With RealtyBackOffice, you can manage your entire Company All-In-One platform under one roof. RBO provides you the tools to customize the software per the office’s requirements while keeping the information independently from each other.

In the Admin App Settings, you can create unlimited branch offices, each branch office will have its own custom settings, compensation plans, company forms library, admin, agents and teams assigned to a branch office, custom transaction tasks for compliance, favorite links and vendors on the dashboard, and much more. 

The video above will show you all the steps to take to create branch offices, and customize the settings per office. **** Please keep in mind that once you create a branch office, you won’t be able to delete it *** With that said, before creating a branch office, please make sure that you need the branch office before you create it in the settings.  

To add a Company/Office, log in as an admin, then go to Menu > Settings > Admin App Settings > Add Company Office. Then data entry the Company Name, Complete Address, Phone, and Email. Once the information is completed, click Save and the new Company will be displayed under the My Companies/Offices Module. 

To start customizing the settings, click on Company/Office settings located on the bottom right of each Office, then start customizing the settings for each office. You will be able to set up the Company Details, the Association this specific office is part of, Transaction Types, Company Opportunities Pipelines, and the compensation plans for the agents that work under this office.

In Company Form Library, you can upload the Company Forms for that particular office, brand the Automated Email Notification, and Request Document Generator Templates with the Company Logo.

Lastly, you can create Teams and also customize your transaction task checklist for this particular office.

If you have any questions, please email us at support@realtybackoffice.com or call us at (305) 517-3836.

MENU
SEARCH
RealtyBackOffice