Here is a series of focused videos on various topics related to the Real Estate Edition of GrowthZone.
M1 Integration Training
M1 Integration Daily Activities
The GrowthZone integration with the National Association of REALTORS’ M1 database provides association staff an easy way to manage their contacts’ NRDS data. In this session participants will learn how to manage their offices and agents via the GrowthZone software.
REALTORS® Renewal Billing Series
Renewal Billing 1 - Configure your System for Maximum Billing Efficiencies
Are your finance settings configured optimally? Do you need to review your communications and email templates? This session will discuss the recommended setup for successfully in generating your January renewal invoices.
Renewal Billing 2 - Manage NAR Pricing Increase
New functionality has been introduced for you to easily specify new pricing, but importantly when the new price should take effect. In this session you will learn how to setup your membership type pricing for price increases.
Renewal Billing 3 - Verify your Data Prior to Running Upcoming Billing
Ensuring that the data such as fee schedules, next bill dates, etc is accurate will ensure that you can confidently generate your invoices for January. We will generate a variety of reports for data verification and introduce the new Review Next Bill Dates tool.
Renewal Billing 4 - Run Upcoming Billing
If you have viewed the first three sessions in this series, you are now ready to run your upcoming billing. This sessions will discuss running your billing for both those with a payment profile and those without. We will also review the process for delivering your invoice
Code of Ethics
- If you are a GrowthZone Real Estate Edition subscriber AND have the Continuing Education module, you can now set up a certification and components that will automatically update your REALTOR® Code of Ethics training with NRDS/M1. In this session we will walk through the most common setup configuration and the available reporting options.
- Approx. 46 mins.
- Download the handout