RealtySlate feature
Bring your contacts, leads, listings, and notes across from your old CRM yourself, from the export file it already gives you, at no cost.
Who it helps
Give each person the information and actions needed for their part of the process while preserving brokerage oversight.
Brokerage owners switching CRM can import contacts, leads, listings, and notes while keeping the underlying activity visible to the right people. Upload the CSV or Excel export from Lofty, kvCORE, Follow Up Boss, Sierra Interactive, BoomTown, Brivity, or any system that produces a spreadsheet. Recognized layouts are detected automatically and unfamiliar columns are matched by header and by the shape of the data itself.
For Managing brokers, RealtySlate makes it easier to map columns automatically and approve before anything is written. You approve the column mapping before a single record is created, review a dry run showing exactly what will be added, merged, or skipped, and decide what happens to duplicates and rows with problems.
Office administrators get a focused view for assign each record to the right agent as it lands, with the supporting records kept inside the same brokerage workflow. A brokerage moving its whole book can map an Assigned Agent column so records land on the right desks rather than piling on whoever ran the import, and merging never overwrites information you already hold.
RealtySlate helps Agents bringing their own book import contacts, leads, listings, and notes without opening access to unrelated company information. Upload the CSV or Excel export from Lofty, kvCORE, Follow Up Boss, Sierra Interactive, BoomTown, Brivity, or any system that produces a spreadsheet. Recognized layouts are detected automatically and unfamiliar columns are matched by header and by the shape of the data itself.
Core capabilities
These tools are included in the connected RealtySlate platform and use the same company, office, team, and user permissions.
Upload the CSV or Excel export from Lofty, kvCORE, Follow Up Boss, Sierra Interactive, BoomTown, Brivity, or any system that produces a spreadsheet. Recognized layouts are detected automatically and unfamiliar columns are matched by header and by the shape of the data itself.
You approve the column mapping before a single record is created, review a dry run showing exactly what will be added, merged, or skipped, and decide what happens to duplicates and rows with problems.
A brokerage moving its whole book can map an Assigned Agent column so records land on the right desks rather than piling on whoever ran the import, and merging never overwrites information you already hold.
Connected workspace
Bring your contacts, leads, listings, and notes across from your old CRM yourself, from the export file it already gives you, at no cost. RealtySlate keeps the work connected to the people, records, deadlines, files, financial details, and reporting that surround it.
Detailed workflow
RealtySlate keeps the complete workflow searchable and permission-aware, so authorized users can understand the current status without reconstructing the history from email or separate software.
The same record can move through related transaction, document, signature, compliance, commission, billing, CRM, office, team, and reporting tools without entering the underlying information again.
Related capabilities
RealtySlate feature areas share authorized records so the next step begins with the information already collected.
Frequently asked questions
Bring your contacts, leads, listings, and notes across from your old CRM yourself, from the export file it already gives you, at no cost. Upload the CSV or Excel export from Lofty, kvCORE, Follow Up Boss, Sierra Interactive, BoomTown, Brivity, or any system that produces a spreadsheet. Recognized layouts are detected automatically and unfamiliar columns are matched by header and by the shape of the data itself. You approve the column mapping before a single record is created, review a dry run showing exactly what will be added, merged, or skipped, and decide what happens to duplicates and rows with problems. A brokerage moving its whole book can map an Assigned Agent column so records land on the right desks rather than piling on whoever ran the import, and merging never overwrites information you already hold.
RealtySlate supports Brokerage owners switching CRM, Managing brokers, Office administrators, and Agents bringing their own book with access controlled by company, office, team, role, and individual permissions.
The feature shares authorized company records with related RealtySlate workflows, including Data Export and Scheduled Backups, Real Estate CRM Built for Brokerage Operations, Real Estate Lead Management for Agents and Brokerages, Custom Fields for Contacts and Leads.
See RealtySlate in action
Explore the free demo now or request a guided walkthrough for your brokerage.