Office Transfers should be rare. The Offices can all be linked by any POE to any of their Member records. Their association does not need to be that office's "Primary Association" to do so. We recommend that since the POE must go online to M1 to review the office first that they simply use the Transfer Office link on the M1 admin menu.
If you do wish to transfer an office:
- For the desired office, select the Real Estate tab.
- Click the
in the M1 Information section.
Transfer an office - Click Done on the Transfer Confirmation screen.
Transfer confirmation
Once the transfer is processed, you Association ID and POE Association ID will be displayed in the Information Section and the pencil icon will be available to edit information. Best practice is to review the M1 Information and update as needed.