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.
How Plan Advancement Works
The idea behind automatic plan advancement: what triggers a check, what production counts towards it, and what an agent and the office see when someone moves up.
Updated August 18, 2026
Where to Find It: the rules themselves live on the
Plan Advancement Rules card, under
Admin Tools or Search, then
Compensation Plans. This page explains how they behave. For the form field by field, see
Plan Advancement Rules.
Who it affects: every agent on a plan that a rule names as its starting plan. Agents do nothing and see no setting for it. Only Primary Admins can write or change the rules.
The Idea
A brokerage often pays a better split once an agent reaches a milestone: fifteen closed deals, or a volume figure for the year. Plan advancement automates the promotion, so nobody has to watch a report and move people by hand. You describe the milestone once and BrokerChamp moves each agent as they reach it.
What Sets Off a Check
- A scheduled run, which sweeps every agent on every rule's starting plan.
- Closing out a transaction. The office clicking Close Out runs the same check immediately, which is usually what tips an agent over the line.
Note: There is no button to run advancement on demand, and none is needed: closing a deal is the moment production changes, and the check happens right then.
What Counts Towards a Milestone
- Closed sales only. Pending deals and lease deals never count.
- Only deals stamped with the plan the agent is on today. Production carried out on an earlier plan does not follow them, so an agent who has just advanced starts from zero against the next rule.
- The window on the rule: all time, the last 12 months, or the current calendar year.
When Someone Advances
- Their compensation plan changes there and then. No approval, no queue.
- A note is written to their profile saying which plan they moved to, so there is a record of why their split changed.
- Deals that closed before the move keep the split they were calculated with. Advancement is not retroactive.
- The office gets an email listing who moved and why, when a recipient is configured for it.
Warning: Advancement only ever moves agents forward, onto the plan the rule names. Nothing moves an agent back down if production falls off, and there is no end date on a plan. Demotions are a manual change on the agent's profile.
Tip: Keep the rules few and clearly named. Where a rule has more than one condition, all of them have to be true, so the more you add the narrower the rule gets and the fewer people it will ever move.
You built the brokerage. We'll run the back office.
The Vibe Brokerage uses BrokerChamp to manage $280M in volume across 1,572 transactions, 4 Texas markets, and residential, commercial, and property management divisions.
30-day money-back. Free import. Live in 2 weeks.
