Creating an agent profile by hand: the one form and its five cards, how the username and first password are worked out for you, and what BrokerChamp sends the moment you click Create Profile.
This guide is part of the documentation for active BrokerChamp brokerages.
Already a BrokerChamp brokerage?
How admin access works in BrokerChamp: a flag on the profile, then thirteen capability checkboxes. There are no named roles.
What board memberships are for in BrokerChamp: property search on landing pages and website widgets, and a directory filter. Not reporting, and not message targeting.
What staff records are for and how they differ from agents: groups, titles, where a group can be displayed publicly, and why admin access is set somewhere else entirely.
Finding people in your brokerage: searching the directory, the filters admins get, and why an agent you expect to see may not be listed.
When adding a new agent, you must provide: - First Name - Last Name - Email Address - Username - Password (temporary) - License Number Optional but recommended: - Phone Number - Office Assignment - Commission Plan - Board Memberships
Adding "Jane Smith" as a new agent: First Name: Jane Last Name: Smith Email: jane.smith@example.com Username: jsmith License: TX-12345678 Office: Main Office Commission Plan: Standard 70/30 After saving, Jane will receive an email with login instructions.