Offices and locations

If your brokerage or agency has more than one location, Enterprise lets you group your team by office. On other team plans, the Offices section shows "Multiple office locations are part of Enterprise."

Add an office

1. Click Team in the left menu.
2. Scroll down to Team settings, then Offices.
3. Under Add an office, type the Office name, City and State.
4. Click Add office.

Put a teammate in an office

1. In Team settings, find Lines of business.
2. Click Edit next to the teammate.
3. Pick their Office, or No office. This menu shows once you have added an office.
4. Click Save.

Route by office

1. In Routing rules, under Add a rule, pick the line of business and the teammate.
2. Pick an office, or leave Any office.
3. Click Add rule.

The rule then only applies to referrals posted in that office.

Reports by office

• Team Reports adds a By office card with referrals, completed, close rate, speed and open work for each location.
• The Team pipeline gets an office filter (All offices or No office set), and Export CSV adds an Office column.

Rename or archive an office

• Click Rename, type the new name, and click Save.
• Click Archive to retire an office. Archiving keeps its history and clears it from teammates.

Good to know

• Enterprise also includes dedicated onboarding with the Refervia team.
• Offices are for your own team. They do not change what partners see in the Partner Network.

Trouble?

• I don't see Team settings: Only the owner and admins see it. Members do not.
• Offices shows a lock: Your team is not on Enterprise. Click See team plans.
• A teammate shows in the wrong office: Click Edit next to them and pick the right Office.