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Home → REMMS → Utilities and Processes → Initial Uploading of Affiliates to NRDS - Set up

11.6. Initial Uploading of Affiliates to NRDS - Set up

Initial Uploading of Affilaites to NRDS - Set up

When REMMS is installed, it is configured to upload REALTORS members and offices to NRDS.  REMMS has the ability to also upload any other Member or Office Type.  Uploading Affiliates for the first time needs some consideration since they may already be on NRDS for other boards.  So, care needs to be taken when initially uploading these records.

Note: It is important that you contact support BEFORE starting this process to make sure all steps are taken in order and any manual adjustments are addressed.

OFFICES

1. Confirm that the affiliate offices are not already established in NRDS.  You will need to gather the office NRDS ID for any offices that are already on NRDS.
2. For the offices NOT already on NRDS, you will need to assign the E.O. as the DR because if you try and upload them with the actual affiliate member, they will be rejected by NRDS because the members do not exist on NRDS
3. For offices that are already on NRDS, you will need to make them Secondary  and provide me the Office ID that you currently have and what the true Office ID should be, as looked up on NRDS.
4. If any Office IDs need to be changed, this must be performed by our support staff and needs to be completed BEFORE proceeding to the next step.
5. Click the NRDS button under the Quick Find in the Office records to make sure all the office records that are primary are ready for uploading.
6. Perform an Office NRDS Upload and you need to make sure all offices are uploaded successfully and exist on NRDS.

MEMBERS

1. Check if any of the affiliate members already exist on NRDS.  For all that already exist, you will need to use the REMMS Member ID Change utility to change the Member ID to the correct NRDS Member ID.
2. Change any affiliate that already exists on NRDS to a Secondary member in REMMS.
3. Make sure the member is assigned to the correct Affiliate Office record since there may be a different Office ID from the first part.
4. Click the NRDS button under the Quick Find in the Member records to make sure all the office records that are primary are ready for uploading.
5. Perform an Member NRDS Upload and you need to make sure all offices are uploaded successfully and exist on NRDS.

FINAL STEP

1. Once both of the above steps is completed, go back into the Office records and assign the correct DR
2. Perform a final office upload.

The above steps are only performed when you are starting to send affiliates to NRDS.  Once this is completed, then you would treat any new affiliate record as you would if they were a REALTOR record

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