In this setting, you can add a list of all the realtor associations that your office is a part of. Once you add associations, you will be able to associate one or multiple associations to each Agent in your office which will allow you to search for Agents within the Users module by the realtor association that they are a part of which will come in handy in the event you might need to email, within RBO, all Agents who are part of a particular realtor association to remind them that they need to pay their board dues. You will also be able to add the association’s payment due date when you add an association. When you fill out the Payment Due Date field, it will show on the RBO Calendar, along with all of the Agents whose realtor association dues need to be paid.
To add an association to RealtyBackOffice, click on the navigation panel to go to the Menu > Settings > Admin App Settings > Company/Office Settings > Associations > Add Association (at the top right corner). Once you click Add Association, a pop-up will appear allowing you to add an association name along with its payment due date. Once complete, click Save. The newly added association will now show up on your list of associations.
Once the payment due date for the association passes, you will want to come back to this setting and enter the association payment due date once again by clicking on the three vertical dots to the right of the association name and clicking Edit (or Delete, if applicable).
Note: To see the association in the User module go to the filter on the top right corner and select the company agent is affiliated to, then you will see the associations filter.
If you have any questions, please feel free to email us at firstname.lastname@example.org or call us at (305) 517-3836.