Learn how to create Compass alerts to be notified when Real Estate Agents are active in your market, monitor properties in your database or when your referral partners become active.
What is Compass and how is it best used?
Compass sends you with weekly notifications regarding activities taking place in your market or that involve specific Real Estate Agents. By using Compass, you will stay informed about active Real Estate Agents in your market, property sales, listings of properties you've originated a loan on in the past, and the activity of your referral partners.
What's in this article?
1. Create your first Compass alert
2. Types of alerts you can create
2. Adding Real Estate Agents to a Market alert
🚨 Access to Compass is included in the Standard package and above. If you're unsure about your access to Compass, you can verify by checking your account settings or reaching out to our Support Team at support@modelmatch.com.
Creating a Compass alert
1. Click on the Settings icon from the navigation menu.
2. Click on "Compass Alerts" from the list of Settings.
3. To create your first alert, click the "+" icon in the upper left corner.
There are three types of alerts that you can create - Market, Property and Pulse.
Market Activity Alert
These alerts will monitor activity within your selected market and notify you when certain activities are recorded.
Property Alert
These alerts will be sent when activities are recorded on properties that you've originated a loan on in the past.
Pulse Alert
Pulse alerts will monitor all of your existing referral partners and active real estate agents in your market and alert you when new activities are recorded.
🚨 Access to PulseAI is required to create Pulse and Property alerts. PulseAI is included on the Essential package and above. If you're unsure if you have access to PulseAI you may check your account settings or contact our Support Team at support@modelmatch.com
4. For this example, let's click "Market Activity Alert". We will use the description field to name our alert, enter a city, state (market) using the address field and set the area around the market we want Compass to monitor.
5. We can use the notification settings to tell our alert of the activities we want it to watch for.
Active Listings
You will receive an alert any time a Real Estate Agent lists a property within this market.
Pending Properties
You will receive an alert any time a listing in this market changes to Pending.
Sold Properties
You will receive an alert any time a Real Estate Agent sells a property within this market.
6. Click "Save Alert"
💡 You may have up to 5 alerts monitoring activity at any time.
Adding an Agent to your alerts
You can manually add specific Real Estate Agents to a Market Alert. While not required this allows you to monitor a specific Real Estate Agent's activity within this market.
From Market Insights Search Results
1. From a list of Real Estate Agents in Market Insights, let's click the option icon "..." next to their name.
2. Hover your cursor over "Add Agent to a Compass Alert Filter" and click the alert you wish to add them to.
💡 You can view a list of all Real Estate Agents you are monitoring by viewing the alert on your Compass settings. This is also where you will remove a Real Estate Agent you no longer wish to monitor.
4. Additionally, you can add multiple Real Estate Agents to an alert by selecting the checkbox next to their names from your search results. With a list of Real Estate Agents selected click the "More" icon located at the bottom of your search results and select the alert you wish to add them to.
Add Agents to an alert from their Volume Report
1. Open a Real Estate Agent's Volume Report and click "send to icon" from the Quick Facts section.
2. Now, let's click "Add to Alert" and select the alert we wish to add this Real Estate Agent to.
