Edit Branch / Agent
From this page you can modify the data of an existing Branch / Agent: name, address, phone numbers, email and geographic location. You can also set it as the main branch or delete it.
Branch email and lead notifications
Branches are directly linked to properties. When someone interested sends an inquiry about a property published on a portal, the system sends an email alert to two recipients:
- The email of the branch assigned to that property.
- The administrator's email (configured in My Company).
If both emails match, only one notification is sent to avoid duplicates.
In addition, all messages arrive in the system's Message Inbox.
Important: Keep the branch email correct and up to date. If the email is incorrect, inquiries from interested parties will not arrive by email.
Form fields
| Field | Required | Validation | Example |
|---|---|---|---|
| Branch / Agent Name | Yes | Minimum 3 characters | Downtown Branch |
| Address (Street and Number) | Yes | Minimum 5 characters | Av. Corrientes 1234 |
| Postal Code | No | - | 1428 |
| Location (Country, Province, City, Neighborhood) | Yes | Country, Province and City required | Argentina > Buenos Aires > CABA |
| Main Phone | Yes | Minimum 8 characters | 011-4444-5555 |
| Phone 2 | No | - | 011-5555-6666 |
| Phone 3 | No | - | 011-7777-8888 |
| WhatsApp/Mobile | No | Numbers only, no spaces or + | 5491112345678 |
| Yes | Valid email format | sucursal@empresa.com | |
| Bio / Description | No | Maximum 2000 characters | We are an office specializing in... |
Required fields are marked with a red asterisk.
Bio / Description
Free text field where you can describe the branch: what type of properties it handles, its team, location, specialty, or any information you consider relevant. It is optional and has a limit of 2000 characters. A counter in the bottom right corner shows how many characters you have used.
WhatsApp/Mobile
The format is: country code + area code + number, all together with no spaces or the + sign. Example for Argentina: 5491112345678.
This field is only available for accounts with a Plus, Pro, Business or Website subscription. If your plan doesn't include it, you'll see a lock icon that takes you to see the available plans.
Incomplete fields and red borders
The form applies strict validations from the moment the page loads. Required fields that are empty or don't meet the minimum requirements are shown with a thick red border so you can easily identify them.
In the card title, a red badge appears indicating how many fields are missing (example: "3 incomplete fields"). The badge disappears when all required fields are completed.
Agent branches
If the branch belongs to an agent, the Email field appears disabled with the message:
This branch's email can only be edited from the salesperson/agent.
This is because the agent's email and their branch's email are synchronized. To change it, edit the agent from Configuration > Users.
Main Branch
The green card at the top indicates whether the branch is the main one.
Sync with My Company
The main branch and the My Company data (Configuration > My Company) are linked:
- If you edit the My Company data, the main branch's data is automatically overwritten.
- If you edit the main branch from this page, the My Company data is also updated, except for the branch name.
Keep this synchronization in mind to avoid unintentionally overwriting data.
Set as Main
If the branch is not the main one, a toggle appears that lets you set it as the main branch. When you activate it, the system asks for confirmation before making the change.
Setting a branch as the main one means it will become your real estate agency's headquarters and its data will be linked with My Company.
Visual Profile (Logo and Profile Photo)
Below the main form there is a Visual Profile card where you can upload images for the branch.
Branch / Agent Logo
Square image that visually identifies the branch. It is automatically resized to 400x400 pixels when uploaded.
- Accepted formats: JPG, PNG, WEBP, GIF
- Maximum size: 5 MB
- To replace the logo, upload a new image. The previous one is automatically overwritten.
- To delete the logo, hover over the image and click the trash icon.
Profile Photo
Image of the team, the office or the branch's façade. It is automatically resized to 800x800 pixels.
- Same formats and size as the logo
- To replace or delete, same procedure as the logo
Tip: On mobile devices, the upload image button lets you use the phone's camera directly.
Save changes
- Complete or modify the form fields.
- Click Save.
- The system shows a confirmation dialog. Accept to save.
- If the operation is successful, the branch cache is invalidated and you return to the list.
The Save button is only enabled when all required fields are complete and error-free.
Delete branch
The Delete button (red) appears in the bottom left corner of the form.
Restrictions:
- The main branch cannot be deleted. If you try, the system tells you that you must first set another branch as the main one.
- Branches of active agents cannot be deleted from here. You must first deactivate the agent from Configuration > Users.
Automatic reassignment
When you delete a branch, the properties, contacts and users assigned to it are automatically reassigned. The flow depends on how many branches you have:
- If you have 2 branches (the one being deleted and the main one): everything is automatically reassigned to the main branch. Only a confirmation dialog appears.
- If you have 3 or more branches: a modal with a selector opens where you choose which branch to reassign to. Only after confirming does the system process the deletion.
No data is lost. Properties, contacts, signs and messages remain available in the destination branch.
Which branches can be a destination
Only the client's regular branches appear in the selector:
- The main branch.
- Any branch with no agent assigned.
Agent branches NEVER appear in the selector because they belong to the individual agent, not to the client. Transferring properties or contacts to them would change their ownership — they would become the agent's. To prevent this, the system automatically filters them out.
Example: If your account has 1 main branch + 3 agents + 1 regular branch and you want to delete that regular branch, only the main branch will appear in the selector (because the 3 agent branches are filtered out). This is the correct behavior.
If in your case only one option appears in the selector, it's because the rest are agent branches. That is expected.
Permissions
| Role | Can edit branches |
|---|---|
| Administrator | Yes |
| Manager | Yes |
| Salesperson | No |
If you don't have permissions, you'll see a "Restricted Access" notice with a button to go back to Configuration.
Managing branches requires an active subscription. If your plan doesn't include it, a message is shown indicating that it is a Premium feature with a link to see the plans.
Frequently asked questions
The branch's email is disabled, why?
Because it is an agent's branch. The email is synchronized with the agent user's email. Edit it from Configuration > Users.
If I change the branch's email, where will leads go?
To the new email. The change is immediate. Inquiries for properties assigned to this branch will be sent to the updated email.
Can I delete the main branch?
No. You must first set another branch as the main one and then you can delete the previous one.
What happens to the properties if I delete this branch?
They are automatically reassigned to another branch. If there are 2 branches, they go to the main one; if there are 3 or more, you choose the destination in a modal.
Why does only the main branch appear in the selector if I have several branches?
Because the rest of your branches belong to individual agents and cannot be a reassignment destination. The client's properties cannot be transferred to an agent's private space. If you want more destination options, first create a regular branch (with no agent) or deactivate agents from Configuration > Users.
Why don't agent branches appear as a destination?
An agent's branch is that agent's private space: it contains only their properties, contacts and messages. If you could reassign the client's properties to the agent's branch, those properties would become the agent's. To protect that separation, the system blocks that transfer both in the interface and on the server.
When I edit the main branch, does it modify My Company's data?
Yes, except for the branch name. The synchronization is bidirectional.
The WhatsApp/Mobile field appears locked, what do I do?
Your current plan doesn't include this feature. Upgrade your plan to Plus or higher to enable it.
I uploaded a logo but don't see it, what happened?
After uploading the image, it should appear automatically as a preview. If it doesn't show, reload the page. The logo is saved independently of the form's Save button.
What size should the logo be?
You can upload an image of any size (up to 5 MB). The system automatically resizes it to 400x400 pixels. For best results, use a square image.
Does the bio have a character limit?
Yes, a maximum of 2000 characters. A counter below the field shows how many you've used. It turns orange as you approach the limit.
Premium features: Some features require a subscription. Manage my plan
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