Submit a Franchise Report

Franchise reports are submitted to Head Office on a monthly basis and include all settled sales for the period, adjustments to previously submitted settled sales, and other office income. Additionally, unconditional, Staged Commissions* and outstanding sales plus any adjustments for each from a previous period are included in the report. This is a projection of sales that, once settled, will contribute to and attract a Franchise Fee within your Franchise Report.

NB: Staged Commission Payments must be marked as Paid/Received to be included in Franchise Reporting. Staged Commissions are only included in Franchise Reports for users with the latest version of Franchise Reporting. 

To submit a  Franchise Report to Head Office, you must follow the steps below:

1. Click on Reports from the Main Menu.

2. Click on Franchise Reports from the Left Panel and select Franchise Reports to Head Office.
 

3. Select the period month and period year that you are wanting to submit a Franchise Report for and click Search.

5. Once your Franchise Report generates proceed to review,

• Settled Sales/Commission Received within the period and adjustment to previously submitted settled sales.
• Unconditional Sales that fall within the period.
• Outstanding Sales ensuring that all sales have an expected settlement date outlined. If an expected settlement date is not displayed, click the address within the report to open the listing card and navigate to the Offers & Contract to update.

If commission split not yet saved appears on your report (as pictured below in red), click on the listing address within the report and navigate to the Commission Tab to enter the commission splits and click save. Click the Report Results Tab at the top of the report panel to reload the report to show the new information.

You will not be able to submit a Franchise Report to Head Office until you have entered commission splits and saved the commission tab for identified listing(s).

6. .Proceed to report additional office income via Income in the top right-hand corner of the report panel. This can also be accessed by a Master User within My Office and the Monthly Income tab.

Follow the steps outlined here on how to report additional office income.

7. Review your Franchise Report and ensure no further changes need to be added, such as staged payments or additional income.

Note: Once you have submitted a Franchise Report to Head Office you are unable to make any changes. Ensure the information entered is correct before submitting the report.

8. Click Submit.

Your Franchise Report will be provided to Head Office and the Office Principal via email.

Note: It is visible to Head Office if you have an overdue or outstanding report, so please ensure they are submitted by the required deadlines.