Import of agents, contacts & transactions to the Brokermint

Brokermint allows you to import your agents, contacts/users, and transaction information directly to the platform. This can be done through an Excel template which you can get by contacting our support team through email or chat.

How do I fill the Excel template for importing data?

Red-colored columns are mandatory, while green ones are optional.

Please follow the instructions from the first sheet to fill out the data correctly. Here's how you fill the required fields for each tab:

Transactions

  • Property street address, city, state, and ZIP – enter manually
  • Price sold – input listing price or accepted offer price
  • Status – select an option from the drop-down list
  • Side represented – select an option from the drop-down list
  • Total gross commission – enter manually

Contacts

  • First name – enter manually
  • Last name – enter manually

Agents

  • First name – enter manually
  • Last name – enter manually
  • Role – enter manually: Agent, Broker, TC, Admin, Team Lead, Accountant
  • Email – enter manually the email for logging in
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