Summary

Many brokerages have multiple offices, whether that be within the same state or if you are a nationwide brokerage, we want you to be able to display all the places that you are available to help prospective clients. 

How To

admin > inline menu > offices > create

1. From the dashboard click on the profile icon in the top right corner, a drop-down menu will appear, follow that to the 'Offices' option under the Roster section
2. This will lead you to a new page with a list of the all the offices that are already in the platform
3. To create a new office click on the 'Create' button in the top left
4. This will lead you to a new screen where you can fill in all the information about the office, including:
   1. Primary Information - This is the section where you fill in the office name, address, and where people can find or contact you.
   2. Additional Details - This is where you can put in contact information that is not required, for example, your fax or toll-free number.  
   3. Office Settings - If you are utilizing RealSatisfied for your RealEstate Surveys please add the following information: 
      • Real Satisfied Officed 
      • Real Satisfied API UserName
      • Real Satisfied API UserName
      • Franchise (Add Agent MLS ID)
        • RealSatisfied API Docs > click here
   4. Web Details - Here is where you hyperlink the website for the office, make sure it begins with 'https://'
   5. Social Media - Here is where you copy-paste the link to all social media you want to be made public on the website.
   6. Search Engine Meta Info is what appears on search engine result pages when a website comes up for specific parameters or keywords used during the search process. It includes the title of the page and its meta description (descriptive text below the title). 
   7. Hit 'Create'!

How does this differ for agents?

Creating/Editing an Office is only available to Brokers and Admins however the Offices are visible to Agents and end-user Clients.