Migrate from Brokerkit to HubSpot

Agents map directly to HubSpot Contacts. Brokerkit agent name, email, phone, and address fields map to HubSpot's standard Contact properties, and any additional custom fields are transferred via custom properties created in HubSpot. The primary company association is stored as Contact.Company, establishing the link to the brokerage record. Original create dates and owner assignments are preserved via custom datetime and owner lookup to maintain historical context after migration.

When a Brokerkit agent has an associated brokerage or team name that represents an organization, FlitStack creates a HubSpot Company record and links the Contact to it via Contact.Company. The brokerage entity is created once and reused for all agents sharing that name.

Each Brokerkit pipeline (Recruiting, Retention, Referral) becomes a separate HubSpot Deal Pipeline. Pipeline stage names map one-to-one to HubSpot Deal stage values within each pipeline, preserving stage order and probability settings from Brokerkit. Probability percentages transfer to the corresponding HubSpot stage settings so deal forecasting reflects your original funnel weights. Any custom stage metadata is noted for manual recreation in HubSpot if required.

Stage names are mapped value-by-value. Brokerkit stage names like 'New Lead', 'Interview Scheduled', 'Offer Extended', and 'Hired' map to HubSpot Deal stage values with identical or equivalent labels. Stage-entry timestamps are preserved as a custom datetime property on the Deal.

Brokerkit's multi-value labels (Top Producer, Team Lead, New Hire cohort) migrate as HubSpot Multiple Checkbox properties on Contact. Each unique label becomes a checkbox option. We create the property in HubSpot before migration and map each agent's label values to the corresponding checkbox selections.

Brokerkit license_number, state, and expiration_date are not native HubSpot fields. FlitStack creates custom text and date properties on Contact — License_Number__c, License_State__c, and License_Expires__c — and maps the values directly from each Brokerkit agent record. Where license_state uses a set of values, we configure a pick-list property to enforce consistency. Expiration dates are stored in ISO format, and any dates within 90 days of migration are flagged for renewal follow-up.

Agent status values in Brokerkit (Active, Inactive, Suspended) map to a HubSpot custom pick-list property on Contact. We create the pick-list with those values as options, ensuring each agent receives the status label. The mapping preserves the status value so reporting on agent activity by status works identically in HubSpot after migration. If Brokerkit stores a status‑change timestamp, that date is captured in a custom datetime field for historical tracking.

Brokerkit notes linked to an agent migrate as HubSpot Notes attached to the corresponding Contact. The note body, author, and original create date are preserved. Note polarity (positive/negative flag) maps to a custom property on the Note if present in Brokerkit.

Agent calls and meetings migrate as HubSpot Call and Meeting engagements linked to the Contact. Duration, outcome (connected, voicemail, no answer), and timestamp are mapped to HubSpot's engagement properties, and call direction (inbound/outbound) is stored in a property if present. Notes attached to a call or meeting are transferred as text on the engagement record. Owner resolution uses email match to HubSpot users, with unresolved owners flagged for manual assignment.

Brokerkit Smart List definitions export as a criteria reference document for your HubSpot admin. Active Lists do not natively support time-in-stage conditions, so Smart Lists with temporal criteria require manual rebuild in HubSpot. We document every Smart List name, criteria, and agent count for rebuild planning.

When Brokerkit tracks parent brokerage entities, these migrate as HubSpot Company records. If the brokerage has multiple sub-offices tracked as child entities, HubSpot's Parent Company field preserves the hierarchy. We sequence Company creation before Contact creation to ensure the lookup resolves correctly.

Brokerkit owner assignments map to HubSpot Contact Owner by email match. Unmatched owners are flagged before migration so your team can either invite them to HubSpot or reassign records to a fallback owner. No record lands without an owner assignment.