Branches & multi-office workspaces
On the Agency plan you can model multiple offices in one XchangeHero workspace — each with its own data scope, optional team assignment, and a workspace-wide branch filter on dashboards and analytics.
What this does
A branch represents an office or location (for example your main high-street branch and a satellite office). Listings, deals, contacts, and many activities carry a branch so reporting stays accurate per office. Admins configure branches in Settings; you can assign most team members to a primary branch while keeping organisation-wide roles unrestricted.
Plan requirement
Multi-branch features — including the Branches settings screen, per-member branch assignment, and the dashboard branch filter — require an active Agency subscription. Starter and Growth workspaces remain single-branch. See Billing & plans for a full comparison.
Configuring branches
Admins and Branch Managers open Settings → Branches to add offices, name them, and choose which branch is primary. Branch limits follow your Agency plan allowance (additional branches beyond the included count may require an upgrade — the settings screen shows usage).
Managers and Agents do not edit branch records; they see the Branches item locked unless they hold the Branch Manager role. Roles & permissions explains access in detail.
Assigning people to a branch
In Settings → Team & Users, expand a member to set an optional branch for negotiators and managers. Admins and Branch Managers are not tied to a single branch in this way — they stay able to work across the workspace (and to use the branch filter to focus on one office when needed).
Someone assigned to one branch typically sees and creates data for that office only (enforced at the database level). Members with no branch assignment, or with an "all branches" style setup, can see the whole workspace and, where applicable, the branch filter in the header.
Branch filter on dashboards (Agency plan)
When your workspace has two or more branches and your role may view multiple branches, a branch bar appears at the top of the main content area (next to your account strip). Choose an office to narrow:
- Overview— pipeline stats, activity, today's viewings and valuations, vendor care, and related feeds for the selected branch only.
- Weekly / Daily view — week-scoped instructions, offers, matches, viewings, valuations, and milestones for that branch.
- Listing Health — listings, offer counts, price reductions, and days-on-market widgets scoped to the branch.
- Agent Performance — metrics and leaderboards for agents who belong to that branch context (including members who work across branches), with deal and activity data limited to the selected office.
- Agency Performance — pipeline value, communications trends, offer analytics, conversion metrics, and days-in-stage trends for the selected branch.
The filter uses the ?branch= query in the URL so bookmarks and shared links keep the same office selected. Sub-navigation between dashboard tabs preserves the branch.
Other areas — such as Prospecting, Inbox, and Buyer matching — respect branch context where your plan and role support it, so day-to-day work stays consistent with the office you are focusing on.
Branch Manager role
Branch Managers sit between admins and day-to-day managers: they run operations and team management like a manager, but can also open Settings → Branches on the Agency plan. They cannot change billing, run data import, or edit agency configuration — those remain admin-only. See the Roles & permissions matrix.