Onboarding Essentials
So, you’re set up! What’s next?
Compass Basics for Onboarding
This page provides an introduction to various Compass tools and programs you’ll need to know about.
Marketing Center is your one-stop-shop for creating all your listing and personal brand collateral. In Marketing Center, you can create:
CMA Reports
Listing Presentations
Sellers and Buyers Guides
Digital Ads, Listing Videos and Social Media Assets
Newsletter and Custom Branded Emails
Brochures, Bi-Folds, and Postcards
Send Client Gifts
…and so much more!
Marketing Center
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. 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.
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.
Business Tracker
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
To learn more about Business Tracker and how to get paid, Click Here
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
The Compass Data Pledge
Announce Your Move
Use this moment as an opportunity to engage with your network and announce your move to Compass. Ensure your social media accounts, REALTOR® profiles and voicemail are updated to reflect your transition to Compass.
Digital Ads: Brand, Listing, and Lead ad templates can be found here in the Compass Digital Ads Tool and can be launched across high-performing channels – with just a few clicks!
Social Media: Social templates can be found here in Marketing Center labeled as “Just Joined” with suggested accompanying copy linked here.
Email: The email template “I've Joined Compass” is available in your Marketing Center and can be found here labeled as “Announcement.”
Print Collateral: You can easily create I've Joined postcards and one-sheet’s in Marketing Center. Click here to start exploring.
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 their 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.
Compass Programs Inspired By Your Clients
Compass Concierge
With no upfront costs and no interest, Compass Concierge helps you maximize the value of your listings by helping them sell faster and for more money with home improvement services like staging, flooring, painting and so much more! Historically, Compass agents who use Concierge win over 25% more listings than their peers at Compass who do not. Click below to learn more about this Compass exclusive program.
Coming Soon and Private Exclusive
Listing a property early as a Coming Soon on compass.com gives buyers and agents a heads up that your listing is about to hit the market. Drive interest with exclusive marketing and gain insights before officially launching. Early to list. Early to sell. Only with Compass Coming Soon.
Listing your client’s home as a Private Exclusive allows you to control what information is shared about the property while still getting exposure to top agents at Compass.
*Pre-Marketing opportunities are not available in the Seattle area and are subject to local MLS rules.
Contact your Sales Manager to learn more!
OriginPoint
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.
Title & Escrow
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.
Compass Programs Inspired By You
Agent Introduction Program
The Agent Introduction Program is how our Growth team continues to build the best possible culture, working closely with our existing principal agents for referrals to agents who would be a great fit for Compass. With successful referrals, Compass will make a strategic investment (of your choice, from multiple options) into your business as we continue to grow the company together.
Diversity, Equity, & Inclusion
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.
Compass Cares
Service is at the heart of what we do — whether we’re serving agents, buyers and sellers, or our communities. Launched in 2019, Compass Cares is our way of empowering agents and employees to give back to local communities with our time, resources and skills — because no one knows a community better than the agents and employees who serve it.