Switch Agent Reporting Offices

Switch Agent Reporting Offices

  • An agent can only be active in one reporting office at a time, but can still have deals linked to different offices
  • Each deal is automatically assigned to the reporting office active at the time the deal was created
  • You can manually assign an inactive office to a specific deal if needed
  • The reporting office affects commission tracking, reporting, and accounting
  • Only one office can be active at a time, and office dates cannot overlap
  • You may need to temporarily switch office statuses during the transition to set things up correctly
  • Once setup is complete, the correct primary office should be reactivated so new deals are assigned properly

  • When a new reporting office is added, profile deductions must be set up again as they do not carry over automatically

    • Here are the steps:
    STEP 1:
    For an agent with an anniversary date of February 1, 2023, go to their office profile and edit the anniversary date. Set it a few days earlier than the actual date—for example, January 27, 2023.



    Then scroll down further and you will see the INACTIVATE field - go ahead and inactivate a day later January 28, 2023 and then hit SAVE


    You will now see on the agent profile there is an INACTIVE OFFICE for those dates as shown below - 



    STEP 2 : 
    Go ahead and add a new reporting office for the second office -



    **You will then INACTIVATE this second office as of date prior to the agents actual anniversary date (so January 31 in this case) as you did at STEP 1 above **

    STEP 3 : 
    Once you have inactivated the second office you will notice the DEDUCTIONS have gone from the agents profile -


    Go ahead and ADD DEDUCTIONS BACK to the agent profile -



    STEP 4 :
    Now you need to make ACTIVE the main office for the agent again so please go to ADD REPORTING office as you did earlier in Step 2 -



    Select the MAIN OFFICE and make it ACTIVE and this should automatically be the Agent's actual anniversary date if you have followed the steps above.

    STEP 5 : When working on a deal in the PEOPLE PAGE when adding your agent to the deal you can go ahead and select their office from the drop down options (note you will see the inactive office and active office for the main office so you can select either of the options) -



    🔑 Key Notes: Moving an Agent Between Offices (Deductions & Caps)

    When moving an agent from one office to another, their deduction setup changes because deductions are tied to the office for accounting and reporting.

    What happens automatically

    • The agent’s current office deductions are archived
    • You will need to set up new deductions for the new office
    • Previous deduction totals do not carry over automatically

    Important note about caps

    If the agent has a year-to-date cap (maximum fee limit), it will not automatically include amounts earned in the previous office.

    This can result in the cap resetting incorrectly after the move.

    Example

    • Original office cap: $10,000
    • Already paid before move: $7,000
    • Remaining cap should be: $3,000

    If the agent moves to a new office, the new setup must reflect the remaining cap ($3,000) to avoid overcharging.

    What you need to do

    • Recreate deduction settings in the new office
    • Adjust the cap based on amounts already paid
    • Ensure start/end dates do not overlap incorrectly

    For yearly resets:

    • Set up a new deduction plan for the next cycle with the full cap amount restored

    Optional setup

    If office-based separation is not required for your reporting:

    • You can contact support to merge financial tracking for the agent
    • This removes the need to manually adjust caps between offices

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