This is your go-to system for all documents, marketing materials, client resources, and team operations.
Take a look at our directory in a simple, spreadsheet-style view—making it easy to explore and find what you need. Enjoy!
The internal portal for RE/MAX agents, providing access to marketing tools, lead management, training, and company resources. This login gives you access to Boldtrail CRM.
The official website of the largest trade association for real estate professionals, offering industry news, advocacy, education, and member benefits.
A multiple listing service (MLS) platform used by real estate professionals to search listings, manage transactions, and collaborate with clients and agents.
A leading customer relationship management (CRM) platform used to manage client interactions, sales processes, and marketing automation.
A transaction management platform that enables agents to edit, share, eSign, and store real estate documents in one streamlined workspace.
A scheduling tool for real estate agents to manage showing appointments, feedback, and activity reports for listings.
A popular real estate marketplace where buyers, sellers, and renters can search for properties and connect with agents.
Zillow Workspace is a centralized dashboard that helps real estate agents manage Zillow leads, communicate with clients, track transactions, and organize their daily workflow in one place.
Follow Up Boss is a real estate CRM (Customer Relationship Management) platform designed specifically for agents and teams. It helps organize leads, automate follow-up, and manage communication all in one place — so no opportunity falls through the cracks.
A prospecting and lead generation system with a power dialer and CRM designed to help real estate agents make calls efficiently and convert leads.
A customer experience platform that helps businesses gather, analyze, and act on feedback through surveys and real-time insights to improve satisfaction and loyalty.
Cole Information offers access to neighborhood and homeowner contact data, including names, phone numbers (including many cell numbers), and sometimes email addresses, even for properties without a current listing.
This is a secure login gateway for RE/MAX agents to access their Adwerx dashboard—where they can manage automated advertising campaigns, create listing and sphere ads, set up zip-code and streaming‑TV campaigns, and explore recruiting ad tools.
MAX/Center Refer is RE/MAX’s internal referral platform built into the MAX/Center system. It’s designed to help RE/MAX agents easily send, receive, and manage referrals within the global RE/MAX network.
BoxBrownie.com is a service that provides digital editing and visualization tools for imagery — particularly in real estate and related fields.
Photo Editing / Image Enhancement, Virtual Staging, “Day to Dusk” Edits, Item Removal & Virtual Cleaning , Floor Plan Redraws, Renders / Virtual Renovation, 360° Image & Virtual Staging
Slybroadcast is a voicemail-drop marketing service that lets businesses send prerecorded messages directly to contacts’ voicemail inboxes—without ringing their phones. It’s commonly used for follow-ups, announcements, lead nurturing, appointment reminders, and staying in touch with clients at scale.
Earnnest is a secure digital platform that allows homebuyers to safely and conveniently deposit earnest money online. Instead of delivering a physical check, buyers can securely transfer funds directly from their bank account to the appropriate escrow holder in just minutes.
The platform uses encrypted, bank-level security to protect sensitive financial information and helps reduce the risk of wire fraud.
A safety and identity verification app that lets real estate professionals screen clients using just a phone number.
Login portal for the HMS National “Agent Resource Center,” which is an online access point used by real estate professionals to manage home warranty-related tools and resources.
Printable guide for home buyers.
Digital buyer guide formatted for use on devices.
Presentation materials for buyer clients.
Printable guide for home sellers.
Digital seller guide formatted for use on devices.
Presentation materials for seller clients.
Landing Page to download full seller guide/resources.
Landing page for full buyer guide/resources.
Members can also download consumer flyers to share information on important issues with their clients.
Access Adobe’s creative tools for design and marketing materials
Create graphics, presentations, and social media content.
Marketing automation and email campaign platform.
Direct mail marketing solution for real estate
Predictive analytics for real estate marketing.
Client engagement platform for homeowners
Access real estate news and content platform.
Newsletter subscription and management.
Facebook, Instagram, Linkedin, X, Pinterest
Letterhead for the Cindy Banks Team
Google drive of marketing materials created: property marketing, agent marketing, print marketing, digital marketing, social media, events & promotions, press/magazine, templates & assets.
Home Anniversary Card: Last Updated: 11/14/25
This will show you our suite of real-estate marketing work. Postcards, Newsletter, Direct Mail, Open House Materials, Presentations, High-end Property brochures, Custom Agent Work
Salesforce report for direct mail campaigns.
Salesforce report for email marketing.
Transaction coordinator procedures – PropertyBase (salesforce), MLS, showingtime, dotloop, etc.
Onboarding process and documentation.
Phone and communication system.
To Do’s & Tasks
To Do’s & Tasks
Spreadsheet with links to all tasks.
To Do’s & Tasks
To Do’s & Tasks
Billing Request Form – Vanity Domain, Update Payment Details, Request Invoice/Receipt, Make a Payment
Listing checklist used by the Transaction Coordinator (TC) to keep track of tasks required when listing a home.
This form is used to document key details about the property’s features and major components, including the age of appliances, roof and siding information, mechanical systems, number of fireplaces, and other important home specifications.
This form authorizes Old Republic Title to hold and manage the earnest money in a joint escrow account, outlining the conditions under which the funds may be released. It ensures both parties agree on how the deposit is handled throughout the transaction.
This checklist helps agents track every step of a buyer’s purchase—from initial consultation to closing. It outlines key milestones such as offer submission, inspections, financing, appraisal, and final walkthrough, ensuring nothing is missed throughout the transaction.
A complete sign-in sheet designed for capturing guest details at open houses hosted by The Cindy Banks Team. Great for gathering leads, ensuring proper follow-up, and tracking event attendance.
Our secure Earnnest Payment Portal allows buyers to conveniently submit their earnest money deposit online. Instead of delivering a physical check, you can safely transfer funds directly from your bank account to the designated escrow holder in just minutes.
Professional education and courses.
AI assistant for Salesforce support.
Video: Earnnest Completing a Payment
Help documentation portal for MailboxPower.
Help documentation showing how clients sign in dotloop after a document has been shared.
A curated list of trusted local professionals across categories like attorneys, lenders, appraisers, home inspectors, surveyors, and utility locators, plus vendors and contractors (flooring, roofing, moving, insulation, tree removal, etc.) to support the home-buying and selling process.
Discover the reach of The Cindy Banks Team through a map of 2,000+ successful sales—each marker representing a realtor relationship, a negotiation won, and a client served across Chicagoland.
Empowers RE/MAX agents to produce high-quality, branded marketing assets—videos and visuals—quickly and simply, helping them look professional and stay top of mind with clients and prospects. Create social media content.
The RE/MAX News site is the official media hub for RE/MAX, offering press releases, market insights, agent success stories, and downloadable media assets. It’s designed for agents, brokers, consumers, and journalists to stay updated on company news, real estate trends, and brand initiatives.
Tony’s old directory list, including iPhone links.
RE/MAX Boldtrail – Office Website
RE/MAX Boldtrail – Team Website
RE/MAX Boldtrail – Cindy Banks Website
RE/MAX Boldtrail – Katy Banks Website
RE/MAX Boldtrail – Tony Banks Website
RE/MAX Boldtrail – Kaitlyn Koerner Website
RE/MAX Boldtrail – Walter Hernandez Website
RE/MAX Boldtrail – Diego Andres Correa Bravo Website
RE/MAX Boldtrail – Silvia Kirchner Gomez Website
Our website, integrated with propertybase and MLS.
Learning/Education website
Our directory website – resources.
Whats my home worth & Short Sale website
This contains a live list of our 20 properties currently listed on the back of our take ones. Download to merge into take-one in inDesign.
This google drive link is a running list of all the brochures created by town in 2026.
Referral guide coast to coast.