SalesforceSalesforce
Mandatoryr month. (Franchise Agreement, Section 13). UGVille is a proprietary software program developed for us and provided to our franchisees by our approved supplier, which is currently Salesforce. UGVille
From the filings
HQ + multi-unit
HomeVestors
Real estateHomeVestors requires every location to run UGVille, its proprietary software currently supplied by Salesforce, with Facebook already in active use for marketing. With 962 mapped operators — half of them running multiple units — software decisions split between a centralized mandate and a sizable multi-unit operator base.
For software vendors selling into US franchise brands.
Live signals
Total units
888
862 franchised
Unit growth YoY
—
vs prior filing
AUV
$574K
Item 19, 2025
Royalty
2%
of gross sales
Ad fund
—
national + local
Initial fee
$85K
per unit
Investment range
$150K–$477K
all-in, Item 7
Procurement
Standards based
from the filing
Non-compete
2 years
from the filing
Item 19
Claims
from the filing
Ongoing fee load
What the operator pays every month
The recurring percentage of gross sales named in this filing. It is a floor, not a total — the filing discloses one of the two headline fees.
2%+of gross sales (FY2026)
15% reference
Mandated & recommended tech
The systems vendors compete with
1 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.
EagleViewEagleView
nty General Court of Justice, Superior Court Division filed on October 24, 2024. We are seeking to collect $46,729.32 for past due amounts owed. 5. HomeVestors of America, Inc. v. Eagleview Developmen
FacebookMeta
f $5,617,995, with a $553,749 carryover from 2024, and total expenditures of $5,649,722. Of the amounts expended in fiscal year 2025, $2,099,289 or 37.16% was spent on production (Facebook organic con
InstagramMeta
n writing before you may use them. You must follow these guidelines when promoting your HomeVestors Business in any manner on social and/or networking Web sites, such as Facebook, Instagram, LinkedIn,
LinkedInLinkedIn
efore you may use them. You must follow these guidelines when promoting your HomeVestors Business in any manner on social and/or networking Web sites, such as Facebook, Instagram, LinkedIn, TikTok, X,
TikTokTikTok
may use them. You must follow these guidelines when promoting your HomeVestors Business in any manner on social and/or networking Web sites, such as Facebook, Instagram, LinkedIn, TikTok, X, or YouTub
YouTubeGoogle
You must follow these guidelines when promoting your HomeVestors Business in any manner on social and/or networking Web sites, such as Facebook, Instagram, LinkedIn, TikTok, X, or YouTube. We have reg
Franchisor behaviours
What the franchisor requires
19 requirements the franchisor states in this filing, each in its own words; 6 explicit no's; 9 questions the text does not settle, which is not a no.
Accounting
Does the franchisor have direct or independent electronic access to the franchisee's financial, sales or customer records?
YesItem 11
We will have independent access to information and data that are electronically collected.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
(2) within 90 days after the end of the fiscal year of the HomeVestors Business, an annual profit and loss statement
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
suppliers (which may be limited to or include us) of equipment, signs, forms, services, materials and supplies
Is there a franchisee advisory council, association or committee?
YesItem 11
We have created a franchise advisory board known as the Franchise Advisory Council (“FAC”).
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 11
Periodically modify and supplement Systems and Standards during the term of the Franchise Agreement.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
6093899Item 8
our net revenue from all purchases made by franchisees from or through us as an approved supplier was $6,093,899 or approximately 16.35% of our total revenue.
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
and we expect that we will receive rebates and/or other revenue from franchisee purchases from these vendors.
Item 8 gives this proportion in one of two shapes: separate percentages for establishing the business and for operating it, or one figure covering "establishing and operating" together. Where they are separate, answer with the operating percentage; where the passage gives only the combined figure, answer with that. What percentage of the franchisee's purchases must come from designated or approved suppliers?
15Item 8
We estimate that your purchases and leases from us or our designees, from suppliers approved by us, or in accordance with our specifications will be approximately 15% to 30% of your costs to establish and operate the HomeVestors Business.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
We will either approve or disapprove a proposed supplier within 60 days of receipt of a request for approval of a supplier.
Communications
Does the franchisor own or control the business telephone numbers, or take them over when the agreement ends?
YesFranchise agreement
Upon termination or expiration of this Agreement (without renewal or extension), we have the right and are empowered to effectuate the Telephone Number Assignment and, in that event, you have no further right, title or interest in the telephone numbers and listings but remain liable to the telephone company for all…
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesItem 11
Advise you regarding the operation of the HomeVestors Business based on reports you submit to us or inspections we make.
Can the franchisor change the operations manual and brand standards unilaterally?
YesItem 11
We may modify the Manual to reflect changes in Systems and Standards.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
If you do elect to have an office outside of your home, you must select your office site, which is subject to our written approval.
Marketing
Is a minimum grand opening advertising spend required?
YesFranchise agreement
Based on your current Level, each month you must spend at least the minimum amount specified in the following Minimum Monthly Local Advertising Schedule on advertising in the Territory.
Is the franchisee required to spend a minimum amount on local advertising or marketing, as a percentage of sales or a fixed amount?
YesItem 11
Based on your current Level, each month you must spend at least the minimum amount specified in the following Minimum Monthly Local Advertising Schedule on advertising in the Territory.
Must the franchisee participate in a regional advertising cooperative when one exists?
YesItem 11
If your Territory is or becomes part of an Advertising Council Area, you must become a member of, and participate in, the Advertising Council under the terms of the documents governing the Advertising Council, which documents will determine who administers the Advertising Council.
Point of sale
Does the franchisor have independent access to the data in the franchisee's POS or computer system?
YesItem 11
We will have independent access to information and data that are electronically collected.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesFranchise agreement
We may charge reasonable fees for such training.
Is attendance at an annual convention or conference mandatory for the franchisee?
YesItem 11
You must also attend our annual convention.
The filing answers no to 6 questions
- Must the franchisee use an accounting or bookkeeping system designated or approved by the franchisor?Item 8
- Must the franchisee participate in a customer-satisfaction or net-promoter survey program?Franchise agreement
- Is the franchisee prohibited from operating its own website or social media accounts, or required to use pages the franchisor provides?Franchise agreement
- Must the franchisee buy products from a designated distributor?Item 8
- Must equipment be purchased from designated or approved suppliers?Item 8
- Does the franchisor require minimum staffing levels or specific roles?Franchise agreement
The vendor opportunity at HomeVestors
HomeVestors is an 888-location real estate franchise — 862 franchised, 26 company-owned — paying transaction fees of 3.0% down to 0.80% of each sales price, depending on volume level. Its Item 19 figure for the 795 franchised businesses that operated all of 2025 was $574,215 per business. With 962 mapped operators and 500 of them running more than one unit, HomeVestors combines a centralized software mandate with a sizable multi-unit operator base.
Who controls software purchasing
HomeVestors' corporate franchisor sets the core software mandate. CEO Joshua Waltzer and Chief Technology Officer Morris ('Ty') East III are among its listed officers, but the system's 500 multi-unit operators — concentrated in Florida, Texas and Georgia — carry meaningful purchasing weight for anything outside the mandated platform.
Tech named in the FDD, and what is actually required
The FDD requires every location to use UGVille, HomeVestors' proprietary software currently supplied by Salesforce, with the license bundled into the monthly fee. Facebook is already in active use for marketing.
Procurement, renewals, and timing
Item 8 lets franchisees buy from any supplier meeting HomeVestors' specifications, with a short list of items — UGVille software, HomeVestors.com email service, the base version of Microsoft Office 365, and the Franchise Marketing Number lead-distribution system — sourced only from the franchisor or its designated supplier. The initial term is 5 years, and Item 17 renewal requires 4-to-6 months' notice, current compliance, and a $2,000 fee.
How to read the HomeVestors FDD
The embedded PDF viewer below carries HomeVestors' 2026 Franchise Disclosure Document in full — talk to FranCloud for a ranked target list of franchise systems with a large multi-unit operator base like this one.
Questions vendors ask
HomeVestors, answered from the filing
HomeVestors' corporate franchisor, led by CEO Joshua Waltzer and Chief Technology Officer Morris ('Ty') East III, mandates the UGVille platform centrally, but with 500 of 962 mapped operators running multiple units, those larger operators also carry real purchasing weight for tools outside the mandate.
The FDD mandates UGVille, HomeVestors' proprietary software currently supplied by Salesforce, with the license included in the monthly fee. Facebook is already in active use for marketing.
HomeVestors operates 888 locations — 862 franchised and 26 company-owned — with the heaviest concentration among its 962 mapped operators in Florida (217), Texas (128) and Georgia (120), and 500 of those operators running more than one unit.
Item 8 lets franchisees buy from any supplier meeting HomeVestors' specifications, except for items it designates directly: UGVille software, HomeVestors.com email and the base version of Microsoft Office 365, and the Franchise Marketing Number lead-distribution system, all sourced from the franchisor or its designated supplier.
HomeVestors' initial franchise term runs 5 years, and Item 17 renewal requires 4-to-6 months' notice before the term ends, current standards compliance, and a $2,000 renewal fee — a recurring point to revisit the technology stack.
The embedded PDF viewer below holds HomeVestors' 2026 Franchise Disclosure Document in full.
Source
Read the filing itself
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FDD alert
Tell me when this brand refiles.
We’ll email you the moment HomeVestors files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
Who runs the locations
962 operators run 1,462 mapped locations. 500 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
2–9 units500
Single-unit462
Top states by locations
| FL | 217 |
|---|---|
| TX | 128 |
| GA | 120 |
| NC | 113 |
| CA | 96 |
Ownership
The portfolio behind HomeVestors
unknown of bayview msr opportunity master fund l p.
Related Real estate brands
Primary franchise filings · updated September 2026. Every figure is source-traceable and QA-checked.