Embedded Files
Please direct any ideas, critiques, or feedback to Aaron Miles via Slack or email
SPOA Team
SPOA Team
Stefany Flores stefany.flores@compass.com
Lexi Hart lexi.hart@compass.com
Rachel Hoff
rachel.hoff@compass.com
News and Updates
News and Updates
Agent - Facing Leases/Referrals Cheat Sheet
New agent-facing Leases / Rentals cheat sheet!
If you notice any missed information or would like to see anything added, please reach out to Aaron Miles!
Lease Invoice Form!
This form MUST be filled out for ALL leases in addition to submitting the commission tab in BT. The agent will receive a PDF invoice in their email to send to the payor (Landlord if they are the listing agent, listing agent if they represented the tenant)
Forms and E-Signatures Templates Guide
New Agent Training: Monitor THIS list of CCiBT training no-shows, if a new agent of yours didn’t attend, follow up and make sure they get trained!
- CCiBT Agent Training:
DFW - Wednesdays @ 12 pm
All TX - Tuesdays & Thursdays @12 pm (through October)
All sessions can be found on the DFW Agent Calendar
New LFRs
New LFRs
When adding new TC to team, Team Account must be created
For updates to transaction Forms within Business Tracker, please email formops@glide.com
In order to access Compass Forms for team members, all team members must input NRDS information for MetroTex Libraries. If not, access will not be allowed (this includes assistants and 3rd party TCs)
Share button now located on file tile in Business Tracker pipeline view
In order for TCs to be notified of a comment in a Business Tracker File, a file must be uploaded in tandem with the comment. Otherwise, they will receive no notification of the comment.
Paths of Escalation
Paths of Escalation
CCIBT
Level One:
Check BT SSoT, CCiBT KB, & AE-Business Tracker Slack Channel for a solution
Level Two:
Slack CCiBT SPOAs: Lexi Hart, Stefany Flores, & Tori Norton to help troubleshoot
Level Three:
Reach out to the appropriate departments (SPOAs can help determine where to direct the question if needed):
For issues about compliance docs - AExTC Workplace Channel, dfwtransactions@compass.com
For issues about CDAs/Invoices/Commissions - AExCS Workplace Channel, finance.texas@compass.com
For product issues - in-product chat, productsupport@compass.com
T.Ops
Level One -
TC x AEM Workplace Chat
Level Two -
469-250-1252
Level Three -
Catherine McGinnis - catherine.mcginnis@compass.com (DFW T.Ops Manager)
Level Four -
Krista Prasad - krista.prasad@compass.com (Texas Regional Manager)
Finance
Level One -
CS x AEM Workplace Chat
Level Two -
finance.texas@compass.com
469-250-1252
Level Three -
Henrietta Savage - henrietta.savage@compass.com
Resources (CCiBT)
Resources (CCiBT)
Helpful Links
Staff (Internal) Resources:
AEM CCiBT Training Slide Deck (same one we use on the Wednesday trainings)
Training Outline (helpful guide for CCiBT demos)
Example docs (docs you can use in your demos of CCiBT)
Video Walkthroughs
Visual Resources
Resources (Forms and E-Signatures)
Resources (Forms and E-Signatures)
Helpful Links
Video Walkthroughs
Forms and E-Signatures (Compass Academy)
Form Management
Buyer Offers
Seller Offers
Compliance & Commission
Resources (Transactions / CTC)
Resources (Transactions / CTC)
Helpful Links
Document Review Service (DRS)
Commission
Compliance
Listing & Contract-to-Close Services
Listing & Contract-to-Close Services
More Links
Agent Resources
Agent Resources
Internal Referral Agreement (For a referral between two Compass agents)
External Referral Agreement (For a referral with a Cooperating brokerage)
Resources (Finance)
Resources (Finance)
Helpful Links
TC | AEM SSoT
TC | AEM SSoT
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