MRED - Add an Agent

Shelly Satre

Oct 07, 2022

1258

IMPORTANT!If creating new agents AND a new office, the office must be created first and then the agents assigned to the office.

If the agent does NOT have a contact record, follow the steps to Add a Primary Agent or Add a Secondary Agent to create and populate the GrowthZone record.
For the desired agent, verify that all contact information required to sync an agent to MRED has been populated on the Profile tab. See Data sent to MRED for an Agent for details.
Select the agent's Real Estate tab.
Click the icon in the MLS - MRED section.
Dependent on your business processes and the setup of your database you can (a) Choose to use the agent's NRDS ID. This option will only display if the agent has a NRDS ID (b) Enter a "custom" MLS ID. This option should definitely be used if the agent already has an MLS ID in MRED (c) If, during initial setup, you have enabled the MLS ID generator, generate and ID. New MLS IDs must use MRED’s rules for creation. Please contact MRED if you need assistance.
Click Done. IMPORTANT: Once the MLS ID is saved, it cannot be changed. Ensure that the number is correct prior to clicking Done.
Click the icon in the MLS Information section.
Enter the following information (an asterisk indicates a required field):
- MLS Office ID*: Enter the MLS ID for this agent's office.
- MLS Join Date: Enter the date this agent became active with MRED.
- MLS Status*: Select Active from the drop-down list. NOTE: By default, the MLS Status is NOT tied to the agent's GrowthZone membership status. If, during initial setup of the integration to MRED you have enabled Use Membership To Determine MLS Status, a change to the GrowthZone membership status will update the MLS status.
- Agent Type*: Select the appropriate agent type for this agent. The agent type drives the security role giving/restricting access the agent will have within the MLS. Agent Type is sometimes referred to as "class" .
- Term Date: Applicable when de-activating a member.
Click Done.

The agent will now sync to MRED with no further interaction on your part within the next 15 minutes (between 8am and 8pm)