Real Estate Edition ONLY

Webinar: Continuing Education and Code of Ethics (approx. 45 minutes) 

Download the handout here

If you have the Real Estate Edition of GrowthZone with the Continuing Education module, you can set up a certification and components that will automatically update a REALTOR's Code of Ethics training to M1 when the REALTOR attends a Code of Ethics training event. For the majority of REALTOR associations, this will be a general setup; if you have more specific requirements please reach out to Support.

RECOMMENDED/BEST PRACTICE: Prior to proceeding, please check your Continuing Education General Settings and make the following changes if needed:

• Create your certification (see step 1 below) and set it as the Default Certification.
• Make sure that "Enroll Attendees To All Relevant Certifications" is ENABLED.

1. Create a certification. Complete ONLY the numbered/required fields.

   

   1. Name: best practice is to name the certification something generic; it is a broad "bucket" to track all education components your association uses. 
   2. Description: enter something generic.
   3. Determine Completion via: set this to "Do Not Track Completion"
   4. Is Active: should be enabled by default; needs to be selected in order for the certification/components to be used.
   5. Click Done.
2. Create components for the certification you created in step 1. Use the "Course" type. Please see Regarding Reusing Components below for additional advice if components may be completed by an agent more than once during a cycle.

   

   1. Name: Best practice is to name the component based on the type of COE/FAIRH course- for example, "Code of Ethics - Current Agent" or "Code of Ethics - New Agent". IMPORTANT: Due to current constraints on re-use of existing components for sync with M1, and depending on how often your agents/brokers take your classes, you may need to create components for each year or occurrence of the class. If an agent/broker attends an additional class during the cycle that is associated with a component they've already attended, their previous credit will be overwritten!
   2. Type: COEC or COEN (once you being typing, the system will present COEC, COEN, and/or FAIRH in the dropdown to select).
   3. Is Active: should be enabled by default; needs to be selected in order for the certification/components to be used.
   4. Upon Completion: enter the number of hours or credits that are granted after completion.
   5. Component Of: this will auto-fill if you have the current certification set as default; make sure it is set to the correct certification for the component!
   6. Click Done.
3. Repeat step 2 for additional components. You should have at least 1 of each: a COEC component, a COEN component, and a FAIRH component. (See the above note about using components more than once.)
4. STOP! Verify your settings  before proceeding!
   1. Set your certification as the Default Certification.
   2. Make sure that "Enroll Attendees To All Relevant Certifications" is ENABLED.
5. Add the desired component to the event.
   1. Create/open the class/event for the Code of Ethics or Fair Housing training.
   2. On the Overview tab of the event, scroll down to the Continuing Education section.
   3. Click the plus icon  to add the desired component.
      1. In the Certification Component dropdown, select the desired component. The window will populate with the details of the selected component.
      2. Click Done.
6. Match registrants to contacts if needed.
    

   IMPORTANT! The COE/CE/FAIRH hours/credits will not apply if the registrant is not matched to a contact in your database!

7.  Check in attendees in one of three ways:
   1. Use the staff app to scan the QR codes in. NOTE: For COE and FAIRH classes THIS IS NOT RECOMMENDED, as it IMMEDIATELY sets the attendee status to Attended and grants them the credit for the class! 
   2. Use the staff app to check them in manually. NOTE: For COE and FAIRH classes THIS IS NOT RECOMMENDED, as it IMMEDIATELY sets the attendee status to Attended and grants them the credit for the class!  
   3. Mark them as attended.

Any of the actions that set a registrant's status to "Attended" will update the Code of Ethics and Fair Housing sections on the contact's Real Estate tab and will automatically send the update to M1.

Regarding Reusing Components

Due to the way components are associated to certifications, if there is a class a (component) a contact could take more than once during a cycle, it is important to have unique components for each attendance. For example, if over the course of a three-year cycle an agent needs to attend a COE or FAIRH class of some kind once a year, you would need to set up three separate components, one for each year. If a single component is reused and agents attend a class containing a component they have previously completed, the component will overwrite the previous completion date with the most recent date of completion.

Best practice is to create new, unique components for each calendar year to avoid losing completion data.

Next Step Articles

Fair Housing and Continuing Education

Add/Update Fair Housing Training

Code of Ethics and Fair Housing - Agents

Data Sent to M1 for Code of Ethics and Fair Housing