Managed setup
We move you over. You keep working.
Switching platforms is the part brokerages dread. Managed setup handles moving your data, your domain, your IDX, and training, so launch is routine, not risky.
Managed setup is a guided onboarding. We move your data over for you: we import your data, connect your domain, build your IDX, set up your brokerage, and train your team — so you switch without losing leads, files, or search rankings.
How managed setup works
- 1
Kickoff + review
We go through your current tools, domain, MLS feed, and data, so nothing gets lost in the move.
- 2
Move your data over
Your contacts, deals in progress, listings, and open transactions come into BrokerDrive. We remove duplicates and check the data is clean.
- 3
Connect domain + IDX
We point your web address at BrokerDrive, set up your MLS Grid feed, and build your IDX pages. We also send your old web links to the new ones so your search rankings carry over.
- 4
Set up the brokerage
We set up offices, commission plans, lead routing, document checklists, and roles to match how you actually run.
- 5
Train + launch
We train your agents and transaction coordinators (TCs), run a launch checklist, and stay close on launch day.
Frequently asked questions
- How long does managed setup take?
- Most independent brokerages go live in a few weeks. It depends on how much data you have and how much you want set up your own way. We give you a timeline at kickoff.
- Will I lose my search rankings when my IDX moves?
- No. We send your old web links to your new pages, so the search value you've built carries over.
- Do you move open transactions over?
- Yes. Active files, their documents, and their deadlines come over, so your agents and transaction coordinators (TCs) don't have to re-enter live deals.
Let us do the heavy lifting.
Tell us about your brokerage, and we'll lay out a plan to move you over and launch.