What sending a deal to compliance actually means in BrokerChamp: finishing the transaction entry is the submission, uploaded documents reach your office automatically, and there is no separate submit button.
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.
No examples available for this page.