BrokerChamp
Official Documentation
Official Documentation
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Not a CRM. BrokerChamp runs the brokerage back office.

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Onboarding Report

How to track new-agent onboarding progress across the brokerage including status, completion dates, recruiter, and referrer.

Updated August 18, 2026

Where to Find It: Admin Tools in the left sidebar, or press / for Search, then Reports and Accounting under Deals & Compensation. On the reports hub open the Agent Reports menu and pick Onboarding.

Who can run it: any administrator. The Search shortcut to Reports and Accounting appears for admins with the Transactions capability. If onboarding is not configured for your brokerage the page says so instead of showing data, which is a setup question for BrokerChamp rather than a permission problem.

Reading the Report

  • Four stat cards across the top: Total, In Progress, Completed and Canceled. They count everything, not just the filtered range, and clicking one filters the table below to that status.
  • In Progress covers both Initialized and Link Sent.
  • The table lists Agent Name, Email, Status, Created, Completed, Updated, Recruited By and Referred By.
  • The count badge in the heading is how many rows the current filters return.

Filters and Export

Step 1: Year (with an All time option), Month and Status (All, In Progress, Completed, Canceled) sit under the heading and apply as soon as you change them. There is no Apply button.
Step 2: Export this data downloads the current view as a CSV.
Note: Clicking an agent's name opens the Onboarding Manager, not that person's individual record. You pick them out of the list from there. There is no direct drill down to one applicant from this report.
Tip: Updated only moves when an admin acts on the record or the agent submits their final paperwork. It is not a "last time they opened the link" timestamp, so do not read a stale date as someone going quiet.

You built the brokerage. We'll run the back office.

The Vibe Brokerage uses BrokerChamp to manage $274M in volume across 1,515 transactions, 4 Texas markets, and residential, commercial, and property management divisions.

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