Compass Platform Overview
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.
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
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
Business Tracker
CRM
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