Embedded Files
Paperwork
*Note that Docusign options are intended only for agents without their own Docusign accounts as a courtesy.
Email agentexperience@compass.com for updates to your existing referral paperwork or to setup your own paid subscription
W9 Information
If Compass Agent is giving out a referral lead to an external brokerage and is expecting funds to be sent to Compass.
Compass Agent can provide the Compass W9 to collect the referral fee.
W-9 By Office:
Garden City (Bayside, Carle Place)
Manhasset (Roslyn)
Rockville Centre (Long Beach, Oceanside)
If Compass Agent is receiving a referral lead from an external brokerage.
Compass Agent requires the W9 from the external brokerage to pay out referral fee. (if one has not been provided previously)
Compass Agent will upload W9 to Business Tracker
Resources
Find an Agent Feature
Sales Managers
Connect with your Sales Manager regarding outbound referral recommendations!
Secondary Languages
Page updated
Report abuse