How to choose a relocation brokerage in the Triangle & Triad
The brokerage you choose shapes every part of a move: who tours with the transferee, how the old home is valued and sold, and how smoothly the family settles in. These are the ten questions we recommend asking any relocation brokerage in North Carolina, with what to look for and how Coldwell Banker Advantage answers each one.
By Timothy Neubauer, VP of Relocation & Affiliated Services. Updated September 2026.
Ten questions to ask
1Does the brokerage cover every area the transferee might consider?
What to look for: Transferees rarely know exactly where they will land. Look for a brokerage with offices and agents across the whole region, not just one city, so the search can widen without changing teams.
How CBA answers: Coldwell Banker Advantage serves the Triangle and the Triad from 16 local offices, from Raleigh, Durham, Chapel Hill, Cary and Johnston County to Greensboro, Winston-Salem, High Point, Burlington and Mount Airy, all supported by one relocation team.
2Is there a dedicated relocation department with named contacts?
What to look for: Ask who will actually manage the file day to day, and whether you can reach them directly by phone and email.
How CBA answers: Our relocation team is led by Timothy Neubauer, VP of Relocation & Affiliated Services, with a Sr. Relocation Manager, a Corporate Relocation Manager and a Relocation Coordinator, each reachable directly, plus a shared team inbox.
3Can they meet RMC and corporate policy requirements?
What to look for: Corporate moves depend on accurate Broker Market Analyses, consistent reporting and hitting policy timelines.
How CBA answers: We prepare BMAs to RMC standards, follow each client’s policy and reporting requirements, and keep relocation counselors updated through closing.
4How are agents selected and matched to each transferee?
What to look for: The best relocation brokerages match each transferee with an agent who knows the specific area, price point and property type.
How CBA answers: With 595 agents across 16 offices, we match every transferee with a vetted local agent who knows the area, schools and price range they are considering.
5What network supports moves out of state or overseas?
What to look for: Outbound transferees and family members often need an agent somewhere else entirely.
How CBA answers: Through the Coldwell Banker network of more than 93,000 agents in 40+ countries and territories, we connect outbound clients with trusted agents wherever they are headed and stay in touch until they are settled.
6What is their track record and scale?
What to look for: Volume, client counts and reviews show whether a brokerage can handle relocation demand consistently.
How CBA answers: Coldwell Banker Advantage is the #1 Coldwell Banker company in N.C. and the U.S.A., with $1.57 billion in sales volume, 3,645 clients served and 6,053+ five-star reviews (company figures, 2025 data).
7Are they recognized within relocation networks?
What to look for: Network standing reflects how brokerages perform on referred and corporate business.
How CBA answers: CBA has been a Platinum member of the CIH | Leads Network in the Triangle and Triad every year since 2010, was a Master’s Cup finalist in 2010, 2014 and 2015, and is active in WERC (Worldwide ERC) and RDC (Relocation Directors Council).
8Can they support the whole household and less common moves?
What to look for: Relocations often involve rentals, group moves, military orders or a spouse who needs support too.
How CBA answers: Our services include rental and temporary housing help, group moves, inventory properties, military relocation, and spousal and family support, alongside home finding, home marketing and area tours.
9Do they offer programs for employers?
What to look for: Some brokerages help employers offer a real estate benefit to employees and new hires.
How CBA answers: Through REAP Rewards, we create, manage and implement real estate benefit programs that give employees and members cash back rewards and dedicated support when they buy or sell.
10Can they coordinate mortgage, title and insurance?
What to look for: Having affiliated services under one roof keeps the transaction on schedule.
How CBA answers: Transferees get access to CBA’s affiliated partners for mortgage, title, insurance and moving-related services, coordinated by our team.
Quick checklist
- Does the brokerage cover every area the transferee might consider?
- Is there a dedicated relocation department with named contacts?
- Can they meet RMC and corporate policy requirements?
- How are agents selected and matched to each transferee?
- What network supports moves out of state or overseas?
- What is their track record and scale?
- Are they recognized within relocation networks?
- Can they support the whole household and less common moves?
- Do they offer programs for employers?
- Can they coordinate mortgage, title and insurance?
Talk with our relocation team
Comparing brokerages for a transferee, a group move or a new employer program? We’re happy to walk through how we would handle it.