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Understanding Transaction Types
The ten transaction types BrokerChamp ships with, why the tiles you see are not the tiles a colleague sees, and everything the type you pick decides for the rest of the deal.
Updated September 7, 2026
Where You Meet Them: the first screen of Start a New Transaction, where each type is a tile. The tiles are grouped under two headings, Sale transactions and Lease transactions.
Which ones you see: only the types your compensation plan covers. Two agents at the same brokerage can be offered different tiles, so a type you expected and cannot find is a question for your office rather than a fault.
The Ten Types
- Sales: Residential Sale, Commercial Sale, Land / Lot Sale, New Construction, Sale Referral.
- Leases: Residential Lease, Commercial Lease, Apartment Lease, Land / Lot Lease, Lease Referral.
Note: Every brokerage gets its own copy of that list when its account is set up, so names can differ slightly from one company to the next.
Note: There are no subcategories. A type is not broken down further into single family, condo or anything else, and there is no screen for adding types.
What the Type Decides
- Which entry form you get. Lease types open the lease form, everything else the sale form, and the two ask different questions.
- Which documents you owe. The document checklist is kept per transaction type. See How Your Deal's Document List Is Decided.
- Which part of your compensation plan applies, and whether the type is offered to you at all.
- Which cards appear on the form. A referral is a short form with most cards hidden, and New Construction drops the cooperating agent card.
Note: A lease has no title company anywhere on the form. On a lease the landlord pays the brokerage directly, so there is nobody in the middle to send a disbursement authorization to.
Note: The mortgage and home warranty cards only appear when you represent the buyer, or both sides. A listing agent never sees them.
Which Side You Represent
Straight after the type you answer Who are you representing?. On a sale the three choices are Buyer, Seller and Both. Pick a lease type and the same three relabel to Tenant / Lessee, Landlord / Lessor and Both. That answer, together with the type, is what produces your document list.
Tip: You can change the type later from the detail form, but only within the same family. A sale can be switched to another sale type and a lease to another lease type. Turning a sale into a lease means starting the deal again. See
Starting a New Transaction.
Note: Co-representation is not a type. It is a question on the deal form, offered on sales and leases, for two agents at the same brokerage sharing one side. Each of them enters their own transaction of the ordinary type. See
Co-Represented Deals.
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