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 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 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 more.
The video above will show you all the steps to create branch offices and customize the settings for each one.
**** Note that once you create a branch office, you won’t be able to delete it *** With that said, be sure you need a new branch office before adding one.
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 you complete the information, click Save, and the system will display the new Company under the module My Companies/Offices.
To start customizing the settings, go to Menu > Admin App Settings > Company/Office Settings.
Once you click on the Company/ Office Settings, you can start customizing the settings for each office. You can 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 customize your transaction task checklist for this particular office.
If you have any questions, please email us at firstname.lastname@example.org or call us at (305) 517-3836.