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 Overview

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

What the Dashboard Is

The BrokerChamp dashboard is your home base after logging in. It puts an overview of your real estate business on one screen: production stats, pending items, transaction alerts, and quick access to the tools you use most often.

First View After Login

Logging in lands you on the dashboard automatically. From here you can see how you are tracking, take care of action items, and jump into transactions, the marketing studio, or the company directory in one click.

What You See

  • Your name and recognition tier badge: if your brokerage has recognition tiers enabled, your current tier badge sits next to your name. Team leaders also see a separate team tier badge.
  • Statistics cards: transaction volume, units, and commission totals across multiple time periods.
  • Charts: volume over time plus a client-sources breakdown.
  • Transaction Alerts: collapsible card listing transactions that are missing required documents.
  • Pending Transactions: collapsible card listing your active deals.
  • Onboarding Bonuses / Referrals: if your brokerage uses recruiting or referral bonuses, the card surfaces in-flight bonus opportunities.
  • Personal Notes: private note cards you can pin to the dashboard for daily reminders.
  • Company Calendar: embedded calendar (when configured).
  • Sidebar navigation: links to every BrokerChamp feature you have permission to use.
  • Alerts dropdown: license expirations, announcements, and other system notifications.
  • AI Assistant icon: a chat bubble in the lower-right corner opens the built-in AI Assistant for real estate questions, marketing copy, and contract help. See Using the AI Assistant.

Personal vs Team Dashboard

If you are a team leader, you will see a toggle that switches between Team Dashboard View and My Dashboard View. The team view shows aggregated stats and transactions for every member of your team. The personal view shows only your own numbers. See Team Dashboard View for the full breakdown.

Info: Dashboard stats update automatically as you create transactions and close deals. Numbers come from your closed transactions in real time, so there is nothing to refresh.
Tip: Bookmark the dashboard. It is the best place to start your day and see what needs your attention.

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 Navigation

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

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
Dashboard Layout

The dashboard is organized into sections: Top Section: - Welcome message with your name - Quick action button (Start a New Transaction) - Team/Individual view toggle (team leaders only) Statistics Row: - Three cards showing Volume, Units, and Commission - Each card shows All Time, Year, and Month breakdowns Charts Section: - Large volume chart (line graph) - Client sources pie chart Alerts and Transactions: - Transaction Alerts card (if you have missing documents) - Pending Transactions widget - Referrals card (if applicable)

First Login Experience

When you first log in: 1. You're automatically taken to the dashboard 2. You see your name and role badges at the top 3. Statistics cards show your transaction totals 4. Charts display your sales trends 5. Any alerts or pending items are highlighted 6. Quick action buttons are available for common tasks This gives you an immediate overview of your business status.