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Agent Designations
IMPORTANT: If you have the Real Estate Edition, Designations will be handled by your NRDS/M1 sync. You will not be able to create or add Designations via GrowthZone. REALTOR® Designations are granted by and originate from NAR and the M1 database. If a REALTOR® has any designations, they will appear in the agent r…
Black Knight Paragon- Transfer an Agent to a New Office
It is expected that, over time, agents will move from one office to another. To update your records in GrowthZone and Black Knight Paragon, perform the steps below to transfer the agent. * Go to the Real Estate tab of the agent. In the MLS Information section, disable the Sync with MLS option. This will…
Contacts Report Use Case: See the Primary Contact (Broker) for an Agent's Primary Office
To view a report of your agents along with their office and the primary contact (usually the broker) for the office you can use the Contacts Report: For this example, we will apply the following criteria: * Contact Type: Agent * Contact Status: Active * Additional Criteria/Filter: Primary Business Is Not E…
Contacts Report Use Case: View all contacts who have expired licenses
If a valid license is required for membership, it is important to track and review license expiration dates. You can view your members license expiration dates using the Contacts Report : Using the Contacts Report , make the following selections: * Contact Type: Agent * Contact Status: Active * Additional …
Contacts Report Use Case: View a list of active agents who are not set to sync with M1
Mistakes happen- let's run a report to see if any of our active agents are not set to sync to M1. Using the Contacts Report , set up the following criteria: * Contact Type: Agent * Contact Status: Active * Additional Criteria/Filters: Sync with NRDS Equals No * Fields to Display: add Sync to NRDSThe Contac…
Code of Ethics - Agents
The Code of Ethics - Agents report provides you a way to identify and notify agents who have not completed their required code of ethics course for the current period so that they are not suspended and can remain members of your association. GrowthZone will track cycles, and allow you to filter to the current cycl…
