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Transaction Settings
Brokerage-wide transaction configuration in BrokerChamp: CDA and invoice payment instructions, gather questions for sales and lease intake forms, and late fee rules.
Updated August 18, 2026
Where to Find It: click the gear icon in the top bar (Settings and Features), then Transactions in the settings menu on the left, under Daily Operations. The page is headed Transaction Settings and splits into two tabs: Sales Transactions and Lease Transactions.
Who can change it: any administrator. There is no separate capability checkbox for this tab on Admin Roles; the gear icon appears for admins. Everything here is brokerage wide, never per agent and never per deal.
Sales Transactions Tab
- Edit CDA Payment Instructions: the payment wording printed on every CDA.
- CDA Disbursement Checks: a checkbox to split the brokerage's payment into two lines on the CDA, separating the transaction fee onto its own check. Useful when the title company disburses by check and you reconcile the fee separately.
- Sales Input Form Settings: the extra questions agents answer on the sales input form.
Lease Transactions Tab
- Late Fee Settings: the Auto-Apply Late Fees switch and the late fee rules.
- Edit Invoice Payment Instructions: the payment wording printed on lease invoices.
- Invoice Remittance: a checkbox asking the leasing company to remit the transaction fee as a separate check.
- Lease Input Form Settings: the extra questions agents answer on the lease input form.
Gather Questions
Step 1: On either Input Form Settings pane click Add Question. Give it the question text, the property types it applies to, and an answer format: Free text, Multiple choice (multi) or Multiple choice (single).
Note: Sales and lease questions are two separate lists. A question added to the sales form does not appear on the lease form, and there is no way to share one between them.
Late Fee Rules
Step 2: The Late Fee Rules table only appears once Auto-Apply Late Fees is switched on. Add Rule opens a dialog headed Add Late Fee Rule: Days After Move-in, Fee Type (Percentage or Fixed Amount), then the percentage or the amount. Save Rule.
Tip: With the switch on, late fees are applied at the end of each day. Apply Invoice Late Fees, the link in the same card, runs the calculation straight away instead of waiting for the overnight run.
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