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Add a Primary Office
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Adding an office with NRDS is performed on the Real Estate tab. Offices are not members of NAR, but need to exist in the NRDS database. Prior to adding a new office to NRDS, search the NRDS database as described in Search NRDS Database for Office.

 

IMPORTANT: To add an office to NRDS, you must have a DR and in order to add a DR in NRDS he/she must be assigned to an office (that has a NRDS ID). In situations where you are entering a new office, and a new DR, NAR recommendation is that you associate one of your staff members (who has a NRDS ID) to the office. After the office has been added to NRDS, you will be able to add the DR to NRDS and update the office. See Assign an Association Staff Member to an Office.

 

  1. For the desired office, click the Real Estate tab.
  2. Click the Search NRDS/Add Office button. By searching NRDS, you can verify whether the office already exists in the NRDS database and avoid duplication. Adding a brand new office, assumes that no matching records are found. Search NRDS Database for Office.
  3. Click the Create New radio button.
    Search/Add Office screenshot
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  4. Click the Get NRDS Number button. The next NRDS available will be assigned to the office. NOTE: If Tie Account Number To NRDS Number the account number for this office will be automatically updated with the NRDS ID.
  5. Tick Sync to NRDS.
  6. Complete the following fields. An asterisk denotes a required field. If a required field is not populated the Done button will not be enabled. Data Sent to NRDS for a Primary Office for a detailed description of each field.
    NRDS Data screenshot
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    • Active Since*: The date this office joined NRDS. (This field is only editable if empty, i.e. when entering a new office.)
    • NRDS Status*: Select the appropriate status for this office. For a new office, to be activated in NRDS, select Active.
    • Non-Member Salespersons*: NM is Non-member licensees who work in this Realtor office but choose not to join the association. NOTE: Because it is a required field, if this office does not have any NM Salespersons, you must enter a zero in this field.
    • Office DR NRDS ID*: Enter the NRDS ID of the The Designated REALTOR (DR) for this office. This must be a valid 9-digit member ID. The DR must exist in NRDS. See note below.
    • Office Manager NRDS ID: This field is to track the contact person at this office location when it is not the same as the DR. If this location's Office Contact Manager is the same as the Member entered for Office Contact DR, this field may be left empty.
    • Primary State: Select the state where this office has primary membership.
    • Local Join Date: The date this office joined your association.
    • Office Formal Name: This field can be used to enter the full name of the Office, up to 60 characters. Because the Office Business Name is limited to 30 characters due to mailing restrictions, use this field to fully describe the office name for your own use.
    • Office Type: This field can be used to track office type such as Residential, Commercial, Affiliate, etc.
  7. Communication Options:
    • Stop Mail: Tick the radio button to exclude the office from from mailings, including the Realtor Magazine.
    • Stop Fax: Tick the radio button if the office does not wish the fax number to be used.
    • Stop Marketing Material: Tick the radio button to stop any marketing materials from being sent to this office.
    • Physical Address: Select the physical address to be used for this office. Addresses displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another address.
    • Mailing Address (if different than Physical Address): Select a mailing address if needed. Addresses displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another address.
    • Email Address: Select an email address for the office. Email addresses displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another email address.
    • Phone Number: Select a phone number for the office. Phone Numbers displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another phone number.
    • Additional Phone Number: Select an additional phone number for the office. Phone Numbers displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another phone number.
    • Fax Number: Select a fax number for the office. Fax numbers displayed in the list are those that you have configured on the Profile tab. If needed, click the   icon to add another fax number.
  8. Click Done.

 

The new office will be synched to NRDS within 15 minutes, no additional interaction is required on your part. Additional information for the office can be added under the Additional Information section on the Real Estate tab. See NRDS - Add Office Additional Information for further details.

 

IMPORTANT! NRDS requires that the Office DR NRDS ID be sent when you are adding a new office. This requires that the DR exist in the NRDS database as an Agent. However, when adding a new office AND a new agent to NRDS, the agent's NRDS record will not be present yet. So it will reject the office and the agent update.

 

NRDS recommends the following process for handling this situation:

 

  1. Add the office using the NRDS ID of one of your staff members as the Office DR NRDS ID.
  2. Add the agent that will become the DR for the office, and sync to NRDS.
  3. After both the office and the agent have been added to NRDS you will then be able to update the Office DR NRDS ID in GrowthZone and this change will be sent to NRDS.

 

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