The Member Portal

#	Question	Answer
1	What can I find on the Member Portal home page?	The home page includes the main services dashboard, communication alerts, system messages (like open invoices, active incidents, or amendments), and upcoming events.
2	Where can I manage my Association Membership and MLS subscription?	You can manage these in the "Subscriptions" section, which provides access to manage various subscriptions including Association Membership, MLS, and Key Services.
3	How do I activate AutoPay for my account?	After adding a credit card, you can activate AutoPay by clicking the “Activate” button above your credit card info, selecting payment types for AutoPay, then clicking “Save Changes.”
4	How can I change my office in the Member Portal?	Use the “Change Office” action from the home page or inside the Subscriptions section. This validates your license and shows available offices for transfer. You must update your license at the state if moving to a new broker.
5	How do I update my email preferences?	Go to “My Association” > “Email Preferences” to unsubscribe from specific or all non-operational email channels, or resubscribe at any time.
6	How do I make a donation to RPAC or a Foundation?	Navigate to “My Association” > “Contributions,” select the donation type and amount, then pay using the available payment options. Donations are recorded, and receipts can be downloaded from the billing section.
7	What are the steps to register for a class or event?	Go to “My Association” > “Courses and Events,” select from the calendar, click “Book,” and complete registration. Paid events will require payment via stored or new payment method.
8	How can I search for members or affiliates?	Use the Search section to look by name, office, business name, city, or zip. Affiliates can also be searched by category.
9	How do I add a payment method?	In the “Billing” section, go to “Payment Settings,” click “Add New Card,” enter card info, and optionally set it as primary before saving.
10	What payment options are available in the portal?	Payments can be made by credit card or Telecheck. Telecheck requires your driver's license details and check info. It's not available for education or event payments.
11	What information is available in the “My Association” section?	It includes your profile, notifications, courses and events, committee info, contributions, email preferences, and various forms related to association or MLS membership.
12	What does the Billing section of the portal include?	It provides access to invoices, transaction history, payments made, and saved payment options.
13	What can designated brokers access in the Brokerage section?	They can manage rosters, edit office profiles, pay invoices, and manage unreported licensees for each office they oversee.
14	Where can I view alerts and messages from the Association or MLS?	Alerts and system messages appear on the home page, including open invoices, incidents, amendments, and event notices.
15	What is the process for adding a new subscription?	Go to Subscriptions > Subscription Actions > Add New Subscription, select the product/type, choose the start time, then follow the steps to apply and finalize the subscription.
16	Can I cancel or reschedule classes or events after registering?	Yes, through “My Bookings,” you can manage classes/events, reschedule or cancel, and request a refund if within the allowed time frame.
17	What is the “Notifications Dashboard” and where is it found?	It’s located in “My Association” > “Notifications” and shows all notifications filtered by type, including important alerts also visible on the home page.
18	How are email notifications categorized in the portal?	Emails are sent via specific communication channels, which can be individually managed or unsubscribed from, except for required operational emails.
19	How do I access and pay my invoices?	Go to “Billing” > “My Invoices,” select the invoice, review or download it, then choose a payment method and proceed with the payment steps.
20	How do I download receipts for my donations or payments?	Go to “Billing” > “My Payments,” then click the “My Payment Receipts” download icon to access a PDF.
21	Can I select which payments are managed by AutoPay?	Yes, you can choose all or specific payment types when activating AutoPay.
22	What if I want to deactivate or change AutoPay settings?	You can edit or deactivate AutoPay at any time in your account settings.
23	How do I manage delegation in the Brokerage section?	Click “Manage Delegation” next to an agent in your roster, select the access level, and save. Delegates are notified automatically.
24	How can I give an agent in my office MLS Access rights?	In the Roster section, click “MLS Access” next to the agent and choose the appropriate access level, then save.
25	What happens when I terminate an agent’s association relationship?	Clicking “Terminate” ends their association membership but not their license with the state, which must be handled separately.
26	Can I move to a different office within the same brokerage?	Yes, if the broker owns multiple offices, you can move between them without needing to update the state license bureau.
27	How are classes and events categorized in the portal?	They are color-coded on the calendar with labels that act as filters to identify event types.
28	What are the steps for using the Telecheck payment option?	Choose Telecheck, review the invoice, enter your driver’s license details, and provide accurate check information including MICR number, then proceed to process.
29	When is Telecheck not available as a payment method?	It is not available for education or event payments, only for other types of transactions.
30	What happens if I unsubscribe from all non-operational email channels?	You will stop receiving those emails, but can resubscribe anytime by clicking the “subscribe to all” button in your email preferences.
31	Where can I find my transaction history in the portal?	Transaction history is available in the Billing section under “My Invoices” and “My Payments.”
32	Can I view a PDF version of my invoice before paying?	Yes, invoices can be viewed or downloaded as PDFs directly from the billing section.
33	What should I do if my license data isn’t updated for a broker change?	You need to update your broker with the state license bureau before your portal will allow a change to a new broker’s office.
34	How are course bookings displayed in the portal?	Booked courses appear under “My Bookings,” where you can view, manage, reschedule, or cancel them.
35	What types of classes or events may be offered in the portal?	They may include in-person classes, online courses, continuing education sessions, and events, depending on your association.
36	Can I use a stored credit card for new payments?	Yes, stored cards can be used for any applicable payments in the portal.
37	Is it possible to make multiple contributions at once?	While the document doesn’t specify, contributions are made one at a time per transaction with individual selections for type and amount.
38	What is a delegate in the context of the Brokerage section?	Delegates are team members given broker-level access in the portal by the Designated REALTOR or another delegate.
39	How are delegates notified when they are assigned?	Delegates, the Designated REALTOR, and Office Contact Managers are all notified when access rights are assigned.
40	Are there limits to how many delegates an office can have?	No, there is no limit; an office can have an unlimited number of delegates.
41	What does the Roster link in the Brokerage section provide?	It shows all agents in your offices, with options to manage their access, delegation rights, or terminate their association relationship.
42	How do I search for a specific REALTOR in my office?	Use the Roster search bar and enter a name to find specific agents.
43	Can I edit office profiles in the portal?	Yes, if you have broker or delegate rights, you can edit the office profile.
44	What happens after I add a new subscription?	You follow final steps after selection, and the new subscription is applied based on your chosen activation period.
45	Can I change the timing of when a new subscription takes effect?	Yes, you can choose to apply the change immediately or at the next billing period.
46	Are system messages personalized in the Member Portal?	Yes, they are specific to your membership and may include open invoices, incidents, amendments, and more.
47	How does the portal help manage committee information?	Committee details can be accessed under the “My Association” section.
48	What types of forms are available in “My Association”?	Forms related to your association membership or MLS subscription actions.
49	Are On Demand courses available to everyone?	Only if your association provides them; availability may vary.
50	How do I view completed courses?	Go to “Courses and Events” and look under the completed courses section.
51	How does the calendar of events help with registration?	It shows a color-coded view of all events with filtering options to help identify types and availability.
52	How do I know how many CE hours a class provides?	This info appears in the class/event details when you click to view a specific listing.
53	What information is shown in course/event descriptions?	The full description, date, time, ticket availability, cost, and CE hours (if applicable).
54	Do all classes require payment?	No, if a class has no fee, the system confirms your attendance immediately without a payment process.
55	Can I manage course registrations after booking?	Yes, you can reschedule, cancel, or request refunds (if within policy) through the “My Bookings” section.
56	What steps are involved in paying by credit card?	Select the invoice, choose “pay invoice,” input card info, check amount, accept payment terms, and submit.
57	What info is required for Telecheck payments?	Driver’s license number and state, account name, check number, and MICR number from your check.
58	What is the MICR number in a Telecheck payment?	It’s a sequence found at the bottom of a check that includes routing and account information, needed to process the payment.
59	How do I choose which invoices to pay with AutoPay?	When activating AutoPay, you can select all or specific types of invoices to be paid automatically.
60	Can I view association-specific services in the portal?	Yes, some services specific to your association appear in the Search section of the portal.
61	How do I begin adding a new payment method?	Go to the Billing section, click “Payment Settings,” then click “Add New Card” to start.
62	Is my card automatically set as primary when first added?	Yes, the first card added is set as the primary card by default.
63	Can I change the card details pre-filled by the system?	Yes, you can edit any auto-filled account information if it differs from the card you're adding.
64	Where do I find the option to “Make A Contribution”?	In “My Association” > “Contributions,” click on “Make A Contribution” to start the donation process.
65	What are the different types of contributions I can make?	Options will vary by association and are shown in a dropdown menu when making a contribution.
66	Where do I find receipts for contributions?	Go to Billing > My Payments, then click the payment receipts icon to download PDFs.
67	What happens after clicking “Book” for a class with a fee?	You’re prompted to proceed to payment using a stored or new card.
68	Can I unsubscribe from only specific email categories?	Yes, you can toggle off individual communication channels within email preferences.
69	Where is the “Subscription Actions” button located?	Inside the “Subscriptions” section after clicking on Subscriptions in the dashboard.
70	How does the portal validate my license during office changes?	It checks your real estate license status before allowing certain changes, like broker transfers.
71	What if I don’t see any offices available to transfer into?	You may need to update your license with the state or ensure your broker has multiple offices available.
72	Can a Designated REALTOR manage multiple offices?	Yes, and they can switch between them using a dropdown menu in the Brokerage > Roster section.
73	What actions can a Designated REALTOR take in the Roster?	They can assign MLS rights, delegate access, or terminate a member’s relationship with the association.
74	Where are important alerts shown in the portal?	Alerts may be found on the homepage and in the Notifications Dashboard depending on importance.
75	How are classes labeled in the Courses and Events calendar?	They are color-coded and labeled to help identify the type and act as filters for easy navigation.
76	What does “Manage Delegation” do?	It allows brokers to grant portal access to agents so they can perform administrative tasks.
77	Who receives notifications when delegation is updated?	The Designated REALTOR, Office Contact Managers, and all current delegates.
78	What is the process for terminating an agent?	In the Roster section, click “Terminate,” confirm the termination, and note that it does not affect state licensing.
79	Can I resubscribe to emails I previously unsubscribed from?	Yes, simply click the “subscribe to all” button in the email preferences section.
80	Is it possible to cancel attendance for an event I registered for?	Yes, through “My Bookings,” as long as it falls within the allowed refund timeframe.
81	Can I search for affiliates by business category?	Yes, affiliate searches can be filtered by specific business categories.
82	How do I find courses I’ve completed?	Completed courses are listed in the Courses and Events section of your Member Portal.
83	Is payment required for all types of bookings?	No, some classes or events may be free and will confirm attendance without requiring payment.
84	What happens if I enter incorrect information in a Telecheck payment?	Incorrect data may result in validation errors or failed payment processing, so accuracy is crucial.
85	What does MICR stand for in check processing?	MICR stands for Magnetic Ink Character Recognition, used for reading checks.
86	How do I know what kind of access I’m granting with MLS rights?	Access levels are defined in the portal and visible when assigning rights in the Roster section.
87	Can I assign MLS rights and delegate status to the same person?	Yes, both can be assigned separately to the same individual through the Roster options.
88	Can I remove delegate access once it’s assigned?	Yes, you can manage and remove delegation through the same interface where you assign it.
89	What’s shown in the “My Invoices” tab?	A list of all current and past invoices, including the ability to view, download, and pay them.
90	Can I partially pay an invoice?	The document doesn’t specify partial payments, so you’ll need to check your association’s rules or attempt full payment.
91	How do I access the main services dashboard?	It appears at the top of the home page with links to various parts of the portal.
92	How are active incidents communicated in the portal?	They are displayed as alerts or system messages on the home page for your attention.
93	What’s included in the “main services dashboard”?	Navigation links, system alerts, key communications, and access to sections like Billing and Subscriptions.
94	How can I check if I have open invoices or active incidents?	These appear in the homepage’s alert section and are highlighted for your awareness.
95	Where can I download payment receipts?	In the Billing section under “My Payments,” click the receipt download icon.
96	Can I add more than one payment method?	Yes, you can store multiple cards in the Payment Settings section.
97	What happens if my card expires?	You’ll need to update or replace it in Payment Settings to continue using it for transactions.
98	Can delegates access the full portal like a broker?	They can be granted broker-level access, but only as assigned by the Designated REALTOR or another delegate.
99	Where are portal-related forms located?	Under the “My Association” section, forms for association membership and MLS actions are provided.
100	Can I still use the portal if I’m not the Designated REALTOR?	Yes, you can access many features, but broker-specific options are restricted unless assigned through delegation.
101	How do I generate a Letter of Good Standing (LOGS)?	Members can generate their own letter of good standing by simply clicking on the Letter of Good Standing (LOGS) button located behind "view more" on the member portal home page.
102	Can a member use a company or corporate check to pay using Telecheck?	No. The NAR REALTOR® eCommerce TeleCheck system does not support company checks. The system is designed only for first-party personal checks. They are the exception to the no-checks rule if that is the only way they wish to pay.

¶ Tangilla Member Portal: Staff Guide (Locals)

¶ I. Portal Overview & General Features

¶ II. Member Profile & Communication

¶ III. Events & Education

¶ IV. Financial Management

¶ V. Memberships & Subscriptions

¶ VI. Brokerage & Office Management (Authorized Users)

¶ VII. Committees

¶ Frequently Asked Questions

¶ The following questions are addressed from the perspective of the member or subscriber.