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 [email protected]
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. If the offices are part of a different Franchise id, we will also have to go through the Dash on-boarding and validation process.
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.
- Click Company
- Click Office
- Click new
- Select company from the dropdown list
- Enter office name
- 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:
- Enter franchise ID
- 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:
- Click Security
- Click Users
- Click search
- Enter username or full name
- Click search
- Select username from filtered list, if there are many
- Click companies tab
- Check the box of the company to add permission
- Click offices tab
- Check the boxes of the offices to add permissions
- Click save
Additional Setup Considerations
- For MLS setup, email [email protected] and provide the names of the MLS feeds
- For dash initialization, email [email protected], and provide the Company ID and Office IDs associated with the new company, along with the date the new company will be 'live' in dash
- To set up bank accounts for the new company, review the article Add / Edit bank accounts in the Chart of Accounts
- To set up users for the new office, review the article Add New User