Branch & Portfolio Structure — Multi-Branch Agency Management

Branch & Portfolio Structure

Available from v0.1.59

For agencies operating across multiple offices or regions, the Branch & Portfolio Structure feature lets you model your real-world organisational hierarchy directly in the platform — without losing the unified, account-level oversight you already have.

Overview

The platform now supports a sub-organisation layer beneath your top-level agency account. Each branch represents a physical or logical office, and resources — properties, tenancies, and agents — are assigned to branches to reflect where they actually sit in your business.

A typical hierarchy looks like this:

Agency Account
└── Region (optional)
    ├── Branch A
    │   ├── Agents
    │   ├── Properties
    │   └── Tenancies
    └── Branch B
        ├── Agents
        ├── Properties
        └── Tenancies

Key Concepts

Branches

A branch is a named sub-unit of your agency. Branches can represent:

Physical office locations (e.g. "Manchester City Centre", "Leeds North")
Logical portfolio groups (e.g. "HMO Portfolio", "Student Lets")
Any other subdivision that makes sense for your business

Agent Assignment

Agents are assigned to one or more branches.
Once assigned, an agent's default view is scoped to the properties and tenancies in their branch(es).
Agents without a branch assignment retain access at the agency level.

Properties & Tenancies

Any property can be assigned to a branch at creation or any time afterwards.
Tenancies inherit the branch assignment of their property by default.
Unassigned properties and tenancies remain accessible at the agency level.

Regional Management

A regional manager role can be scoped across a defined group of branches.
Regional managers see rolled-up data (reporting, compliance, disputes) for all branches in their region.
They do not have access to branches outside their region, and do not hold full account-level permissions.

Reporting & Compliance

Branch-Level Reporting

All reporting dashboards include a Branch filter. When a branch is selected, the dashboard shows:

Deposit deduction summaries for that branch's tenancies
Dispute rates and outcomes
Average resolution times
Outstanding actions

Branch-Level Compliance

Compliance views — including checks against the Renters' Rights Act — are available per branch. Branch managers can:

See a compliance status summary for their properties and tenancies
Identify and address issues without needing to sift through the full agency portfolio
Export branch-scoped compliance reports

Setup Guide

1. Create a Branch

Navigate to Settings → Organisation → Branches.
Click Add Branch.
Enter a branch name and optional region.
Save.

2. Assign Agents to a Branch

Navigate to Settings → Team.
Select an agent.
Under Branch Assignment, choose one or more branches.
Save.

3. Assign Properties to a Branch

Open a property record.
In the Details panel, select a branch from the Branch dropdown.
Save.

Properties already in the system are unassigned by default. You can bulk-assign properties to a branch from Settings → Organisation → Branches → [Branch Name] → Assign Properties.

4. (Optional) Configure Regions

Navigate to Settings → Organisation → Regions.
Click Add Region.
Assign branches to the region.
Assign a regional manager from your team.

Permissions Summary

Role	Scope
Agency Admin	Full access across all branches and regions
Regional Manager	Read/write access across assigned branches in their region
Branch Manager	Read/write access within their assigned branch
Agent	Access to properties and tenancies in their assigned branch(es)

Notes & Compatibility

Branch structure is optional. Single-office agencies do not need to configure branches.
Existing properties, tenancies, and agents are unaffected by this release until you explicitly assign them to a branch.
All existing reporting, compliance, and deposit deduction workflows continue to function at the agency level.