The Goal: Automatically update a primary agent’s M1, MLS, and Lockbox service status whenever their membership is suspended, dropped, or reactivated by defining status rules per membership type.
Before You Begin:
- Complete all integration setups for your MLS, Lock Box, and M1 before setting up this automation.
- Make sure your membership types have already been created — this step should be performed afterward.
- These settings apply to PRIMARY agents only. Secondary agents’ M1 status will not be updated because secondary associations do not have editing permissions for agent records in M1 (those changes must come from the primary association).
- Consider testing this in your staging database before implementing it in production.
Step-by-Step Instructions
- Go to Memberships, Settings section, click Membership Settings.
Click the Real Estate Settings tab. The screen will display a listing of the rules you have already established for your association.
- To set the rules for your membership types, click the Add button.
- On the Membership Integrations page:
- Select the Membership Type to which you wish to apply rules.
- For each membership status, select the rule to be applied to M1, MLS, and/or LockBox. Note: The choices available will depend on your service provider, and you do not have to set rules for all providers. IMPORTANT: In M1, Suspended status is a special status that can only be sent from January 1 to March 1 every three years. M1 will reject any status change to Suspended outside of this timeframe. Refer to NAR documentation for further information on the cycle.
- Configure Days Overdue to Allow Reactivation: This option lets you set a window within which invoices can be overdue and still allow the system to automatically reactivate a suspended member. This is especially important if you are billing members on a monthly basis.
For Example:
- Default invoice terms are set to Due on Receipt, and Days Overdue to Allow Reactivation is set to 20.
- Monthly billing is run on the 1st, and members are allowed to remain active if the invoice is paid by the 20th (i.e., within 20 days).
- Agent A does not pay the invoice within 20 days, so you suspend the member.
- Default invoice terms are set to Due on Receipt, and Days Overdue to Allow Reactivation is set to 20.
Then August billing goes out, and on August 7th, Agent A remembers to log in to their Info Hub account and pays their July invoice, but leaves the August invoice unpaid.
- Because they are within that 20-day window of the August invoice, the system will reactivate them; they aren’t “overdue” until August 21st due to the 20 days set in Days Overdue to Allow Reactivation.
- Click Done.
- Repeat the steps above for each membership type to which you wish to apply rules. NOTE: You do not need to perform this step for all membership types. If no rules are set for a membership type, no changes to M1, MLS, or Lockbox status will automatically occur.
| Sentrilock: The Null status is currently not available for selection when setting up automation. If your association is not updating an individual’s SentriLock card status, the card status should be left as No Change. |
Common Pitfalls
- Setting up automation before integrations are complete: Finish all MLS, Lock Box, and M1 integration setup and create your membership types first, or the rules will have nothing valid to act on.
- Expecting secondary agents to update: Only PRIMARY agents’ M1 status is updated. Secondary association status changes must come from the agent’s primary association.
- Sending M1 Suspended status out of cycle: M1 only accepts Suspended status January 1 – March 1 every three years and will reject it outside that window.