Working With Agents
- Add/Update Code of Ethics Training
- Understanding how M1 Status Changes are made
- Remove a Primary Agent from an Office
- Update a Secondary Agent
- View an Agent's Other Active Associations
- Add Additional Secondary Agent(s)
- Email Letter of Good Standing
- M1 Education Records
- Add Primary Agent Additional Information
- Customize Letter of Good Standing Email Template
- Secondary Agent Records
- Change or Update a Primary Agent record
- Customize Letter of Good Standing Documentation Template
- Deactivate or Drop a Primary Agent
- Data sent to M1 for Code of Ethics and Fair Housing
- Add a Primary Agent
- Add a Secondary Agent
- Move/Transfer a Primary Agent to a New Office
- Data Sent to M1 for Primary Agents
- Download/Print Letter of Good Standing Documentation Template
- Change a Primary Agent's M1 Status
- Working with Primary Agents
- Transfer an Agent to Your Board
- Search M1 for an Agent
- Letter of Good Standing
- Add/Update Fair Housing Training
- Agent Designations
- Data Sent to M1 for Secondary Agents