which profile you are selecting. Connect your professional real estate account or Page, not an unrelated personal account.

06

Connect Facebook first.

Connect the Facebook Page you use for your real estate business. Your Facebook login must have the appropriate administrative access to that Page.

07

Connect Instagram.

Your Instagram account must be an Instagram Business account and must be connected to the Facebook Page you just authorized. A Creator account does not currently meet Lofty's Social Studio connection requirements.

08

Connect your other active professional channels.

Add your available LinkedIn, YouTube, X/Twitter or Google Business accounts when those channels are actively used as part of your professional marketing strategy.

09

Verify every connection.

Return to your Social Profiles or Social Channels screen and confirm each account shows as connected. If Lofty shows a warning or authorization alert, reconnect the affected profile.

10

Add the social URLs to your Lofty profile too.

Your social accounts are not only useful for Social Studio. Make sure the corresponding social profile URLs are also included in your Lofty professional profile where available so they can be displayed as part of your broader agent presence.

Important · Instagram Setup

Instagram must be set up correctly before Lofty can connect it.

Lofty's current requirements state that your Instagram account must be a Business account, it must be connected to a Facebook Page, and the Facebook profile you use to authorize Lofty must have administrative access to that Page. If you currently use an Instagram Creator account, convert it to a Business account before attempting the Lofty connection.

Before You Mark This Complete

Your social media branding should now have:

Consistent professional name across major platforms
Approved C3 headshot used where appropriate
Professional bio or shortened platform-specific version
Accurate market and service-area information
Required brokerage identification reviewed
Coast to Coast Collective website or agent page linked
Professional Facebook Page established
Instagram Business account connected to Facebook Page
Active professional social channels connected to Lofty
Social profile URLs added to your Lofty profile where available
All Lofty social connections reviewed for authorization errors
07 · Brokerage Compliance

Know the rules before you publish.

Professional branding is only effective when it is compliant. Every advertisement, social media profile, marketing piece, website and public-facing representation of your real estate business must follow Real Broker requirements and the applicable advertising laws and regulations for the state or province where you are licensed.

Required · Brokerage Compliance

Real Broker's state and province compliance resources are your official source for current branding and advertising guidance.

Florida agents can review the complete Real Broker Florida Compliance Portal directly in this module below.

Agents licensed outside Florida should use the State & Province Resources button to locate the compliance requirements that apply to their individual market.

Requirements can change. Do not rely solely on an old template, saved social post or another agent's marketing. When there is a conflict between an older C3 example and current brokerage guidance, the current Real Broker compliance requirement controls.

Pay Special Attention To:

Use your applicable Real compliance portal as the source of truth for exact current requirements. These are the major areas you should review whenever you build or update your professional brand.

Brokerage Identification

Make sure Real Broker is identified correctly anywhere the brokerage name or logo is required.

Team Branding

Coast to Coast Collective branding must be presented in a way that complies with Real and the requirements of the state or province where you are advertising.

Social Media Profiles

Review your profile name, bio, brokerage identification, contact information and advertising content for compliance.

Marketing Materials

Business cards, flyers, signs, digital ads, listing graphics, videos and other marketing should follow current approved branding and disclosure requirements.

Logos & Brand Assets

Use current approved logo files and follow any rules regarding size, placement, spacing and brokerage identification.

State-Specific Requirements

Never assume a template approved in one state or province is automatically compliant somewhere else. Always verify the rules that apply to your license and advertising market.

Official Real Broker Resource

Real Broker · Florida Compliance Portal

Florida agents should review the official portal below. You can scroll through the Real Broker resources directly from this C3 training page.

If you are licensed outside Florida, use the Find Another State button below to locate the correct state or province resources.

Want to open the Florida portal separately? Open the official Real Broker Florida Compliance Portal in a new browser tab for a full-screen view.
Licensed outside Florida? Coast to Coast Collective agents in other markets should use Real Broker's State & Province Resources to locate the current compliance, advertising and brokerage requirements for the state or province where they are licensed.
Find Another State →
Before You Mark This Complete

You should now understand:

Where to locate current Real Broker compliance resources
How to locate requirements for your individual state or province
How Real Broker must be represented in your marketing
How Coast to Coast Collective branding works alongside the brokerage
Why your social profiles are part of your professional advertising
Why logos and brand assets should only be used in approved formats
Why state and province-specific requirements must be checked before publishing
Where to verify the current requirement whenever you are unsure
When in doubt, verify before publishing. Compliance is not something you complete once during onboarding and forget. Keep your applicable Real Broker compliance portal bookmarked and return to it whenever you create a new advertising format, change branding, launch a new social account or are unsure whether a marketing piece meets current requirements.
08 · Coast to Coast Collective Branding

One Brand.
One Standard.

Coast to Coast Collective should look and feel consistent everywhere it appears. Use the approved colors, logos and visual standards in this section for your C3 marketing, social profiles, presentations and digital materials. Always use the approved assets provided here rather than recreating or modifying the brand yourself.

The C3 Brand Standard

Consistency is part of the client experience.

Our brand is designed to feel polished, modern, coastal and elevated. The blue family carries the visual weight, charcoal grounds the system, silver adds premium detail, and Mist keeps light layouts clean. Throughout the blocks below, use the approved logo variation that provides the strongest contrast for the background you are working with.

08B · Coast to Coast Collective Branding

Approved Color Palette

These seven colors make up the approved Coast to Coast Collective palette. Keep the HEX values exactly as shown so marketing materials remain consistent across agents, markets and platforms. The blue family carries the visual weight, charcoal grounds the system, Metallic Silver adds premium detail, and Mist provides a clean light background.

Foundation
Anchor Charcoal
#0D0D0F
Metallic
Metallic Silver
#C0C3C7
Depth
Deep Water
#0F1E2B
Main Accent
Ocean Slate
#1E3A4D
Secondary
Coastal Blue
#466A81
Soft Accent
Sea Glass
#8FB6C6
Light Background
Mist
#E6ECEF
Use the palette intentionally.

Deep Water and Ocean Slate are the primary brand foundation for dark layouts. Coastal Blue and Sea Glass should support the design rather than overpower it. Metallic Silver is a premium detail color, while Mist is the preferred light background. Avoid introducing unrelated blues, grays or accent colors into C3 materials.

C3 Essentials · Module 03 · 10

Workvivo Profile.

Workvivo is part of your internal professional presence within Real Broker. Your profile should be complete, current and recognizable so other agents and members of the organization know who you are, where you work and how to connect with you.

Your internal profile is part of your professional brand too.

A complete Workvivo profile helps you build visibility, credibility and connection across the Real Broker community. Treat it with the same level of professionalism as the profiles clients see publicly.

01

Professional Headshot

Use your current approved C3 professional headshot so you are immediately recognizable across the organization.

02

Full Professional Name

Make sure your displayed name matches the name you use professionally across your other agent profiles.

03

Location & Market

Identify where you work and the primary markets or regions you serve.

04

Professional Bio

Use a concise professional description that reflects your role, expertise and market focus.

05

Contact Information

Verify that your professional email, phone number and other available contact details are accurate.

06

Team Affiliation

Make sure your professional presence accurately reflects your affiliation with Coast to Coast Collective where applicable.

Complete Your Workvivo Profile

Open Workvivo from your Real Broker resources and review your profile from top to bottom. Complete every available field that supports your professional identity and networking within the organization.

1 Sign in to your Real Broker Workvivo account.
2 Open your personal profile.
3 Upload or confirm your approved C3 professional headshot.
4 Verify your full professional name and contact information.
5 Add or update your location, market and relevant professional information.
6 Add a concise professional bio or description where available.
7 Review the finished profile for accuracy, consistency and professionalism.
8 Save your changes and confirm that the updated profile displays correctly.
C3 Profile Standards

Before You Mark This Complete

Your profile uses your current approved professional headshot.
Your name is displayed consistently with your other professional profiles.
Your market, location and professional information are accurate.
Your contact information is current.
Your profile is professional and appropriate for internal networking.
You have reviewed the finished profile after saving your changes.
Section 10 Completion

Your Workvivo profile should now represent you professionally inside Real Broker.

Keep this profile updated as your markets, professional information, contact details or branding change.

C3 Essentials · Module 03 · 11

REZen Profile.

REZen is a core Real Broker platform used to manage important elements of your agent account and brokerage information. Your profile should be complete, accurate and kept current so your professional information is consistent throughout the brokerage.

Accuracy matters inside your brokerage systems.

Your REZen account contains information connected to your professional identity with Real Broker. Review your profile carefully and make sure your contact details, professional information and profile image accurately represent you.

01

Professional Headshot

Upload or confirm your current approved C3 professional headshot wherever your profile image is displayed.

02

Professional Name

Confirm that your name is entered correctly and matches the professional name you use throughout your business.

03

Contact Information

Verify your current professional email address, phone number and other available contact information.

04

License Information

Review the license information associated with your account and make sure your applicable state information is accurate.

05

Brokerage Information

Review the brokerage and account information shown in REZen and confirm that your profile is associated correctly.

06

Personal Details

Review any additional profile fields available to you and correct outdated or incomplete information.

Complete Your REZen Profile

Sign in to REZen and review the account and profile information available to you. Work through each section carefully rather than assuming information entered during onboarding is still complete or correct.

1 Sign in to your Real Broker REZen account.
2 Navigate to your profile, account or personal information area.
3 Review your full professional name and make sure it is displayed correctly.
4 Verify your professional email address and phone number.
5 Upload or confirm your current approved professional headshot where available.
6 Review your applicable real estate license information for accuracy.
7 Review any brokerage, office, team or account information displayed in your profile.
8 Correct any outdated information you are permitted to edit and save your changes.
9 Reopen or refresh the profile and confirm that your updates display correctly.
Important

Do Not Guess at Brokerage or Licensing Information

If a field contains brokerage, licensing, legal, tax or other official information that you believe is incorrect but cannot edit yourself, do not replace it with an assumption. Use the appropriate Real Broker support channel to have the information reviewed and corrected.

Confirm your legal and professional name information is accurate.
Verify applicable license information rather than entering it from memory.
Do not alter official brokerage information unless the platform allows and the information is verified.
Report discrepancies through the appropriate Real Broker support process.

C3 REZen Profile Standards

Professional Identity Your name and available profile image should match the professional identity you use throughout Coast to Coast Collective and Real Broker.
Current Contact Information Your professional phone number and email address should remain current and monitored.
Accurate Licensing Review your applicable license information and flag any discrepancy rather than assuming the system is correct.
Update When Needed Revisit your profile when your contact information, professional name, licensing or other important account information changes.
Section 11 Completion

Your REZen profile should now be reviewed, current and accurate.

Before marking this section complete, confirm that you have reviewed your profile information and identified any items that require correction or assistance from Real Broker.