Why the document list on one deal is not the same as on another, how to read each row, and how the list changes as the deal moves from Incomplete to closed.
This guide is part of the documentation for active BrokerChamp brokerages.
Already a BrokerChamp brokerage?
The office view of every deal in the brokerage: the filters that exist, what the columns mean, and where the actions actually live once you open a transaction.
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.
What the deal page shows an agent and how it changes as the deal moves: the timeline, the four money cards, the chips, the documents, and which buttons exist at which status.
Two of your agents on one side of a deal: how each enters their share, how the office links the two, what the title company receives, and how credit is counted.
How to generate a Commission Disbursement Authorization (CDA) PDF from a transaction in BrokerChamp for delivery to the title company.
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