CRM migration

Migrate from The Real Estate Platform (REP) to HubSpot

Field-level mapping, validation, and rollback between The Real Estate Platform (REP) and HubSpot. We move data and schema; workflows are rebuilt natively in HubSpot.

The Real Estate Platform (REP) logo

The Real Estate Platform (REP)

Source

HubSpot

Destination

HubSpot logo

Compatibility

100%

12 of 12

objects map 1:1 between The Real Estate Platform (REP) and HubSpot.

Complexity

CModerate

Timeline

48–72 hours

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

The Real Estate Platform (REP) by Phoenix Software stores leads, contacts, companies, deals, listings, transactions, commissions, and agent productivity data in a white-labeled, globally-configured schema. REP exposes a REST API but does not publish a public migration endpoint; FlitStack accesses your REP data via scoped API credentials, extracts all standard and custom fields, and maps each object into HubSpot's CRM schema. We migrate contacts (with lifecycle stage as a custom property), companies, deals with pipeline and stage, and any REP custom objects — all via HubSpot's v3 API in batched loads. Property listings and transaction records from REP map to HubSpot custom objects with a schema that your team approves before the full run. Automated buyer follow-up sequences and drip campaigns in REP are not migratable — we export the sequence definitions as a rebuild reference for HubSpot workflows. Agent and office hierarchies from REP map to HubSpot's owner structure and a custom Teams property. The migration uses read-only API access to your REP instance; your team continues working in REP during the cutover, and a 24–48 hour delta pickup captures any in-flight records before go-live.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

The Real Estate Platform (REP) logo

The Real Estate Platform (REP)

What's pushing teams away

  • Pricing is not publicly disclosed and follows a per-feature model, making it difficult to compare costs or predict expenses when scaling teams or adding modules.
  • Limited public documentation on the API and data export options creates dependency on the vendor for any data extraction or migration work.
  • Single-vendor lock-in risk increases as brokerage data, custom configurations, and integrations all accumulate within a proprietary white-labeled instance.

Choosing

HubSpot logo

HubSpot

What's pulling them in

  • Lowest barrier to entry of any major CRM — the free tier with unlimited contacts lets teams validate fit before committing to a paid plan, according to G2 and Capterra reviewers.
  • Native integration between the CRM and sales engagement tools (sequences, email tracking, dialer) means no separate sync configuration, a theme across G2 Sales Hub reviews.
  • Pipeline visualization, deal tracking, and automated workflows are consistently praised as intuitive and easy to set up without developer involvement.
  • Strong onboarding for new team members — reviewers on Capterra and G2 highlight how quickly new reps become productive without formal training.
  • The HubSpot platform ecosystem (Marketing, Sales, Service, CMS hubs) allows growing companies to consolidate tools without building new integrations.

Object mapping

How The Real Estate Platform (REP) objects map to HubSpot

Each row shows how a The Real Estate Platform (REP) object lands in HubSpot, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

The Real Estate Platform (REP)

Contact (agent / lead / buyer)

maps to

HubSpot

Contact

1:1
Fully supported

REP agents, leads, and buyers are all Contact records in REP. We map them directly to HubSpot Contacts, preserving first name, last name, email, phone, and address. REP role flags (agent, buyer, prospect) map to custom properties on the HubSpot Contact so your team can filter by role after migration.

The Real Estate Platform (REP)

Contact.leadstatus

maps to

HubSpot

Contact.lifecycle_stage

1:1
Fully supported

REP lead status values (New Lead, Contacted, Qualified, etc.) map to HubSpot lifecycle stage values. Each REP status label is mapped to the closest HubSpot lifecycle stage; any labels without a HubSpot equivalent become a custom Contact property for reference and future reassignment.

The Real Estate Platform (REP)

Company

maps to

HubSpot

Company

1:1
Fully supported

We map each REP Company directly to a HubSpot Company record, preserving the source name, domain, industry, annual revenue, and employee count in HubSpot's corresponding standard properties. The REP parent‑company hierarchy (parent_company_id) is transferred as a HubSpot parent Company association, establishing the correct corporate structure in the destination CRM.

The Real Estate Platform (REP)

Deal

maps to

HubSpot

Deal (Opportunity)

1:1
Fully supported

REP Deals map directly to HubSpot Deals (which HubSpot internally calls Opportunities). Deal name, amount, close date, and owner map to standard HubSpot Deal fields. REP deal stages map value-by-value to HubSpot deal pipeline stages after your team confirms the target pipeline configuration in HubSpot.

The Real Estate Platform (REP)

Listing

maps to

HubSpot

Custom Object: Listing

1:1
Fully supported

HubSpot has no native listing object. We create a HubSpot Custom Object named 'Listing' with a schema your team approves before migration — property address, listing status, asking price, property type, bedrooms, bathrooms, square footage, and listing agent. Each Listing is associated to the HubSpot Contact or Company that represents the seller.

The Real Estate Platform (REP)

Transaction

maps to

HubSpot

Deal.custom_fields (payout, commission, close type)

1:1
Fully supported

REP Transaction records hold close amount, commission amount, commission rate, payout status, and close type (sale, lease, option). We pull these fields and append them as custom properties on the HubSpot Deal that represents the closed transaction, so the full financial picture is visible on one record.

The Real Estate Platform (REP)

Region + Office hierarchy

maps to

HubSpot

Owner.teams property + custom field

1:1
Fully supported

REP's three-tier Region → Office → Agent hierarchy has no direct HubSpot equivalent. We map each REP region to a HubSpot custom Teams property value, each REP office to a sub-team or custom property, and assign each Contact's OwnerId to the corresponding HubSpot user. Your team defines the HubSpot teams structure before migration runs.

The Real Estate Platform (REP)

Activity: Call, Email, Meeting

maps to

HubSpot

Engagement (Timeline entries on Contact)

1:1
Fully supported

REP call logs, emails, and meeting records map to HubSpot's engagement timeline on the Contact record. Original timestamps, activity type, and associated agent owner are preserved. The activity body or notes field migrates as a HubSpot engagement note with a reference to the parent Contact.

The Real Estate Platform (REP)

Note / Document attachment

maps to

HubSpot

HubSpot Files + engagement notes

1:1
Fully supported

REP notes and document attachments migrate as HubSpot engagement notes and Files attached to the corresponding Contact, Company, or Deal record. File size limits from HubSpot apply (25MB per file); files exceeding this threshold are flagged before the full run so your team can decide whether to split or exclude them.

The Real Estate Platform (REP)

REP Custom Objects (if present)

maps to

HubSpot

HubSpot Custom Objects

1:1
Fully supported

REP Enterprise instances with custom objects (property match history, referral tracking, etc.) map 1:1 to HubSpot Custom Objects. The migration plan surfaces the custom object schema from REP's API and your HubSpot admin defines the target custom object in HubSpot before data lands, ensuring associations resolve on first write.

The Real Estate Platform (REP)

Agent productivity metrics

maps to

HubSpot

Contact.custom_properties + HubSpot reports

1:1
Fully supported

REP tracks agent productivity dashboards, response time, and lead-to-close ratios. These metrics do not map to a native HubSpot object — we create custom numeric properties on the Contact (agent) record for historical values and recommend rebuilding the live reporting dashboard in HubSpot's analytics or a connected BI tool.

The Real Estate Platform (REP)

Automated sequences and drip campaigns

maps to

HubSpot

N/A (not migratable)

1:1
Fully supported

REP automated buyer follow-up sequences and drip campaigns are not exported via the REP API. FlitStack extracts the sequence configuration (step order, delay rules, content triggers) as a JSON reference document that your HubSpot admin uses to rebuild the logic in HubSpot workflow builder. This is a manual rebuild step, not a data migration.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

The Real Estate Platform (REP) logo

The Real Estate Platform (REP) gotchas

High

White-label customization creates non-portable schema

Medium

Marketing campaign drip state does not transfer

Medium

Mobile app offline data is not exportable

Low

Syndication channel configurations do not export

HubSpot logo

HubSpot gotchas

High

Marketing Contacts billing model is migration-critical

High

Feature tier gating is not visible until onboarding

Medium

Mandatory onboarding fees inflate year-one cost

Medium

HubSpot CSV importer cannot migrate engagements or attachments

Medium

Custom objects require Enterprise and a pre-existing schema

Pair-specific challenges

  • REP Listing and Transaction objects require custom object schema design before migration

    HubSpot has no native listing or transaction object — property listings from REP must be modeled as a HubSpot Custom Object with a schema your team defines (listing status, asking price, property type, bedrooms, square footage, and listing agent). Transaction financial fields (close amount, commission, payout status) append as custom properties on the HubSpot Deal. If your REP instance uses additional property subtypes (e.g., rental listings vs. sales listings), each subtype may require its own custom object definition or a property-type filter on a single custom object. We surface the full REP listing schema in the pre-migration audit so your HubSpot admin creates the custom object before data lands.

  • REP lead status values do not map directly to HubSpot lifecycle_stage without a value-mapping table

    HubSpot's lifecycle_stage field uses a fixed set of values (Subscriber, Lead, MQL, SQL, Customer, Evangelist) and does not accept free-text values on import. REP lead status labels (New Lead, Contacted, Qualified, etc.) must be mapped to the closest HubSpot lifecycle stage value before any Contact record is written. If a REP label has no direct HubSpot equivalent, it must be stored in a custom Contact property instead — which means that dimension is invisible to HubSpot's native lead scoring and list segmentation until your admin rebuilds the logic in HubSpot workflows. We provide the mapping table in the pre-migration plan and your team approves the value assignments before the full run.

  • REP automated buyer follow-up sequences and drip campaigns do not export via the REP API

    REP's automated buyer follow-up and drip marketing logic are stored as workflow definitions tied to REP's own automation engine. There is no documented API endpoint that returns sequence step order, delay rules, or trigger conditions. When migrating to HubSpot, this automation logic must be rebuilt manually using HubSpot workflow builder. FlitStack exports a structured JSON reference of your REP sequences (step order, delay between steps, content type per step, and associated deal-stage trigger) so your HubSpot admin has a rebuild guide. This is a manual configuration step, not a data migration operation, and must be scoped separately from the data migration timeline.

  • REP's Region and Office hierarchy does not map to any HubSpot native object

    REP models organizational structure as Regions → Offices → Agents, with lead routing rules tied to this hierarchy. HubSpot has no native region or office object; the closest construct is HubSpot's owner model combined with HubSpot Teams (Enterprise tier). We map each REP region to a HubSpot Teams value and each REP office to a sub-team or custom property, but HubSpot's Teams feature requires a HubSpot Enterprise subscription. Teams on Starter or Professional tiers require a custom Teams property as a workaround, which does not support native team-based lead routing. Your team should confirm the HubSpot tier before migration so the organizational mapping strategy is set correctly.

  • REP's feature-based pricing model does not carry over — marketing contact billing is HubSpot-specific

    REP charges on a per-feature basis across modules (CRM, marketing, transaction management, websites). HubSpot uses per-seat pricing for CRM seats plus optional add-on hubs (Marketing, Service, Operations). Teams migrating from REP's feature model to HubSpot's hub model often find that HubSpot's free CRM tier covers more REP-equivalent functionality than expected, but the HubSpot Marketing Hub carry-over from REP's automated marketing tools requires an additional paid subscription. We provide a feature-comparison worksheet during discovery so your team maps REP modules to HubSpot hubs and avoids duplicate purchases or coverage gaps.

Migration approach

Six steps for a successful The Real Estate Platform (REP) to HubSpot data migration

  1. Schema discovery and pre-migration audit

    FlitStack connects to your REP instance via scoped API credentials and extracts the full object schema — standard objects (Contact, Company, Deal), custom objects (Listing, Transaction, any REP Enterprise custom objects), and field-level metadata including pick-list values, required flags, and association definitions. We simultaneously review your target HubSpot account's existing properties and custom object definitions. The output is a field-level mapping document showing every REP field, its HubSpot destination, the mapping type (direct, value-mapped, custom-field-required), and any unmapped fields that require a custom property creation plan. Your team reviews and approves the mapping document before any data moves.

  2. Define HubSpot custom object schema for listings and transactions

    If your REP instance uses the Listing or Transaction objects, FlitStack's team works with your HubSpot admin to define the custom object schema before migration runs. For Listings: we create the custom object in HubSpot, define properties (listing status, asking price, property type, bedrooms, bathrooms, square footage, listing agent), and set up the association to the Contact or Company that represents the seller. For Transactions: we create the custom financial properties on the HubSpot Deal object. Your HubSpot admin must have the appropriate permissions to create custom objects — this step cannot be completed by FlitStack on your behalf.

  3. Owner and agent resolution

    HubSpot requires every Contact, Company, and Deal to have an OwnerId. FlitStack resolves REP agent and office owner records by matching the REP owner email address to a HubSpot user. Any REP owner without a corresponding HubSpot user is flagged in the pre-migration audit — your team either creates the HubSpot user first or assigns those records to a designated fallback owner before the full migration run. This step prevents records from landing in HubSpot without an owner, which would make them invisible to your team in native HubSpot list views and reports.

  4. Sample migration with field-level diff

    Before the full run, FlitStack migrates a representative slice — typically 100–300 records covering contacts across all REP lead statuses, companies with parent hierarchies, deals across all REP pipelines and stages, a sample listing, and a sample transaction record. We generate a field-level diff comparing source values in REP to destination values in HubSpot for every mapped field. Your team reviews the diff and confirms that REP lead status → HubSpot lifecycle_stage values are correct, listing data landed in the custom object, transaction amounts appear on the correct Deal, and organizational hierarchy is represented in the custom region/office properties. No full migration run proceeds until your team signs off on the sample diff.

  5. Full migration run with delta-pickup and rollback

    The full migration loads all REP records into HubSpot following the approved mapping. A delta-pickup window of 24–48 hours after the initial load captures any records created or modified in REP during the cutover window. All operations are logged to an audit trail. If reconciliation reveals records missing or mapping errors exceeding your defined tolerance, FlitStack provides a one-click rollback that reverts the HubSpot account to its pre-migration state. After rollback is confirmed, your team can address the mapping issue and re-run the migration. Post-migration, your team rebuilds REP automated sequences using the sequence reference document FlitStack delivered alongside the data migration.

Platform deep dives

Context on both ends of the pair

The Real Estate Platform (REP) logo

The Real Estate Platform (REP)

Source

Strengths

  • White-label deployment aligns the entire platform with brokerage branding and local market configurations.
  • Multi-currency and multi-lingual support handles global brokerage operations without separate instances.
  • Integrated lead, listing, and transaction management reduces data silos across brokerage operations.
  • Hierarchical structure maps naturally to real-world brokerage org charts of regions, offices, and agents.

Weaknesses

  • No public pricing transparency makes cost planning and vendor comparison difficult.
  • Limited external API documentation restricts third-party integrations and self-service migration tooling.
  • Each instance is uniquely configured, making schema discovery and migration mapping project-specific and time-intensive.
HubSpot logo

HubSpot

Destination

Strengths

  • Genuinely useful free CRM tier with no seat limit on contact records.
  • All-in-one sales engagement layer (sequences, email tracking, calling, dialer) embedded natively in the CRM, eliminating a separate integration.
  • Intuitive interface and fast onboarding for individual reps, per G2 and Capterra reviews.
  • Workflow automation triggers across contacts, deals, and tickets with a visual builder.
  • API coverage for all standard objects including custom objects at Enterprise tier.

Weaknesses

  • Pricing model is contact-based at the marketing layer — importing all records as marketing contacts can multiply the monthly bill by 4×.
  • Feature tier cliffs are frequent surprises: sequences, calling, advanced reporting, and quoting are all gated, often requiring plan upgrades mid-implementation.
  • Mandatory onboarding fees at Professional ($1,500) and Enterprise ($3,500) are not prominently disclosed on the pricing page.
  • API rate limits are restrictive for bulk migration — burst limits of 100-200 req/10sec and search endpoint limits of 4 req/sec require careful job queuing.
  • Custom objects, additional pipelines, and advanced forecasting are Enterprise-only, making cost projections difficult for growing teams.

Complexity grading

How hard is this migration?

Moderate CRM migration. 4 of 8 objects need a mapping; the rest are 1:1.

C

Overall complexity

Moderate migration

Derived from compatibility, mapping clarity, API constraints, and data volume across The Real Estate Platform (REP) and HubSpot.

  • Object compatibility

    C

    4 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    The Real Estate Platform (REP): Not publicly documented.

  • Data volume sensitivity

    B

    The Real Estate Platform (REP) doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your The Real Estate Platform (REP) to HubSpot migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about The Real Estate Platform (REP) to HubSpot data migrations

Answers to the questions buyers ask most during The Real Estate Platform (REP) to HubSpot migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Most REP-to-HubSpot migrations complete in 48–72 hours of clock time for under 5,000 total records. Larger organizations with 50,000+ records, a dedicated Listing custom object, and multiple REP transaction fields extend to 7–10 days. The longest step is designing the HubSpot custom object schema for listings and transactions before data can land — your team reviews and approves this schema during the pre-migration audit. REP's API rate limits on the source side also affect export speed; FlitStack uses a token-bucket rate limiter to stay within REP's envelope while maximizing throughput.

Adjacent paths

Related migrations to explore

Ready when you are

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