> ## Documentation Index
> Fetch the complete documentation index at: https://docs.keystn.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Branches

> Branches represent the physical locations or organizational units in your company and are used for reporting, filtering, and commission grouping.

## Why branches matter

* **Organizational structure** -- Branches let you model your company's real-world office locations (e.g., "Downtown Office," "West Side Branch").
* **Reporting and analytics** -- Many reports and analytics dashboards can be filtered or broken down by branch.
* **Commission rules** -- Commission templates can be scoped to specific branches, allowing different compensation structures per location.
* **Employee assignment** -- Each employee is assigned to exactly one branch. This drives which branch manager oversees them and how their production is grouped.

***

Go to **Administration > Branches** in the sidebar to see a list of all branches with their names and assigned managers.

***

## Adding a new branch

1. Go to **Administration > Branches** and click **Add Branch**.
2. Fill in the branch form:

| Field              | Required | Description                                                                                                                                                          |
| ------------------ | -------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Branch Name**    | Yes      | A descriptive name for the branch (e.g., "Downtown Branch," "Remote Team")                                                                                           |
| **Branch Manager** | No       | Select an existing employee to serve as this branch's manager. The dropdown shows all employees currently in the system. Select "No Manager" to leave it unassigned. |

4. Click **Create Branch**.

You will be redirected to the branch list after the branch is created.

<Info>
  You can create branches before adding employees. In fact, this is recommended so that you can assign employees to branches during their initial setup.
</Info>

***

## Editing a branch

Go to **Administration > Branches**, click the branch you want to edit, update the name or manager, and click **Save Changes**.

***

## How branches relate to other data

### Employees

When you assign an employee to a branch, they appear in branch-level reports and are associated with that branch's manager.

### Loans

Loans are connected to branches through their assigned loan officer. When a loan officer belongs to a branch, the loan inherits that branch association for reporting purposes.

### Commission rules

Commission rules can be scoped to specific branches. This allows you to create different compensation structures for different locations -- for example, a higher split for a newer branch that is still ramping up.

### Candidates (Recruiting)

If you use the recruiting module, candidates can also be associated with a target branch for onboarding purposes.

***

## Related pages

* [Company Settings](/company-setup/company-settings) -- global company configuration
* [Employees](/company-setup/employees) -- employees are assigned to branches