BrokerChamp
Official Documentation
Official Documentation
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▼ Getting Started
What is BrokerChamp?
Key Features Overview
Logging In
Forgot Password
Navigating the Interface
▼ Understanding the Dashboard
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
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
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

Dashboard Navigation

Understanding the sidebar menu, top navigation, alerts, and quick access features.

Navigating BrokerChamp

BrokerChamp uses a fixed top header and a collapsible left sidebar. The header carries your identity, the alerts bell, and the global search; the sidebar carries the navigation tree for every feature you have access to.

The Top Header

  • Logo: links back to the dashboard from anywhere.
  • Search: jump-to search across transactions, agents, and other entities.
  • Alerts bell: red badge with count of pending alerts (transaction alerts, license expirations, announcements).
  • User menu: your name and photo with quick links to Profile, Logout, and admin tools (when applicable).

The Left Sidebar

The sidebar is dynamic. Items appear based on your permissions: every user sees the dashboard, transactions, profile, and directory; admins additionally see the admin section with reporting, settings, and the various managers.

Recent Updates

  • May 2026 file migration: updated asset paths for header images and icons; no agent-side action needed.
  • April 2026 dashboard tier section update: the recognition tier badge near your name reads from the updated tier engine.
  • March 2026 dashboard update: dashboard, command center, suspension, and boards updates landed together.

Mobile Behavior

On narrow screens the sidebar collapses behind a hamburger button at the top-left. Tap to open the menu, tap an item to navigate, and the menu auto-closes. The header stays visible at the top.

Keyboard Friendliness

Sidebar items are normal links, so all standard browser shortcuts work: Cmd/Ctrl-click opens in a new tab, middle-click opens in background, etc. Useful when working multiple transactions in parallel.

Info: If you expect to see a menu item and do not, you likely lack the permission for that feature. An owner-admin can grant the necessary admin ability bundle.

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

Dashboard Overview

Introduction to the BrokerChamp dashboard and what you'll see when you first log in.

Using the AI Assistant

How to use the built-in AI Assistant for real estate questions, marketing copy, property descriptions, and contract help.

What is BrokerChamp?

An overview of BrokerChamp and its core features for real estate brokerages.

Key Features Overview

A high-level tour of the main features and capabilities available in BrokerChamp.

Examples
Navigation Structure

Dashboard navigation consists of: Left Sidebar: - Dashboard (home icon) - Collapsible menu sections • Transactions • Profile • Marketing • Resources • etc. Top Bar: - Search (if available) - Email icon - Alerts bell (with badge count) - Profile dropdown Bottom Right (Dashboard only): - AI Chat icon (robot avatar)

Alerts Dropdown Contents

Clicking the alerts bell shows: ┌─────────────────────────────┐ │ Alerts and Announcements │ ├─────────────────────────────┤ │ 📢 Company Meeting Dec 15 │ │ ⚠️ License Expired │ │ 📄 Missing: Purchase Agmt │ │ 📄 Missing: Inspection Rpt │ └─────────────────────────────┘ Each item is clickable: - Announcements open full message - License alerts link to profile - Transaction alerts link to transaction