Working With Your Clients
Let’s help you leverage Compass resources to create an exceptional client experience.
All you need to create an unforgettable client experience.
All in one place.
Working With Your Buyers & Sellers
Working With Sellers
Take this self-paced, interactive course to quickly learn our suite of Compass Seller tools, from preparing a listing to marketing and selling your client’s home. Please click here.
New Listing Checklist
Our listing checklist serves as a step-by-step guide to get your listing ready for market
Open House Resources
Top agents across the country have increased their business by mastering the process of running an open house to create and convert leads. Click here to learn more about Open Houses from Compass agents Richard Wilkinson and Stephanie Younger.
Coming Soons & Private Exclusives
Selling your home? Listing it early as a Coming Soon property on compass.com gives buyers and their agents a heads up that your home 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 home as a private exclusive allows you to control what information is shared about you and your home while still getting exposure to top agents at Compass. Click here to learn more.
Working With Buyers
Take an informative, thorough tour of Compass Search, Collections, Tours, CRM, and more to learn how the Compass platform puts you and your business first, letting you focus on being your Client's guide to their next place in the world. Click here to learn more.
Nurturing Potential & Existing Client Relationships
Learn to use the Compass CRM to begin, manage, maintain and strengthen those relationships through multiple points of contact at the right time and in the right form. Learn to set tasks, reminders, action plans and organize your contacts in the way that works for you and for your business. Click here to learn more.
Listings, Transactions & Compliance
Process Your Listings & Transactions in SkySlope
SkySlope is our listings & transactions management platform. All paperwork including listing agreements and contracts must be submitted via the SkySlope platform for approval and signatures.
In order to ensure you are well-versed in SkySlope, please feel free to join our weekly Wednesday training sessions at 1pm. These training sessions can be accessed via the calendar invite on our “Agent Calendar Florida”. In the calendar invite description, please click the Zoom link to join.
For more information on SkySlope please click here.
Listing Agreements & Contracts
For access to Compass listing agreements please click here.
Listing agreements and contracts can also be found on Form Simplicity or Transaction Desk.
Compliance
Listing paperwork must be shared with the Transaction Operations team within 48 hours of execution. Listings can only go live as a Coming Soon or as active on the MLS once the listing agreement has been shared with and approved by the Transaction Operations department.
Price reductions and status changes must receive written approval from the seller prior to submitting to the Transaction Operations team.
Commission reductions require prior approval from your Sales Manager, which you can request using this form.
Compass requires all sales listings to have a sellers disclosure with the listing agreement.
Please reference the Florida Agent Manual for further information on compliance.
Marketing
Marketing Corner
A local one-stop shop for resources to support your business' marketing efforts, from current advertising opportunities to success stories and more.
Compass Marketing Center
Learn to create elegant and compelling collateral from postcards, to brochures, to newsletters and more all with a simple few clicks. Click here to learn more about Marketing Center and how to leverage it in your marketing strategy.
Ordering Listing Photos
Need help choosing a photographer? Please reference our Approved Photo & Video Vendors list to see the options available in your region. To reimburse your expenditure against a marketing budget (if applicable) you must use one of these pre-approved vendors.
To ensure all listing photography is on-brand, our Marketing team has prepared this guide to maintain high-quality listing images across all of our markets.
Have a recommendation for listing photographers that you’d like Compass to consider? Click here to submit their names - we vet vendors in Q1 and in Q4 of each year. Please note that vetting is dependent on the vendors ability to produce work that aligns with our guidelines and the ability to provide their service at scale.
Compass Sign Center
A new digital tool that allows you to design and order signage faster than ever. Plus, enjoy savings on the sign panels, riders, and mounts that are central to your business. With Sign Center, you can expect:
Fast Turnaround: design and order your sign panels, mounts and riders in minutes and reorder your favorites.
Low Prices: save on sign panels, frames and accessories thanks to our partnership with a trusted signage vendor.
Customizable Designs: choose the legally-compliant design that works best for you and customize it based on your preferences.
See more information & how it works here. Visit Sign Center today to start ordering!
Wire Instructions
Click here for wire instructions. If you have any questions or concerns please contact our finance department at finance.florida@compass.com.
Compass W9
Click on here for Compass’ W9. Please note there is only one W9 for all Compass offices in Florida.
Setting Up Direct Deposit
To enroll in direct deposit, please email finance.florida@compass.com. The Accounting and Finance teams will provide you with a link and instructions for setting up your direct deposit with Compass.
Getting You Paid
In order to ensure a timely turnaround for commission payment processing, please be sure to follow the steps below:
Prior to closing, upload all deal related documents (both buyer & seller side) to Skyslope
Pro-tip: upload these documents to Skyslope as soon as you have an executed sales contract or lease. This will help avoid any delays in processing your commission.
Submit deal information into Deal Closer, our finance team’s transactions platform.
Need a refresh on how to use Deal Closer? We got you covered! Click here to watch quick and easy video tutorials.
Commission check or wire has been received by Compass.
Once all three steps are completed, your commission payment will be processed. Please note, our business hours for payment processing are Monday through Friday, with a deadline of 12:30pm for same-day payment processing.
Deal Closer
The transactions platform used to process your commission requests. Click here to learn how to access and use the tool.