+2.811% units YoYHQ-led decisions

Berkshire Hathaway HomeServices

Real estate

Software purchasing at Berkshire Hathaway HomeServices is driven by a network services and executive team based in California. The franchise mandates a designated transaction reporting platform and a broker management system (BMS) across its 273 franchised locations. With 293 total units and a 10-year initial term, the addressable market for vendors is concentrated but clearly defined by these tech requirements.

Live signals

Total units
293
273 franchised
Unit growth YoY
+2.811%
vs prior filing
AUV
Item 19, 2024
Royalty
of gross sales
Ad fund
national + local
Initial fee
$25K
per unit
Investment range
$43K–$93K
all-in, Item 7
Procurement
Approved supplier
from the filing
Item 19
No claims
unaudited

Mandated & recommended tech

The systems vendors compete with

3 of these are mandated in the franchise agreement. Each is named in Item 11 of the filing, the incumbents a challenger must displace or integrate with.

SageSage Group plc
Mandatory
AccountingItem 11

The Interview Recruiting Productive Sales Professionals Module 1 hour 0 Web-Based Training 5: Retention Strategies REsource Center & LearnCenter REsource 1 hour 0 Webinar Overview SAGE CRM Training Mo

Sage CRMSage Group plc
Mandatory
CrmItem 11

The Interview Recruiting Productive Sales Professionals Module 1 hour 0 Web-Based Training 5: Retention Strategies REsource Center & LearnCenter REsource 1 hour 0 Webinar Overview SAGE CRM Training Mo

SOCi
Mandatory
MarketingItem 11

roducers Sales Professional What If Analysis 45 min 0 Web-Based Training Selling by Style 1 hour 0 Webinar Sherri Johnson Coaching 1 hour 0 Webinar / VIdeo Social Media REsource - Soci Agent and Admin

kvCORE
CrmItem 6

ar of See Note Orion Commercial Real year payable to HSF the Franchise 11 Estate Subscription Fee Agreement Web-Hosting Optional: $2,500 initial setup fee Upon request to See Note kvCORE CRM Platform

The vendor opportunity at Berkshire Hathaway HomeServices

Berkshire Hathaway HomeServices operates 293 total units, of which 273 are franchised and 20 are company-owned. The brand grew units by 2.811% year-over-year, adding a modest number of new locations. For software vendors, the immediate addressable market is those 273 franchised offices. The franchisor mandates specific technology platforms, meaning any vendor selling operational, transaction management, or learning systems must understand the existing designated stack and where gaps might exist. The initial franchise term is 10 years, so technology decisions made at the network level can have long-lasting impact across the system.

Who controls software purchasing

Purchasing authority sits at the headquarters level. The 2024 FDD lists Eugene “Gino” A. Blefari as Chairman and Christy Budnick as Chief Executive Officer and President. The executive team includes Rosalie Warner, Senior Vice President of Network Services, and Steven Ladd, Senior Vice President and Chief Financial Officer. Warner’s network services role is the most direct entry point for technology vendors, as she oversees the systems and support delivered to franchisees. Mark Borysiewicz, SVP of Domestic Business Development, may also influence tools that affect franchise growth and onboarding. Any software pitch should account for this concentrated decision-making structure rather than expecting individual franchisees to hold independent purchasing power for core systems.

Mandated and current tech stack

The FDD mandates a BHHS designated transaction reporting platform and a broker management system (BMS). These are not optional; franchisees must use the designated systems. The document also references Ace, LearnCenter REsource, and REsource Center as part of the technology environment. While the FDD does not explicitly label these as mandated, their inclusion signals they are recommended or provided through the network. Vendors offering competing transaction management, brokerage management, or learning management software face a high barrier unless they can demonstrate integration with or clear superiority over the incumbent designated platforms. The specific vendor names behind the designated transaction reporting platform and BMS are not disclosed in the FDD, so further discovery is required to identify the exact partners.

Procurement, renewals, and timing

The 2024 FDD does not include an Item 8 procurement extract, so the formal purchasing process—whether designated supplier, approved supplier list, or open—is not publicly detailed. Similarly, Item 17 provides no renewal signals, leaving contract cycle timing unclear. The 10-year initial term suggests that major system evaluations may align with franchise agreement cycles or network-wide technology refreshes. With 2.811% unit growth, the system is expanding slowly, which may create incremental opportunities as new franchisees onboard onto the mandated platforms. Vendors should monitor leadership changes or network service announcements for signals of upcoming technology reviews.

How to read the Berkshire Hathaway HomeServices FDD

The 2024 Franchise Disclosure Document is the primary source for understanding the franchisor’s technology requirements, fee structure, and executive team. Key sections for software vendors include Item 11 (franchisor’s assistance, advertising, computer systems, and training), where the mandated transaction reporting platform and BMS are listed. Item 1 identifies the executives who control purchasing. While the FDD does not disclose average unit volume or royalty percentages, it provides the structural facts needed to size the opportunity and identify the right contacts. Review the embedded FDD below for the full legal text. For a ranked target list of franchise systems matched to your software category, FranCloud can help.

Questions vendors ask

Berkshire Hathaway HomeServices, answered from the filing

Senior leadership including Rosalie Warner (SVP, Network Services) and Steven Ladd (SVP, CFO) influence technology decisions. Christy Budnick (CEO/President) and Gino Blefari (Chairman) hold ultimate authority.
The FDD mandates a BHHS designated transaction reporting platform and a broker management system (BMS). Additional recommended tools include Ace, LearnCenter REsource, and REsource Center.
293 total units as of the 2024 FDD: 273 franchised and 20 company-owned. Year-over-year unit growth was 2.811%.
The 2024 FDD does not disclose a specific procurement model in Item 8. The franchisor mandates certain designated systems, suggesting a centralized or designated-supplier approach for core technology.
The FDD does not provide renewal or contract window details in Item 17. With a 10-year initial term and modest unit growth, watch for system updates tied to network service initiatives.
The 2024 FDD is filed with state franchise regulators. You can view the embedded document below for full details on tech mandates, fees, and executive contacts.
Source

Read the filing itself

Every number on this page traces back to this document. Read it in full, page by page. Buy the original PDF to download, search, and annotate it.

Berkshire Hathaway HomeServices2024 FDDView only
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Operator footprint

Who runs the locations

295 operators run 295 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit295

Top states by locations

CA28
TX19
PA14
NJ13
NC12

Ownership

The portfolio behind Berkshire Hathaway HomeServices

parent_company of HSF Affiliates LLC.

Related Real estate brands

Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.