Before You Begin:
- This applies to associations on the Real Estate Edition that integrate with M1.
- M1 connection settings live at Settings > Real Estate Edition > M1 Settings — go to Settings in the left-hand rail, Real Estate Edition section, click M1 Settings.
- GrowthZone checks the sub queue at regular intervals and updates GrowthZone records automatically; no manual action is required.
Step-by-Step Instructions
For each association, M1 maintains a sub queue. Every add/change that occurs in M1 that is “of interest” to the AOR, but not done by them, is published in this sub queue. At regular intervals, GrowthZone will check the sub queue and update the GrowthZone records.
“Items of interest” are as follows:
Member record: Changes are published to the POE sub queue of the member's primary and secondary local and state associations as well as any ISCs they belong to. Add Agents are published to the POE sub queue of the member's primary state association. Add Institute Affiliate Members are published to the POE sub queue of the member's primary local and state association.
Office: the changes are published to the POE sub queue of the office's primary and secondary local and state associations. Add Offices are published to the POE sub queue of the office's primary local and state association.
Education: the adds and changes are published to the POE sub queue of the member's primary and secondary local and state associations, as well as any ISCs they belong to. GrowthZone currently only processes the COEC/COEN (Code of Ethics) certifications.
Member Secondary: the adds and changes are published to the POE sub queue of the member's primary local and state associations.
Office Secondary: the adds and changes are published to the POE sub queue of the office's primary local and state associations.
| NOTE: GrowthZone does not currently sync Financial & Demographic transactions. |
Common Pitfalls
- Expecting financial or demographic data to sync: GrowthZone does not currently sync Financial & Demographic transactions. Do not rely on the sub queue to reconcile billing or demographic records.