Official Documentation
Official Documentation
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This One’s for BrokerChamp Brokerages

This article is available to active BrokerChamp brokerages and includes setup guides, workflows, and configuration details.

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Examples
Notes Widget

Dashboard Notes section: β”Œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β” β”‚ Dashboard Notes [Edit] β”‚ β”œβ”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€ β”‚ β€’ Follow up with Smith β”‚ β”‚ β€’ Review contract for 123 β”‚ β”‚ β€’ Schedule inspection β”‚ β”‚ β€’ Update license info β”‚ β””β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”€β”˜ Click Edit to modify notes. Changes save automatically. Notes persist across sessions.