Adding offices allows your firm to manage multiple locations, control staff visibility, and apply location-specific defaults to every report created under that office. Offices determine how reports are organized, which staff members can access them, and what contact or branding information appears on client-facing materials. If your firm operates multiple branches, settlement locations, or divisions, creating separate office records ensures each one has the correct identity, contacts, and permissions.
Creating a New Office Record
How to Create a New Office
- Log in to your account and go to your main dashboard.
- On the left side of the screen, you will see the My Offices tab, after selecting it will take you to your offices page.
- On the right side of the screen, click the blue “+ Create Office” button.
In the pop-up window or form that appears, you can:
- Select Use Unique Details if you want this office to have its own filing details (Office Name, Address, Contact Info, etc.) automatically applied to every filing created from this office. If you leave it unchecked, filings from this office will use the filing details from the Primary Office instead.
- Enter the required filing details: Office Name, Office Address, Contact Information and Phone Number
Click Create Office to create the new office.
Your office will now appear in your office list and can be selected when preparing reports.
This setup ensures each office has its own identity and can operate independently while staying connected under your firm account.
Assigning Staff to the Office
Assigning staff to an office controls which reports they can access, which notifications they receive, and what actions they’re permitted to perform. Every staff member must be assigned a role Admin, Manager, or Staff which controls what they can view or edit.
- Admins can manage settings and staff on all office(s) they are assigned to
- Managers can oversee all reports within their assigned office(s) without limitations.
- Staff have limited permissions based on your firm’s configuration within the office(s) they are assigned to.
If someone works across multiple branches, assign them to each office and they will see all relevant reports. This role-based structure helps maintain clean separation between offices, prevents cross-branch confusion, and ensures staff only access the information appropriate for their location.
Office-Level Details
If you select “Use Unique Details,” the office’s own information, entered when the office is created, will automatically be applied to all new reports created under that office. These office details include address, phone/email, primary point of contact, escrow/closing contact, support email, and any branding such as an office logo. If the office files directly with FinCEN, an admin can also enter an office-level FinCEN PIN.
If office information changes, an admin updating the office record will apply those changes to future reports.
Contacting Support When Chat Isn’t Available
If live chat is offline, you’ll see a note saying chat support isn’t available right now. You can still reach us by sending a support ticket.
To do this, click the Support button in the bottom-left corner of your dashboard. Type a short description of the issue, confirm your email or phone number so we know how to reach you, and choose whether you want a reply by email or phone.
Once you submit the ticket, our team will review it and get back to you during business hours.
