Introducing Branch & Portfolio Structure for Multi-Branch Agencies
Introducing Branch & Portfolio Structure for Multi-Branch Agencies
Version 0.1.53 brings a significant structural upgrade for agencies operating across multiple locations. You can now model your real-world office hierarchy directly inside the platform — giving each branch its own view of properties, tenancies, agents, reports, and compliance obligations.
The Problem This Solves
Agencies with more than one branch have always faced a tension in property management software: a single flat list of properties and tenancies becomes impossible to manage at scale, and organisation-wide reports lose meaning when you need to understand performance or compliance at a regional level.
With v0.1.53, the platform natively understands that a Manchester branch and a Leeds branch are distinct operational units — while still belonging to the same parent organisation.
What's New
Branches as First-Class Entities
Branches sit beneath your top-level organisation and act as containers for:
- Properties — Each property can be assigned to a branch. This determines which agents can manage it and which branch-level reports it appears in.
- Tenancies — Tenancies are scoped to the same branch as their property. Manual re-assignment is available where needed.
- Agents — Agents are assigned to one or more branches. Their in-app view is filtered to show only the properties and tenancies belonging to those branches.
Branch-Level Reporting
All existing reports — deposit summaries, dispute logs, deduction breakdowns — can now be filtered to a single branch. Branch managers get a focused view without noise from other locations.
Branch Compliance Views
Compliance dashboards track deposit protection status and Renters' Rights Act obligations. From v0.1.53, these views are available per branch, making it straightforward for a branch manager to see exactly what requires attention in their office — without wading through the full organisation feed.
Regional Management Hierarchies
The permission model now supports multi-tier hierarchies:
| Role | Scope |
|---|---|
| Organisation Admin | Full visibility and management across all branches |
| Regional Manager | Visibility across an assigned group of branches |
| Branch Manager | Full access within their assigned branch |
| Agent | Access to properties and tenancies in their assigned branch(es) |
Permissions flow down the hierarchy — a regional manager sees everything beneath them, but cannot access branches outside their remit.
Getting Started
1. Create a Branch
Navigate to Settings → Organisation → Branches and select Add Branch. Provide a branch name and optional address details.
2. Assign Properties
From the Properties list, open a property and use the Branch field to assign it. Bulk assignment is available via the Properties table.
3. Assign Agents
Go to Settings → Team and edit an agent's profile. Use the Branch Access field to assign them to one or more branches.
4. View Branch Reports
Open Reports and use the Branch filter at the top of the page to scope any report to a specific location.
Compatibility Notes
- Existing data is unaffected. Properties and tenancies created before v0.1.53 remain visible organisation-wide until explicitly assigned to a branch.
- Branch assignment is optional. Organisations that operate as a single unit do not need to configure branches — the platform behaves exactly as before.
- Agents without a branch assignment retain access to all unassigned properties, preserving continuity during a phased rollout.
Summary
v0.1.53 lays the structural foundation for agencies managing portfolios across multiple locations. Properties, tenancies, agents, reports, and compliance views are all branch-aware — giving every level of your organisation a clear, relevant picture of their work.