As we begin to service State REALTOR Associations, here is a high level look at what these associations care about. While very similar to local REALTOR associations, there are a few key differences we want to point out.
State REALTOR Associations Overview:
In order to have the ® behind REALTOR, you need to agree to be part of a Local association, State, and National (NAR). The state level acts more of a consultant. They have a government affairs department that is advocating at the capital for REALTORs rights. They also are able to provide education to their members (they may even be given the same courses as local associations), etc.
Local associations sometimes refer to members as "their members" and so does the state, which can cause a little friction (at times). That said, that friction also may show when locals and states have business goals and revenues they are trying to achieve. Jonathan (from CO) focuses his efforts on helping Locals serve their members (because regardless they are REALTORS in the state of CO).
Business Goals of the state: To keep membership growing, and to keep educating members, and reminding members why its important to be a REALTOR®. And educating them on the difference between and Agent and a REATLOR®. Many of their educations opportunities are events, other events raise money for political advocacy. All events are typically in person.
General Information as it Pertains to GZ:
Memberships:
State REALTORS do not manage their members' memberships, as this is handled at the local association level. Agent memberships are displayed in our State associations, however, it is based completely off of the information coming from NRDS. If a member is active in NRDS, they will then be reflected as active in the State's GZ database. Their database will show an Office membership when marked active in NRDS. Both agent and office memberships will automatically stay synced, based off of the NRDS/M1 subqueue.
Memberships (Member and Office) are created based on the rules setup in the Real Estate Edition Settings
- Based on the member types and not the subclasses
- Based on Office status of Active. It is removed if Office status becomes Inactive.
Billing:
So far, the State REALTORS we are working with, do not manage their members' membership billing, again because that is handled at the local association level. They may bill for sponsorships, event registrations, or other special circumstances. Ecommerce is used for payments.
Events:
State REALTORS do host events. Kentucky REALTOR Association refers to their larger annual conference as "Convention".
Chapters:
We have designed the Chapter module to function as a nice contact profile tab view of what Local Associations they are apart of. Each local is being created as a chapter, and based off of the NRDS/M1 data, the GZ database will automatically stay up to date. Primary local associations are being marked in bold, secondary associations are not bold.
NO MLS
NO LockBox
Current State Customers:
- Kentucky
- Colorado
- South Dakota
- Delaware
- New Hampshire
- Alabama
Integration and Setup Information:
An Association uses M1 to associate themselves to a State REALTOR Association. This is how an association’s NRDS data is placed into a State REALTOR’s sub-queue.
State Association ID:
States have a 4-digit Association ID (ex. 0810)
- This is put on the Real Estate Edition Settings since it is the name of sub-queue that we retrieve
- This ID is NOT the Association ID on the individual records in the Association ID field
- No edit capabilities on the Real Estate Tab
State Association Setting:
New State Association checkbox in NRDS section of the Real Estate Edition Settings
Real Estate Tab:
Offices -
- This is supported with a new JSON array for these secondary offices.
- The original SO_ JSON fields are still there and used by non-State Associations.
Members -
- This is supported with the same JSON array for these secondary members.
NRDS Integrations:
- ONLY Sub-queue (2-way processing) updates from NRDS
- NO 1-way push to NRDS for anything – Members, Offices, Supplementals, Education, Financial