Does this work for a franchise with independently operated offices?

It does. Each office can carry its own split plans, fee schedules, and branding while reporting into a shared structure. Permissions decide what franchisor-level roles see versus what stays local to the office. That balance is configurable, since franchise agreements differ widely on how much visibility corporate actually gets.

How do teams work inside an office?

Teams sit under an office and can have their own leads, members, and split arrangements. Team structure feeds commission calculations, so a lead's share of a member's deal is applied automatically instead of adjusted by hand. Reporting can be viewed at the team level or absorbed into the office totals above it.

What happens when an agent transfers between offices?

You move the agent, and new production reports under the new office while closed deals stay with the office where they closed. Cap and anniversary tracking continues under the plan you assign. Prior reporting does not shift retroactively, which keeps last year's office numbers stable after the transfer is made.

Can a managing broker be prevented from seeing other offices?

Yes, and that is the default behavior. Scoping is enforced at the data layer by role and office assignment, so a managing broker's reports, deal lists, and agent records cover their location only. If you want a regional role that spans several offices, you assign that broader scope explicitly.

Multi-office management

Multi-Office Real Estate Brokerage Software, One Company View

Multi-office real estate brokerage software has one job that single-office tools never face: keeping locations separate without losing the company view. A managing broker in one branch should see their agents, their deals, and their numbers. The owner should see all of it, rolled up. Neither should have to wait for somebody to export a spreadsheet and email it around on Monday.

Brokerage360 AI models the structure you actually have. Company, office, team, agent. Data is scoped at the row level to that hierarchy, so permissions are not a display filter a curious user can defeat with a changed URL. Add a location and its commission plans, reporting, and access rules follow the pattern you already established.

Run every office from one login

Office and team hierarchy with row-level data scoping
Role-based permissions from owner to agent
Per-office reporting rolled up to the company
Team structures that feed commission and CRM logic
Consistent policy enforced across locations

Office and team hierarchy with row-level data scoping

Every record belongs to an office and, where you use them, to a team. Scoping happens at the data layer, so a user only loads what their role allows. That matters the day a branch manager leaves for a competitor and you need to know exactly what they could reach. It matters for teams too, where a lead should see their own production without seeing the whole office.

Records are scoped by office and team at the data layer, not hidden in the interface.
Team structures feed commission logic, so a team split needs no manual override.
New offices inherit the structure you defined instead of being configured from scratch.
Agents who move between offices keep their history without breaking prior reporting.

Role-based permissions from owner down to agent

Roles run from owner to agent, with managing broker, office admin, accounting, and team lead in between. Each role sees the records the job requires and nothing more. An office admin can process a file without viewing company-wide financials. An accountant can pull disbursements without touching CRM data. You define who approves a CDA, and the system holds that line on every deal.

Permissions are assigned by role and office, so onboarding a new admin takes minutes.
Financial visibility stays separate from transaction visibility for the roles needing one.
Approval steps belong to the role you assign, not to whoever happens to be at the desk.
Removing someone's access is a single change that applies everywhere at once.

Per-office reporting that rolls up to the company

Each office gets its own production, GCI, and company dollar reporting. The company view is that same data, aggregated. Because it is one calculation rather than two, a branch number and the corporate number cannot disagree. When one location's margin slips, you see it against the others in the same view, rather than in a comparison someone assembled by hand the week after.

This is where franchise and multi-brand operators lose the most time today. Per-office fee structures, different split plans, and separate accounting classes can all coexist without running a separate installation for each location. Adding an office is a configuration step, not a project, and the company rollup includes the new location from its first closed side.

Office reports and company rollups come from the same underlying calculation.
Different offices can run different split plans and fee schedules in one system.
Accounting classes stay aligned to offices, so the ledger matches the org chart.
Owners compare locations on production, retention, and company dollar side by side.

Consistent policy across every location

Growth usually breaks policy before it breaks systems. Two offices start handling referral fees differently. One manager waives a transaction fee as a favor. A year later nobody can explain the variance. Setting commission plans, fee structures, and approval steps at the company level, with deliberate exceptions where you want them, helps you enforce your own policy instead of rediscovering it during a review.

Franchise operators get the same benefit across brands. Standards stay centralized, local requirements stay configurable, and the audit trail shows who changed what and when it happened. When a new office opens, it inherits the current policy rather than whatever the last manager remembered, so variance stops compounding as the company grows.

Frequently asked questions

Yes. Offices, teams, and agents live in a single company hierarchy, with data scoped so each location sees its own records. Reporting rolls up to the company without a separate consolidation step. You do not need a separate instance or login per office, and you do not merge exports to see the whole picture.

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