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Use Case: One Event, Two Components- Granting COEC and COEN Credits for a Single Class
REAL ESTATE EDITION ONLY There are instances in which a REALTOR® association will have a single class granting both COEN and COEC credits. Components can have only one type (COEC or COEN) and attaching two components to a single event will grant BOTH credits to ALL attendees- which is really not optimal, to say th…
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 and Fair Housing - Agents
The Fair Housing Completed Report, and Fair Housing Missing Report, and 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. G…
Data sent to NRDS for Code of Ethics and Fair Housing
The table below describes the Code of Ethics and Fair Housing fields that are sent from GrowthZone to M1. M1 Field Name GrowthZone Field Name Description Format, Limit Required CourseCompletionDate Training Date Date the COE/FAIRH course was taken/completed. Cannot be in the future Date X Course…
Add/Update Code of Ethics Training
NOTE : The agent must have an NRDS ID and Sync to NRDS must be enabled. NRDS will not allow you to add an Education record for a member who is not active (or Suspended) in NRDS (Status A, P or S). Add a new Code of Ethics Record * For the desired agent, click the Real Estate tab. * Click the in the Code…
CONTENTS - Real Estate Edition Integration
GrowthZone's Real Estate Edition provides features required by most National Association of REALTORs Associations for managing their real estate data. The features include an additional tab on contact records to store real estate data, data sync management, and other necessary resources. The software supports integra…
