The read-only link you can give the cooperating agent: what it shows and what it deliberately hides, how to create and turn one off, and why forwarding the CDA email instead is a mistake.
This guide is part of the documentation for active BrokerChamp brokerages.
Already a BrokerChamp brokerage?
The office view of every deal in the brokerage: the filters that exist, what the columns mean, and where the actions actually live once you open a transaction.
The ten transaction types BrokerChamp ships with, why the tiles you see are not the tiles a colleague sees, and everything the type you pick decides for the rest of the deal.
What the deal page shows an agent and how it changes as the deal moves: the timeline, the four money cards, the chips, the documents, and which buttons exist at which status.
How to generate a Commission Disbursement Authorization (CDA) PDF from a transaction in BrokerChamp for delivery to the title company.
How lease invoices work: generating and emailing the invoice to the leasing representative, the Net 30 due date and past due banner, late fee rules, and the two-check remittance option. Sales use a CDA instead.
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