This article is available to active BrokerChamp brokerages and includes setup guides, workflows, and configuration details.
Request a demo or apply to be an early design partner.
Already joined? Login and click "View Official Docs" from your admin tools
Transaction Alerts card shows: βββββββββββββββββββββββββββββββββββββββ β Transaction Alerts [2] β βββββββββββββββββββββββββββββββββββββββ€ β Closing β Address β Price β Doc β β 12/15 β 123 Main St β $450K β β οΈ β β 12/20 β 456 Oak Ave β $320K β β οΈ β βββββββββββββββββββββββββββββββββββββββ Each row is clickable and takes you to that transaction. The alert badge in the top navigation shows the total count of all alerts.
Example: Resolving a missing document alert 1. Dashboard shows: "Missing Purchase Agreement" for 123 Main St 2. Click the alert row 3. Transaction detail page opens 4. Go to Documents section 5. Upload the Purchase Agreement PDF 6. Return to dashboard 7. Alert disappears from the list 8. Alert count in navigation decreases