AI Assistant · Released
Your Compass AI in 60 seconds
Open AI Assistant, call a saved prompt with /prompt, and review an action before approving it.
Watch this lesson →The Compass how-to library
One tool. One practical next step.
45 lessons across eight series, recorded in a real Compass account. Sixteen videos are released; the next lessons are on the way.
Made by a Compass agent. Not an official Compass production.
Showing 45 lessons
AI Assistant · Released
Start every day with the Daily Briefing
Bring your tours, Open Houses, tasks, and activity feeds together in one briefing.
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AI Assistant · Released
Save the ten prompts you’ll use forever
Save, star, and call reusable prompt templates for your daily work.
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AI Assistant · Released
Write a listing description with a Quick Prompt
Create a first draft from your listing data, then make it yours.
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AI Assistant · Released
Fix an email with the Writing Assistant
Adjust the tone or length of a selected paragraph in your email.
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AI Assistant · Released
Follow Ups: who to call today
Ask for contacts to call and use Follow Ups to prepare a first email.
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Action Plans and CRM · Released
Enroll a contact in an Action Plan in 90 seconds
Choose a contact, select a plan, set the start date, and start it.
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Action Plans and CRM · Released
The Past Clients plan: 9 actions, 2 years
Read the Past Clients plan and understand what enrollment starts.
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Action Plans and CRM · Released
Build a repeating quarterly follow-up
Build a quarterly plan with call tasks, an email task, and a tag action.
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Action Plans and CRM · Released
Contact Statuses and outreach intervals
Set a contact status and use Outreach Overdue to find your next calls.
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Action Plans and CRM · Released
Enroll 100 at a time: customize or personalize
See the difference between customizing a template and personalizing each contact.
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Action Plans and CRM · Released
Where the auto-emails went: the Scheduled tab
Find Action Plan emails under Scheduled and understand the sending limit.
Watch this lesson →Compass One · Released
Preview before you invite: what the client will see
See exactly what your client will see before you send a Compass One invitation: open the folder, select Client dashboard, then Preview.
Watch this lesson →Compass One · Released
Invite a client to Compass One from the folder, and why the email address matters
Invite a client to Compass One from the folder's Client dashboard menu, fix the missing email on the contact card, and check Client access, because access is tied to the email address you invite.
Watch this lesson →Compass One · Released
Attach a Collection so your seller watches the competition from their dashboard
Build a Collection of the homes your seller is competing with, attach it to their folder, and check it from the Client dashboard so your seller sees it on Compass One.
Watch this lesson →Compass One · Released
What your client sees: timeline, documents, the eSign task
See your Compass One dashboard the way your client does: the timeline, the documents you make visible, and where the eSign task shows up.
Watch this lesson →Compass One · Coming soon
Close the listing appointment on the Preview screen
An upcoming lesson in Compass One. The video is being prepared.
Preview the lesson →Compass One · Coming soon
Share an Insights metric to the client’s dashboard
An upcoming lesson in Compass One. The video is being prepared.
Preview the lesson →Search and Collections · Coming soon
Run a Compass search with agent filters
An upcoming lesson in Search and Collections. The video is being prepared.
Preview the lesson →Search and Collections · Coming soon
Buyer Demand: how price changes interest
An upcoming lesson in Search and Collections. The video is being prepared.
Preview the lesson →Search and Collections · Coming soon
Reverse Prospecting: reach the agents searching
An upcoming lesson in Search and Collections. The video is being prepared.
Preview the lesson →Search and Collections · Coming soon
Auto-share Collection vs review-first Collection
An upcoming lesson in Search and Collections. The video is being prepared.
Preview the lesson →Search and Collections · Coming soon
Set Collection notifications and criteria
An upcoming lesson in Search and Collections. The video is being prepared.
Preview the lesson →Search and Collections · Coming soon
The 3-Phased Marketing Strategy in 2026
An upcoming lesson in Search and Collections. The video is being prepared.
Preview the lesson →Search and Collections · Coming soon
The open house sign-in form and Tours
An upcoming lesson in Search and Collections. The video is being prepared.
Preview the lesson →Business Tracker · Coming soon
Create a Business Tracker folder
An upcoming lesson in Business Tracker. The video is being prepared.
Preview the lesson →Business Tracker · Coming soon
The Thursday 4 PM pipeline review
An upcoming lesson in Business Tracker. The video is being prepared.
Preview the lesson →Business Tracker · Coming soon
Timeline Templates: apply, default, build
An upcoming lesson in Business Tracker. The video is being prepared.
Preview the lesson →Business Tracker · Coming soon
Send, track, and revise an eSign package
An upcoming lesson in Business Tracker. The video is being prepared.
Preview the lesson →Business Tracker · Coming soon
Compliance & Commission
An upcoming lesson in Business Tracker. The video is being prepared.
Preview the lesson →Business Tracker · Coming soon
Build and publish a CMA, then add it to the folder
An upcoming lesson in Business Tracker. The video is being prepared.
Preview the lesson →Performance and Insights · Coming soon
Set your annual goals and read pipeline conversion
An upcoming lesson in Performance and Insights. The video is being prepared.
Preview the lesson →Performance and Insights · Coming soon
Log an activity so the funnel is real
An upcoming lesson in Performance and Insights. The video is being prepared.
Preview the lesson →Performance and Insights · Coming soon
Email a Seller Report, then schedule it
An upcoming lesson in Performance and Insights. The video is being prepared.
Preview the lesson →Performance and Insights · Coming soon
Two routines that make the numbers stick
An upcoming lesson in Performance and Insights. The video is being prepared.
Preview the lesson →Marketing Center · Coming soon
Create a design and set your default logo
An upcoming lesson in Marketing Center. The video is being prepared.
Preview the lesson →Marketing Center · Coming soon
Run the New Listing campaign
An upcoming lesson in Marketing Center. The video is being prepared.
Preview the lesson →Marketing Center · Coming soon
Build an email and read its Insights
An upcoming lesson in Marketing Center. The video is being prepared.
Preview the lesson →Marketing Center · Coming soon
Auto-generate a listing video
An upcoming lesson in Marketing Center. The video is being prepared.
Preview the lesson →Marketing Center · Coming soon
Order a Listing Concierge campaign
An upcoming lesson in Marketing Center. The video is being prepared.
Preview the lesson →Marketing Center · Coming soon
Create and share a Flip Book
An upcoming lesson in Marketing Center. The video is being prepared.
Preview the lesson →Implementation · Coming soon
The 15-Minute Morning Routine
An upcoming lesson in Implementation. The video is being prepared.
Preview the lesson →Implementation · Coming soon
The Weekly Rhythm
An upcoming lesson in Implementation. The video is being prepared.
Preview the lesson →Implementation · Coming soon
Team Roles and the 30-Day Transformation Plan
An upcoming lesson in Implementation. The video is being prepared.
Preview the lesson →Implementation · Coming soon
The Winning Listing Presentation Framework
An upcoming lesson in Implementation. The video is being prepared.
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