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Changing Your Association's AE

Updated
The Goal: Transition your association's Default Payment Processing M1 ID to a newly hired or promoted AE, so that real estate payment processing routes correctly through GrowthZone.

Before You Begin:

  • Confirm your current GrowthZone "Default Payment Processing M1 ID" is set to your previous AE's M1 ID.
  • Reach out to NAR and ECommerce to start the new AE transition process, and confirm the new AE is set up with NAR and ECommerce as the POE/AE for the association before starting the steps below in GZ.
  • Note: the final M1 ID update is performed by GZ Support, not by the customer.

Step-by-Step Instructions

Once the AE is set up with NAR and ECommerce as the POE/AE for the association, start the process below in GZ:

  1. Add A Staff Member: create a new staff record OR, if they already exist as a contact, add them as a staff member to your association's official contact record (look for the flag flag icon!) DO NOT just change the name of the previous AE's contact record.
  2. If the new AE is using the same email as the previous AE (for example, ae@yourassociation.com), you will need to remove that email from the Business Email field of the M1 record of the previous AE FIRST before setting up the contact record/M1 Sync of the new AE. THIS IS A NEW REQUIREMENT FROM M1: Business Emails must be unique; you cannot have more than one agent record with the same business email.
  3. Verify their Real Estate tab and Activity Log have successfully synced to M1.
  4. Reach out to GZ Support for this next step:
    GZ Support will go to Settings, Real Estate Edition section, click Suspend/Drop/Reactivate Settings, then update the Default Payment Processing M1 ID to the new POE/AE's M1 ID. This setting is not available for you as the customer to update; it is only available to GZ Support staff.

Common Pitfalls

  • Renaming the old AE's record: Do not simply rename the previous AE's contact record. Always create a new staff record (or promote an existing contact) so the prior agent's history stays intact.
  • Duplicate business email: M1 now requires unique Business Emails. Remove the shared email from the previous AE's M1 record before setting up the new AE, or the M1 Sync will fail.
  • Updating before the sync completes: Do not reach out to update your Real Estate Integration Settings until you have verified that the POE/AE has synced successfully to M1. Please wait at least 15 minutes and then check the Activity Logs of both the Tenant record and the AE record.

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