Now, it’s time for your rep firm to be recognized.
Use the checklist to collect all of the information and send it to info@mafsi.org.
Complete the online application by entering the information you collected with the checklist.
The four levels of MTC: Core, Advanced, Expert, and Master
Your firm must have these 10 required items to qualify for MTC
Your firm must have these 10 requirements to qualify for MTC:
1. Smartphones
2. Color Laser Printer
3. Website
4. Laptop or Tablet
5. Email: Company/Domain Specific Address
6. High-Speed Internet at all offices
7. Office Suite Software
8. Appointment/Scheduling Software
9. Quoting Software
10. Accounting Software/Outsources Accounting Services
+ 9 Additional Requirements
To reach the MTC Advanced level, you must meet the 10 core requirements plus an additional 9 requirements.
+ 12 Additional Requirements
To reach the MTC Expert level, you must meet the 10 core requirements plus an additional 12 requirements.
+15 Additional Requirements
To reach the MTC Master level, you must meet the 10 core requirements plus an additional 15 requirements.
You MUST meet the 5 requirements below to earn the Master certification:
Electronic Commission Reconciliation*
Video Conferencing*
MAFSI Survey Participation 100%*
Opportunity Tracking Software*
Forecasting Sales Software*
You must have all requirements marked * to be eligible for the Master level. If you have 15+ requirements and do not have the *requirements, you will be at the Expert level.
Your firm must have these 10 requirements to qualify for MTC:
1. Smartphones
2. Color Laser Printer
3. Website
4. Laptop or Tablet
5. Email: Company/Domain Specific Address
6. High-Speed Internet at all offices
7. Office Suite Software
8. Appointment/Scheduling Software
9. Quoting Software
10. Accounting Software/Outsources Accounting Services
To reach the MTC Advanced level, you must meet the 10 core requirements plus an additional 9 requirements.
To reach the MTC Expert level, you must meet the 10 core requirements plus an additional 12 requirements.
To reach the MTC Master level, you must meet the 10 core requirements plus an additional 15 requirements.
You MUST meet the 5 requirements below to earn the Master certification:
Electronic Commission Reconciliation*
Video Conferencing*
MAFSI Survey Participation 100%*
Opportunity Tracking Software*
Forecasting Sales Software*
You must have all requirements marked * to be eligible for the Master level. If you have 15+ requirements and do not have the *requirements, you will be at the Expert level.
All designation levels have a one-time application fee of $150 and an annual renewal fee of $95 per company. You will be billed for certification renewal on your dues form.
You are able to move levels without additional fees whenever you qualify for the next level. You do not have to wait for your renewal period to switch levels.