Migrate from Brokerkit to monday CRM

Brokerkit agent records map directly to monday CRM Contacts. The agent's name, email, phone, and address fields translate to monday CRM's standard Contact fields. Primary team assignment maps to a Team__c custom column. License number and license state map to custom columns.

Brokerkit's recruiting stage values (New Lead, Contacted, Interview, Onboarded, Inactive) map to a monday CRM custom pick-list column called Recruiting_Stage__c. The mapping preserves the exact string value so historical recruiting pipelines can be rebuilt in monday CRM boards. The column must be set as a drop‑down type, and each option is added before the migration to prevent import mismatches.

Brokerkit transaction deals map to monday CRM Deal items on a dedicated CRM board. Each deal item's name, amount, stage, and close date become standard columns on the board. Board groups correspond to pipeline stages. The stage value routes each deal into its matching board group so the pipeline reflects the status on day one. Owner email addresses are matched to monday CRM users, with any mismatches recorded for correction.

Brokerkit deal stages ('Active', 'Under Contract', 'Inspection', 'Closed') become monday CRM board groups. We create one group per unique stage value found in Brokerkit. Deals are then distributed into groups by their stage value during migration so the board reflects the pipeline immediately after go-live.

Brokerkit's team hierarchy (offices and sub-teams) has no direct equivalent in monday CRM. We map each team to a custom Team__c text column on Contact records. For brokerages that need a visual team board, we can also create a separate Teams board and use an Item column to link agents to their team.

Brokerkit campaigns map to monday CRM boards. Each campaign becomes a board, with recruiting outreach items as rows. Status columns on the monday CRM board replicate campaign status tracking from Brokerkit. Board groups can represent campaign phases, and each outreach item retains its original status for reporting.

Brokerkit tracks which agents received campaign outreach. This many-to-one relationship (many agents per campaign) maps to monday CRM Activities logged against each Contact record, with the campaign name stored in the activity description. Each activity entry records the outreach type, timestamp, and the agent's response status if available. This preserves the full campaign engagement history in monday CRM, enabling you to filter activities by campaign name using the description field.

Brokerkit call logs, emails, notes, and meeting records migrate to monday CRM Activities. Original timestamps, owner email, and the activity body text are preserved. Each activity links to the corresponding Contact record via the contact's email address. Activity type is stored in a custom Activity_Type__c column for filtering. Call duration is recorded in Duration_min__c. The original Brokerkit ID is kept in Source_System_ID__c.

Brokerkit custom agent properties (e.g., 'Referral Source', 'MSA', 'Broker of Record Date') map to monday CRM custom columns. Column type is inferred from the property data type: text properties become text columns, dates become date columns, and pick-lists become drop-down columns.

Brokerkit deal-level custom properties (e.g., 'Property Type', 'Listing Agent', 'Commission Split') map to custom columns on Deal items in the CRM board. We preserve the property type so monday CRM's column validation does not reject the values during import. Each property data type dictates column: text fields become text columns, dates become date columns, and pick‑list values become drop‑down columns. Drop‑down options are created before migration to avoid import errors.

Brokerkit files attached to agents or deals re-upload to monday CRM as item attachments. File name and original upload date are preserved. Large files (>25MB) are flagged for manual upload since monday CRM has a 25MB per-file limit. Files under the limit are uploaded automatically; larger ones are flagged for manual handling.

Brokerkit recruiting sequences and deal alert automations do not have a direct equivalent in monday CRM. We export the automation definitions as a structured JSON file listing each trigger, condition, and action. Your monday CRM admin uses this as a rebuild reference in monday's automation builder.