Migrate from Zavvie Power Buyer to monday CRM

Each Zavvie power buyer transaction becomes a Monday Item in the Transactions board. Transaction ID, offer amount, offer status, and close date migrate as columns. Monday's item architecture supports unlimited columns, so all transaction metadata fits without schema rework, allowing us to preserve the full transactional context including offer terms, lender details, and program-specific information in one consolidated view.

Home buyers from Zavvie migrate as Person-type items in the Contacts board. Name, email, phone, address, and pre-approval status become Monday columns. The item is linked to its transaction item via a lookup column, creating a bidirectional relationship that lets you view buyer details from within any transaction and trace transaction history from any buyer profile.

Home sellers from Zavvie migrate as separate Person-type items. Seller-specific fields (listing address, asking price, accepted offer) become custom columns on the item. Sellers are linked to their transaction item via Monday's relation column, enabling full visibility into each seller's transaction history and current listings directly from the contact record.

Agent profiles (name, license number, brokerage, email, phone) migrate as Team items. Monday's People column type lets you assign these agents directly to transaction items as the listing or buyer agent, creating an instant overview of all transactions tied to each agent without manually cross-referencing separate records.

Loan officers from Zavvie migrate as Team items with NMLS ID, lender affiliation, and contact details as custom columns. Monday's assignee column associates the loan officer with relevant transaction items, allowing your team to instantly filter transactions by loan officer or view all loans assigned to a particular officer across multiple boards.

Zavvie's power buyer programs (Cash Offer, Buy Before You Sell) translate to Monday boards. Each program gets its own board with status groups matching the program stages. Nested program conditions are captured as formula or dropdown columns within the board.

Individual offer records migrate as Items within the appropriate program board. Offer amount, offer date, offer status, and lender assignment become columns. Status column values are mapped to Monday group labels matching Zavvie's status workflow, maintaining consistent stage progression and enabling your team to track offers through the same logical sequence they followed in the previous system.

Zavvie's mortgage capture rate (percentage of transactions where the brokerage's preferred lender closes the loan) has no native Monday equivalent. We create a number column on the Transactions board and populate it from Zavvie's data. A formula column can recalculate it from offer and closed columns if source data supports it.

Preferred lender profiles migrate as Items in a Lenders board. Lender name, NMLS number, partnership tier, and capture rate become columns. Transaction items reference lenders via a relation or lookup column, which lets you quickly assess lender performance across transactions and maintain accurate partnership records within your Monday workspace.

Purchase agreements, mortgage commitments, and pre-approval letters attached to Zavvie transactions re-upload to Monday's Files storage and attach to the corresponding transaction item. Large files are converted to URL columns pointing to the migrated file location, ensuring all documentation remains accessible directly within each transaction without requiring external file retrieval.

Zavvie's activity log entries (offer submitted, offer accepted, financing condition removed) become Monday Updates on each transaction item with original timestamps preserved. Team members tagged in activities are matched to Monday user accounts by email, preserving accountability and communication context so nothing is lost during the transition to your new CRM environment.

Zavvie's conditional routing rules (e.g., if capture rate > 70% then escalate to manager) have no Monday equivalent. We export the rule definitions as a reference document and deliver a rebuild guide for Monday's automation builder, mapping each trigger and condition to the closest automation action so your admin can reconstruct workflows efficiently.

Zavvie's transaction reports and power buyer performance dashboards do not migrate. Underlying data (offer volumes, capture rates, close rates) is fully available in Monday boards and can be reconstructed using Monday's dashboard builder, which provides chart types and widgets to rebuild your reporting views tailored to your specific metrics.