Add a Primary Agent

If you are the POE for an agent, you can add them to your database, and sync the record to M1.

1. Search M1 for the Agent. If no match is found, click the Create New radio button.

   

    

    

2. Click the Get M1 Number button to generate a M1 ID for this agent. Once a M1 ID is generated and assigned to this agent, it cannot be changed. NOTE: The Account Number for the agent will automatically be updated to the M1 ID if Tie Account Number To M1 Number was enabled during the initial setup of your GrowthZone database.
3. Click Sync to M1.
4. In the M1 section, populate the following fields. All data entered will be sent to M1, however, only those marked with an asterisk are required (See Agent Data sent to M1 for detailed descriptions and formatting of the fields.):
   • Member Type*: Select this agent's member type from the list. NOTE: If the member type is R or RA you must also populate the license for this agent on the Profile tab.
   • Active Since: Indicates the date that this agent joined NRDS. (This field is only editable if empty, i.e. when entering a new agent.)
   • Local Join Date: The date the member transferred or reinstated into this current Primary association. NOTE: The field Join Date should not change when members move from association to association. Use this field to indicate that move. This cannot be a future date.
   • Status*: Select Active from the list.
   • POE Association: This field will automatically be populated with the POE Association ID for your organization.
   • License: Choose the license associated to this agent, or click the   icon to add a new license.
   • Primary State*: Select the state where this member has primary membership.
   • Primary Field of Business*: Select the agent's primary field of business. M1 approved fields of business are displayed in the list.
   • M1 Office*: Select this agent's office from the list. All offices associated to this agent will be displayed for selection. NOTE: The office must exist in M1 database. If there is no office available you must add the office to M1.

     

5. In the Communications section, complete the following (an asterisk indicates a required field)
   • Stop Mail: Indicates whether or not to exclude active members from mailings, including the Realtor Magazine. Check the box to exclude the agent.
   • Stop Fax: Indicates whether the agent wants the fax number to be used. Check this box to indicate that the fax should not be used.
   • Stop Email: This setting indicates whether the agent wishes to be on NAR's Direct Mail mailing list. Only an agent can change this field in their record. Anything a POE sends in this field will be ignored by M1.
   • Stop Marketing Material: This setting indicates whether the agent wants to receive marketing materials from M1. Only an agent can change this. Anything the POE send in this field will be ignored by M1.
   • Preferred Mail: Select the address type to which the agent prefers to have mail sent. Required if agent is R or RA. If you select Home or Mailing fields will be marked as required in the section below. If you select an Office option the contact information associated to the agent's office will be used. 
   • Preferred Publication: Select the address type to which the agent prefers to have publications sent. Required if agent is R or RA. If you select Home or Mailing fields will be marked as required in the section below. If you select an Office option the contact information associated to the agent's office will be used. 
   • Preferred Phone Number: Select the phone number type the agent prefers to be used for phone calls. Required if agent is R or RA. If you select Home or Cell fields will be marked as required in the section below. If you choose the Office option the phone number associated to the office will be used.
   • Preferred Fax Number (Optional): Select the fax number to which the agent prefers to receive faxes. If you choose Home you will be required to select a Fax Number in the section below. If you choose the Office option the fax number associated to the office will be used.
   • Home Address: Select the agent's home address. All addresses you have added on the Profile tab are available for selection OR click the   icon to add an address. NOTE: If the agent type is R or RA, this field is required.
   • Mailing Address: If the mailing address is different than Home Address, select the mailing address. All addresses you have added on the Profile tab are available for selection OR click the   icon to add an address.
   • Cell: Select the agent's cell-phone number. All phone numbers you have added on the Profile tab are available for selection OR click the   icon to add a phone number.
   • Home Phone: Select the agent's home phone number. All phone numbers you have added on the Profile tab are available for selection OR click the   icon to add a phone number.
   • Email: Select the primary email for this agent. All emails you have added on the Profile tab are available for selection OR click the   icon to add an email. NOTE: If the Agent is R or RA the email address is required.
   • Preferred Fax: Select the fax number the agent prefers to be used. All fax numbers you have added on the Profile tab are available for selection OR click the   icon to add a fax number.
   • Website: Select the agent's web-site. All web-sites you have added on the Profile tab are available for selection OR click the   icon to add a web-site url.

     

6. Click Done.

The new agent will be synched to NRDS within 5 minutes, no further interaction is required on your part. See Add Primary Agent Additional Information if you wish to send additional data to M1.