If you're still managing your brokerage with spreadsheets, email, and sticky notes, you're not alone. Most brokerages start this way. But at some point, the manual process becomes a bottleneck.
Here's how to migrate to AtlasBrokers in under an hour.
Step 1: Export Your Data (5 minutes)
Export your existing contacts, deals, and clients from your spreadsheet as CSV files. AtlasBrokers accepts: - Contacts: Name, email, phone, company, and any custom fields - Deals: Title, value, stage, associated contact - Tasks: Title, due date, assignee, priority
Step 2: Create Your Workspace (2 minutes)
Sign up at atlasbrokers.ca and create your workspace. Choose your industry vertical (insurance, real estate, mortgage, financial services, or general) to get pre-configured pipeline stages and fields.
Step 3: Import Your Data (10 minutes)
Go to Settings → Import/Export and upload your CSV files. Our import wizard: - Auto-maps column headers to AtlasBrokers fields - Validates data before import - Shows a preview so you can verify everything looks right - Handles duplicates with merge or skip options
Step 4: Configure Your Pipeline (10 minutes)
Customize your deal stages to match your workflow: 1. Go to Settings → Pipeline 2. Add, rename, or reorder stages 3. Set up automation rules (e.g., auto-create a task when a deal enters a new stage)
Step 5: Invite Your Team (5 minutes)
Go to Settings → Team and invite your colleagues via email. Assign roles (Admin, Manager, Agent) based on their responsibilities.
Step 6: Set Up Integrations (10 minutes)
Connect your existing tools: - Email: Gmail or Outlook for two-way email sync - Calendar: Google Calendar or Outlook for meeting management - Phone: VoIP integration for call tracking
Step 7: Go Live
That's it. Your data is imported, your pipeline is configured, your team is invited, and your integrations are connected. Start managing your business from a single platform.
Need Help?
Our onboarding team is available to help with migration. Contact us or check our documentation for detailed guides.