BrokerChamp
Official Documentation
Official Documentation
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What is BrokerChamp?
Key Features Overview
Logging In
Forgotten Password or Username
Finding Your Way Around
What Is On Your Dashboard
The Three Figures at the Top
The Volume Chart and Client Sources
Transaction Alerts
The Pending Transactions Card
Team Dashboard View
Your Dashboard and the Alerts Bell
The Company Event Calendar
Dashboard Note Cards
Changing Your Password
Account Preferences
Using the AI Assistant
Your AI Conversation History
AI Assistant Settings
Adding a New Agent
Editing Agent Information
Inactivating an Agent
Turning an Agent Landing Page On or Off
Viewing the Company Directory
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
What Each Admin Capability Unlocks
Managing Access Control
Understanding Board Memberships
Viewing Your Board Assignments
Managing Board Assignments
Editing Your Profile
Email Signature Generator
Social Media Links
Profile Photo
Setting Up Your Company Email
Connecting Your Email to a Device or App
Testing and Repairing Your Email
Your Landing Page
Login As Agent
Starting a New Transaction
Residential Sale Transaction
Lease Transaction
Referral Transaction
Understanding Transaction Types
The People on a Transaction
Submitting Your Transaction to Compliance
Proving an Email Arrived
Sharing a Deal's Status
Co-Represented Deals
Submitting a Sale Close to Closing
Uploading Transaction Documents
Required Documents
Document Security
Uploading Documents in Bulk
Setting Up the Document Checklist
How Your Deal's Document List Is Decided
Your Transaction List
Filtering Your Transaction List
Your Deal Page, by Status
Editing Transaction Information
Transaction Manager Overview
Reviewing Agent Transactions
Editing Transactions as Admin
Generating a CDA
Creating Transaction Invoices
Closing a Transaction
Team Leader Transaction Approval
Paying Everyone on a Deal
Creating a Commission Plan
Setting Commission Splits
Transaction Fees and Monthly Fees
Assigning Plans to Agents
How Plan Advancement Works
Plan Advancement Rules
Changing Agent Plans
What a Tiered Split Is
Tiered Splits
Tiered Split Examples
What Agent Bonus Rules Are
Agent Bonus Rules
Recruiting Bonus Rules
Bonus Rule Conditions
Who Pays the Bonus
Agent Billing: What It Is
Charges, Payments and Credits
Recurring Charges and Monthly Fees
Automatic Late Fees
Statements and Past-Due Reminders
Autopay
My Billing: What You Owe
The All Transactions Report
Outstanding Payouts Report
Compensation Plan Totals
Viewing Agent Reports
Agent Transaction Totals
Exporting the Agent Report
Top Producers Report
The Top Producers Card
Team Performance Reports
Team Transaction Totals
1099 Report Generation
Accounting Exports
The Company Reports Dashboard
QuickBooks Export
Creating Custom Reports
Report Filters and Exports
Making a Report Repeatable
Executive Summary PDF Report
Onboarding Report
Compensation Plans Report
Generating Contact Lists
The Agent Referrals Report
Sponsorship and License Health
Third-Party Recipients Paid
Vendors Used in Transactions
Recognition Tier Overview
Configuring Recognition Tiers
Sending an Email Blast
Understanding Communication Manager
Reviewing Pending Messages
Managing Active Sends
Creating Dashboard Announcements
Marketing Manager Overview
Creating Marketing Templates
Images for Marketing Templates
Marketing Settings
Customizing Your Signature
Installing Your Signature
What Social Media Marketing Does
Using Marketing Templates
Creating a Custom Template
AI Caption Refinement
In-Browser Image Editor
Your Personal Media Library
The Just Closed Graphic
Understanding Client Reviews
Client Review Settings
Your My Reviews Page
Where Your Leads Come From
My Leads: Working Your Own Leads
House Leads and the Routing Pool
Turning On Lead Generation
Who Gets Told When a Lead Arrives
▼ Resources & Tools
▼ Form Library
Uploading Forms
Adding a Training Video
Video Library Manager
Adding a Vendor Partner
Vendor Categories
Vendor Partner Management
Setting Up Your Offices
Assigning Agents to Offices
Your Company Profile
Transaction Settings
Late Submissions
Managing MLS Boards
Notifications Settings
Your Subscription
Add-ons
Exporting Agent Data
Dashboard and Theme Settings
QuickBooks Integration
Payment Connections
Brokerage Command Center
Audit Logging
Putting BrokerChamp on Your Website
Property Search and Our Listings on Your Website
Top Producers Leaderboard on Your Website
What Onboarding Looks Like for a New Agent
The Documents You Sign When You Join
Completing Document Forms
Signing Documents Electronically
After You Sign: Status and Copies
Onboarding Manager Overview
Initializing New Onboarding
Tracking Onboarding Progress
Managing Onboarding Documents
Finishing Onboarding
Sending Documents to Agents to Sign

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.

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Uploading Forms

The Form Library is a folder tree, not a catalogue: how admins add folders and upload files into them, and what the library deliberately does not have.

Updated August 18, 2026

Where to Find It: Form Library in the left sidebar, or press / for Search and pick Form Library. The page is headed Form Library and shows a folder tree.

Who can change it: administrators. Everyone else sees the same tree and can open and download anything in it, but the buttons to add, rename and delete only appear for admins.

How It Is Organised

As folders, up to three levels deep. There are no form names, descriptions, categories or tags: a document is a file with a filename, sitting in a folder. The folder structure is the whole organising system, so name your folders the way your agents think.

Adding Files and Folders

Step 1: Add folder, at the top of the tree, creates a top-level folder.
Step 2: Each folder has its own menu holding Add File, Add Subfolder, Rename Folder and Delete Folder.
Step 3: Add File opens a window headed Upload File with one control, a file picker, and an Upload button. There is nothing else to fill in: the file arrives in that folder under its own filename.
Warning: The filename is the only label a document gets, and files cannot be renamed after upload. Rename the file on your computer before uploading it: "Buyer Representation Agreement 2026.pdf" rather than "bra_v3_final.pdf".
Note: There is no search box in the Form Library. Agents navigate the tree, which is another reason folder names matter. If you cannot remember where something is, the BrokerChamp assistant can search the library for you: ask it where a form is and it will hand you the link.

Who Can See What

Everything in the library is visible to everyone signed in to your brokerage. There are no per-folder permissions, so anything that should not be seen by every agent does not belong here.

Note: Files are served through an authenticated handler rather than a public web address, so a link to a form only works for someone signed in. You cannot paste a form link into a public website or an email to a client and expect it to open.

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

The Vibe Brokerage uses BrokerChamp to manage $280M in volume across 1,572 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 a Training Video

Nothing is uploaded: you paste a YouTube link and YouTube fills in the rest. What is required, what is fetched for you, and why a video can refuse to play.

Adding a Vendor Partner

The five things a vendor record holds, why the category has to exist first, and what the "Show on site" switch does and does not do.

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.