
MemberGOV is association management software for realtor associations, built on Microsoft Dynamics 365. Your data lives in your own tenant. Your members get a modern self-serve portal. Your staff get AI that works inside your data boundary, not outside it.
In August 2023, a ransomware attack on an incumbent vendor's hosted platform kept associations and MLSs offline for more than a week. It was the moment the industry stopped asking what association software does and started asking where its data lives.
Legacy association software runs on the vendor's infrastructure. When it goes down, every association on it goes down together, and your backups, your timeline, and your recovery are someone else's decision.
Most platforms in this market have no real AI story. The ones that do bolt it on through third parties, which means your member data leaves your boundary to get "intelligence" back. That is a governance problem, not a feature.
Member portals are usually a separate product stitched to the database. Two member records, nightly sync jobs, reconciliation work every Monday, and a member experience that still feels like 2012.
MemberGOV starts from the opposite assumption: your association owns its data, end to end.
Three decisions that make MemberGOV different from everything else sold to realtor associations.
MemberGOV runs in your Microsoft 365 tenant. You own the database, the backups, and the exit. There is no hostage migration when a contract ends, and no vendor deciding your uptime. Canadian data residency options for associations that need them.
Copilot and AI Builder reason over your member data without it ever leaving your tenant. Renewal drafts, member summaries, answers pulled from your own policies. Intelligence that respects the same boundary your board does.
The member portal runs on Power Pages against the same Dataverse as your staff tools. A member updates their info online and staff see it instantly. No sync jobs, no duplicate records, no reconciliation Mondays.
Members join, move brokerages, lapse, come back. MemberGOV tracks the full lifecycle, including the office and brokerage relationships that make realtor associations different from every other association.
Applications tracked step by step in Dynamics 365. Orientation requirements monitored automatically, with guided reminders until onboarding is complete. New members arrive ready, not confused.
Transfers and office changes update the member, the brokerage, and the roster in one step. Brokerage relationships stay accurate without staff retyping the same change in three places.
Dues cycles, automated reminders, lapses, and reinstatement handled as one workflow. Members who drift get nudged before they lapse, and coming back is easy instead of awkward.
Billing rules drive the cycle. Money lands where it should. Finance trusts the numbers.
Dues rules generate invoices across the whole membership in one run, with proration for mid-cycle joins and adjustments that finance can actually audit.
Members pay online through the portal, and every payment posts to the member record automatically. Staff stop chasing; the system follows up politely and persistently.
Invoices, payments, refunds, and adjustments sit right next to membership history on one record. Month-end stops being a detective exercise.
Branded as your association, running on Microsoft Power Pages, reading and writing the same data your staff work with.
Apply, renew dues, register for events and PD, update contact details, download receipts. Members help themselves instead of calling your office.
An AI assistant answers common questions from your own policies and hands off to staff when a human is needed, with the full conversation attached.
Members see their membership status, dues balance, event history, and credentials in one place. Fewer "what do I owe?" calls, fewer surprises.
Native to the Microsoft stack, working over your member data inside your tenant. Nothing bolted on, nothing shipped elsewhere.
Renewal reminders, event invitations, and member communications start as drafts Copilot prepares from your templates and your data.
Ask for a member summary and get dues status, event history, and open items in seconds, before the phone is even answered.
Staff and members get answers grounded in your association's documents, not generic web knowledge. Your rules, quoted back correctly.
Engagement signals surface the members most likely to lapse, while there is still time to keep them.
Not an integration list. One identity, one compliance boundary, one data model, from Outlook to the member portal.
Staff sign in with Entra ID. The security model your IT team already manages now covers your membership system too.
Teams, Outlook, SharePoint, and Excel work natively against member data. No connectors to babysit, no shadow spreadsheets.
Membership types, dues rules, and workflows are low-code configuration on the Power Platform. Your team adjusts the system; upgrades don't break it.
MemberGOV is a pre-built accelerator configured around your association, not a blank platform billed by the hour.
We map your membership types, dues rules, and workflows. Licensing is right-sized for your association.
Your current member data is cleaned and imported into Dynamics 365 with history intact.
Workflows, portal, and communications are configured around your association, no custom code required.
Portal go-live, staff training, and a team that stays after launch day.
The platform, the intelligence, the member experience, and who owns your data.
| Legacy AMS | MemberGOV | |
|---|---|---|
| Hosting | ✕ The vendor's servers, their timeline | ✓ Your Microsoft tenant, your keys |
| AI | ✕ None, or bolted on through third parties | ✓ Native Copilot inside your data boundary |
| Member portal | ✕ Separate product, nightly sync jobs | ✓ Power Pages on the same data model |
| Configuration | ✕ Vendor change orders for every tweak | ✓ Low-code configuration your team owns |
| Your data | ✕ Locked in; leaving is a project | ✓ Yours, exportable, portable |
Upzoids works with realtor associations across Western Canada, including:
Serving Edmonton's REALTOR® community.
Serving Greater Vancouver's REALTOR® community.
A live demo takes 30 minutes: your membership types, your dues rules, your portal, running on Microsoft Dynamics 365. Bring your hardest questions about data ownership.