Office Transfer records create a historical relationship between an agent and his/her office. The office transfer entity allows for the end user to easily identify the company history of any individual who may call in or walk into the association office. The process for submitting and approving Office Transfers can be done through the Portal by the actual agent or through CRM
Membership records are created through the membership application process. Each contact may have one active membership record for each type of membership. This is important so that each contact can hold many types of membership, such as a realtor and an affiliate membership and have dues generated for both membership types. This also allows for an individual to keep one type of membership current and let the other one lapse if he or she so chooses
Membership Requirements are used to define the “steps” that applicants must take to complete the application process and become an active member
Membership Applications are used to manage the entire application process from the time the application is submitted to the time the contact becomes an active member
Membership Application Fees are used to define 3 important parts of the membership application process. The Product field on the fee defines the cost of applying for the selected membership. The Dues Option field on the fee defines the cost of first year dues to applicants for the selected membership. Finally, the fields in the Membership Expiration Settings section define how the expiration date of the membership will be automatically set
Our service providers are required by contract to protect the confidentiality of the personal information we share with them and to use it only to provide specific services on our behalf. Business Transfers. Your personal information may be transferred to another entity (either an affiliated entity or an unrelated third party) in connection with a merger, reorganization, dissolution or similar corporate event. If such a transfer were ever to occur, the acquiring entity’s use of your personal information will still be subject to this Privacy Policy
See how to automate the creation of MLS and Key memberships when a new Realtor applies
Dues Cycles and its child entities are used to define the rules for membership and members. A Dues Cycle is typically the amount of time for which you invoice members, (e.g. If your membership runs for one year and follows a calendar year you would set up a new Dues Cycle for each calendar year.) You will most likely set up a dues cycle only once unless you have dramatic changes in your rules for membership or billing periods
Member Type records store the types of membership offered by your association