Mobile Device Set-Up
Step #4
Setting up your Compass Email on your mobile Device
Click the button on the right that corresponds to the app you prefer to use to check email on your mobile device.
Please note: The Gmail app can be used on both Apple and Android devices.
Apple iOS Mail App Users
Apple iOS Mail App
Follow the steps detailed in the video on the right to add your Compass email and email signature to your Apple iOS Mail App on your iPhone.
Click “Sign In” if you do not already have an existing account.
Apple or Android Gmail Users
Gmail App
Follow the steps detailed in the video on the left to add your Compass email and email signature to your Gmail app on either your iPhone or Android phone.
Please note: While the video specifies Android devices - the instructions for adding your Compass email to the Gmail app on an iPhone will be the same.
Your Compass email signature is automatically added to your device by using the Gmail app.
Step #5
Signing into the Compass Mobile App
Next let’s download and sign in to the Compass Homes App which lets you move seamlessly between your computer and your mobile device with all the power of the Compass platform behind you! Scan the QR code to download the app and then sign in with your Compass email and password. Follow the videos below to sign into the Compass app on either Apple or Android devices.
Adding the Compass Homes app on iPhone
Adding the Compass Homes app on Android
Step #6
Required: Add a Payment Method
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. If a card is not added within 72 hours of onboarding you will lose account access. It is a standard brokerage procedure. National Agent Manual: (Section 12: Credit Cards)
To get started, navigate to “Business Tracker” on your Agent Home page, and click “Finances” on the left menu (If you do not have access to “Finances” via “Business Tracker”, then navigate to “Settings” and add your payment method in the “Payments” tile).
Select, “Enroll in Auto Pay” and Add your preferred credit or debit card to ensure your payments are processed on invoice due dates.
Please watch the video to your left to guide you through this as well.
Step #7
Confirming you have completed your
Self-Guided Tech Set-Up
Please complete the form to your right before proceeding forward.
This form will notify your Onboarding Specialist and Agent Experience Manager you have set up your Compass tech on your computer and mobile phone.
Once you have completed this form, please scroll down to continue your onboarding experience. This will include reviewing Compass tools, programs and information on the next Welcome Session.