Add a Secondary Office

Shelly Satre

Oct 08, 2024

1758

The primary association field, in M1, indicates which association first added this office. If your association also needs to be associated with this office because you have members linked there, you can add these with via your GrowthZone software, and the supplemental data will be synchronized to NRDS.

IMPORTANT: You can only add an Office Secondary record if the Office itself exists on M1and is Active. Perform a search of the M1 database to confirm that the record exists. If the office does not exist or is Inactive, M1 will reject the transaction. Be sure to review the Event Log for errors.

For the desired office, click the Real Estate tab.
Search M1 as described in Search M1 for Offices to ensure that the record exists. Select the matched office. A limited amount of M1 data will be returned by M1 to GrowthZone. NOTE: The status of the office will be returned by M1. If the status is NOT active, you will not be able to sync a secondary record to M1. Changes to the status of the office will need to be performed within M1 prior to being able to sync the secondary record.
On the Real Estate tab, click the in the Secondary Office section.

The Secondary Office section is in the right hand pane at the bottom of the page.
On the Secondary Office screen, click Sync to M1.

Enabling a secondary office sync to M1.
Populate the following fields. An asterisk indicates a required field (NOTE: Status Changed Date will automatically be populated).
- Status*: Select Active from the drop-down list.
- NM Salesperson Count*: Use the field in this table to report the number of non-member salespersons in this office that the broker will pay for through his Secondary association.
Click Done. The Done button will not be enabled if any of the required fields are missing.

The new secondary office record will immediately be sent to the M1 processing queue. All data described in Data Sent to M1 for Supplemental Office will be sent, no further action on your part is required.