Licensing and Memberships

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The Licensing and Membership section lets you view any Organization(s) (and all associated Organization data) that members of your Brokerage are associated with. 

Note: The Compliance tab is only available for Contacts that are part of the Directory

In this article, we will cover:

Creating Memberships

  1. Click the + Membership button under Licensing / Memberships under the Compliance tab for the Contact

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  2. This will add a Membership for the Contact

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  3. Click the Organization dropdown and click +Create/Update Organization

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  4. This will take you to the Create organization or edit pop-up

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  5. Type in the Organization name and set the Organization type

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  6. Zipi has the following Organization types:
    • Association
    • MLS
    • Board
    • Other
  7. You can also create a new membership type by clicking Add new membership type 

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  8. This will open a new field where you can enter in your new membership type

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  9. Once you have added the required details, click Save

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Setting Memberships

  1. Once you have created Memberships, you can view them when you click the Organization dropdown

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  2. After selecting the Organization, set the:
    • Number
    •  Expiration
    • Dues Responsibility
    • Membership Type
      Note: This dropdown will only show Membership types if they have been set for this Organization.  
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  3. Click Update to save this information

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  4. This information will be visible on the Contact card

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    Note: When a Membership is created, it is visible for all Contacts in the company. 

Editing Existing Memberships

  1. Click the Organization dropdown and click +Create/Update Organization

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  2. This will take you to the Create organization or edit pop-up

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  3. Select the Organization you need to update from the Select Organization dropdown

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  4. You can then update any of the fields for this Organization

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  5. Once you have made your changes, click Save

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  6. Update the Contact to save the changes

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