What an agent does when the office reviews the documents on a deal: what In review, Approved and Needs a fix mean, how to replace a document that was sent back, and resubmitting for review.
This guide is part of the documentation for active BrokerChamp brokerages.
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Two of your agents on one side of a deal: how each enters their share, how the office links the two, what the title company receives, and how credit is counted.
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.
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