Onboarding Essentials
Let’s set up your Compass Wallet, which is a requirement to transact on the Compass platform, order signs in Sign Center, purchase digital ads, and pay invoices for things like E&O. Agents are required to store a credit card on file. It is a standard brokerage procedure. National Agent Manual: (Section 12: Credit Cards)
Reminder:
Add a payment method
Use Business Tracker to manage your transactions! Not only does it help you efficiently manage and track your pipeline, but it’s also where you will submit all related Compliance and Commission details –streamlined in one place!
Manage your Pipeline
Upload transaction paperwork
Built-in commissions processing
Track transactions and payments all in one place
Business Tracker
CRM, or Contacts as it’s shown as on Agent Home, holds all of your contacts in one place, using easy-to-follow steps and automatic tools, and guides you to master daily, weekly, monthly, and event-specific contact plans that keep you front and center in your clients' minds. In CRM, you can:
Upload and organize your contacts
Create ‘Action Plans’ which reminds you to complete designated tasks for a listing or a client
Send one communication to multiple contacts using Bulk Email
Never forget a client's anniversary, birthday, or milestone again!
Send Client Gifts
CRM
Marketing Center
Marketing Center is your one-stop-shop for creating all your personal brand and listing collateral. You can create:
Listing Presentations
Sellers and Buyers Guides
Digital Ads and Social Media Assets
Newsletter and Branded Emails
Brochures, Bi-Folds, and Postcards
…and so much more!
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Compass Programs Inspired By Clients