CRM

Migrate your Brokerkit data

Real estate recruiting-first CRM built for residential brokerages and teams. Pricing scales by user seat count, not contact volume, making it cost-predictable for growing firms.

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In its favor

Why people choose Brokerkit

The signal that keeps Brokerkit on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

SMS-native recruiting workflows with built-in sequence automation keep agent follow-up consistent without requiring a separate texting tool.

Multi-admin account support on all paid tiers lets broker-owners delegate recruiting tasks to office managers without sharing credentials.

Tight integration with platforms like Realstastatistics and BrokerMetrics extends the platform's reach for data-driven brokerages without requiring manual re-entry.

Tiered pricing by user seat rather than contact volume keeps costs predictable as the agent roster grows, unlike per-contact models.

ActivePipe and Follow Up Boss are the most cited alternatives when teams feel they have outgrown Brokerkit's feature surface.

The platform lacks deep customization options, leaving brokerages with non-standard recruiting workflows forced to work around the tool's opinionated structure.

Canadian market integrations do not exist, and no native equivalents to US tools like RealMetrix means international teams have no path forward within the platform.

Reporting and analytics fall short for teams that need pipeline attribution broken down beyond basic source-level tracking.

Reasons to switch

Why people leave Brokerkit

The recurring reasons buyers give for replacing Brokerkit. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Brokerkit fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

Tiered plans scale from solo broker to 10-seat brokerage with predictable per-user pricing.Built-in SMS and email follow-up sequences without requiring a separate engagement platform.Multi-admin account support on Core and Expansion tiers enables office manager delegation.Strong customer support reputation with responsive ticket resolution and webinar-based onboarding resources.

Weaknesses

No public API documentation means migration relies on CSV exports, which can truncate long text fields.Canadian market has no integrations or localization, making the platform US-only for practical purposes.Limited customization compared to general-purpose CRMs like HubSpot or Follow Up Boss.

Where it works

US-based residential brokerages running agent recruiting operations where the core workflow centers on SMS-first outreach and follow-up sequence automation.Small to mid-sized brokerages with 1–10 users who need predictable per-seat pricing without contact-volume billing surprises as the agent roster expands.Firms with office managers or team leads who require independent admin access to recruiting pipelines, enabled by multi-admin support on Core and Expansion tiers.Brokerages already using data integrations like Realstastatistics or BrokerMetrics, which sync agent performance data directly into Brokerkit without manual re-entry.Residential teams operating within a standard recruiting workflow that aligns with Brokerkit's opinionated structure rather than requiring custom field configurations.

Where it struggles

Brokerages with non-standard or highly customized recruiting workflows that require flexible field configurations, custom objects, or non-standard pipeline stages.Real estate firms operating in Canada or international markets where data integrations like RealMetrix have no Brokerkit equivalents and no localization exists.Large residential brokerages exceeding 10 user seats that have outgrown the Expansion tier and require enterprise-level reporting, API access, or cross-office scalability.Teams needing pipeline attribution broken down beyond basic source-level tracking, such as multi-touch conversion analysis or granular campaign attribution.Organizations whose migration strategy depends on API-based data transfer, since Brokerkit lacks public API documentation and forces reliance on truncated CSV exports.

Pricing tiers

Brokerkit pricing overview

Brokerkit prices per user seat with tiered seat caps. Starter supports 1 seat, Core supports 3 seats, and Expansion supports 10 seats. All tiers include agent management, pipelines, and sequences; higher tiers unlock multi-admin delegation and broader reporting. Per-seat overage pricing decreases as team size grows.

Starter

Tier 1 of 3

$84/user/month annual ($99 monthly)

What's included

1 user seat included; additional users $63/monthDesigned for solo brokers managing agent recruiting and retentionIncludes core agent tracking, pipeline management, and basic sequences

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Pricing is informational. FlitStack AI does not bill on Brokerkit's schedule — see our quote-based pricing →

What gets migrated

Brokerkit object support

Object-by-object support for Brokerkit migrations. Per-pair details surface during scoping.

Agents

Fully supported

Agents are the core record type. We export all standard fields including contact details, licensing info, source attribution, and current pipeline stage. Field names map 1:1 to most destination CRMs.

Brokerages

Fully supported

The parent organization record is fully exportable. We preserve the brokerage name, address, and team membership associations for each agent.

Teams

Fully supported

Teams group agents under a recruiter or team lead. We export team assignments and map them to equivalent group or team objects in the destination platform.

Recruiting Pipelines

Fully supported

Pipeline stages and movement history are exported. We preserve the stage name, order, and date of last transition for each agent record.

Sources

Mapping required

Sources capture where an agent lead originated (indeed, referral, Zillow, etc.). Some platforms use a 'Lead Source' picklist; others use a separate object. We map source values to the destination's equivalent field or tag during import.

Sequences

Mapping required

Follow-up sequences in Brokerkit are behavioral templates, not always stored as discrete data objects. We export the sequence name, step count, and step order; individual email/SMS template bodies are captured where accessible via the API or CSV export.

Documents

Mapping required

Uploaded documents are downloadable via the platform UI but may not be accessible via API. We flag document count during scoping and advise whether the destination supports document attachment or requires a separate DMS.

Custom Fields

Mapping required

Brokerkit supports custom fields on the Agent record. We export them as key-value pairs and map them to custom fields or properties in the destination CRM. Schema mapping is required per-customer.

Activity History

Mapping required

Emails, calls, texts, and notes are stored as activity logs. We export them with timestamps and associate them to the correct agent record. Bulk import into some CRMs requires mapping to their specific activity object schema.

Integrations

Not in this platform

Brokerkit integrations with third-party tools (Realstastatistics, BrokerMetrics, etc.) are connection-level configurations that cannot be exported. We recreate them in the destination platform where equivalent integrations exist.

Gotchas

What to watch for in Brokerkit migrations

Issues we've hit on past Brokerkit migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

CSV exports truncate long text fields

High

No public API means migration tooling is limited

Medium

Plan tier limits restrict what data exists

Medium

Integration connections do not transfer on migration

How a Brokerkit migration works

Four steps, Brokerkit-specific

Connect

API key authentication. Specific OAuth or SSO mechanisms for the API itself are not publicly documented; standard SSO (Google Workspace, Microsoft 365) covers the user-facing app. into Brokerkit. Scopes limited to read-only on the data we move.

Map

We translate Brokerkit-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Brokerkit quirks before production.

Migrate

Full migration with Brokerkit rate-limit handling. Rollback available throughout.

FAQ

Brokerkit migration FAQ

Answers to the questions buyers ask most during Brokerkit migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your Brokerkit migration with a real engineer — 30 minutes, free, written quote within 24 hours.

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Most Brokerkit migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate Brokerkit.
Without the rebuild.

Free scoping call with a migration engineer. Tell us about your Brokerkit setup and destination — written quote back within a business day.

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