Migration Playbook

Stress-less move GUARANTEED if you follow these steps!

Step 1: fill out this survey Step 2: Apply to real

Step 3: Gather YOUR belongings

Export contacts, transactions, other pertinent information from existing platforms to .csv if your CRM is owned by existing brokerage. The most important thing is to have ALL of the data available to you. You can keep this in raw form or choose another CRM to import it to. Below are some sheets to help you organize your data if desired.

Transaction Import (xlsx)

Download

People_Import (xlsx)

Download

TRANSACTIONS RELEASED by former brokerage, we will need to obtain authorization of release, terms of release, and list of transactions to be transferred in writing by former Managing Broker. You can begin preparing appropriate documents signed and postdated by parties to the transaction using this handy reference sheet:

My Transactions (xlsx)

Download

Step 4: prepare RMLS Subscriber Change Form/s

With effective date being the date of your license transfer and send to yourself and ORBroker@TheRealBrokerage.com and/or WABroker@TheRealBroketage.com for signatures

Oregon RMLS Subscriber Change Form (pdf)

Download

Washington RMLS Subscriber Change Form (pdf)

Download

Step 5: Get Marketing in order

Make sure you allow enough time & seek guidance when needed

Real Branded Marketing Local real estate group marketing I will be bringing my own brand I need help deciding/executing

Order Marketing (if not w/ Local Real Estate Group)

Buz White (local)Bear Printing (local)DeeSign Oakley Sign Vistaprint

Final Step: Complete your migration

Download PDF

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