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Add a Secondary Agent
Mar 20, 2023
1713
The approach used to add a secondary record will depend on whether the agent currently exists in your GrowthZone database, with a valid NRDS ID.
Note that even if the agent's office is NOT a secondary member in your association, the office must have a contact record in GrowthZone and there must be a NRDS ID on the Real Estate tab of the office.
The agent already has a NRDS ID in your database:
- On the agent's Real Estate tab, click the pencil icon in the Secondary Member(s) section.
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- Click Sync to NRDS.
- Enter the NRDS information. The fields indicated by an asterisk are required for a secondary (supplemental) record. See Data Sent to NRDS for Secondary Records for further information about these fields.
- NRDS Status*: Use this field to indicate the Status of the Supplemental Record.
- Office NRDS ID*: Select the Office NRDS ID, from the list, for the agent's secondary record. All offices to which this agent is associated will be displayed for selection.
- Status: Select the desired member status, for this agent as it applies to the secondary record.
- Member Type: Select the desired member type, as it applies to the secondary record.
- Member Subclass: Select the desired member subclass.
- Local Join Date: This field can be used to indicate when this agent joined this secondary association, office, etc.
- Billing Discount: Indicate by Yes or No whether this secondary qualifies for a billing discount.
- Click Done. No further interaction is required on your part. The secondary record will be synced to NRDS automatically. All information described in Data Sent to NRDS for Secondary Records will be sent.
The agent does NOT have a NRDS ID in your GrowthZone database
- On the agent's Real Estate tab, search NRDS for the agent. See Search NRDS for an Agent for instructions.
- Click the matched contact. NOTE: If you are NOT the POE for this agent, and no match is found, you will NOT be able to add this secondary record to NRDS. You will need to determine why the agent is not already associated to his/her primary association within NRDS before you can proceed.
- Click the pencil icon in the Secondary Members section.
- Click Sync to NRDS.
- Enter the NRDS information. The fields indicated by an asterisk are required for a secondary (supplemental) record. See Data Sent to NRDS for Secondary Records for further information about these fields.
- NRDS Status*: Use this field to indicate the Status of the Supplemental Record.
- Office NRDS ID*: Select the Office NRDS ID, from the list, for the agent's secondary record. All offices to which this agent is associated will be displayed for selection.
- Status: Select the desired member status, for this agent as it applies to the secondary record.
- Member Type: Select the desired member type, as it applies to the secondary record.
- Member Subclass: Select the desired member subclass.
- Local Join Date: This field can be used to indicate when this agent joined this secondary association, office, etc.
- Billing Discount: Indicate by Yes or No whether this secondary qualifies for a billing discount.
- Click Done. No further interaction is required on your part. The secondary record will be synced to NRDS automatically. All information described in Data Sent to NRDS for Secondary Records will be sent.
