CONTENTS - Real Estate Edition Integration

Who is this for? Association staff at National Association of REALTORs (NAR) Associations who manage real estate data in GrowthZone's Real Estate Edition. GrowthZone's Real Estate Edition provides features required by most NAR Associations for managing their real estate data — including an additional tab on contact records to store real estate data, data sync management, and other necessary resources. The software supports integration to NRDS, various MLS, and Lock-box solutions.

Module 1: Getting Started with Real Estate Edition

Foundational settings, access levels, and association-level records you configure before working with offices and agents. (Est. Time: 20 mins)

• End User Access Levels- Recommendations for Real Estate Edition
• Broker Tab- Real Estate Edition Only
• Billing Responsible Party- Real Estate Edition
• Event Log
• Changing your Association's AE

Module 2: M1 Integration

Setup, status rules, offices, agents, financial records, and sub-queue processing for the NRDS M1 integration. (Est. Time: 90 mins)

• M1 Integration Initial Setup Considerations
  • Link M1, MLS, Lockbox Status to Membership Status
    • Define Membership Status to M1, MLS, Lockbox Status Rules
    • Change Membership Status to M1, MLS, Lockbox Status Rules
    • Delete Membership Status to M1, MLS, Lockbox Status Rules
  • Working with Offices
    • Working with Primary Offices
      • Data Sent to M1 for Primary Offices
      • Search M1 for Offices
      • Add a Primary Office
      • Assign an Association Staff Member to an Office
      • Add Office Additional Information
      • Change a Primary Office Record
      • Update Office DR
      • Update Primary Office M1 Status
      • Suspend an Office
         
    • Working with Secondary Offices
      • Data Sent to M1 for Secondary Offices
      • Search M1 for Offices
      • Add a Secondary Office
      • Change a Secondary Office Record
      • Update Secondary Office M1 Status
    • Transfer Office to Your Board
  • Working with Agents
    • Working with Primary Agents
      • Data Sent to M1 for Primary Agents
      • Search M1 for an Agent
      • Add a Primary Agent
      • Add Primary Agent Additional Information
      • Change or Update a Primary Agent Record
      • Change a Primary Agent's M1 Status
      • Deactivate a Primary Agent
      • Move or Transfer a Primary Agent to a New Office
      • Remove a Primary Agent from an Office
      • How to "Fix" an Incorrect M1 Number
    • Working With Secondary Agents
      • Secondary Agent Records
      • Data Sent to M1 for Secondary Agents
      • Add a Secondary Agent
      • Add Additional Secondary Agent(s)
      • Update a Secondary Agent
    • Agent Designations
    • M1 Best Practices/Use Cases
      • Transfer an Agent to Your Board
      • REALTOR Member is also an Affiliate
    • View an Agent's Other Active Associations (COMING SOON)
    • M1 Education Records
      • Data sent to M1 for Code of Ethics
      • Add/Update Code of Ethics Training
    • Letter of Good Standing
      • Customize Letter of Good Standing Documentation Template
      • Download/Print Letter of Good Standing Documentation Template
      • Customize Letter of Good Standing Email Template
      • Email Letter of Good Standing
  • M1 Financial Record
    • M1 Financial Record Business Rules
    • M1 Financial Record Initial Setup
    • M1 Financial Record Data Sent
  • Review M1 Event Log
• M1 Sub Queue Processing
  • Sub-queue Processing Rules
  • Office sub-queue processing
  • Secondary Office sub-queue processing
  • Agent sub-queue processing
  • Secondary Agent Sub-Queue Processing
  • Education Records Sub-Queue Processing
  • Monitoring Records Added/Updated via the Sub Queue

Module 3: NAR E-Commerce

Configure dues splits, store credit cards, assign cards to recurring fees, and process NAR E-Commerce payments and refunds. (Est. Time: 45 mins)

• NAR E-Commerce
  • NAR E-Commerce Credit Card Processing Timing
  • NAR E-Commerce Initial Setup
  • Setting up Fee Items for NAR eCommerce and M1 Splits
  • NAR E-Commerce Initial Setup - Dues Split
  • Update NAR E-Commerce Dues Split
  • NAR E-Commerce Storing Credit Cards
    • NAR E-Commerce Storing Credit Cards from Back Office
    • NAR E-Commerce Storing Credit Cards from Info Hub
  • NAR E-Commerce Assign Stored Card to Recurring Fees
  • NAR E-Commerce: Telecheck details
  • NAR E-Commerce Processing Refunds
  • View NAR E-Commerce Payments
  • NAR E-Commerce Processing Errors
  • When is the Default M1 ID used?

Module 4: MLS Integrations

Configure and maintain offices and agents for each supported MLS: Flex, CoreLogic Matrix, Black Knight Paragon, Standard, MRED, and CRMLS. (Est. Time: 60 mins)

• Flex Integration
  • Flex- Working with Offices
    • Flex- Add an Office
    • Flex- Update an Office
    • Flex- Inactivate an Office
    • Data Sent to Flex for Offices
  • Flex- Working with Agents
    • Flex- Add an Agent
    • Flex- Update an Agent
    • Flex- Transfer an Agent to a New Office
    • Flex- Inactivate an Agent
    • Fix an Incorrect MLS ID (Merge Records without creating a duplicate record in Flex)
    • Data Sent to Flex for Agents
• Corelogic Matrix Integration
  • Corelogic Matrix Integration - Initial Setup
  • Corelogic Matrix - Working with Agents
    • Corelogic Matrix - Add an Agent
    • Corelogic Matrix - Update an Agent
    • Corelogic Matrix - Change an Agent's Security Level
    • Fix an Incorrect MLS ID (Merge Records without creating a duplicate record in CoreLogic)
    • Data sent to Corelogic Matrix for Agents
  • Corelogic Matrix - Working with Offices 
    • Corelogic Matrix - Add an Office
    • Corelogic Matrix - Update an Office
    • Corelogic Matrix - Inactivate an Office
    • Data Sent to Corelogic Matrix for Offices
• Black Knight - Paragon MLS
  • Black Knight Paragon Initial Setup
  • Black Knight Paragon - Working with Agents
    • Black Knight Paragon - Add an Agent
    • Black Knight Paragon - Update an Agent
    • Black Knight Paragon - Deactivate an Agent
    • Fix an Incorrect MLS ID (Merge Records without creating a duplicate record in Black Knight Paragon)
    • Data Sent to Black Knight Paragon for Agents
  • Black Knight Paragon - Working with Offices
    • Black Knight Paragon - Activate an Office
    • Black Knight Paragon - Update an Office
    • Black Knight Paragon - Deactivate an Office
    • Data Sent to Black Knight Paragon for Offices
• MLS - Standard Integration
  • MLS - Standard Integration - Working with Offices
    • MLS Standard Integration - Activate an Office
    • MLS Standard Integration - Update an Office
    • MLS Standard Integration - Deactivate an Office
    • Data Sent to MLS Standard Integration for Offices
  • MLS - Standard Integration - Working with Agents
    • MLS Standard Integration - Activate an Agent
    • MLS Standard Integration - Update an Agent
    • MLS Standard Integration - Deactivate an Agent
    • Data Sent to MLS Standard Integration for Agents
  • Northstar MLS
  • MLS - Standard Integration - Fix an Incorrect MLS ID (Merge Records without creating a duplicate record)
• MRED Integration
  • MRED Integration - Initial Setup
  • MRED - Working with Agents 
    • MRED - Add an Agent
    • MRED - Update an Agent
    • MRED - Change an Agent's Status
    • Data Sent to MRED for Agents
  • MRED - Working with Offices
    • MRED - Add an Office
    • MRED - Update an Office
    • MRED - Change Office MLS Status
    • Data Sent to MRED for Offices
  • MRED - Fix an Incorrect MLS ID (Merge Records without creating a duplicate record)
• California Regional MLS (CRMLS)
  • CRMLS - Working with Agents
    • CRMLS - Activate an Agent
    • CRMLS - Update an Agent
    • CRMLS - Deactivate an Agent
    • Data sent to CRMLS for Agents
  • CRMLS - Working with Offices
    • CRMLS - Activate an Office
    • CRMLS - Update an Office
    • CRMLS - Deactivate an Office
    • Data sent to CRMLS for Offices
  • CRMLS - Fix an Incorrect MLS ID (Merge Records without creating a duplicate record)

Module 5: LockBox Integrations

Configure and maintain offices and agents for SentriLock and Supra lock-box solutions, including synchronization timing and event logs. (Est. Time: 40 mins)

• SentriLock
  • SentriLock - Synchronization Timing
  • SentriLock - Initial Integration Setup
  • SentriLock - Working with Agents
    • Sentrilock - Activate an Agent
    • Sentrilock - Terminate an Agent's Card Status
    • Sentrilock - Suspend/Terminate an Agent
    • Data Sent to Sentrilock for Agents
  • SentriLock - Working with Offices
    • Sentrilock - Activate an Office
    • Sentrilock - Suspend/Terminate an Office
    • Data Sent to Sentrilock for Offices
  • SentriLock - Review Event Log
• Supra
  • Supra - Working with Agents
    • Supra - Activate an Agent
    • Supra - Update an Agent
    • Supra - Suspend an Agent
    • Supra - Terminate an Agent
    • Supra - Disable Synchronization of an Agent
    • Data Sent to Supra for Agents
  • Supra - Working with Offices
    • Supra - Activate an Office
    • Supra - Update an Office
    • Supra - Suspend/Terminate an Office
    • Supra - Disable Synchronization of an Office
    • Data Sent to Supra for Offices
  • Supra - Review Event Log

Module 6: Code of Ethics, Continuing Education & Reporting

Track Code of Ethics and Continuing Education credits, run compliance reports, and review the Real Estate Edition error log. (Est. Time: 30 mins)

• Code of Ethics and Continuing Education
  • Use Case: One Event, Two Components- Granting COEC and COEN Credits for a Single Class
  • Use Case: Import Attendees for Code of Ethics or Fair Housing credit
• Reporting
  • Fair Housing Missing Report
  • Fair Housing Completed Report
  • Code of Ethics - Agents Missing Report
  • Code of Ethics - Agents Completed Report
  • Broker Tab: 
    • Missing COE column
    • Missing COE Filter option
    • Email Missing COE action
  • Real Estate Edition Error Log
• Real Estate Edition Video Tutorials

Module 7: Advanced Topics

Record merges, MLS ID corrections, and invoice imports for experienced administrators. (Est. Time: 25 mins)

• How to Merge Records Synced to M1
• How to Fix an Incorrect MLS ID (merging records without creating a duplicate MLS record)
• Create Invoices from Imported File

Certification Goal: Real Estate Edition Administrator

Completing every module above means you can independently configure and maintain the Real Estate Edition — from initial NRDS M1 setup through MLS and lock-box synchronization, NAR E-Commerce, and Code of Ethics compliance reporting — for your Association. The Real Estate Edition tools live under Settings, Real Estate Edition section in the left-hand rail.