Built-in AI Assistant

A brokerage co-pilot grounded in your data, your docs, and the way brokerages actually run.

It lives in a slide-out panel on every page. It knows your role, your page, your transactions, your roster, and your help library.

Ask it anything.

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Built for everyone in the brokerage

A different co-pilot for every role.

Champ AI scopes its answers to who's asking. Agents see their numbers. Admins see the whole brokerage. Brokers see the things that drive the business.

Agents

Your numbers, your deals, your how-to's.

  • "What's my GCI this quarter?"
  • "What documents are still missing from my pending transactions?"
  • "Walk me through how my commission was calculated on 123 Main Street."

Staff & Admins

Brokerage-wide visibility, recruiting insights, operational reports.

  • "Who's gone quiet in the last 60 days?"
  • "Which licenses are expiring in the next 90 days?"
  • "Show me stuck onboarding records."

Brokers & Owners

One place to ask "how is my brokerage doing?"

  • "Pull last month's GCI and top 5 producers."
  • "Give me the 1099 summary for 2025."
  • "Who deserves recognition this month?"
Grounded in your data, not generic AI

It knows your brokerage.

Champ AI is not a ChatGPT bolt-on. It is wired into the full BrokerChamp platform, the help library, and your tenant's own data, so its answers reflect what is actually happening in your brokerage right now.

Real-time brokerage data

Transactions, agents, offices, teams, vendors, comp plans, onboarding records, sponsorships, licenses, and login history. Pulled live, never stale.

The full BrokerChamp help library

Every answer cites the exact help article it pulled from, with a clickable link. No black-box answers.

Your tenant's navigation and settings

Ask "where do I update my comp plan?" and it points to the exact menu item in your sidebar, the way you've configured it.

Your company form library

Logos, contract templates, IABS, training videos, and signage are referenced by name. The assistant knows which forms you actually use.

Web research, scoped

Property, neighborhood, schools, market trends, and regulatory news. Bounded to research that helps brokerages, not open-ended web browsing.

Strict tenant isolation

Queries are tenant-locked at the data layer. Champ AI cannot see, reference, or leak data from outside your brokerage, ever.

Ask it anything

Real questions from real brokerages.

A sampler of the questions Champ AI is built to answer. Tap a role to switch the view.

"What's my GCI this quarter, and how does that compare to last quarter?"
"Which of my pending transactions are missing documents?"
"How was my commission calculated on 123 Main Street?"
"When does my license expire and how do I renew it?"
"How do I upload my IABS for a new buyer client?"
"How close am I to hitting my cap this year?"
"Show me my closings for the last 90 days."
"What's the average sale price in this ZIP this year?"
"Where do I download a CDA for my last closing?"
"What forms do I need for a commercial lease in Texas?"
Read-only on purpose

It advises. It doesn't act.

We built Champ AI read-only on purpose. AI that can send emails, edit deals, or run payouts is a liability, not an assistant. Champ AI finds, explains, calculates, and teaches, then points you to the exact place in the app to take the action yourself, the same way you'd switch from your current tool stack to a single screen.

Can do

  • Find records across your brokerage
  • Explain how a number was calculated
  • Summarize transactions, agents, or reports
  • Calculate splits, caps, fees, and 1099 totals
  • Teach workflows step by step
  • Cite the exact help doc behind every answer
  • Surface gaps (missing docs, expiring licenses, stuck records)
  • Explain comp-plan math for any deal
  • Walk you through the right menu path to take an action

Won't do

Won't take actions
  • Send emails, SMS, or any outbound message
  • Create, edit, or cancel transactions
  • Generate invoices, CDAs, or any financial document
  • Run payouts or move money
  • Add, edit, or remove agents
  • Change settings, comp plans, or permissions
  • Upload or delete files
  • Falsify dates or dollar amounts to "fix" data
Won't give advice on
  • Legal, tax, or accounting advice
Privacy & safety

Your data stays yours.

Champ AI is designed for the realities of running a brokerage. Tenant-locked at the database layer, with active controls for the worst-case scenarios.

Powered by Anthropic's Claude.

Tenant-locked queries

Every query is scoped to your brokerage at the data layer. Cross-tenant exposure is structurally impossible.

Sensitive data scrubbed

SSNs, card numbers, and other sensitive fields never leave the system. Filtered before any AI processing.

Per-user history with retention

Each user has their own chat history with retention controls you set. Wipe per user, per role, or per brokerage.

Abuse logging & auto-suspension

Prompt-injection attempts are logged and trigger automatic suspension. Your audit trail catches the bad actors, not the honest mistakes.

Make it yours

Customize the assistant to fit your brokerage.

Every plan includes Champ AI. Customize how it shows up and how it behaves.

Rename the assistant

Call it whatever fits your brokerage's culture. "Champ" is the default, but you can rename it to anything your team will actually use.

Add a persona note

Shape the tone or focus with a persona note. Concise and formal, warm and conversational, or laser-focused on compliance. Your call.

Govern access by role

Champ AI respects every permission you've already set. Admins see admin data. Agents see agent data. No shortcuts around your access model.

See it on your data

See it work on your brokerage's data.

Founding Partner spots available. Lifetime-locked $899/mo.

4 of 5 spots left, locked for life.

Apply for a founding spot Book a Demo

"If we're not the right fit, I'll tell you on the call." - Brian