The Profile Data Export: one button, every agent, immediate CSV. What is in the file, what is deliberately left out, and why the file needs handling with care.
This guide is part of the documentation for active BrokerChamp brokerages.
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How to set up the QuickBooks account mapping in BrokerChamp so commission income and payouts export cleanly into your QuickBooks chart of accounts.
Brokerage-wide transaction configuration in BrokerChamp: CDA and invoice payment instructions, gather questions for sales and lease intake forms, and late fee rules.
What BrokerChamp records to the audit log and how to get at it. There is no audit log viewer in the dashboard: the Command Center feed shows a live slice, and a full extract is a support request.
Telling an agent, before they submit, that a sale entered too close to closing will be paid by the office after funding instead of by the title company at the table: the lead time, the automatic switch to brokerage collects, and the wording.
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