Search M1 for an Agent

Best practice when working with your agents is to ALWAYS search the M1 database to verify whether a record exists for the agent. By searching the database, you ensure that there is no duplication of records. Additionally, by searching M1 you can determine if the member is active in M1 at another association and if they need to be added to your association as a secondary agent or transferred to your association.

1. For the desired agent, click the Real Estate tab.
2. Click the Search M1/Add Member button.

   

3. Enter search criteria. Adding more information to your search criteria can help increase the accuracy and speed of the search results that will display. You may search on any combination of fields with the exception of the First Name only, Member Office State only, and RE License only. Wildcard searches, * "begins with only", can be performed on the First Name if it is used in combination with the Last Name.

   

4. Click Search M1 button. If results are found, they will be displayed on screen.

• If this is a new agent (has not had a NAR membership previously), and you are the POE, no matching agent should be found. Click the Create New button to add the new agent to the M1 database. See Add a Primary Agent for more information.

  

• If a matching agent is found in M1 and you are not intended to be the POE, select the "Use suggested" option, select the appropriate agent record to import the agent information from M1 to GrowthZone, then set up the agent as a secondary record in GrowthZone. See Add a Secondary Agent for more information.

  

• If a matching agent is found active with another POE and you wish to transfer them to your board, select the appropriate agent record to import the agent information from M1 to GrowthZone, then transfer the agent to your board.

  

• If a matching agent is found in M1 but the "Is Active" column states "No", you may import the agent information BUT the agent status in M1 must be set to "Active" before the GrowthZone record will sync. Once the M1 record is synced with the GrowthZone record, then you can inactivate or reactivate the agent using GrowthZone.