Set Up Your Compass Tech
Download Applications for Your Computer
Let’s confirm you have the following applications downloaded on your computer:
Google Chrome
Splashtop SOS
Feel free to sit back and relax while I get your Compass accounts set up!
While we are setting up your computer, let’s be sure to add Compass office printers to your device!
Download Applications on Your Mobile Device
Let’s confirm you have the following applications downloaded on your mobile device:
OneLogin Protect
Compass Real Estate & Homes
J.P. Morgan Access App
OneLogin Chrome Extension
Compass | Agent Home - Your technology and productivity home! Here you can find Search, Marketing Center, the CRM and so much more!
Compass Boutique - Your one-stop-shop for branded clothing, office swag, and more.
Compass Cares - Your way of empowering agents and employees to give back to local communities with our time, resources and skills.
Workplace - The platform leveraged by the entire Compass community to communicate internally.
G Suite - Access your Compass email and calendar.
Gift Center - Everything you need for client gifting in one place. These special gifts will be packaged in elegant Compass-branded packaging and include a handwritten note you can personalize at checkout.
Navigation Center/Zendesk - The Wikipedia of Compass where you can find training resources, company information and more.
Technology Platform Overview
Now it’s your turn to drive - let’s explore the Compass Product Suite together
Agent Home - we’ll call this your home base. This is where your profile is located and where you can navigate to any and all products within the Compass platform.
Search - a bit self defined, but Search is where you can search, find and share properties available across multiple feeds such as your local MLS, Compass Exclusives, Public Records and more. Search is intertwined with many of the Compass products such as CMA, Collections, and Tours but we’ll talk more about that later!
CRM - CRM is the keystone platform to begin, manage, maintain, and strengthen your relationships through multiple points of contact at the right time, and in the right form. Most importantly, it 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.
Marketing Center - supports all your marketing needs, from postcards and social posts to brochures and client gifts. Think of Marketing Center as your very own virtual marketing team member. You can design and send emails, mailers, listing videos, social posts and so much more. We’ll really dive in here more in a bit.
Business Tracker - Business Tracker is a centralized view of your active leads, clients, and listings – so you can efficiently manage every part of the deal from lead to closing.
Compass Wallet - Easily order signs in Sign Center, purchase digital ads, and pay invoices such as E&O. Having your credit card tied to your account will help with in platform purchases and is standard broker procedure for all agents to add as the last step in setting up your account.
Compass Real Estate App
Let’s get you logged in and connected to the Compass Real Estate App!
Mobile Email Set Up
Let’s get you logged into your Compass email account on your mobile device.
Please identify which app you prefer for checking email:
Apple Mail
Gmail
JP Morgan Access App
By setting up the JPMorgan Chase Mobile app, you are able to deposit checks made out to Compass quickly to enable your commissions getting processed faster and not risk the check getting lost in the mail.
Next Steps:
The Treasury team will reach out via your Compass email within 48 hours with login information
From there, you will login with the credentials from the Compass Treasury team email, and select the bank account, based on your region
Please Note: The JP Morgan Access App may not be used in your region. Please complete this form if you would like to request access to the app.