Define Membership Status to M1, MLS, Lockbox Status Rules

By setting up membership rules you can automate the process of activating, inactivating, etc. in M1, your MLS and Lockbox. Automated changes to these settings should be triggered by both a mass drop through the Memberships module Unpaid tab and also a manual drop from a contact record. These settings will apply to PRIMARY agents only; Secondary agents M1 status will not be updated (secondary associations do not have editing permissions for agent records in M1; those changes must come from their primary association).

To define your rules:

1. Click Setup in the left-hand navigation panel.
2. Click Suspend/Drop/Reactivate Settings in the Real Estate Edition section.
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 members. 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.

8. 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 Memberships module Unpaid tab and also a manual drop from a contact record.