The note cards on the dashboard: posted by the office, visible to everyone who signs in, and editable only by admins. They are not personal notes.
This guide is part of the documentation for active BrokerChamp brokerages.
Already a BrokerChamp brokerage?
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.
What is on the dashboard when you sign in, every kind of alert the bell can show you, and why two of them cannot be dismissed.
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 high-level tour of the main features and capabilities available in BrokerChamp.
Dashboard Notes section: ┌─────────────────────────────┐ │ Dashboard Notes [Edit] │ ├─────────────────────────────┤ │ • Follow up with Smith │ │ • Review contract for 123 │ │ • Schedule inspection │ │ • Update license info │ └─────────────────────────────┘ Click Edit to modify notes. Changes save automatically. Notes persist across sessions.