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
Member Type records store the types of membership offered by your association
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
Take a moment for important tips on suspending members who did not complete cycle 6 Code of Ethics training
This time of year we get many questions about updating Membership Application Fees. Take a look through this community thread that explains where to update your App Fees for the new year.
Welcome to 2020! One of the most popular questions we receive at this time of the year is for assistance with setting up application fees for the new year.
Dues Options are designed to allow for you to give your members options when to renew their association dues. An example of this might be to allow a member to pay their dues for two years rather than for one
become a member of a new Community
The Pricing Strategy is used to define a proration schedule for new members
We've posted the recording of our annual subscriber meeting from the 2023 NAR NXT conference in Anaheim. We previewed our member analytics project, AI language models for our training library, and the upcoming release highlights