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Define Membership Status to M1, MLS, Lockbox Status Rules

Updated
The Goal: Define membership-status rules that automatically update each member’s M1, MLS, and Lockbox status when their membership status changes.

Before You Begin:

  • You need Real Estate Edition enabled and staff access to Settings → Real Estate Edition.
  • These rules 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.
  • Know which membership types you want to govern and the desired M1, MLS, and Lockbox status for each membership status. Automated changes are triggered by both a mass drop through the Unpaid tab and a manual drop from a contact record.

Step-by-Step Instructions

  1. Click Settings in the left-hand rail.
  2. Go to Settings, Real Estate Edition section, click Suspend/Drop/Reactivate Settings.

  3. Click the Real Estate Settings tab.

  4. To set the rules for your membership types, click the Add button.

  5. Select the Membership Type to which you wish to apply rules.
  6. For each Membership status, select the rule to be applied to M1, MLS and/or LockBox. Note: The choices available will be dependent 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 January 1 – March 3 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.
  7. Configure Days Overdue to Allow Reactivation: This option allows you to 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. NOTE: If this is set to 0 there are no restrictions and the membership will be automatically reactivated on payment.

For Example:

  • Default invoice terms set to Due on Receipt, and Days Overdue to Allow Reactivation is set to 20.
    • Monthly billing is run on the 1st, and allow members 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.

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 setting in the Days Overdue to Allow Reactivation.
  1. 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. Automated changes to these settings should be triggered by both a mass drop through the Unpaid tab and also a manual drop from a contact record.

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

  • Sending a Suspended status outside the allowed window: M1 only accepts a change to Suspended between January 1 and March 3 every three years and will reject it at any other time. Check the NAR cycle before relying on automated Suspended changes.
  • Expecting Secondary agents to update: These rules update PRIMARY agents only. Secondary agents’ M1 status must be changed by their primary association.

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