From time to time an association may have REALTOR® members who are also Affiliate members of NAR though a business separate from their brokerage. Commonly we see this with an agent or broker who is also an appraiser, or if they own a separate real estate adjacent business (such as a home cleaning service, a home inspection service, etc.).
In these cases, there may be a second M1 number assigned to the individual that needs to be associated to their additional endeavor and NOT their REALTOR® brokerage. Since GrowthZone can only associate a single M1 number to any contact, it will be necessary to create a second contact record for this individual with this additional M1 number and relate that record to the non-brokerage business separately. With this setup, the following process would need to be followed:
- The contact record with the REALTOR® membership/primary NAR sync would be synced as any other primary agent/broker; the contact is related to the brokerage and the sync for the NAR member is enabled on the Real Estate tab under the M1 Information section.
- The contact record with the "secondary" affiliate NAR number would be related to the contact's non-brokerage business. On this record's Real Estate tab, you can ignore the M1 Information section in the upper left; instead, you will go to the "Secondary Member(s)" sync in the lower right of the tab and enable the sync there.