Adding an office with M1 is performed on the Real Estate tab. Offices are not members of NAR, but need to exist in the M1 database. Prior to adding a new office to M1, search the M1 database as described in Search M1 for Offices.

1. For the desired office, click the Real Estate tab.
2. Click the Search M1/Add Office button. By searching M1, you can verify whether the office already exists in the M1 database and avoid duplication. Adding a brand new office, assumes that no matching records are found. See Search M1 for Offices for more information.
3. Click the Create New radio button.

   

4. Click the Get M1 Number button. The next M1 number available from the configured sequence will be assigned to the office. NOTE: If Tie Account Number To NRDS Number is enabled the account number (in GrowthZone) for this office will be automatically updated with the M1 ID.
5. Enable the Sync to M1 checkbox.
6. Complete the following fields. An asterisk and red outline denotes a required field. If a required field is not populated the Done button will not be enabled. See Data Sent to M1 for a Primary Office for a detailed description of each field.

   

   • M1 ID*: this field will auto-fill when the Get M1 Number button is clicked.
   • Join Date*: The date this office joined NAR. (This field is only editable if empty, i.e. when entering a new office.)
   • Status*: Select the appropriate status for this office. Depending on your board's process, this could be Active or Provisional.
   • Non-Member Salespersons*: Non-member licensees who work in this Realtor office but choose not to join the association. NOTE: Because it is a required field, if this office does not have any NM Salespersons, you must enter a zero in this field.
   • Office DR M1 ID*: Enter the M1 ID of the Designated REALTOR (DR) for this office. This must be a valid 9-digit member ID. The DR must exist in M1. See note below.
   • Office Manager NM1 ID: This field is to track the contact person at this office location when it is not the same as the DR. If this location's Office Contact Manager is the same as the Member entered for Office Contact DR, this field may be left empty.
   • Primary State: Select the state where this office has primary membership.
   • Local Join Date: The date this office joined your association.
   • Office Formal Name: This field can be used to enter the full name of the Office, up to 60 characters. Because the Office Business Name is limited to 30 characters due to mailing restrictions, use this field to fully describe the office name for your own use.
   • Office Type: This field can be used to track office type such as Residential, Commercial, Affiliate, etc.
7. Communication Options:

   

   • Stop Mail: Tick the radio button to exclude the office from mailings, including the Realtor Magazine.
   • Stop Fax: Tick the radio button if the office does not wish the fax number to be used.
   • Stop Marketing Material: Tick the radio button to stop any marketing materials from being sent to this office.
   • Physical Address: Select the physical address to be used for this office. Addresses displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another address.
   • Mailing Address (if different than Physical Address): Select a mailing address if needed. Addresses displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another address.
   • Email Address: Select an email address for the office. Email addresses displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another email address.
   • Phone Number: Select a phone number for the office. Phone Numbers displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another phone number.
   • Additional Phone Number: Select an additional phone number for the office. Phone Numbers displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another phone number.
   • Fax Number: Select a fax number for the office. Fax numbers displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another fax number.

8. Click Done.

The new office will be synched to the M1 server queues within 5 minutes, no additional interaction is required on your part (it may take longer than 5 minutes to be processed!). Additional information for the office can be added under the Additional Information section on the Real Estate tab. See Data Sent to M1 for a Primary Office for further details.