Admin walkthrough for the AI Assistant settings a brokerage controls: turning it on, AI contract intake and document sorting, the assistant name, persona and avatar, conversation retention, and clearing history.
This guide is part of the documentation for active BrokerChamp brokerages.
Already a BrokerChamp brokerage?
How to use the built-in AI Assistant: where the chat button is, the live brokerage data it can look up for you, BrokerChamp how-to and real estate questions, marketing copy, and the limits on it.
What BrokerChamp is, who at a brokerage uses which half of it, and the things it deliberately does not do.
A map of every card the dashboard can show and the condition that puts it there, because almost nothing on that screen appears for everybody.
A high-level tour of the main features and capabilities available in BrokerChamp.
What a broker or office administrator should look at every day, every week and at month end, and where each item lives in BrokerChamp. Pending deals, missing paperwork, CDAs, signatures, house leads, messages waiting for approval, reviews, new hires, licenses, reports, QuickBooks and agent billing.
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