From the filings
Software purchasing decisions at United Real Estate are controlled at the corporate level, with M. Daniel Duffy (CEO) and Jason Cole (CFO) among the key executives. The franchisor mandates a specific Bullseye Productivity Platform Package and CRM software, creating a defined tech stack for its 94 total units. This presents a concentrated addressable market for vendors who can integrate with or replace mandated systems.
For software vendors selling into US franchise brands.
Live signals
Franchisor behaviours
18 requirements the franchisor states in this filing, each in its own words; 10 explicit no's; 6 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 the information you input into Office and Agent Productivity Programs/Client Relationship Management software.
Must the franchisee submit periodic financial statements (monthly, quarterly or annual) to the franchisor?
YesFranchise agreement
within 45 days after the end of each fiscal year of Franchisee’s United Broker Office, submit to Franchisor a balance sheet, income statement and statement of cash flow for the year then ended.
How the franchisor buys
Is the franchisor or an affiliate itself a supplier of required products, services or systems?
YesItem 8
We also reserve the right to purchase items in bulk and sell them to you at our cost, or at a profit, at our discretion.
Does the franchisor reserve the right to change designated suppliers or systems at any time?
YesItem 8
We reserve the right to designate specific vendors and suppliers in the future.
How much revenue did the franchisor and its affiliates earn from franchisee purchases in the last fiscal year?
7413422Item 8
we had total gross revenues from January 1, 2024 through December 31, 2024 of $537,130,590.00, of which amount $7,413,422.00_ (approximately 1.4%) consisted of revenues from the sale of products and services to franchised United Broker Offices
Does the franchisor or an affiliate receive rebates, commissions or other revenue from designated or approved suppliers?
YesItem 8
We reserve the right to receive revenue from the sale of items to you by third parties.
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?
0Item 8
At present, you are not required to purchase or lease any goods, supplies, fixtures, equipment, inventory or real estate from us or any designee of ours.
Does the franchisor charge a fee to evaluate a proposed supplier?
YesItem 8
If we elect to test 2025 United FDD 17 4846-0377-1216 v.60 the samples or inspect the proposed supplier’s facilities, you will be charged a fee not to exceed the actual cost of such inspection or testing.
Can a franchisee propose a new supplier for the franchisor's approval?
YesItem 8
You must obtain our prior written approval before contracting with a supplier which has not already been approved by us for the purchase or lease of supplies, products or equipment
Franchise management
Does the franchisor conduct periodic inspections, audits or evaluations of the franchised business?
YesFranchise agreement
Franchisee will permit Franchisor to conduct special audits of Franchisee’s books and records relating to Franchisee’s United Broker Office’s operation at any time during the Term, and for three years after this Agreement expires, terminates or is transferred.
Can the franchisor change the operations manual and brand standards unilaterally?
YesFranchise agreement
Franchisor may direct Franchisee to cease offering the real estate brokerage and related services as of a date specified in a supplement to the Operations Manual.
Must the franchisor approve the franchisee's site or location before opening?
YesItem 11
You must locate and obtain our approval for the site for your United Broker Office at a location within the Territory and sign an approved lease within 30 days of signing your Franchise Agreement.
Payments
Must the franchisee use a payment processor or merchant-services provider designated or approved by the franchisor?
YesItem 8
require you to obtain and at all times utilize the services of a credit card processor approved by us.
Are royalties and other fees collected by automatic bank debit (ACH or electronic funds transfer) from the franchisee's account?
YesFranchise agreement
Continuing Fees due under this Agreement shall be payable each Accounting Period by automatic debit of Franchisee’s account.
People
Does the franchisor require minimum staffing levels or specific roles?
YesFranchise agreement
Franchisee will appoint one Operations Manager who is approved by Franchisor to be the Operations Manager. The Operations Manager will be required to participate in the daily management and operations of the United Broker Office.
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 the information you input into Office and Agent Productivity Programs/Client Relationship Management software.
Training
Can the franchisor charge the franchisee for additional, refresher or remedial training?
YesItem 6
See Item 17. Indemnification Reimbursement of defense costs we incur After notice from us Only applies if a claim is and payment of judgments against us made against us based on arising from your conduct your conduct Reimbursement of Premiums on required insurance we pay Immediately on notice Only applies if you fail…
Is attendance at an annual convention or conference mandatory for the franchisee?
YesFranchise agreement
Franchisee will pay to Franchisor the Annual Event Contribution set forth in the Summary Pages and participate in all annual or other periodic national or regional conventions, rallies or other similar events developed by Franchisor for the United Real Estate Broker Network
United Real Estate operates a network of 94 total units, with 76 franchised and 18 company-owned locations. The brand, headquartered in Missouri, is part of United Real Estate Subsidiary Holdco, LLC. The system grew by 5.556% year-over-year, indicating a modest but positive expansion trajectory. For software vendors, the addressable market is concentrated: 94 offices that must use specific, mandated technology platforms. The operator footprint is small, with only 1 mapped operator across approximately 1 located unit, and no multi-unit operators. The top state by presence is Wisconsin, with 1 unit.
Purchasing authority rests at the corporate headquarters. The FDD lists M. Daniel Duffy as Chief Executive Officer, Secretary, and a member of the Board of Managers, and Jason Cole as Chief Financial Officer. These executives, along with Board members Robert Y. Emmert and Mike Yirilli, and Director Brian Zaversnik, form the likely buying center for enterprise software decisions. Because the franchisor mandates specific systems, vendors must engage HQ to secure a preferred or mandated supplier designation. There is no indication of multi-unit operator influence on technology procurement.
The 2025 FDD explicitly mandates several technology components. Franchisees must use the Bullseye Productivity Platform Package, a client relationship management software, and the United Intranet. The specific vendor for the CRM is not named in the FDD, presenting a potential discovery opportunity for CRM vendors. The Bullseye Productivity Platform Package is a named, mandated system, meaning any vendor competing with or integrating into this platform must navigate a centralized approval process. The United Intranet serves as the internal communication and resource hub.
The initial franchise term is 10 years. Renewal conditions require the franchisee to not be in default, provide notice, pay a renewal fee, remodel the office, sign the then-current franchise agreement, and potentially attend training. The franchisor must provide at least 180 days' written notice if it intends not to renew. This long term and structured renewal process mean that system-wide technology contract windows are infrequent. However, the 5.556% unit growth suggests a steady, if small, stream of new office openings, each requiring immediate deployment of the mandated tech stack.
The 2025 Franchise Disclosure Document provides the legal and operational blueprint for the United Real Estate system. Key items for software vendors include Item 11, which details the franchisor's obligations and the mandated Bullseye Productivity Platform and CRM, and Item 1, which identifies the executives who control the brand. Item 17 outlines the 10-year term and renewal conditions, critical for understanding long-term contract cycles. The embedded PDF viewer below contains the full FDD for your detailed review. For a ranked target list of franchise systems aligned with your software, contact FranCloud.
Questions vendors ask
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FDD alert
We’ll email you the moment United Real Estate files a new annual FDD, usually the freshest signal of a vendor change.
Operator footprint
1 operators run 1 mapped locations. 0 of them are multi-unit. Aggregate counts from the filing; no names.
Operators by units owned
Top states by locations
| WI | 1 |
|---|
Ownership
unknown of five d.
Related Real estate brands
Primary franchise filings · updated June 2026. Every figure is source-traceable and QA-checked.