BrokerChamp
Official Documentation
Official Documentation
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What is BrokerChamp?
Key Features Overview
Logging In
Forgot Password
Navigating the Interface
Dashboard Overview
Dashboard Statistics Cards
Dashboard Charts and Graphs
Transaction Alerts
Pending Transactions Widget
Team Dashboard View
Dashboard Navigation
Company Calendar
Dashboard Notes
Managing Your Profile
Changing Your Password
Email Settings
Account Preferences
Using the AI Assistant
Your AI Conversation History
AI Assistant Settings
AI Admin Tools: Health, Abuse, and Eval
Adding a New Agent
Editing Agent Information
Inactivating an Agent
Viewing the Company Directory
Searching the Directory
Viewing Agent Profiles
Creating a Team
Assigning Team Leaders
Managing Team Members
Understanding Staff Management
Adding Staff Members
Creating Staff Groups
Managing Staff Titles
Understanding Admin Permissions
Assigning Admin Rights
Permission Types
Managing Access Control
Understanding Board Memberships
Viewing Your Board Assignments
Managing Board Assignments
Setting Primary Boards
Editing Your Profile
Email Signature Generator
Email App Passwords
Social Media Links
Profile Photo
Setting Up Your Company Email
Connecting Your Email to a Device or App
Testing and Repairing Your Email
Login As Agent
Administrative Roles
Assigning Admin Rights
Starting a New Transaction
Residential Sale Transaction
Lease Transaction
Referral Transaction
Understanding Transaction Types
Residential Sale Transactions
Commercial Sale Transactions
Lease Transactions
Referral Transactions
Editing Transaction Details
Updating Transaction Status
Adding Transaction Notes
Managing Transaction Parties
Uploading Transaction Documents
Managing Document Attachments
Required Documents
Document Security
Setting Up Transaction Checklists
Using Transaction Checklists
Preparing Data for Import
Preparing Your Data
CSV Import Process
Importing Transactions
Field Mapping
Import Validation
Viewing Your Transactions
Filtering Transactions
Understanding Transaction Details
Editing Transaction Information
Transaction Status Updates
Transaction Manager Overview
Reviewing Agent Transactions
Editing Transactions as Admin
Transaction Import
Generating a CDA
Creating Transaction Invoices
Closing a Transaction
Team Leader Transaction Approval
Creating a Commission Plan
Setting Commission Splits
Transaction Fees
Assigning Plans to Agents
Automatic Plan Assignment
Plan Assignment Rules
Changing Agent Plans
Understanding Distribution Rules
Creating Distribution Rules
Rule Conditions
Distribution Targets
Understanding Conditional Splits
Setting Up Conditional Splits
Split Conditions
Example Split Scenarios
Understanding Bonus Rules
Referral Bonus Rules
Recruiting Bonus Rules
Bonus Rule Conditions
Bonus Payment Sources
Creating Assignment Rules
Rule Conditions
Viewing Transaction Reports
Filtering Report Data
Exporting Reports
1099 Reports
Viewing Agent Reports
Agent Performance Metrics
Filtering Agent Reports
Exporting Agent Data
Top Producers Report
Top Producers List
Team Performance Reports
Team Commission Distribution
Team Comparison Reports
Team Leader Reports
1099 Report Generation
Accounting Exports
Commission Summary Reports
Vendor Payment Reports
QuickBooks Export
Creating Custom Reports
Report Filters and Options
Saving Report Templates
Advanced Report Features
Onboarding Report
Compensation Plans Report
Generating Contact Lists
Agent Sponsorship Tracking
Third Party Transaction Reports
Vendor Referral Reports
Recognition Tier Overview
Configuring Recognition Tiers
Sending an Email Blast
Email Approval Process
Understanding Communication Manager
Reviewing Pending Messages
Approving or Denying Messages
Managing Active Sends
Creating Dashboard Announcements
Managing Announcements
Marketing Manager Overview
Creating Marketing Templates
Managing Template Images
Template Settings
Email Signature Generator
Customizing Your Signature
Copying Your Signature
Signature Best Practices
Social Media Marketing Overview
Using Marketing Templates
Creating Custom Marketing Posts
AI Caption Refinement
In-Browser Image Editor
Your Personal Media Library
Managing Marketing Templates
Template Images
▼ Resources & Tools
▼ Form Library
Uploading Forms
Organizing Forms
Uploading Videos
Organizing Video Library
Adding Vendors
Vendor Categories
Vendor Information
Accessing the Directory
Directory Search Features
Viewing Contact Information
Video Library Manager
Vendor Manager
Configuring Office Information
Assigning Agents to Offices
Transaction Settings
Managing MLS Boards
Assigning Agents to Boards
Email Notification Preferences
System Alert Settings
Board Configuration
Notification Manager
Viewing Billing Information
Managing Subscription
Exporting Agent Data
Export Formats
Customizing Dashboard
QuickBooks Integration
Brokerage Command Center
Audit Logging
Understanding Onboarding
Tracking Onboarding Status
Understanding Required Documents
Completing Document Forms
Signing Documents Electronically
Tracking Document Status
Onboarding Manager Overview
Initializing New Onboarding
Tracking Onboarding Progress
Managing Onboarding Documents
Completing Onboarding

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.

Home Pricing Compare Request a Demo

Uploading Forms

Adding new forms to the company form library for agent access.

The Form Library

The Form Library is the brokerage's shared file system for forms, contracts, addenda, marketing one-pagers, and any other document that should be available to every agent. Files are organized in folders up to three levels deep, with drag-reorder for admins and quick download for everyone.

Opening the Library

Open Form Library from the dashboard left menu. You land at the root and can navigate into folders by clicking them.

What Agents Can Do

  • Browse: click through folders to find a form.
  • Download: click a file to download it to your device.
  • Search: type in the search box to find files by name.

What Admins Can Do

  • Upload files: click Upload at any folder level.
  • Create folders: organize by category, state, transaction type, or however your brokerage thinks.
  • Rename / delete: standard folder and file management.
  • Drag to reorder: rearrange folders and files within a folder.

Folder Structure (May 2026 Update)

The May 2026 file migration moved Form Library assets to an updated storage layout. Existing folders and files continue to work; new uploads use the updated paths. Nothing for admins to migrate manually.

What Belongs in the Library

  • Buyer / seller representation agreements.
  • Listing agreements and addenda.
  • State-specific disclosure forms.
  • Brokerage policy documents.
  • Branding kits (logos, brand guides).
  • Training materials in PDF form.

What Does Not Belong

  • Per-transaction documents (those attach to the specific transaction).
  • Per-agent forms (those attach to the agent profile or onboarding record).
  • Time-sensitive items like a single open-house flyer (use Marketing Templates instead).
Tip: Keep top-level folder names short and obvious. "Listing Forms", "Buyer Forms", "Disclosures", "Brand Kit" reads better in a card grid than "Listing-Side Documentation Required for Agency-Represented Transactions".

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

The Vibe Brokerage uses BrokerChamp to manage $249M in volume across 1,380 transactions, 4 Texas markets, and residential, commercial, and property management divisions.

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

Request a Demo See Pricing Compare vs Brokermint, SkySlope, Loft47

Related guides

Adding Vendors

Adding preferred vendors and partner companies to the system.

Uploading Videos

Adding training videos and resources to the video library.

Examples
Form Categories

Suggested form categories: - Listing Agreements - Purchase Contracts - Addendums - Disclosure Forms - Inspection Reports - Closing Documents - Marketing Materials - Company Policies

Form Upload Example

Uploading "Residential Listing Agreement": Form Name: Residential Listing Agreement - 2024 File: listing_agreement_2024.pdf Description: Standard residential listing agreement for single-family homes and condos. Category: Listing Agreements After upload, agents can find it under "Listing Agreements" in the Form Library.