Onboarding Essentials

You’ve Completed your Onboarding
What’s next? Compass Resources

This page provides an introduction to various Compass resources and tips to guide you through the first 30 days at Compass to transition your business.

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.

Navigation Center

Navigation Center is your ecosystem of support full of guides, request forms for new tech options on the Compass platform and general FAQs you may have about Compass.

This, coupled with Compass Academy, will provide you with a variety of learning options along with your Agent Experience Manager & Sales Manager.

Agent Home’s “Help”

The “Help” button on Agent Home is a great “first line of defense” for when you may have questions about the Compass platform or process, technical issues, etc.

The Help button can be found in the bottom, left-hand corner of Agent Home. When clicked, it will open up a menu on the right where you can:

  • Search using keywords to find what you’re looking for directly

  • Review the articles organically by scrolling through down once the menu opens

  • Navigate to an external Help Center

  • Chat with our Support team directly in a text chat on the platform

This menu filters its content depending on which tool you are currently on - please see the video on the right for context.

Connecting your Facebook & Instagram accounts to Agent Home

Connecting your Facebook & Instagram accounts to Agent Home is an excellent way to directly post any marketing content you make in Marketing Center on the Compass platform.

You can follow the brief video on the left or the steps below to learn how to connect your accounts to Agent Home:

  1. Navigate to Agent Home

  2. Click on “Settings” in the bottom, left-hand corner of the screen

  3. Click on the “Social Media Accounts” tile

  4. Click “Connect”

  5. Log into your accounts and complete the connection

Coaching at Compass

Your 1-stop shop for all things programming and coaching. We offer an array of programs specialized to the Compass experience and cover topics such as tools, marketing, accountability and lead generation. We recommend all agents new to Compass enroll in our flagship, 7-week program Compass CORE to help you onboard and take advantage of all Compass has to offer.