Switch for free

We move you in. You keep selling.

Your contacts, deals, listings, notes and documents come with you. Our team does the moving. Your old system keeps running until you're sure.

Planned at launch RealtyMind is in private pilot.

Waiting on the other side:

Your old system
Contacts
Deals
Listings
Notes
Documents
RealtyMind
Contacts
Deals
Listings
Notes
Documents
How it works

Four steps. No lost leads.

1

Export

Download your data from your current system. We show you how, step by step.

2

We import and check

Our team brings it in, matches fields and checks for duplicates and gaps.

3

You review

Look it over in RealtyMind. Tell us what's off and we fix it.

4

Go live

Switch your phone line and lead sources over. Your old system keeps running until you're sure.

What moves

Everything you work from.

Contacts and leads

Names, phones, emails, tags, sources. People who opted out stay opted out.

Deals

Every deal lands in the right stage, with its key dates.

Listings

Active, pending and past listings with their details.

Notes and history

Notes and past activity stay on the right contact.

Documents

Files you export come in and attach to the deal or contact.

Planned at launch

Free move-in of your data. No setup fee. Month to month. Pricing is announced at launch.

How pricing works

Day one

Log in. It's all already there.

Your deals on the board, your clients in their portal, your listings in the library. Sample data shown.

Deals board on desktop
Deals board on a phone
Moved in: every deal in the right stage.
Deals moved inKey dates set from your contracts
Your line is liveSofia took the first call
Where people come from

Coming from one of these?

If you can export it, we can move it. These are common starting points.

Follow Up BossLoftyBoldTrail / kvCORESierra InteractiveSpreadsheetsPhone contactsSomething else

Names belong to their owners. RealtyMind is not affiliated with them. See how we compare.

Get ready to switch

Check things off as you go. Saved in your browser only.

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Switching questions

Does the move cost anything?

Free move-in is planned at launch. Pricing for RealtyMind itself is announced at launch.

How long does it take?

It depends on how much data you have. We give you a plan with dates before we start.

Do I have to cancel my old system first?

No. Keep it running side by side. Cancel only once you've checked everything in RealtyMind.

What about people who opted out of texts?

Their opt-out comes with them. Sofia will not text or call anyone who said no.

Can you move a whole brokerage?

Yes. We plan it office by office, so agents keep working the whole time.

Who can see my data?

Only you and the people you allow. Read how we protect it.

Plan your move.

Tell us where you're coming from. We'll reach out with a move plan.