Creating a New Brand

Updated October 31, 2026 168 views

Creating a New Brand

Create brands at any level of your organization, from franchisor to individual agent.

Starting Brand Creation

From Brand Manager:

  1. Click "+ Create New Brand" button
  2. Or click "Create Your First Brand" if none exist

Step 1: Select Brand Level

A modal appears asking "Who are you creating this for?"

Choose the appropriate level:

Option Description
Franchisor (Brand) Top level organization or franchisor
Brokerage (Franchisee) A franchisee or subsidiary that belongs to a brand
Office (Franchise Location) A specific location or branch
Team A group or department within an office
User (Agent) An individual agent or user brand
Click your selection, then **Continue**.

Step 2: Enter Brand Information

Required Fields:

Name:

  • Enter your brand name
  • Example: "Smith Real Estate Team"
  • A slug is auto-generated

The slug:

  • URL-friendly identifier
  • Auto-created from name
  • Made unique if duplicate exists

Step 3: Select Parent (If Applicable)

For non-franchisor brands, select a parent:

Brand Level Parent Required
Franchisor None
Brokerage Select a Brand
Office Select a Brokerage
Team Select an Office
User Brand Select a Team
**To Select Parent:** 1. Search available parents 2. Browse "Your [Parents]" first 3. Then "Other [Parents]" 4. Click to select

Step 4: Create the Brand

  1. Review your information
  2. Click "Create [Brand Type]"
  3. Wait for creation
  4. Redirected to brand editor

After Creation

You'll be taken to the brand edit page where you can:

  • Upload brand guide PDF
  • Add colors and fonts
  • Upload logos
  • Set brand guidelines

Changing Brand Level

If you selected the wrong level:

  1. Click "Change brand level" link
  2. Select the correct level
  3. Continue with creation

Tips

  1. Choose the correct level first
  2. Parent selection is important
  3. Brand names should be unique
  4. You can edit details after creation
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