BrokerChamp
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Team Leader Transaction Approval

How per-team transaction approval works: the Team Manager toggle that switches it on, what a team leader sees and approves, and exactly which admin actions are blocked until they do.

Updated August 18, 2026

Where to Find It: Admin Tools in the left sidebar, or press / for Search, then Team Manager under People & Roles. The team list has a column headed Team leader must approve transactions with a switch on each row. Team leaders then approve from the Team - Pending Transactions card on their own dashboard.

Who does what: an administrator switches it on in Team Manager. The leaders of that team do the approving, on their dashboard. It is set per team, so one team can require approval while every other team carries on without it.

Turning It On

Step 1: Open Team Manager and flip the switch in the Team leader must approve transactions column. It saves the moment you click it. There is no Save button on the team to press afterwards, and no separate settings screen.

What the Leader Does

Step 2: The leader's dashboard grows a Team - Pending Transactions card listing the team's deals with Type, Status, Agent Name, Closing Date, Address and an Approval column.
Step 3: A deal still needing a decision shows an Approve button. Click it and the deal is stamped approved, with a note added to the transaction naming the leader.
Step 4: Deals already approved show a green Approved badge instead. A leader's own deals count as approved without any action.
Warning: There is no reject and no return with notes. Approve is the only button on the card. If something is wrong with a deal, the leader has to take it up with the agent or the office some other way. Nothing in BrokerChamp carries that message.

What Approval Actually Blocks

Note: The deal is not hidden from the office. Admins see it in Transaction Manager and can open and edit it as normal. Exactly two things are blocked until the leader approves: emailing the CDA or the invoice, and Close Out. Both buttons grey out with the tooltip "Waiting on team leader approval."
Tip: The Approve button only shows on deals at Pending / New. Once a deal has moved past that, approval is no longer standing in the way of anything.

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