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M1 Integration Use Case: REALTOR Member is also an Affiliate

Updated
The Goal: Correctly sync a REALTOR® member who is also an NAR Affiliate (through a separate, non-brokerage business) by creating a second contact record with its own M1 number.

Before You Begin:

  • Confirm the individual has a second M1 number assigned to them for their non-brokerage endeavor (for example, an appraiser, home cleaning service, or home inspection service).
  • Know which business each M1 number belongs to — the REALTOR® brokerage versus the separate Affiliate business.
  • Keep in mind that GrowthZone can associate only a single M1 number to any one contact, so a second contact record is required for the additional M1 number.

Understanding the Use Case

From time to time, an association may have REALTOR® members who are also Affiliate members of NAR through 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:

Step-by-Step Instructions

  1. 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.
  2. 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.

Common Pitfalls

  • Attaching the second M1 number to the brokerage record: Do not add the Affiliate M1 number to the REALTOR® contact — GrowthZone allows only one M1 number per contact. Create a separate contact record tied to the non-brokerage business and enable the “Secondary Member(s)” sync there instead of the M1 Information section.

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