Before running the franchise reports for Berkshire Hathaway, the franchise ID numbers should be entered for the company, for all offices, and for all active agents.
Enter the brand code and Affiliate ID on the Company screen
The BHHS Affiliate ID is a number assigned by Berkshire Hathaway. It consists of a two-letter state ID followed by a three-digit number that form a unique ID for the company.
Enter the designated 3-digit office ID for each office that will submit to Berkshire Hathaway:
The Corporate Office exists in darwin Cloud for accounting purposes only and does not submit to Berkshire Hathaway - therefore, it does not need an office ID.
For active agents with an assigned BHHS Associate ID (also called PREA ID), the ID number should be entered on his or her profile:
Agents without an ID will create a new record when the the Roster Sync File is uploaded to the BHHS portal - for new agents, the Associate ID of the new record should be added to the agent's darwin Cloud profile.
The Franchise Report will not generate correctly if agents are missing Associate ID's.
The BHHS report is designed to export text files for transactions and upload directly to BHHS portal. To export the report:
From the push submission window: