BrokerChamp
Official Documentation
Official Documentation
No results found. Try different keywords.

Not a CRM. BrokerChamp runs the brokerage back office.

Built by a real estate industry veteran in the field since 1999. Keep your kvCORE or Chime.

Already a BrokerChamp customer? Open docs from your admin tools to unlock everything.

Team Leader Transaction Approval

How to enable per-team transaction approval so team leaders review their members' transactions before they post.

What This Feature Does

When a team has transaction approval turned on, every transaction submitted by a team member sits in a pending state until the team leader approves it. This gives team leaders a chance to catch errors (wrong commission, missing documents, wrong split) before the transaction enters the brokerage's reporting and accounting flow.

Info: Approval is opt-in per team. Teams without approval enabled behave the way every team did before this feature shipped: members submit, transactions are immediately visible.

Enabling Approval for a Team

Step 1: Open Admin → Team Manager.
Step 2: Open the team you want to configure.
Step 3: Turn on Require Transaction Approval.
Step 4: Save the team.

The Team Leader Workflow

Step 1: When a member submits a transaction, the team leader sees a pending-approval indicator on the dashboard and in the transaction list.
Step 2: The team leader opens the transaction, reviews details, and either approves or returns it with notes.
Step 3: Approved transactions move into the normal flow (visible to admin, included in reports). Returned transactions stay with the submitting agent for correction and re-submission.

What Team Leaders Can See

With approval enabled, team leaders gain visibility into every transaction belonging to their team members, not just their own. This applies in transaction views, the transaction list, and team dashboards. See Team Dashboard View for the leader-level dashboard.

What Admin Can Still Do

Brokerage admins retain full edit / close / delete rights on every transaction regardless of team-leader approval state. The team-leader gate sits in front of normal team-member submissions, not in front of admin actions.

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

The Vibe Brokerage uses BrokerChamp to manage $243M in volume across 1,346 transactions, 4 Texas markets, and residential, commercial, and property management divisions.

30-day money-back. Free import. Live in 2 weeks.

Examples

No examples available for this page.