This Week's FYIs and Updates

Next Steps: 

• Click here for social media assets for your social feed

• Click here for an asset for your social stories

• Use ChatGPT to come up with the description for your social posts and tag me on IG

ChatGPT Resources:

• ChatGPT and Compass AI Training Recording - click here

• Slide Deck - click here

• Additional Advanced ChatGPT and Compass AI Training Part 2 & 3 - click here

• E-book of prompts to use with ChatGPT - click here

• ChatGPT Workplace Group - click here

Additional Training To Improve Your Business:

• Coaching @ Compass Website - click here 

  • This website is your one-stop shop for free training like MOMENTum Monday as well as paid individual and group coaching options with curated coaches like Goodshphere, Ninja Selling, Chirag Shah, and much more!

• 6AMERS

  • Work at creating motivation and happiness in your life by joining the 6AMERS for the month of April - use the sign-up link in the upper right corner - click here

P.s. We added a feedback tracker as well in case you wanted to give feedback on ChatGPT - click here.

What's changing:

As of today, agents in Texas have the ability to elect to pay an invoice via commission deduction directly from the Pay Invoice page on the Compass platform (see attached screenshot). 

Previously, agents either needed to wait for Compass to automatically flag an invoice for deduction 45 days post-due date, or they needed to manually reach out to their CS to request payment via commission deduction prior to that trigger date. 

Why:

This change will allow agents to pay their invoices sooner should they have a commission event before the 45-day post-due date trigger. This change also offers a more seamless customer experience that aligns with agents' experiences in all other markets. 

What doesn't change:

• Agents will still receive new invoice emails and monthly invoice balance reminders as long as an invoice remains open.

• Agents can still access the Pay Invoice page directly from their invoice email or the Financial Reports dashboard in Business Tracker.

• If an agent takes no action with an invoice, Compass will continue to automatically flag the invoice for deduction if it remains unpaid 45 days after its due date.

• Agents can continue to pay unpaid invoices by credit card if the invoice has already been flagged for deduction.

• If agents request due date extensions or request to defer eligible deductions to a later commission, they should continue to connect with their SM. If SMs wish to do so, they may request collection adjustments via the ICER form.  

More general invoice information can be found in the Invoicing FAQ Nav Center article. Please contact finance@compass if you have any questions or run into any issues. 

Glide Customer Support chat with experts - HERE

"Hello, can you please create a link for my agent Marcus Ku: 1205 Willoughby, Amendment to Contract? Thank you!" 

CORE Q3 Sign Up HERE

Estimated start in September / October

Please direct all questions to Sales Managers regarding this fee!

This fee applies to onboarding all net new team members (licensed) joining existing teams at Compass (inclusive of net new 3PTCs and VAs). Your RVP should have shared more information on this, but you can also learn more from this training deck (which also includes a guide of which regions this applies to). Questions should be directed to your RVP.

Rachel Hoff has compiled a list of Macros that she has created within Zendesk for use! Take a look here!

Here you can find the updated Transactions Compliance Checklist for all file types. Please note that all items in green bold text are required by law and WILL hold up the payment process

Skye Michiels wants you to know you are VERY welcome to join our West Coast 6AMERS group (8AM for us!) to see what all the fun is about & get to know Skye a bit before his Texas tour later this month.

The call is on Tuesdays and Thursdays at 8AM, but if you want to sign up to "audit" it, you could watch the recordings, etc.  We try to create healthy mindsets and lifestyles and the calls are more about happiness than real estate. Skye also wants to make sure you have the podcast option.  

6AMERS Website - click here, to sign up click on the "sign up" button in the upper right hand corner.

6AMERS Instagram - connect with us for inspirational and motivational content - click here

6AMERS Podcast - Subscribe to one or all to receive alerts, updates and hear live interviews.

  Apple Podcast - click here

  YouTube - click here

  Spotify - click here

  All other platforms - click here and use the podcast button

*If you are inspired by 6AMERS, please share our podcast, YouTube, or Spotify with your friends or family! 

Follow Skye on IG for more real estate info and tips.  Every Tuesday, he will be doing Tuesday Real Estate Tips as a reel to highlight quick and easy ways to build your business.  Follow here.

1. View, Print or Download an Electronic Copy of Your 2022 Tax Statement(s) in ADP

   • Login to ADP via OneLogin. Navigate to Myself, then under Pay, click on Pay & Tax Statements. Then, on the right side under Tax Statements you will be able to view your 2022 W2.

   • A hard copy will be mailed to you and postmarked by January 31, 2023.

   • For questions, please reach out to payroll@compass.com.
     
     

2. 1095-C Form

   • Compass provides you with a Form 1095-C as part of our reporting requirements under the Affordable Care Act (ACA). The 1095-C contains important information about medical coverage offered to you and your dependents by Compass.

   • A hard copy will be mailed to you and postmarked by January 31, 2023.

   • To request a correction or reprint of your 1095-C, please contact pc@compass.com. For questions, please reach out via the P&C Help Center.

   • Contact a tax advisor for questions about how the 1095-C may impact you or visit irs.gov or healthcare.gov for more information.
     
     

3. Look for 2022 Compass Equity Tax Statement(s) in Shareworks after March 15, 2023 (Equity Holders Only)

   • Login to Shareworks via OneLogin. Click on Documents, then Tax Documents.

     • Form 1099-B: You will only have a Form 1099-B if you sold Compass stock through Shareworks in 2022. If applicable, your 2022 Form 1099-B will be posted online in Shareworks and/or mailed to you in the second half of February, depending on your delivery preferences. 

     • Form 3921: If you exercised incentive stock options (ISOs) in 2022, you will receive an email from e-file Magic about IRS Form 3921 by the end of January. A Form 3921 is an information statement for you to use when preparing your tax returns for the year in which you sell the shares. Your Form 3921 will also be mailed to you, if applicable. 

     • Form 3922: If you purchased stock through the ESPP in 2022, you will receive an email from e-file Magic about IRS Form 3922 by the end of January. A Form 3922 is an information statement for you to use when preparing your tax returns for the year in which there were transferred shares under an ESPP. Your Form 3922 will also be mailed to you, if applicable. 

   • For further guidance, please review the Shareworks 2022 US Tax Form Guide or talk to your financial advisor and/or tax accountant to understand your individual circumstances.  

   • If you have any questions about Shareworks or why you are receiving these forms, please contact equity@compass.com.

New agent-facing Leases/Referrals cheat sheet and video!

If you notice any missed information or would like to see anything added, please reach out to Aaron Miles!

This is specifically for the listing side. Basically, the TC team found the listing in MLS but there is no listing agreement or anything created for the listing in Business Tracker. The goal is to remind agents to get their deals into Business Tracker quicker.

New MLS ticketing system for all documents emailed to our department. Please allow all requests to be processed within two business days. The new ticketing system has been put in place to better streamline our strategy, so that we are able to provide the best customer care to all of our members.

Arlington: membership@arlingtonrealtor.com 

Member Services: 214-540-2745 or membership@dfwre.com – We take care of all new agent onboarding, transfers, inactivations, reactivations, personal account information updates, MLS waivers, MLS access level changes, and letter of good standing requests.

MLS Department: 214-540-2755 or mls@dfwre.com – They handle any questions concerning your listings, listing transfers, setting up office teams, etc.

Accounting Department: 214-540-2750 or accounting@dfwre.com – They will take care of any billing questions, account activity or disputes regarding invoices.  

• New DRS Email

  • This is specifically for the listing side. Basically, the TC team found the listing in MLS but there is no listing agreement or anything created for the listing in Business Tracker. The goal is to remind agents to get their deals into Business Tracker quicker.

• Updated 2023 Transactions Compliance Required Document List

  • Here you can find the updated Transactions Compliance Checklist for all file types. Please note that all items in green bold text are required by law and WILL hold up the payment process

• Errors and Ommissions Insurance (E and O, E&O)

  • Direct all Q's to agent's Sales Manager first and foremost!

  • Agents should receive an email from finance within about a month of joining requesting payment, but it can also come out of their first commission.

  • As of this quarter they can pay using Compass wallet

  • Dallas: $312.50 - Q1 2022 E&O Insurance ($1,250/year)

  • Certificate Of Insurance - General Liability and E&O

• NEW DRS Email for Agents

  • This is specifically for the listing side. Basically, they found the listing in MLS but there is no listing agreement or anything created for the listing in Business Tracker. The goal is to remind agents to get their deals into Business Tracker quicker.

• Finance Inquiries / Zendesk

• • All agent invoicing, incentives or other financial-related inquiries should be sent directly to finance@compass.com. Please do not reassign Zendesk tickets to the Agent Finance inbox as this is not actively monitored. 

• Original Compass Search Sunsetting

• • November 9th, the Old Compass search will be sunsetting/turned off. If you receive an email with the subject line “Transitioning To New Compass Search November 9th, 2022” that means that your agent on that email has used the Old Compass Search in the last 30 days for either a sale or a rental.

  • Sunsetting FAQ

  • Agent List / Email Template

• Network Tool

  • The Network Tool is unavailable to use (Specifically to send directly from the tool).

• Net Seller Sheets in CMA

  • To get started, create a new or open an existing CMA, proceed to the Estimate section, and click on + Generate statement within Seller Net Proceeds.

• MLS Coming Soons (Compass Search)

  • MLS Coming Soons are now being pulled into the Compass Search for agents. See the FAQ sheet here.

• Marketing Budgets Expiring This Year - Extended

  • We are allowing agents to extend their unused Marketing Dollars into 2023!  USE THIS IN YOUR RENEWAL CONVERSATIONS!!  No approval or extension is needed.  This continues into 2023 for all unused marketing dollars - all can be extended through the end of 2023.

  • This is a huge benefit to our agents, and in a world where we're pulling back marketing budgets, allowing them to roll unused dollars into next year should help in renewal conversations.

• Marketing@ Zendesk Updates

  • Beginning next week (exact day TBA), all Marketing Tier 1, 2 and 3 marketing@ email requests will be routed to agentexperience@. Tier 4 requests will remain with marketing. For customers without an assigned tier, their request will be automatically routed to agentexperience@. 

  • What if I receive a request that is out of scope?

    • Please refer to the Intake and Routing Training and start a private thread with the appropriate assignee. 

  • What if there is no tier associated with an agent?

    • Customers who don’t have a tier assigned will automatically route to agentexperience@. If you need to add the tiering, please work with your regional RML / DOO for tiering and approval.

  • How does SFDC have this information? 

    • Over the past few months our national team has been aggregating Marketing (GCI) Tier information in SFDC, which is feeding into your agent rosters in Tableau and will soon feed into Zendesk. 

• 10 Year Anniversary Video

  • The video can be found here.

• 360 West Awards

  • HERE is the Compass winner list we received from 360 West so you have as reference - this should not be shared with agents but can help filter who won what. 

  • You can find this image on the marketing page in case anyone wants to have for another channel such as their agent page. Of course, it should only be shared with those listed on the winner list. 

  • Due to the number of agents that win these awards we aren’t able to create custom assets but normally can find a way to use the templates we do create to make feel custom to them - adding their photos + branding. 

• UPCOMING GIFTING DEADLINE:

  • Order your bulk gift orders by 11/11 to ensure on-time delivery for the December holidays!

• Logo Gallery: Employee Facing Only

  • On ~11/1, the Agent Logo Gallery will be shifted from an agent-facing view to employee-facing view only. 

  • Note: The new Paid Logo Offering will be rolling out to markets in a phased approach, with a specific timeline designated by your RMD. Temporarily (until the new process rolls out in your region), if an agent asks about a logo an AE/MA can sit down with the agent to view logo options available for them in the gallery.

• Agent Marketing Incentives Can Be Used in the Coaching Marketplace

  • In an effort to further invest in our agent’s businesses, agents can now use their Marketing Incentives to purchase programs in the Compass Coaching Marketplace.  

  • Questions? Reach out to marketplace@compass.com

• Fall Marketing Summit

  • All-Agent DFW Marketing Meeting Recap: Watch the Recording

  • Deck from the most recent: All-Agent Marketing Meeting

• Quarterly Market Reports - DFW

  • Q3 Report

• New Flexible Email Template Editor

  • Now Live! FAQ here.

• Marketing Trainings

  • WHEN - Every Tuesday & Thursdays starting @ 10:30 AM

  • WHERE - You can find trainings on the DFW Agent Calendar. These will be held virtually on Google Meets. 

  • Missed a training? - Check out the DFW Landing Page for Recordings

• New MLS Contact Information

  • New MLS ticketing system for all documents emailed to our department. Please allow all requests to be processed within two business days. The new ticketing system has been put in place to better streamline our strategy, so that we are able to provide the best customer care to all of our members.

• • Member Services: 214-540-2745 or membership@dfwre.com – We take care of all new agent onboarding, transfers, inactivations, reactivations, personal account information updates, MLS waivers, MLS access level changes, and letter of good standing requests.

• • MLS Department: 214-540-2755 or mls@dfwre.com – They handle any questions concerning your listings, listing transfers, setting up office teams, etc.

• • Accounting Department: 214-540-2750 or accounting@dfwre.com – They will take care of any billing questions, account activity or disputes regarding invoices.  

• Setting Up New Agent Accounts via OTP Code:

• What is the new OTP Code?

  • In the past the OBS or AEM team would access new agent accounts by linking their device to the OneLogin attached to that account when logging in to a Compass Google account. Now, instead of being prompted to scan the OneLogin QR code to access a new account, staff (or the customer if setting up themselves) will access the accounts via a temporary OTP code. You will need both the temp email password and the OTP code to access the new agent account. 

• How does it work?

• Once an agent has been set to “Provisioned” in SF, a temporary OTP code will be generated and available for use 24 hours after. 

  • An 8 digit code will be sent to the onbooarding@compass.com in Zendesk - please note it is not automatically assigned so you will need to watch for it. The email will have the subject line “OTP Code for X MARKET Area [Agent]”. 

  • If you are an AEM, please search ZD using the agent name

  • Assign the ticket to yourself.

  • Once you have the code, along with the temp password sent to you from Compass Support, you can then start the new agent account set up. 

  • The temporary OTP code expires after 48 hours once it has been sent out. If you do not access the agent account within that timeframe or the code you were given is not working, please call Compass Support at 833.426.6727.

• Steps to follow can be found here.

• For questions please review the SOP or reach-out to support@compass.com for any issues experienced.

• New Team Member Addition Fee:

• This starts 2/2/23 in YOUR REGION and the fee is $500

• RVPs elected to opt in, to help regions get closer to regional profit margins.

• Please share this with your AEM partners

• New Team Member Set Up Fee (Process Lead: David Gerber):

  • Fee for onboarding all net new team members (both licensed and unlicensed) to existing teams at Compass.

  • National Onboarding Process:

1. Principal agent submits New Team Member Form (NOTE: Disclaimer of New Team Member Fee at the top)

2. If fee applies for market team member is joining - National Onboarding sends email to principal (with SM cc’ed) to remind them of the fee (hopefully their sales manager already told them) and gives them 2 business days to cancel the onboarding process if they change their mind based on new fee (we will stop the process even if after 2 days). No response is consent to the fee.

3. New team member onboards through National Onboarding

4. Invoicing team bulk invoices impacted principals on monthly basis

• Key Notes:

• This fee does not apply to anyone already at Compass who is switching teams, changing roles, or supporting multiple teams (such as existing 3PTCs). Referral Directors are also exempt.

• Any new team member additions submitted through Salesforce via Sales Manager will bypass the above process and assumed Sales Manager confirmed fee with the Principal

• This fee applies to net new team members onboarding through regional AEMs as well

• Invoicing can only be sent to the Principal at this time - if they want to pass on to the team member to pay, they can send the team member the link to the invoice they receive via email for team member to pay or find other ways outside of Compass invoicing to recoup fee

• All waived fees must have written approval from RVP via email to david.gerber@compass.com prior to onboarding to ensure the invoice is waived (quarterly report on waived fee totals will be shared with LT and RVPs)

  • Below are the implementation dates and fee amounts by impacted region:

    • *Reminder: We will have a 2 day grace period and will start the Team Member Set Up Fee implementation on Thursday, February 2nd, 2023*

    • More information on the Team Formation Fee, here.

• JP Morgan Mobile Deposit - Day One

  • For the actions you need to take moving forward during a Day 1 session please refer to the KB article here.

• OBS UTM Holiday Update

  • Starting Monday, November 7th, the National Onboarding Team’s Unlicensed Team Member onboarding process will be revised to the following to increase available bandwidth for peak onboarding volume during the holidays:

    • Part 1: Self-Led Account Login

      • • All UTMs will be sent their login credentials along with instructions to access their accounts following the self guided website.

• Part 2: Welcome Session 

• In the same email as the log-in credentials and instructions, they will be sent a link to sign up for a “Welcome Session” conducted by the National Onboarding Team. 

• There will be multiple 1-hour welcome sessions offered each week consisting of multiple components including: 

  • Demonstration of logging into Gmail 

  • Outline of OneLogin applications and their use 

  • Compass Tools demo (outlining specific tools/features a UTM might use such as Marketing Center, Business Tracker, Account Impersonation and CRM)

  • 15-min dedicated to questions or tech support 

• National Onboarding Process Overview Training

  • Thank you to those who joined our Onboarding training on 10/26. Here is a link to the deck as well as the recording.

  • Please pass this on to anyone who was unable to join the call and as always, feel free to reach out to onboarding@compass.com with any questions. 

• Collecting Credit Cards During Day 1 Onboarding

  • ACTION: All AEMs/AECs review the AE Training Deck as a refresher of this process and ensure each new agent you onboard adds a credit card to their Compass Wallet on day 1.

• UTM Paperwork Update

  • All required legal acknowledgments for UTMs/3PTCs are now either included in the ICA or in Enboarder. Beginning Monday, October 31 we are no longer required to send ANY paperwork to UTMs/3PTCs.

•  New LTM / UTM Onboarding 1:1s

  • AEMs must assign LTM and UTM Post-Onboarding 1:1s

• OBS Process

  • If someone is switching teams, switching roles, supporting multiple teams, or is dually licensed, the OBS team will now handle all of these directly.

  • ALL Licensed Team Member (LTM) to Unlicensed Team Member (UTM) role changes will be managed in region

• Camp Compass

  • Expected Launch 2023

• Compass CORE Q3 Sign Up

  • CORE Q3 Sign Up HERE - Estimated start in September / October

• COOKIES FOR A CAUSE

• 2/1 - 2/10 : Cookies delivered

• Important Update on the Agent Equity Program

  • Given that we are a public company and agents can purchase stock on the open market, we are discontinuing  the Agent Equity Program. Assisting our agents in their enrollment efforts has historically been a large time commitment for our teams at the end of year, so we know this will come as a relief to many of you who have been SPOAs or assisted in previous years. 

  • We will not proactively share this news with customers, but please feel free to use your discretion to reach out to any customers you want to 

share the news with. You can find talking points as well as an FAQ here. If you need assistance beyond what is provided in the FAQ, please contact equity@compass.com.

• Employee Impact Day

  • Some ideas people shared included breakout sessions with career advice from Compass leaders, tried and true wellness tips, and tips on buying your first home, but these are just suggestions. 

  • TBD (December, 2022)

• New upcoming Training (LTT)- Remine! RE Leads through NTREIS Tax Records

  • 1 CE (TREC #43415)

  • 11/03/22 - 8117 Preston Road, Ste 100

• Pitching Compass - Chirag Coaching (Complimentary For Compass Agents)

  • Pitching Compass guides you on how to confidently pitch Compass to potential sellers, buyers and your SOI, so you’ll win listings, clients, and referrals.

  • Pitching Compass is 45-minutes, and is offered on the second Wednesday of each month Join the Zoom (on November 9th)

  • Marketplace - marketplace@compass.com 

  • Coaching - deborah@chiragshahcoaching.com 

• New 6AMers Podcast

  • My amazing co-host, Emily Bossert and I have interviewed over 200 inspirational thought leaders, industry experts and authors during the group's weekly Zoom calls. Today we are BEYOND excited to share some of those incredible conversations with you on our new weekly podcast!!!

• Newly Inactive Programs

  • Bridge Loans

  • Concierge Classic

  • Agent Equity Program

  • Agent Health Care Program

• Product Support Escalations

  • For escalations that need immediate attention, please loop in Product Support Leadership and use ps_leadership@compass.com

• Managing our Book of Business: Salesforce Update

  • Reminder - Salesforce is now the ‘single source of truth’ for agent tiering and MA assignments! Automation is now fully-live so new agents will automatically be assigned a Tier based on regional thresholds and automated emails will be sent to regional stakeholders for dedicated MA assignment.*

    • The Process to Follow Today:

1. RML/MMs + assigned AE  will receive an automated email when a  new Tier 4 customer/team has joined Compass

2. RML/MM reply-all to the email with dedicated MA assignment

3. The AE assigned to this agent adds the dedicated MA assignment to the “Marketing Advisor” field located in the “Accounts” area in Salesforce

• Access the full updated agent roster here

• *Tier 3 in Tristate and San Diego only

• Soft Confirming

  • Soft confirming no longer exists - instead, assigning the Onboarding AEM/OBS kicks off that process (AEs can do this; No need for SGM assistance).

• Zendesk Macro List

  • Rachel Hoff has compiled a list of Macros that she has created within Zendesk for use! Take a look here!

• Marketing@ -> agentexperience@

  • All Marketing Tier 1, 2, and 3 marketing@ email requests are being routed to agentexperience@. Tier 4 requests will remain with marketing. For customers without an assigned tier, their request will be automatically routed to agentexperience@. 

  • What if I receive a request that is out of scope?

    • Please refer to the Intake and Routing Training and start a private thread with the appropriate assignee. 

• What if there is no tier associated with an agent?

• • • Customers who don’t have a tier assigned will automatically route to agentexperience@. If you need to add the tiering, please work with your regional RML / DOO for tiering and approval.

  • How does SFDC have this information? 

    • Over the past few months, our national team has been aggregating Marketing (GCI) Tier information in SFDC, which is feeding into your agent rosters in Tableau and will soon feed into Zendesk. 

  • Covering the Extra Ticket Influx

    • You may have extra shifts next week, but this will only be temporary as we adjust to the new cadence with all marketing@ tickets being forwarded to agentexperience@. If there are any complications with your scheduling or if anything comes up, just let me know!

• OOO Partners Reminders

  • In the "This Week's FYIs / All Updates" page there is a spot at the top that notifies you who is OOO for the week and who their partners on Zendesk are for your reference throughout the week. 

• Facebook

  • Starting Jan. 30, 2023, you will no longer be able to create real estate sales and rental listings using your Facebook business page. In addition, all existing listings created from Facebook business pages will be deleted.

  • Create Marketplace listings from your personal profile: You can create Marketplace listings for vehicles, home sales and home rentals from your personal profile. You will also still be allowed to turn listings into ads or boosted posts.

  • Facebook's Real Estate Start-up/FAQ Page.

• Zillow

  • Agents are able to manually post Lease listings for free on Zillow, but they are not able to sync from the MLS to Zillow without a contract.

  • Zillow Leases One Sheet

• TREC IABS Guidelines

• • Here

• Canny Feedback Forum Deprecation

  • Customers and staff can still share feedback and product enhancement suggestions with Product & Engineering teams using the Enhancement Suggestion Form.

  • As always, you can report platform issues via in-product chat or calling/emailing support@compass.com. Chat is the fastest and easiest way to escalate product issues.

  • Please reference this FAQ for additional information and talking points.

• Google Takeout

  • As a final reminder, when a customer communicates their plan to leave Compass, follow these step-by-step instructions to help them export their data using Google Takeout, as Backupify is no longer available. If an agent requests their data after leaving Compass, you will need to create a Zendesk ticket to grant the agent temporary access to their Google account in order to export their data. For more information, check out this FAQ.

• Payroll Moving to Workday

  • We’re excited to announce that in January 2023, Compass Payroll will move from ADP to Workday, a big milestone on our journey to simplify our people systems and processes. As part of this change, there will be a “freeze period” in ADP from November 19, 2022 through January 3, 2023. This is required to ensure we have an accurate migration of data from the ADP system to the Workday system in advance of the transition date. As part of this change, there will also be a freeze in Workday from December 16 through December 18, 2022. 

  • As part of the freeze in ADP:

• You will not be able to make any changes to your city, state or federal tax elections.

• You will not be able to make changes to your direct deposit account(s).

• You will be able to log into ADP to view your current and past pay stubs. 

• You will be able to access previous tax forms.

Action Recommended: Please login to ADP by end of day on November 18, 2022 to make any changes that you require before the end of the year. 

• Cloud App

  • As part of Compass’ ongoing effort to review expenses and retain only business-critical services, we are reviewing our CloudApp subscription and don’t yet know if we will continue the subscription.

  • Action Required: Please download any videos (instructions here) that you currently have stored on CloudApp in the event we do not renew so that you do not lose access to your videos. 

  • Should we not renew, you will be able to obtain a free CloudApp account with slightly more limited functionality - details here. You can also use the QuickTime screen recorder that is already built into your computer. 

• Broker Bay

  • BrokerBay will replace ShowingTime as our preferred scheduling service.

  • The cost for the new service is included in your MetroTex dues. So, no extra cost!  

  • BrokerBay is NOT owned by another brokerage but is owned by Supra (ShowingTime is owned by Zillow). 

  • We are signed up to go live with BrokerBay on 11/15. This means starting 11/15, all listings that utilize a showing service to schedule appointments will be through BrokerBay.

  • Start now by registering on BrokerBay, followed by getting your listings updated with showing instructions, in advance of our 11/15 launch.

  • Here is what you need to do - there are 3 steps. 

  • Click here to view this information in Keynote

  • BrokerBay is the new showing and appointment management system within NTREIS that will replace ShowingTime. Our brokerage is scheduled to launch live on November 15th!  There are a few steps that you must complete prior to our launch. 

  • Step 1. Please click on the BrokerBay app icon located in NTREIS to create your user account. After logging on, click the BrokerBay icon (as shown below). 

  • Step 2. Please watch this Recorded AGENT Masterclass: (Click here)

  • Step 3. Finally please update all of your current listings in BrokerBay with updated showing instructions. This can be done by following the instructions in this video (Click Here)

• KB Updates

  • See or know something that needs updating on the KB?

  • Use the Content and Training Requests form to request the KB Ops team make updates or additions to the National Knowledge Base or Nav/Help Center (select I only need knowledge base content).

  • Please review Minimum requirements for knowledge base content so you know exactly what we need for the type of request you’re filing.

• Facebook

  • Starting Jan. 30, 2023, you will no longer be able to create real estate sales and rental listings using your Facebook business page. In addition, all existing listings created from Facebook business pages will be deleted.

  • Create Marketplace listings from your personal profile: You can create Marketplace listings for vehicles, home sales and home rentals from your personal profile. You will also still be allowed to turn listings into ads or boosted posts.

  • Facebook's Real Estate Start-up/FAQ Page.

• Zillow

  • Agents are able to manually post Lease listings for free on Zillow, but they are not able to sync from the MLS to Zillow without a contract.

  • Zillow Leases One Sheet