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NRDS M1 Integration Use Case: REALTOR Member is also an Affiliate
From time to time an association may have REALTOR® members who are also Affiliate members of NAR though a business separate from their brokerage. Commonly we see this with an agent or broker who is also an appraiser, or if they own a separate real estate adjacent business (such as a home cleaning service, a home inspe…
How to Merge Records Synced to M1
Duplicates can happen. Event registrations, member applications, staff error- these are all ways that duplicate contact records can end up in your database. If you're being diligent about database maintenance, or run into issues, you will want to clean these up to help maintain data integrity. Merging records is best…
Contacts Report Use Case: View a list of active agents who are not set to sync with M1
Mistakes happen- let's run a report to see if any of our active agents are not set to sync to M1. Using the [**Contacts Report**][1], set up the following criteria: * Contact Type: Agent * Contact Status: Active * Additional Criteria/Filters: **Sync with NRDS Equals No** * Fields to Display: add **Sync to NR…
Real Estate Edition Video Tutorials
# **_IN PROGRESS_** Here is a series of focused videos on various topics related to the Real Estate Edition of GrowthZone. ## **M1 Integration Training** * * * M1 Integration Daily Activities The GrowthZone integration with the National Association of REALTORS’ M1 database provides association staff an easy way t…
