Introducing Branch & Portfolio Structure

Version 0.1.59 — Release Highlight

Managing multiple offices just got a lot cleaner. Version 0.1.59 introduces Branch & Portfolio Structure — a new organisational layer that lets multi-branch letting agencies reflect their real-world structure directly in the platform.

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The Problem It Solves

Larger agencies often manage tens or hundreds of properties spread across multiple offices. Without a way to group those properties by branch, every agent sees the entire portfolio, every compliance report covers everything at once, and regional oversight is difficult to enforce cleanly.

Branch & Portfolio Structure addresses this by introducing branches as a first-class concept — properties, tenancies, and agents can all be scoped to a branch, and reporting follows.

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What's Included

Branch Assignment for Properties & Tenancies

Assign any property to a branch. Tenancies inherit that assignment automatically. Local teams see their portfolio; nothing more, nothing less.

Agent-to-Branch Assignment

Assign agents to one or more branches. Their default view is scoped to their branch, keeping their workspace relevant and focused.

Branch-Level Reporting

Every reporting dashboard now includes a branch filter. Branch managers can instantly pull deposit deduction summaries, dispute rates, and resolution data for their office alone.

Branch-Level Compliance

Compliance checks under the Renters' Rights Act are now viewable per branch. No more hunting through a full-agency list to find what needs attention locally.

Regional Hierarchies

For agencies with regional management layers, you can now group branches into regions and assign regional managers. They get rolled-up visibility across their branches without full account-level access.

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Who Is This For?

• Multi-branch letting agencies that need local teams to work independently while head office retains full oversight.
• Regional managers who need aggregated views across a defined set of offices.
• Compliance officers who need to run branch-specific Renters' Rights Act audits.

Single-office agencies don't need to do anything — this feature is entirely optional and doesn't change any existing behaviour.

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Getting Started

See the full Branch & Portfolio Structure guide for step-by-step setup instructions, a permissions reference, and configuration notes.