Transaction Settings

The Transaction Settings page is one of the highest-leverage admin pages in BrokerChamp. The values you set here apply to every transaction your agents create. Spending 30 minutes here once saves hours of per-transaction cleanup later.

Open Admin → Settings → Transactions.

The wiring / disbursement instructions block that prints at the bottom of every CDA. Include your operating account, routing number, account number, bank name, and any reference / memo instructions the title company needs to use.

Same idea as the CDA instructions, but for transaction invoices. Include payee name, mailing address, ACH details, and any "include invoice number in the memo" instructions.

Customize what the agent is asked when they submit a residential sale transaction. The default form covers the standard fields (price, parties, commission). You can add brokerage-specific gather questions on top, for example:

Same pattern, but for lease transactions. Useful for capturing things like move-in date, pet policy, parking included, and which property management firm is handling the unit.

Define how and when late fees are applied to outstanding invoices. Each rule has a trigger (days past due) and an amount or percentage. When you run the late-fee application, BrokerChamp walks every past-due invoice and applies the matching rule.