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CONTENTS- M1 Integration
Apr 29, 2025
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- M1 Integration
- M1 Integration Initial Setup Considerations
- Link M1, MLS, Lockbox Status to Membership Status
- Working with Offices
- Working with Agents
- Working with Primary Agents
- Data Sent to M1 for Primary Agents
- Search M1 for an Agent
- Add a Primary Agent
- Add Primary Agent Additional Information
- Change or Update a Primary Agent Record
- Change a Primary Agent's NRDS M1 Status
- Deactivate a Primary Agent
- Move or Transfer a Primary Agent to a New Office
- Remove a Primary Agent from an Office
- How to "Fix" an Incorrect NRDS M1 Number
- How to Merge Records Synced to M1
- Working With Secondary Agents
- Agent Designations
- Transfer an Agent to Your Board
- View an Agent's Other Active Associations
- M1 Education Records
- Letter of Good Standing
- Working with Primary Agents
- M1 Financial Record
- Review M1 Event Log
