CRM

Migrate your VaultRE data

Australian real estate CRM combining sales and property management in one cloud platform, built for agencies managing both listings and tenancies from a single login.

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In its favor

Why people choose VaultRE

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

VaultRE combines sales CRM and property management in a single platform, eliminating the need to pay for and maintain two separate systems.

The platform supports unlimited trust accounts, unlimited dashboards, and unlimited commission splits without tier-based restrictions on core accounting features.

Integrations with Australian property data providers like Pricefinder and CoreLogic are native, giving agents property valuations and market data without leaving the CRM.

Multi-office management from a single login allows franchise or group office structures to operate under one account with per-office access controls.

The open API and third-party integrations with tools like REI Forms Live, PrintForce, and Office365 enable VaultRE to fit into existing real estate tech stacks.

PitchBook reports VaultRE's status as Out of Business, and customers have reported outages with no clear resolution timeline on the official Facebook page.

The platform is Australia and New Zealand specific, limiting its usefulness for agencies expanding into other markets that require multi-currency or international property management.

Customers cite frustration with automation triggers being rigid in certain workflows, particularly around conditional logic for property status changes.

Reasons to switch

Why people leave VaultRE

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

Platform scorecard

Strengths, weaknesses, and where VaultRE 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

Purpose-built for Australia/New Zealand real estate, with a unified contact model that treats one person as buyer, seller, tenant, and landlord without duplicating records.Single property record can carry both sales and rental statuses simultaneously, matching how AU/NZ agencies operate across the lifecycle of a listing.Open API-first architecture (now under MRI Software as MRI Vault) for integration with portals, accounting, and marketing tools.Trusted by more than one in three real estate offices across Australia and New Zealand, providing strong vendor stability and ANZ-specific portal support.Native Xero trust accounting integration covers commission disbursements, property management trust balances, and end-of-month reconciliation without external middleware.

Weaknesses

Property loading and contact-database sync are reported as slow during high-traffic moments like open-home check-ins, slowing the agent workflow.Contact entry takes more steps than competing CRMs and the platform creates duplicates if details are not entered carefully, requiring routine deduplication.No native deal-stage tracker for moving a transaction through pipeline stages, which is standard in horizontal CRMs.Branded MRI Vault rather than VaultRE post-acquisition, with rebrand transitions affecting documentation, integrations, and partner ecosystem references.Mobile app reviewers report intermittent sync delays on iOS/Android during peak listing activity, affecting on-the-go updates.

Where it works

Australian and New Zealand real estate agencies running both sales and rental management from a single system, eliminating the need for two separate platforms.Franchise groups and multi-office agencies requiring centralized oversight with per-office access controls under a single account.Mid-sized agencies with mixed property portfolios where the same property may shift between rental and sale status over time.Teams that rely heavily on Australian property data providers like Pricefinder and CoreLogic for market intelligence without leaving their CRM.Agencies using REI Forms Live or PrintForce for compliance and marketing materials, requiring native integration with their contact and property data.

Where it struggles

Agencies expanding into international markets that require multi-currency handling, cross-border property management, or non-Australian regulatory compliance.Organizations with zero tolerance for downtime, given documented customer reports of platform outages with unclear resolution timelines.Teams requiring sophisticated conditional automation logic, particularly around multi-step property status changes with branching business rules.Companies seeking a general-purpose CRM for non-real-estate business lines, since VaultRE is purpose-built around property and contact schemas specific to the industry.Real estate firms outside Australia or New Zealand that need localized support, data residency, or vendor presence in their region.

Pricing tiers

VaultRE pricing overview

VaultRE does not publish pricing on its website. Plans appear to be offered in at least two tiers (Professional and Multi-Office) and likely include per-user or per-agency licensing. Prospective customers must request a demo and receive a custom quote.

Professional

Tier 1 of 2

Not publicly published

What's included

Full CRM features for single-office agenciesUnlimited contacts and propertiesTrust accounting moduleAutomation triggers and workflowsMobile apps (iOS and Android)

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

What gets migrated

VaultRE object support

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

Properties

Fully supported

Properties in VaultRE can be rental listings, sales listings, or both simultaneously on a single record. We preserve the property type designation and all associated property-level fields during migration.

Contacts

Fully supported

Contacts in VaultRE support multiple role types on one record: buyer, seller, tenant, landlord. We preserve all assigned role types and contact-specific fields and field groups.

Custom Database Fields (Contact Fields)

Mapping required

VaultRE supports custom contact fields organized into field groups, with field types including Date, Checkbox, Text (multi-paragraph), and Drop-down Selection (up to 30 options). We map these to equivalent custom fields in the destination, preserving field-group organization and merge-field names.

Custom Database Fields (Property Fields)

Mapping required

Property-level custom fields follow the same field-type constraints as contact fields. We handle the property field groups and merge-field naming during destination mapping.

Trust Accounts

Fully supported

VaultRE supports unlimited trust accounts, a requirement for Australian real estate compliance. We migrate trust account balances and ledger associations as financial records in the destination.

Commission Splits

Fully supported

Unlimited commission splits are supported per agent or per transaction. We preserve the split configuration and link it to the relevant contact or property record.

Staff and Users

Fully supported

Staff records include role-based access levels and office assignments for multi-office configurations. We migrate staff records with their assigned permissions and office associations.

Multi-Office Structure

Mapping required

A single VaultRE account can manage multiple offices with per-office access controls and data isolation. We map this to the destination's office or branch concept, preserving which staff belong to which office.

Calendar Events and Open Home Check-ins

Fully supported

VaultRE tracks calendar events including open home inspections with check-in and kiosk capabilities. We migrate event records and preserve check-in timestamps where they exist.

Advertising Expenses

Fully supported

Advertising expenses can be applied to property ledgers and tracked per supplier. We migrate advertising expense records linked to the relevant property.

Task Lists and Alerts

Fully supported

Task lists and email alert assignments are managed per user. We migrate task records and reassign alerts to the corresponding owner in the destination system.

Attachments and Photos

Mapping required

VaultRE supports photo attachments with watermarking. We extract and migrate image files separately from the CSV export, re-associating them with the correct property or contact record in the destination.

Gotchas

What to watch for in VaultRE migrations

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

High

VaultRE is listed as Out of Business

High

CSV export is the only documented migration path

Medium

Trust accounting varies by Australian state

Medium

Custom field type constraints may limit destination mapping

How a VaultRE migration works

Four steps, VaultRE-specific

Connect

OAuth 2.0 into VaultRE. Scopes limited to read-only on the data we move.

Map

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

Sample

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

Migrate

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

FAQ

VaultRE migration FAQ

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

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

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Most VaultRE 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 VaultRE.
Without the rebuild.

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

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