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…
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…
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 …
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…