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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 b…
How to Fix an Incorrect M1 Number
Mistakes do happen; sometimes an existing agent is given a new M1 number when they already have one. After the number has been assigned, GrowthZone is unable to change it- this is per M1 rules. Here is how you can "fix" an M1 number if it is wrong. IMPORTANT: Disable the Sync to M1 on the incorrect record. Do…
Data Sent to M1 for Secondary Office Record
The table below describes the data sent to NRDS for a supplemental record. Field Name Description Data format Required Initial Setup Association Id (read only) The 4-digit local association ID assigned to the association itself. This is configured during initial setup of the association 4 Numeric X …
Data sent to M1 for a Primary Office
The fields described in the table below are synchronized to M1. Field Name Matching Field in MI Description Data format Required Initial Setup POE Association (read only) This field will automatically fill in with Association’s Point of Entry ID. This is configured during initial setup of the assoc…
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 insp…
Agent Designations
IMPORTANT: If you have the Real Estate Edition, Designations will be handled by your NRDS/M1 sync. You will not be able to create or add Designations via GrowthZone. REALTOR® Designations are granted by and originate from NAR and the M1 database. If a REALTOR® has any designations, they will appear in the agent r…
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 , 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 NRDSThe Contac…
Deactivate or Drop a Primary Agent
If an agent is no longer a part of an office or has dropped their membership, you can inactivate them in M1 from within GrowthZone. NOTE: It is NOT recommended that you delete individual contact records, as the database maintains historical information about those individuals. * On the agent's Real Estate tab, …
Real Estate Edition Video Tutorials
Here are 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 to manage their contacts’ NRDS data. In this…
