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Recent Product Updates
AUTO-FILL FIELDS ON DISCLOSURE FORMS
Forms in Business Tracker are now updated to automatically fill checkboxes, radios, and fields in forms to send to clients. Save time and streamline disclosures with this new automation.
To get started, go to Business Tracker, click Transaction Forms, select a Disclosure,
add the Seller, and select Yes, Place Fields.
Net Seller Sheets in CMA
Net Seller Sheets in CMA
Add additional costs and fees to your Net Seller Sheet such as staging, cleaning, photography, second mortgage, utility payoffs, etc.
View an estimated net proceeds range with minimum and maximum list price amounts, detailing a full breakdown of line items associated with your sale.
End-to-End Transaction Management
Access state and local forms and use CRM integrations to get them filled out faster
Send documents for electronic signature directly from the Compass platform
Manage offers for buyers and sellers in one place
Share and collaborate with your team members on your prospective and active client folders
Manage all parties involved in a transaction and streamline their permissions through one central hub
Submit documents for compliance, request commission, and track payment status right in the Compass Platform
Get a snapshot view of your key business metrics, filter for customized views, and export key client information
Flexible Email Editing in Marketing Center
Select your preferred design from a larger library of design templates
Duplicate sections & items that you like or rearrange or delete sections
Customize them further with additional premade email sections
Copy & paste between designs
Undo actions
Custom Multi-Column Sorting in Search
Sort by up to 3 columns at a time when viewing search results
Save a default sorting preference for next time
Product Updates for Newsletter
Product Update Calendar
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