Anywhere Franchise: How do I Add a New Office in darwin Cloud?

Anywhere Franchise: How do I Add a New Office in darwin Cloud?

Before adding a new office in darwin Cloud, there are some aspects of setup that should be considered:

  • Is this an office for accounting purposes only, or will agents be added to this office?
  • Will this office process accounting entries under the existing company, or will it operate as a separate legal entity?
  • Will this office pull listings from one or more MLS'?
  • For Anywhere (Realogy) customers: Will this office be initialized with dash?

If you need assistance with any of the questions above, or if work is needed to set up integration for the new office, please reach out to the AccountTECH team at support@accounttech.com

New Company vs. New Office?

If your new office will have a separate Company ID in dash, or if the new office will be set up with completely separate accounting systems under a new tax ID, you may need to set up a separate company within darwin Cloud.

Please review the article How Do I Add a New Company in darwin Cloud? for further information.

    Creating a New Office

If the new office is an acquisition and from the same brand, Dash will usually transfer the agents, Listings and transaction IN DASH and accounttech will load those records.  In this case DO NOT enter the agents and properties in darwin.  They need to be loaded from DASH other wise you will end up with duplicates.  

You cannot submit to dash until the office is in OPEN status in dash and the initialization has been run by accounttech.  This is often weeks after the effective date of the contract.

If the new office is not from the same brand or is just a new branch, you can enter the agents and properties in darwin, but they will not submit to dash until after the office is in OPEN status in dash and the initialization has been run by accounttech

If the Office is already in Open status accounttech can add the office for you when initializing it.

  1. Click Company
  2. Click Office
  3. Click new
  4. Select company from the dropdown list
  5. Enter office name
  6. Click start

After the office is created, additional information can be added to the screen as needed.  For any offices that will be reporting transaction data to Anywhere (Realogy), BHHS, or RE/MAX, the office Franchise ID  is required:

  1. Enter franchise ID
  2. Click save

  By default, new companies are hidden from all users.  Make sure to add permission to the new company and office for any users who will need access:

  1. Click Security
  2. Click Users
  3. Click search
  4. Enter username or full name
  5. Click search
  1. Select username from filtered list, if there are many
  2. Click companies tab
  3. Check the box of the company to add permission
  1. Click offices tab
  2. Check the boxes of the offices to add permissions
  3. Click save

    Additional Setup Considerations