Brokermint to HubSpot
Real estate brokerage transaction management, agent management, commission and accounting platform, not a lending or insurance CRM.
Brokermint data can move into HubSpot, landing mainly in Sales Hub. 0 of 5 mapped objects move directly; 3 items need manual work and 2 do not move. Plan roughly 2-4 weeks for a small move and 8-16 weeks for a large one.
Migration checklist for Brokermint
Three phases, specific to this system. Tick steps off as you go.
Before
0 of 5 doneDuring
0 of 5 doneAfter
0 of 5 doneWhat will it take?
No price list: cost follows volume, custom objects and how much logic must be rebuilt. Answer four quick questions for a planning range.
The three scenarios
Small migration
<5k contacts, <1k transactions
Contacts and deals only.
Mid migration
5k-50k contacts, 1k-10k transactions
Includes custom properties and a document archive.
Large migration
>50k contacts, >10k transactions, multi-office
Custom integration with ongoing sync.
What moves the number
Timeline ranges are planning estimates, not a quote. A partner confirms scope after discovery.
Access, mapping and limits
Start with how data leaves Brokermint: what you need to get in, what lands in HubSpot, and what will not.
REST API (v2, JSON)
API token, which one source says is requested from Brokermint support. The Lofty integration also asks for an account_id.
Choose your route
How will you move the data?
No native connector was found.
- You need: API token, which one source says is requested from Brokermint support. The Lofty integration also asks for an account_id.
- Permission: To confirm
Native imports often bring over only some data, so check coverage per object in the mapping below.
Export each object, clean it, then import it into HubSpot.
- REST API pulls (e.g. transactions endpoint, count up to 1000 per call)
- Manual download of individual transaction archives
- Third-party syncs to Google Sheets or Google Drive (API Nation)
Limits: To confirm
Migration and sync tools can move more than a plain import. Confirm which objects each one supports before you choose.
Best when volume is high, custom objects are many or automation is heavy. That is the Large scenario: 8-16 weeks, usually phased.
Talk to a partnerWhere each object lands
In Brokermint
In HubSpot
Hover or tap anything on the left to see where it lands.
| Source object | In HubSpot | Moves | Notes |
|---|---|---|---|
| Contacts (clients, leads, vendors with contact type and source) | Contacts | partial | The Lofty integration shows contacts carry name, email, phone, address, contact type and source. Whether the API supports a full contact export was not confirmed. |
| Transactions | Deals | partial | Transactions can be pulled through the API. Address, agents and commission data need custom properties. |
| Agents / users | Contacts | manual | Could map to Contacts or owners. I found no source for the export path. |
| Documents and transaction files | Files | manual | Only per-transaction archive downloads or Drive sync are documented. |
| Checklists, tasks and commissions | Tasks | manual | Checklist structure has no direct HubSpot equivalent. Commission and accounting data should stay in the accounting system. |
What to expect
HubSpot has no equivalent. Keep them in Brokermint exports or an accounting system.
No native HubSpot equivalent. Archive them as files.
I did not review the full API reference.
Confirm the actual use case with the client before scoping.
Request the token early.
Use the API or a Drive sync, or ask support for a bulk export.
Test with small batches.
Data governance and compliance
Decide what is allowed to move before anything is exported. Tick each gate once it is agreed.
How we researched this page
How much to trust each section, and where it comes from.
Brokermint has an API keyed by token, and the sources confirm transactions and contacts. I did not read the full API reference, so object coverage, rate limits and HubSpot mapping are category-level. The sheet places it in lending, wealth and insurance, but it is a real estate brokerage transaction and commission platform, so the scope note needs revisiting.
Sources
Related migrations
Frequently asked questions
How do I migrate Brokermint to HubSpot?
1. Request the Brokermint API token from support and confirm the account_id. 2. Decide whether the transactions pipeline moves to HubSpot Deals or stays in Brokermint. 3. Pull sample contacts and transactions via the API to inspect the fields. 4. Inventory contact types and sources for mapping to HubSpot properties.
What does not move from Brokermint to HubSpot?
Commission, disbursement and accounting ledgers and Checklist templates, compliance workflows and e-signature records. Plan to rebuild or retire these.
How long does a Brokermint to HubSpot migration take?
Small (<5k contacts, <1k transactions): 2-4 weeks. Mid (5k-50k contacts, 1k-10k transactions): 4-8 weeks. Large (>50k contacts, >10k transactions, multi-office): 8-16 weeks. These are planning estimates, not a quote.
What access do I need to export from Brokermint?
API token, which one source says is requested from Brokermint support. The Lofty integration also asks for an account_id.
What compliance issues apply when moving Brokermint data?
Check: Financial data (commissions, escrow) and Government ID or financial documents in transaction files. Agree consent, retention and access rules before exporting.
Moving Brokermint into HubSpot?
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