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MemberGOV · For Realtor Associations

Your member data.
Your Microsoft tenant.
Your keys.

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.

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Why switch

When your data lives on a vendor's servers, their bad week becomes yours.

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.

One vendor's servers, one point of failure.

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.

AI that ships your data elsewhere.

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.

A portal that isn't your data.

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.

The MemberGOV model

Your association owns its data. The software finally agrees.

Three decisions that make MemberGOV different from everything else sold to realtor associations.

Data ownership

Your tenant, your keys.

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.

AI

AI inside your boundary.

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.

One data model

Portal and back office, one record.

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.

Membership operations

Built around how realtor membership actually works.

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.

Join

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.

Move

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.

Renew

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.

Dues & finance

Dues without the spreadsheet season.

Billing rules drive the cycle. Money lands where it should. Finance trusts the numbers.

Automated bulk invoicing.

Dues rules generate invoices across the whole membership in one run, with proration for mid-cycle joins and adjustments that finance can actually audit.

Reminders that collect themselves.

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.

Reconciliation finance trusts.

Invoices, payments, refunds, and adjustments sit right next to membership history on one record. Month-end stops being a detective exercise.

Member portal

A portal members actually use.

Branded as your association, running on Microsoft Power Pages, reading and writing the same data your staff work with.

Self-serve everything

Apply, renew dues, register for events and PD, update contact details, download receipts. Members help themselves instead of calling your office.

Guided, not abandoned

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.

Their record, visible

Members see their membership status, dues balance, event history, and credentials in one place. Fewer "what do I owe?" calls, fewer surprises.

AI & Copilot

Copilot does the busywork. Your team serves members.

Native to the Microsoft stack, working over your member data inside your tenant. Nothing bolted on, nothing shipped elsewhere.

Drafts, not blank pages

Renewal reminders, event invitations, and member communications start as drafts Copilot prepares from your templates and your data.

Walk into every call briefed

Ask for a member summary and get dues status, event history, and open items in seconds, before the phone is even answered.

Answers from your own policies

Staff and members get answers grounded in your association's documents, not generic web knowledge. Your rules, quoted back correctly.

At-risk renewals, flagged early

Engagement signals surface the members most likely to lapse, while there is still time to keep them.

Platform

The full Microsoft stack, working as one.

Not an integration list. One identity, one compliance boundary, one data model, from Outlook to the member portal.

Dynamics 365 logoDynamics 365 Power Platform logoPower Platform Power Apps logoPower Apps Power Pages logoPower Pages Power Automate logoPower Automate Power BI logoPower BI Microsoft Copilot logoMicrosoft Copilot Copilot Studio logoCopilot Studio Azure logoAzure
Identity

Same identity

Staff sign in with Entra ID. The security model your IT team already manages now covers your membership system too.

Data boundary

Same boundary

Teams, Outlook, SharePoint, and Excel work natively against member data. No connectors to babysit, no shadow spreadsheets.

Low code

Configure, don't customize

Membership types, dues rules, and workflows are low-code configuration on the Power Platform. Your team adjusts the system; upgrades don't break it.

Implementation

Live in about 90 days, not 18 months.

MemberGOV is a pre-built accelerator configured around your association, not a blank platform billed by the hour.

1

Discover

We map your membership types, dues rules, and workflows. Licensing is right-sized for your association.

2

Migrate

Your current member data is cleaned and imported into Dynamics 365 with history intact.

3

Configure

Workflows, portal, and communications are configured around your association, no custom code required.

4

Launch

Portal go-live, staff training, and a team that stays after launch day.

Why MemberGOV

Compare what you're actually buying.

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
Clients

Realtor boards we work with.

Upzoids works with realtor associations across Western Canada, including:

Realtor board
RAE

Realtor Board of Edmonton

Serving Edmonton's REALTOR® community.

Realtor board
GVR

Greater Vancouver Realtors

Serving Greater Vancouver's REALTOR® community.

FAQ

Questions associations ask us.

Your association does. MemberGOV runs in your Microsoft tenant, so you own the database, the backups, and the decision to leave. There is no hostage migration and no vendor deciding your uptime.

It runs inside your Microsoft data boundary. Copilot and AI Builder reason over your member data without it leaving your tenant. Most association platforms have no native AI, and bolt-on tools route your data through third parties.

It is the system a realtor association uses to run membership: applications, onboarding, dues and renewals, events and education, communications, and reporting. MemberGOV is association management software for realtor associations built on Microsoft Dynamics 365, so member data lives alongside the Microsoft tools your team already uses.

Yes. Members apply, renew dues, register for events, and update their own details through a secure self-serve portal on Microsoft Power Pages, branded as your association.

Dues rules drive automated bulk invoicing, members pay online through the portal, and every payment lands on the member record automatically. Finance sees invoices, payments, and adjustments right next to membership history.

Yes. Event registration, attendance tracking, and professional development courses run in the same platform, with automated confirmations and reminders to members.

Applications are tracked step by step in Dynamics 365, orientation requirements are monitored automatically, and new members get guided reminders until onboarding is complete.

Yes. Migration is part of the implementation: we map your current member data, clean it up, and import it into Dynamics 365 with history intact.

In your Microsoft tenant, with Canadian data residency options. Your IT team retains full ownership, access, and control.

No. MemberGOV includes everything you need, and Upzoids will right-size the Microsoft licensing for your association as part of discovery.

MemberGOV is a pre-built accelerator configured around your membership types and workflows. Associations see value in weeks and a full future-state picture in about 90 days.

Upzoids, an MVP-led Microsoft partner in Calgary, Canada, with deep Dynamics 365 and Power Pages heritage.
Get started

See your data in your own tenant.

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.

Book a Live Demo