BrokerChamp
Official Documentation
Official Documentation
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What is BrokerChamp?
Key Features Overview
Logging In
Forgot Password
Navigating the Interface
Dashboard Overview
Dashboard Statistics Cards
Dashboard Charts and Graphs
Transaction Alerts
Pending Transactions Widget
Team Dashboard View
Dashboard Navigation
Company Calendar
Dashboard Notes
Managing Your Profile
Changing Your Password
Email Settings
Account Preferences
Using the AI Assistant
Your AI Conversation History
AI Assistant Settings
AI Admin Tools: Health, Abuse, and Eval
Adding a New Agent
Editing Agent Information
Inactivating an Agent
Viewing the Company Directory
Searching the Directory
Viewing Agent Profiles
Creating a Team
Assigning Team Leaders
Managing Team Members
Understanding Staff Management
Adding Staff Members
Creating Staff Groups
Managing Staff Titles
Understanding Admin Permissions
Assigning Admin Rights
Permission Types
Managing Access Control
Understanding Board Memberships
Viewing Your Board Assignments
Managing Board Assignments
Setting Primary Boards
Editing Your Profile
Email Signature Generator
Email App Passwords
Social Media Links
Profile Photo
Setting Up Your Company Email
Connecting Your Email to a Device or App
Testing and Repairing Your Email
Login As Agent
Administrative Roles
Assigning Admin Rights
Starting a New Transaction
Residential Sale Transaction
Lease Transaction
Referral Transaction
Understanding Transaction Types
Residential Sale Transactions
Commercial Sale Transactions
Lease Transactions
Referral Transactions
Editing Transaction Details
Updating Transaction Status
Adding Transaction Notes
Managing Transaction Parties
Uploading Transaction Documents
Managing Document Attachments
Required Documents
Document Security
Setting Up Transaction Checklists
Using Transaction Checklists
Preparing Data for Import
Preparing Your Data
CSV Import Process
Importing Transactions
Field Mapping
Import Validation
Viewing Your Transactions
Filtering Transactions
Understanding Transaction Details
Editing Transaction Information
Transaction Status Updates
Transaction Manager Overview
Reviewing Agent Transactions
Editing Transactions as Admin
Transaction Import
Generating a CDA
Creating Transaction Invoices
Closing a Transaction
Team Leader Transaction Approval
Creating a Commission Plan
Setting Commission Splits
Transaction Fees
Assigning Plans to Agents
Automatic Plan Assignment
Plan Assignment Rules
Changing Agent Plans
Understanding Distribution Rules
Creating Distribution Rules
Rule Conditions
Distribution Targets
Understanding Conditional Splits
Setting Up Conditional Splits
Split Conditions
Example Split Scenarios
Understanding Bonus Rules
Referral Bonus Rules
Recruiting Bonus Rules
Bonus Rule Conditions
Bonus Payment Sources
Creating Assignment Rules
Rule Conditions
▼ Reporting & Analytics
Viewing Transaction Reports
Filtering Report Data
Exporting Reports
1099 Reports
Viewing Agent Reports
Agent Performance Metrics
Filtering Agent Reports
Exporting Agent Data
Top Producers Report
Top Producers List
Team Performance Reports
Team Commission Distribution
Team Comparison Reports
Team Leader Reports
1099 Report Generation
Accounting Exports
Commission Summary Reports
Vendor Payment Reports
QuickBooks Export
▼ Custom Reports
Creating Custom Reports
Report Filters and Options
Saving Report Templates
Advanced Report Features
Onboarding Report
Compensation Plans Report
Generating Contact Lists
Agent Sponsorship Tracking
Third Party Transaction Reports
Vendor Referral Reports
Recognition Tier Overview
Configuring Recognition Tiers
Sending an Email Blast
Email Approval Process
Understanding Communication Manager
Reviewing Pending Messages
Approving or Denying Messages
Managing Active Sends
Creating Dashboard Announcements
Managing Announcements
Marketing Manager Overview
Creating Marketing Templates
Managing Template Images
Template Settings
Email Signature Generator
Customizing Your Signature
Copying Your Signature
Signature Best Practices
Social Media Marketing Overview
Using Marketing Templates
Creating Custom Marketing Posts
AI Caption Refinement
In-Browser Image Editor
Your Personal Media Library
Managing Marketing Templates
Template Images
Uploading Forms
Organizing Forms
Uploading Videos
Organizing Video Library
Adding Vendors
Vendor Categories
Vendor Information
Accessing the Directory
Directory Search Features
Viewing Contact Information
Video Library Manager
Vendor Manager
Configuring Office Information
Assigning Agents to Offices
Transaction Settings
Managing MLS Boards
Assigning Agents to Boards
Email Notification Preferences
System Alert Settings
Board Configuration
Notification Manager
Viewing Billing Information
Managing Subscription
Exporting Agent Data
Export Formats
Customizing Dashboard
QuickBooks Integration
Brokerage Command Center
Audit Logging
Understanding Onboarding
Tracking Onboarding Status
Understanding Required Documents
Completing Document Forms
Signing Documents Electronically
Tracking Document Status
Onboarding Manager Overview
Initializing New Onboarding
Tracking Onboarding Progress
Managing Onboarding Documents
Completing Onboarding

Not a CRM. BrokerChamp runs the brokerage back office.

Built by a real estate industry veteran in the field since 1999. Keep your kvCORE or Chime.

Already a BrokerChamp customer? Open docs from your admin tools to unlock everything.

Home Pricing Compare Request a Demo

Advanced Report Features

Using advanced features like calculated fields, conditional formatting, and multi-level grouping.

The Executive Summary PDF Report

The most powerful "advanced" reporting feature in BrokerChamp is the Executive Summary PDF Report: a polished, multi-page document suitable for board meetings, owner reviews, or end-of-period strategy sessions. It is generated on-demand from the reporting dashboard.

Where to Find It

Open Admin → Reporting. Click Generate an Executive Summary PDF Report. The PDF report modal opens.

Picking a Date Range

Step 1: Choose a preset (current month, current quarter, year to date, last year) or pick custom From and To dates.
Step 2: Optionally narrow by transaction type (sales, leases, all).
Step 3: Click Generate. The PDF builds server-side and downloads to your browser.

What the PDF Includes

  • Cover page: brokerage name, report period, generated date.
  • Headline numbers: transaction count, gross commission, net brokerage income.
  • Side breakdown: sales vs leases.
  • Agent leaderboard: top producers by volume and by units.
  • Future income outlook: projected income from pending transactions.
  • Operational indicators: onboarding activity in the period (if onboarding is enabled).

Custom Date Ranges

Unlike most of the on-screen reports, the PDF accepts arbitrary date ranges. Need a 90-day rolling view ending yesterday? Set From = 90 days ago, To = yesterday, and generate.

Dark Mode

If your brokerage prefers a dark-themed PDF for high-contrast presentations on a screen, the generator supports a dark variant. Pick the theme in the modal before generating.

Use Cases

  • Monthly leadership meeting: generate the prior month's PDF the morning of the meeting.
  • Quarterly board pack: generate the quarter, attach to the agenda email.
  • Year-end summary: generate the full year, archive with corporate documents.
  • Banking / investor conversations: generate a custom range that matches what the audience cares about.
Info: PDF generation can take several seconds for large date ranges (full year on a 1000+ transaction brokerage). Do not refresh the page while the PDF is building.

You built the brokerage. We'll run the back office.

The Vibe Brokerage uses BrokerChamp to manage $249M in volume across 1,380 transactions, 4 Texas markets, and residential, commercial, and property management divisions.

30-day money-back. Free import. Live in 2 weeks.

Request a Demo See Pricing Compare vs Brokermint, SkySlope, Loft47

Related guides

Onboarding Report

How to track new-agent onboarding progress across the brokerage including status, completion dates, recruiter, and referrer.

Compensation Plans Report

How to see every compensation plan in use, how many agents are assigned to each one, and the full agent roster per plan.

1099 Report Generation

Creating 1099 tax forms for agents and independent contractors based on commission payments.

Recognition Tier Overview

How agent recognition tiers work in BrokerChamp: individual and team tiers, sales-volume thresholds, and where badges are displayed.

Team Performance Reports

Generating reports that show combined performance metrics for entire teams.

Examples

No examples available for this page.