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)
Required:
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!
Compass Academy
Compass Academy is a course library on:
General Real Estate Topics
Compass Technology
Compass Programs
Agent made courses on how to improve your business
Compass Academy is an excellent tool to further your knowledge on a variety of real estates and Compass processes.
Impersonating your principal agent
If requested by your principal, you can gain access to their Compass account without their password. This will let you bypass the need for One Login authentication and see exactly what they see on Compass.com.
AI at Compass
Artificial Intelligence (AI) is becoming more of a necessity in businesses than ever before. Compass is continuing to further integrate AI into the tools our agents use to keep your businesses running efficiently, allowing you to spend more time interacting with clients. Compass uses AI in several tools, including Likely to Sell. Likely to Sell analyzes and compares your contacts’ home addresses to recent sales in their neighborhood. If there are recent comparable sales, you’ll get a Likely to Sell notification to reach out to this client notifying them of their new property value.
Private Exclusives on Compass:
Market Watch + Saved Search
Private Exclusives are an exclusive way for Compass agents to generate pre-market excitement for your client’s home. The best way to keep track of this exclusive inventory in your area is by creating a personal Market Watch for them and a Saved Search for you. We encourage you to follow the steps in the video on the left to set up your own personal Market Watch for Private Exclusives and the Academy video below to learn how to create a Saved Search!
You’re almost finished!
Continue scrolling scrolling to learn more about the Compass Programs.
Compass Programs Inspired By Clients
The hassle-free way to sell homes faster and for a higher price, Compass Concierge helps you maximize your listing's value with home improvement services like staging, flooring, painting and so much more! No upfront costs, no interest.
Compass Concierge
Private Exclusives
Private Exclusives are an exclusive way for Compass agents to generate pre-market excitement for your client’s home. While you are preparing the listing for the public market, you list it as a Private Exclusive on Compass so that we can begin to build demand for the property. Private Exclusive means that the general public will not be able to see the photos or floor plans of your home since it will only be viewable to Compass agents.
Contact your Sales Manager to learn more!
*Pre-Marketing opportunities are not available in the Seattle area and are subject to local MLS rules
OriginPoint, Compass’ mortgage company, is made up of highly experienced loan officers, who know how to navigate a variety of loan programs to find the best solution for your client. Compass caliber level of service for you and your clients is now in mortgage.
Curious if there are OriginPoint loan officers in your market? Visit originpoint.com or reach out to your sales manager to connect with a local loan officer.
OriginPoint
As Agents, your client's experience is at the forefront of everything you do. With that in mind, Compass has partnered with the top talent in the Title & Escrow industry to provide you and your clients with a seamless transaction experience.
To see if there is a T&E partner in your region, connect with your local Sales Manager.
Title & Escrow
At Compass, we believe that everyone deserves to find their place in the world—a place where they feel like they belong, where they can be their authentic selves, and where they can thrive. To work towards this mission, we prioritize diversity and believe in a culture rooted in collaboration, growth, and mobility.
Diversity, Equity, & Inclusion
