Post-Onboarding Checklist

1. Prepare a biography for your Agent Page as your Agent Experience Team Member will work with you to make your Agent Page domain go “live” to the public. Additionally, come ready with a headshot to add to your page. If you still need a headshot, please contact your Agent Experience Team Member, who will put you in contact with our preferred photographer(s).

   • Consider using Compass AI (i.e. Compass’ version of ChatGPT) to help write your bio!

2. Use the Sample CSV sheet to import any contacts into your Compass CRM. Learn more about importing your contacts n Compass Academy. Create “Tags” in the Settings tab to ensure your contacts are easy to pull in bulk.

3. Check out the New to Compass course in Compass Academy — it’s a deep dive into the tools that will help you launch your business with confidence!

4. Connect your Social Media accountsand announce your move to Compass! (Compass AI can be useful for writing social media posts, as well)

5. Learn more about Compass’ Invoice policy along with items such as Errors & Omissions (E&O) Insurance.

1. *Please complete your forms & eSign setup in Business Tracker by following this step-by-step guide HERE. Click HERE if you need to look up your NRDS ID.

   • Please note: This is NOT applicable if your are licensed in Indiana, Hawaii or Colorado.

   • Newly licensed agents will be able complete this step once they have applied for NAR (National Association of Realtors) membership and a NRDS ID has been issued.

   • If you would like to learn more about Business Tracker, the Compliance & Commissions tool on Compass.com, please click HERE to access a virtual training. Please email agentexperience@compass.com.

2. *If you want to change your Okta Password, you can follow these instructions.

3. *Please complete setting up your Payment Settings for invoicing and enroll in Auto-Pay by clicking HERE.

   • In addition to your credit card, you can now add a U.S. bank account (ACH) to your payment settings and use it to pay invoices, set up AutoPay, or manage payment plans. Adding a payment method is part of the expectations of holding a license with Compass and is standard brokerage procedure. Add your card or a bank account within 72 hours of your onboarding or you will lose account access. To learn more, click HERE.

4. Please click HERE if you would like to order Compass business cards and/or other print collateral.

5. If you’d like update your Compass email signature, click HEREfor additional templates.

6. Reminder: Ensure your social media accounts, REALTOR® profiles, Youtube, Google business page, voicemail, etc. are updated to reflect your transition to Compass, and please continue to use your personal email for all logins.

*Complete these steps if you were not able to do so during your live virtual onboarding.

1. Schedule 5-10 minutes each day to group and tag contacts in your CRM based on your relationship with them. This will make your marketing efforts more relevant to your audience and return better results. Here’s how to organize your contacts.

2. Check your “Likely to Sell” tab on your Agent Home Toolbar. Organize by likelihood of selling and make sure you are reaching out to these people, daily.

3. Announce your move to Compass with beautiful print and digital marketing assets. Check out pre-built templates in Marketing Center. You can also send a bulk message to your top clients announcing your move to Compass. A bulk message feels like an personal email, but can be sent to multiple contacts at once. This is a great time saving tool that yields high engagement.

4. List your first Compass listing as a Private Exclusive using Compass’ 3-Phased Marketing Strategy.

   • *Pre-Marketing opportunities are not available in the Seattle area and are subject to local MLS rules