Compass Platform Training Videos

Check out the new COMPASS Academy for video trainings!

Please be aware the below videos are not maintained and may have some out of date information.

Compass Agent Homepage

• Getting Started with Agent Home

• Agent Home on Desktop

• Agent Home on Compass App 

Compass CRM 

Organize, Manage, and Stay in Touch with your Sphere

• CRM- Introduction 

• CRM Contacts Home

• Organizing a CSV file for Compass CRM

• Importing a CSV File

• Add a Contact

• Easily Collect Addresses for Your Contacts

• Organize Your Contacts 

• Update Contact Profiles with Dates and Reminders 

• Filter Contacts for Grouping, Tagging, Exporting 

• Understanding Groups, Tags, and Notes 

• Understanding Groups, Tags, and Notes (Part 2) 

• Understanding Groups, Tags, and Notes (Part 3) 

• Exporting Contacts From CRM 

• Easily Organize Contacts in Compass CRM

• Why Relationships Matter 

• View Email Engagement 

• How to Save Time and Get More Clients Using Compass Tools 

• Setting Habits to Organize Relationships

• Send Gifts from Compass CRM

• Send a Housewarming Gift 

• Send a Thank You Email

• Follow Up with Contacts Using Outreach Intervals 

• Grow Your Sphere by Getting Involved

• Building a Referral Network

• Contact Sharing 

  • Share Multiple Contacts 

  • Share Contacts on iOS 

  • Share a Contact on Desktop

  • Manage Contacts From Compass App

• Likely to Sell- Compass Generated Leads From Your Own CRM 

  • Likely to Sell Recommendations

Messaging (Bulk Messages and Individual Messages) 

• Sending Bulk Messages

• Email Individual Messages Using Compass 

• Email Templates

• Resync Email on Your Phone

Compass Search 

• Getting Started with Search

• Filter Panel Overview

• Save and Share A Search

• Sharing Listings

• Listing Pages

• View and Organize Your Search on Desktop

• Using the Map in Search

• Finding the Perfect Location with Map Search 

• Search Using the Compass Filter Panel

• Sharing and Finding Properties

• Share Listings by Email

• Share Listings on Mobile

• Share Listings on Desktop

• Search– What the Client Sees 

• Search on Compass iOS App

• Navigate Search on Mobile

• Navigate Search on Desktop

• Nationwide Search on iOS

• Market Watch from Search on Mobile

• Market Watch from Search on Desktop

• Similar Homes on Compass Mobile App

Saved Search

 A specific and updated search criteria for you or your clients

• Create and Save a Search to Collections

• Create and Save a Search to Collections (iOS)

• Edit Your Search

• Edit Your Search on Mobile 

• Creating a Saved Search for Private Exclusives and Coming Soons 

• Link Your Saved Search to a Collection and Deal

• Linking Your Saved Search, Collection, and CMA to a Deal

Collections 

 Saved Searches for Your Clients

• Add Listings to Collections

• Collaborating with Collections 

• Using Collections on the Compass App

• Communications in Collections

• Communications in Collections on iOS

• Save a Search to a Collection

• Invite Contacts to Collections

• Invite Contacts to Collections on iOS

• Edit Your Collections

• Edit Collections on iOS

• Engage Your Buyer in the Search 

• Collections from Search on Mobile 

• Client Collaboration in Search 

• Add to Collections on Desktop

• Add Listings to Collections on iOS

• Create One-Sheets from any Collection 

• Create a Public Collection to Share with Your Network

• Create a Public Collection

• Create Public Collection on iOS

• Share a Public Collection

• Share a Public Collection on Compass App

• Using Collections to Showcase Your Comps

• What does your Client See

Insights and Listings 

Create a Listing and Track its Performance 

• Create a Coming Soon with Listing Editor

• Create a Coming Soon on iOS

• View Insights of Your Listing Page

• Attract More Buyers to Your Listing

CMAs

 Estimate a Home's Price Based on Recently Sold or Active Listings in the Area 

• Getting Started with CMA

• Create a CMA before the offer

• Select Comps for a CMA

• CMA Reports- Adding Adjustments

• Dive Deeper into Suggested Adjustments

• CMA Reports- Digital Presentation

• CMA- Agent Tips

• Use Saved Searches to Help Inform Your CMA

• Use Collections as a Dynamic CMA

• Share a Digital CMA on Desktop

• Share Your Digital CMA on iOS

• Edit Your CMA PDF

• Edit Your Digital CMA

Tours 

Find the Right Listings for Your Client and Organize a Tour for them

• Creating a Tour 

• Creating and Sending Toursheets 

• Creating a Toursheet to Share with Clients

• Add Listings to a Tour from Search on iOS 

• Add to Tours on Desktop

• Scheduling and Editing Tours

• Schedule Tours– Desktop

Open Houses 

 Create and host the perfect Open House

• Introduction to Running the Perfect Open House 

• Create Your Open House 

• Create One-Sheets for your Open House 

• Create an Open House Email with Compass 

• Creating Open House Materials that Stand Out

• How to Greet and Engage Visitors 

• Creating the Perfect Environment 

• Covering the Logistics 

• Building Personal Connections with Visitors 

• Creating Your Strategy 

• Getting Results from Your Open House 

• Capture Open House Leads with Compass App 

• Manage Open Houses from the Compass Platform 

• Run the Open House on iOS 

• Run the Open House on Desktop 

• Manage Open House Attendees

• Promote Your Open House (Part 1) 

• Promote Your Open House (Part 2) 

• Promote Your Open House (Part 3) 

• Advertising Your Open House to the Right Audience

• Be the Neighborhood Expert

Business Tracker 

 Manage Your Business Pipeline and Process Your Transactions to Get Paid

• Managing Your Pipeline in Business Tracker

• Create a Folder

• Team Permissions in Business Tracker

• Team Collaboration in Business Tracker 

• Active Listing View

• Transaction Checklist and Listing Tab 

• Manage and Automate Checklists

• Create a New Checklist

• Add Checklist to Client Folder

• Submit for Compliance

• Requesting Commission

• File Storage in Business Tracker

• Business Tracker Agent Tips

• Using Checklists to Market a Listing: Step 1

• Using Checklists to Market a Listing: Step 2

• Using Checklists to Market a Listing: Step 3

• Using Checklists to Market a Listing: Step 5

• Sellers

  • Getting Started with Sellers in Business Tracker

  • Manage Offers

  • Uploading Documents and Compliance

  • Accepting an Offer

• Buyers

  • Getting Started with Buyers in Business Tracker

  • Buyer Offers

  • Submitting the Offer and Uploading Documents 

• Referrals 

  • Track and Manage Outgoing Referrals 

  • Create and Manage Incoming Referrals 

• Financial Reports

  • Intro to Financial Reports

  • Financial Reports

  • Transactions View

  • Expenses View

Action Plans and Tasks

Automate Your Sphere Reach Out to Stay on Top of Your Business

• Create and Manage Tasks

• Create and Assign Tasks on iOS 

• Monitor and Filter Tasks 

• Action Plans in CRM

• Manage Your Action Plan Library

• Tasks in Action Plans

• Using Action Plans and Bulk Messaging to Create Personalized Outreach at Scale

Compass Mobile App 

Tips and Tricks for the Compass Platform on the Go 

• Search for Compass and Non Compass Agents for Referrals 

• Digital Business Cards

• Tasks on Compass App

• Share the Compass iOS App

• Understanding the Agent Profile

Marketing and Marketing Center

• Marketing Center Overview

• Getting Started with the Marketing Center Editor

• Asset Library in Marketing Center

• Requesting Photos in Marketing Center

• Maintaining Strong Relationships with Your Sphere Using Automation

• Create and Execute a Yearly Marketing Plan

• Practicing Your Pitch 

• Collaborate, Download, Print, and Share

• Intro to Gift Center

• Digital Assets in Marketing Center

  • Send Emails from Marketing Center

  • Customize and Existing Email Template

  • Send An Email

  • Video Mail

  • Create a Custom Video

  • Marketing Center Video Studio

  • Managing Sender Profiles for Email Marketing 

  • Create a Digital Ad

  • Create a Digital Ad for Just Listed

  • Create a Digital Ad to Increase Your Likelihood to Sell

  • Create a Digital Ad for your Open House

  • Create a Digital Ad for your Compass Coming Soon

  • Digital Ads Live Demo

  • View and Share Insights for your Digital Ad

  • Measure Digital Ad Success with Insights

  • Marketing Collateral and What Content to Create- Part 1

  • Marketing Collateral and What Content to Create- Part 2

  • Marketing Collateral and What Content to Create- Part 3

• Print Assets in Marketing Center

  • Create a Listing Presentation

  • Listing Presentation in Marketing Center

  • Win the Listing: The Listing Presentation 

  • Maximizing Your Listing Presentation to Save Time and Win Listings

  • Create a “Why Compass” Buyers’ Guide

  • Marketing Center Editor for Print Designs

  • Review and Print Your Designs

  • Create Customized Stationary

  • Create a Postcard

  • Sign Center and Signage 

  • Sign Center FAQs

  • Create and Customize your Compass Business Cards using Marketing Center

  • Xpressdocs– Street List

  • Xpressdocs– Radius List 

  • Xpressdocs– Upload a Mailing List

  • Xpressdocs– Uploading Marketing Collateral

  • Maximize Your Direct Mail Impact: Step 1

  • Maximize Your Direct Mail Impact: Step 2

  • Maximize Your Direct Mail Impact: Step 3

  • Maximize Your Direct Mail Impact: Step 4

  • Maximize Your Direct Mail Impact: Step 5

  • Marketing Center for Print- Agent Testimonial

• Editing Emails in Marketing Center (Flexible Template Editor)

  • Add and Edit Elements

  • Add and Edit Photos

  • Add and Edit Text

  • Brand Guidelines

• Social Media

  • Marketing Center Editor for Social Designs

  • Add and Edit Photos, Text, and Elements

  • Share Social Designs Directly from Desktop

  • Connect Your Facebook and Instagram business accounts to Compass 

  • Post Social Media Assets from the Compass App 

  • Create a “Coming Soon” Social Media Post

  • Create a "Just Listed" Social Media Post 

  • Create a “Just Sold” Social Media Post

  • Summarizing Your Instagram Analytics (Part 1) 

  • Summarizing Your Instagram Analytics (Part 2) 

  • Summarizing Your Instagram Analytics (Part 3) 

• Brand

  • Building Your Brand- Step 1 

  • Building Your Brand- Step 2

  • Building Your Brand- Step 3

  • Building Your Brand- Step 4

  • Building Your Brand- Step 5

  • Maintaining Your Brand- Step 1

  • Maintaining Your Brand- Step 2

  • Maintaining Your Brand- Step 3

  • Maintaining Your Brand- Step 4

Printing

• Easily Print using Compass Printers 

• Print Marketing Collateral from a Windows PC

Files and Checklists 

• Understanding Groups, Tags, Notes in Compass CRM 

• Top Reasons to Archive a Contact 

• Template for Annual Marketing Plan

• Strategies for Setting Habits to get Your Contacts Organized 

• Local Business Referral List

• ABC Method + Hot/Warm/Cold Leads 

• 1:1 Relationship Nurturing Ideas 

• Questions to Ask Your Local Business Referral Partner

• Print Advertising Checklist

• Pre & Post Listing Presentation Meeting Checklist 

• How to Ensure a Smooth Closing for Your Buyer 

• Three Ways to Sell Your Marketing Offering 

• Three Ways Compass Elevates Your Value as An Agent 

• Three Reasons Why Sellers in a Luxury Market Should Choose to Work with Compass 

• Four Ways to Attract a Tech-Savvy Client 

• Open House Checklist

• Offer Process Checklist

• Social Media Agent Handbook 

• How To Take Better Listing Photographs

• How Much Should You be Spending On Your Video Marketing? 

• How Much Should You Spend on Your Advertising 

• How Much Should You be Spending on Your Direct Mail

• How Much Should You be Spending on Your Social Media 

• Email Marketing Calendar Template

• Define Your Advertising Goals 

• Listing Video Style Guide 

• Compass Digital Ads for Facebook Handbook 

• Agent Video Brand Guidelines 

• Advertising Budget Template

• Marketing: Top 11 To-Dos

• Livestream Open House Checklist

• How to Quickly Get Your Listing to Market Checklist

• How to Build a Strong Social Media Presence Checklist

• Hosting Another Broker's Open House Checklist

• Build an Advantage in the Spring Market

• Buyer Questionnaire

• Buyer Search Process Checklist

• Buyer Consultation Checklist

• Broker Open House/ Broker Tour Checklist

• Advertising Checklist