Compass Essentials

Let's get you started with what you need to know first.

 

All you need to get started.

All in one place.


Let's Get You Up & Running

Who’s Who

When you can’t get a hold of someone on our support team whether it is via email or on the phone, call our line at 305.851.2820, where we have staff of our departments available to assist you Monday through Friday from 9am-5pm (excluding holidays).

Get Your Agent Page Live

In order to get your agent page live on compass.com please email your Compass headshot and professional bio to agentexperience@compass.com.


Copywriting Services:

Jesse Franklin

Announcing Your Move

Use this moment as an opportunity to engage with your network and announce your move to Compass.

  • 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-sheets in Marketing Center. Click here to start exploring.

  • Stock Photography: Compass neighborhood and stock photographs can be found here.

  • Make sure to update your website and voicemail with your Compass information.

DBPR Licensing & Board Requirements

All Compass Agents & Referral Directors must be licensed with both the DBPR and the local board in their city (i.e. MAR, RAPB/GFLR, NABOR, etc.).  Licenses and board dues must be renewed annually.

Florida real estate licenses expire with the DBPR either March 31st or September 30th, every other year. The renewal date will be determined by the date the agent passed their real estate exam. Expiration dates are listed on your license.

How To Get Paid

In order to ensure a timely turnaround for commission payment processing, please be sure to follow the steps below:

  1. Prior to closing, create a folder in Business Tracker and upload all deal-related documents (both buyer & seller side).

    • Pro-tip: create a folder & upload these documents to Business Tracker as soon as you have an executed sales contract or lease. This will help avoid any delays in processing your commission.

  2. Business Tracker will guide you through submitting deal information under the “Commissions tab” once all Compliance documents have been submitted.

    • Need a refresher on how to use Business Tracker? We got you covered! Click here to watch quick and easy video tutorials or join us on Mondays at 10 am EST here for a live training demo!

  3. Please note that the commission check or wire must have been received by Compass before commission payment can be disbursed. Compass Florida’s wire information can be found here.

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.

Mobile Deposit

As a result of our partnership with JP Morgan Chase, we are pleased to share that you have the option to deposit Compass commission checks via a mobile app!

Under the mobile deposit process, we will require the input of several key data points (i.e., client name, property address, etc.) about each check, enabling us to identify and process closings as quickly as possible while maintaining required regulatory compliance.

If you would like to be set up with a mobile deposit account, please fill out the Mobile Deposit Access Form. To learn more about our Mobile Deposit system, please click here for a full User Guide. If a check needs to be mailed, please mail it to your nearest Compass local office.

Contract-to-Close Services

The Florida Transaction Operations team offers dedicated Contract-to-Close services to our Compass agents. Let our Compass Transaction Coordinators handle your paperwork for you so you can focus on income-producing activities.

Packages offered:

  • Compliance Package (Listing OR Transaction) - $75

  • Basic Package - $250

  • Premium Package - $350

Why choose CTC?

  • Four CTC Packages available

  • Our TC's are Compass employees who are familiar with our system

  • Important Dates & Reminders sent to all parties

  • Business Tracker file creation and management

  • File/deal Compliance approval and Commission submission reminders

  • Spend more time where it matters most, with your clients!

For more information, please click here.

Wire Instructions

Compass W-9

How to Set up Direct Deposit

Click here for our wiring information. If you have any questions or concerns please contact our Commission Services Team at transactionsfl@compass.com

Click on Compass W9 for Compass’ W9 please note there is only one W9 for all Compass offices in Florida.

To enroll in direct deposit, please email transactionsfl@compass.com. The Commission Services Team will get back to you with a link and instructions for setting up your direct deposit with Compass.

 

Compass Academy

Curated learning resources designed to help real estate entrepreneurs grow their business.

Building Your Business

Building Your Team

Ready to add a new member to your team? Please start by filling out this form. This information will go to your Agent Experience Manager and Sales Manager. Once received, they will be reaching out to discuss next steps.

Business Planning

Each quarter you will be invited to meet with your Sales Manager and Agent Experience Manager to discuss business strategies or Compass initiatives that can help grow your business. Please be on the lookout for scheduling communication from your Agent Experience Manager.

Coaching Flight Plans

Compass offers self-guided courses that are designed to help Compass agents identify focus areas to drive business growth, deepen current and potential client relationships, and identify key opportunities to work smarter and not harder.

Learn More

 

Navigation Center

Your ecosystem of support
guides, request forms, and FAQs to help you navigate your compass experience from local listing agreements to legal information and more.

Tech Support

IT Support
support@compass.com | 833-426-6727
Mon - Fri 9 AM - 9 PM ET
Sat - Sun 9 AM - 7 PM ET

Helpful links: 
OneLogin
G-Suite & Gmail Basics
IT Workplace Group
Printer Set-Up
WIFI Set up 
Setting up your Compass email on iPhone