The Broker's Checklist

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.

Updated September 29, 2026

Every Day

• Transaction Manager, Status set to All Pending: this is your pipeline for the whole company. Pending - New is a deal an agent just entered. Pending - Sent means the CDA has gone out. Incomplete means the agent started a deal and has not finished entering it, so ask them to.
• The Docs column on the same screen shows which pending deals are missing required paperwork. Open the deal and look at its checklist before you chase the agent.
• Deals whose closing date has passed but still show Pending: either they funded and need to be closed, or the date slipped and needs to be changed. Do not leave them.
• Document Requests: signatures you are still waiting on from agents.
• Lead Generation (open it from Search): any lead marked House Lead has no agent. Assign it or work it yourself. The bell at the top of the page also counts unassigned leads for you.
• Communication Manager: a message an agent wrote for the whole company waits here until you press Approve.
• Client Reviews (open it from Search): new reviews wait as pending until you approve or deny them. Nothing is published without you.

Every Week

• Onboarding Manager: new agent applications and their paperwork.
• Profiles: anyone whose license is about to expire. Set how far ahead you want the warning under Settings, Notifications, Expired Licenses Notification.
• Reports and Accounting, This Month: closings and company income so far, next to Last Month. Future Income by Month shows what is scheduled to close.
• Top Producers and the agent reports: who is producing, who has gone quiet.
• Company calendar and announcements: is what agents see on their dashboard still current?

At Month End

• Close every deal that funded during the month: closing date correct, status Closed, CDA matches what title paid. Company totals in the reports come from closed deals only.
• Reports and Accounting: run the Executive Summary Report for the month and keep the PDF.
• QuickBooks: export the month once every deal is closed, so the books and BrokerChamp agree.
• Agent Billing: monthly fees are charged on day 1 of each month. Check the roster and plan assignments before the 1st, then check for failed payments after.
• Data Exports under Settings whenever your accountant wants the raw numbers.

Once a Year

• 1099 Data under Reports and Accounting, once December is closed.
• Compensation Manager: confirm every agent is on the plan they should be on for the new year, and that caps reset when you expect them to.