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+2.811% franchised outlets YoYHQ-led decisions

Berkshire Hathaway HomeServices

Real estate

Berkshire Hathaway HomeServices requires every office to acquire an approved Broker Management System from an approved third-party supplier within 120 days of signing the Franchise Agreement. CEO and President Christy Budnick leads a system of 273 franchised offices inside a 293-office total, where that one clear mandate sets the tone for any technology pitch.

For software vendors selling into US franchise brands.

Live signals

Total units
293
273 franchised
Franchised outlet growth
+2.811%
Item 20, last two year-ends
AUV
—
Item 19
Royalty
Complete royalty terms unconfirmed
percentage component
Ad fund
—
percentage component
Initial fee
$25K
per unit
Investment range
$45K–$90K
all-in, Item 7
Procurement
Approved supplier
from the filing
Item 19
No claims
from the filing

Ordinary royalty terms

Complete royalty terms unconfirmed

Complete royalty terms are not confirmed for the selected filing.

Mandated & recommended tech

The systems vendors compete with

Systems named in Item 11 of this filing. None is recorded as mandated here, which is not the same as the filing mandating nothing. Read Item 11 before treating the category as open.

kvCOREInside Real Estate
CrmItem 6

Optional: $3,500 - $4,500 per After the first year 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 payable to HSF activate optional 12 kvCORE CRM platform $1.50 per month per Following activation sales professional of optional website payable to HSF features

Sage CRMSage
CrmItem 11

Recruiting Productive Sales Professionals Module 1 hour 0 Web-Based Training 4: 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 Modules 5 hours 0 Webinar / Video / Reference Guides Sales Master System – Coaching Newer/Lower 1 hour 0 Web-Based Training Producers

SOCiSOCi
MarketingItem 11

Sales Master System – Coaching Newer/Lower 1 hour 0 Web-Based Training Producers 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 3 hours 0 Video Training Series 40 BHHS – FDD (5012023) Title of Course or Curriculum Hours of Hours of on- Location classroom the-job training training

Franchisor behaviours

What the franchisor requires

13 requirements the franchisor states in this filing, each in its own words; 10 explicit no's; 11 questions the text does not settle, which is not a no.

Accounting

Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?

Yes

Franchise agreement

USE BY FRANCHISEE OF AN APPROVED BROKER MANAGEMENT SYSTEM IS MANDATORY.

Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?

Yes

Franchise agreement

Within 120 days after the end of each of Franchisee’s fiscal years, Franchisee shall furnish Franchisor with (i) a Profit and Loss Statement and Balance Sheet of the Franchised Business for the previous fiscal year

How the franchisor buys

Is there a franchisee advisory council, association or committee?

Yes

Item 11

Marketing advisory council – BHHS solicits comments on its advertising programs from the national advisory council, which is composed of franchisees.

How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?

0

Item 8

neither we nor our affiliates derive revenue, rebates or other material consideration from any required purchases or leases by franchisees described in this Item 8.

Communications

Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?

Yes

Franchise agreement

or, at Franchisor’s option, shall assign all interest and right to use all such telephone numbers and directory listings to Franchisor

Franchise management

Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?

Yes

Franchise agreement

Upon reasonable prior written notice, Franchisor shall have the right to send representatives at reasonable intervals during normal business hours, into Franchisee’s Locations or Restricted Purpose Locations to inspect Franchisee’s other records, operations, business methods, service, management and administration…

Can the franchisor change the operations manual and brand standards unilaterally?

Yes

Franchise agreement

Franchisor shall have the right to modify the Operations Manual at any time by the addition, deletion or other modification of the provisions thereof.

Must the franchisor approve the franchisee's site or location before opening?

Yes

Item 11

Your existing location(s) must be acceptable to BHHS before you can become a franchisee.

Operations

Must the franchisee buy products from a designated distributor?

Yes

Item 8

You must purchase the approved broker management system from our approved third-party supplier.

Must equipment be purchased from designated or approved suppliers?

Yes

Item 8

You must purchase the approved broker management system from our approved third-party supplier.

Payments

Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?

Yes

Franchise agreement

Franchisee shall instruct the institution holding the Depository Checking Account to allow Franchisor access to the Depository Checking Account for collection of Continuing Royalty, Marketing Fees and other fees set forth in this Agreement.

Point of sale

Must the franchisee use a specific point-of-sale system designated or approved by the franchisor?

Yes

Franchise agreement

USE BY FRANCHISEE OF AN APPROVED BROKER MANAGEMENT SYSTEM IS MANDATORY.

Training

Can the franchisor charge the franchisee for additional, refresher or remedial training?

Yes

Item 11

We also provide ongoing and refresher training delivered by the Global Network Training Team and the Network Service Business Consultants.

The filing answers no to 10 questions
  • Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?Item 11
  • Is the franchisor or an affiliate itself a supplier of required products, services or systems?Item 8
  • Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?Item 8
  • Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Franchise agreement
  • Is a minimum grand opening advertising spend required?
  • Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?Franchise agreement
  • Must the franchisee participate in a regional advertising cooperative when one exists?Item 11
  • Does the franchisor require minimum staffing levels or specific roles?Franchise agreement
  • Does the franchisor have independent access to the data in the franchisee's POS or computer system?Item 11
  • Is attendance at an annual convention or conference mandatory for the franchisee?Franchise agreement

The vendor opportunity at Berkshire Hathaway HomeServices Berkshire Hathaway HomeServices runs 293 real estate offices under parent HSF Affiliates, 273 of them franchised — 256 of those in the United States, alongside 20 US company-owned offices and 17 franchised offices outside the US. California, Texas, Pennsylvania, New Jersey and North Carolina hold the largest office counts, and franchised-outlet count grew 2.8% year over year.

Who controls software purchasing CEO and President Christy Budnick and Chairman Eugene “Gino” Blefari lead a system with one clear technology mandate: every office must acquire an approved Broker Management System within 120 days of signing the Franchise Agreement, purchased from an approved third-party supplier.

Tech named in the FDD, and what is actually required The Broker Management System is the one required purchase. Item 6 lists the kvCORE CRM platform as optional, activated through HSF for a $2,500 setup fee. Offices must also begin reporting transactions through BHHS' designated transaction reporting platform within 120 days of the effective date, and maintain a software support agreement or comply with the approved BMS supplier's support policy.

Procurement, renewals, and timing Beyond the Broker Management System, BHHS places no other designated-supplier obligation on its offices for goods, services, computer hardware or software. Item 17 puts the term at typically 10 to 15 years, with most franchises at 10 years. With 2.8% year-over-year growth in franchised outlets, new-office onboarding — and its 120-day BMS deadline — is the clearest recurring sales trigger.

How to read the Berkshire Hathaway HomeServices FDD The 2024 Franchise Disclosure Document below lays out the exact Broker Management System language. Talk to FranCloud for a ranked list of real estate franchise systems worth comparing.

Ordinary royalty terms

Complete royalty terms are not confirmed.

Questions vendors ask

Berkshire Hathaway HomeServices, answered from the filing

CEO and President Christy Budnick, alongside Chairman Eugene “Gino” Blefari, lead a system where every office must acquire an approved Broker Management System within 120 days of signing — BHHS headquarters sets the approved-vendor list that any BMS pitch has to clear.
Every office must acquire an approved Broker Management System from an approved third-party supplier within 120 days of the Franchise Agreement's effective date. Item 6 lists the kvCORE CRM platform as optional. Offices must also report transactions through BHHS' designated transaction reporting platform within the same 120 days.
Item 20 ends 2022 with 256 franchised offices in the United States and 20 US company-owned, plus 17 franchised offices outside the US — 293 in total. California holds the largest count of the states shown, at 28.
BHHS runs an approved-supplier list limited mainly to its Broker Management System requirement: offices must buy the approved BMS from an approved third-party supplier, but face no other designated-supplier obligation for goods, services or software.
The initial franchise term is typically 10 to 15 years, most often 10, and franchised-outlet count grew 2.8% year over year. The BMS requirement kicks in within 120 days of signing, making new-office onboarding the clearest recurring trigger for a technology sale.
The embedded PDF viewer below holds Berkshire Hathaway HomeServices's 2024 Franchise Disclosure Document — use it to check the exact Broker Management System requirement.
Source

Read the filing itself

Read the original document for the filing figures and their terms, 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

274 operators run 295 mapped locations. 12 of them are multi-unit. Aggregate counts from the filing; no names.

Operators by units owned

Single-unit262
2–9 units12

Top states by locations

CA28
TX19
PA14
NJ13
NC12

Ownership

The portfolio behind Berkshire Hathaway HomeServices

Parent company: HSF Affiliates LLC.

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Primary franchise filings · updated September 2026. Read the original filing for definitions, conditions, and qualifications.