Migrate from Brokerkit to Freshsales

Maps 1:1 to Freshsales Contact. Agent name fields (first_name, last_name) map directly to Freshsales FirstName and LastName. Email and phone map to standard Contact fields. License number, license type, license state, MLS ID, and agent status migrate to custom fields since Freshsales has no native real estate licensing fields. Original timestamps and owner assignments are preserved during the transfer.

When agents belong to a specific brokerage in Brokerkit, we create an Account record for the brokerage firm and link agents as Contacts under it. The primary company association from Brokerkit becomes the AccountId lookup on the Freshsales Contact. Multiple-agent brokerages consolidate under a single Account with multiple Contact records, preserving the hierarchical relationship.

Each Brokerkit recruiting pipeline becomes a Freshsales Deal Pipeline. If Brokerkit has three recruiting pipelines (e.g., Agent Hire, Team Lead, Office Expansion), we create three Freshsales Deal Pipelines with matching names. Pipeline-level configuration including stage count, stage names, and layout carries over as part of the pipeline setup in Freshsales.

Stage names from Brokerkit pipelines (Lead, Contacted, Interview, Offer, Hired, Active) map to Freshsales Deal Stages by value. Each stage maps to an equivalent stage name in the corresponding Freshsales pipeline. Stage probability percentages and forecast categories are reapplied based on Freshsales conventions since Brokerkit and Freshsales use different probability models.

License type (Broker, Agent, Associate), license number, licensing state, and MLS membership ID migrate as custom text and pick-list fields on the Freshsales Contact. These require custom field creation in Freshsales before migration runs since Freshsales has no native real estate licensing fields. We provide complete field specifications during the planning phase.

Where the agent came from (Indeed, Referral, LinkedIn, Event, Career Site) maps to a custom pick-list field (Recruiting_Source__c) on the Freshsales Contact. This preserves sourcing attribution for recruitment analytics. Custom source values in Brokerkit require value-mapping setup in Freshsales pick-lists before migration to ensure all historical values transfer correctly.

Agent sponsor-recruit relationships map to a custom Contact-to-Contact lookup field (Sponsor_Agent__c) on the Freshsales Contact. Freshsales has no native self-referential relationship between Contact records, so we use a custom lookup pointing to the sponsoring agent's Contact record. Multi-level sponsor trees require custom report type configuration post-migration for proper hierarchy reporting.

Onboarding tasks, checklist items, and completion statuses migrate as Freshsales Tasks tied to the agent Contact record. Task subject, due date, assigned user, and completion status map directly. Tasks created during onboarding reflect their original due dates and assignees. Incomplete tasks carry over as open tasks in Freshsales ready for follow-up.

Call logs, emails, and notes map to Freshsales Activities — calls and tasks become Tasks with Type='Call' or 'Email', while scheduled meetings become Events. Original timestamps, activity owners, and parent record links are preserved. Activity content and duration data transfer where available in Brokerkit's export.

Agent documents including contracts, credential files, and onboarding paperwork attach to the Freshsales Contact record as files. Document names and file types are preserved. Large files may be subject to Freshsales file size limits per the plan tier. We notify you if any documents exceed size limits and provide alternatives for handling oversized files.

Agent tags and segmentation labels transfer as Freshsales tags for contact filtering and reporting. Tags like 'Top Performer', 'New Hire', or 'Leadership Track' carry over as-is. Tags used for agent categorization in Brokerkit become available immediately in Freshsales for list views, reports, and workflow triggers.

Brokerkit teams and office locations map to Freshsales Territories on Enterprise plans, or to a custom division/department text field on Contact for Growth and Pro tiers. We recommend the custom field approach unless you have Territory Management enabled, as it provides immediate agent categorization without requiring plan upgrades or additional configuration.