UGRU Financial
Brokermint
Transfer contacts, deals, and more from UGRU Financial to Brokermint. 4 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Brokermint migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
The complete CRM and financial planning suite for advisors
UGRU Financial is a FINRA-compliant CRM platform specifically designed for financial advisors and planners. It combines customer relationship management with integrated financial planning tools, accounting capabilities, and marketing automation.
FINRA-compliant with 256-bit encryption and automatic email journaling
Real estate back office automation
Brokermint is a cloud-based back office and transaction management platform for real estate brokerages. It handles commission automation, accounting, transaction coordination, document management, and integrates seamlessly with CRM systems and MLS platforms.
Seamless CRM integration regardless of CRM platform used
"Real estate back office automation"
Brokermint is a cloud-based back office and transaction management platform for real estate brokerages. It handles commission automation, accounting, transaction coordination, document management, and integrates seamlessly with CRM systems and MLS platforms.
Ideal for: Real estate brokerages and teams needing comprehensive back office automation, commission management, and transaction coordination.
Seamless CRM integration regardless of CRM platform used
Automated commission calculations with flexible structures
Comprehensive document and eSignature management
User-friendly interface with excellent customer support
Learn more at
brokermint.com
See exactly which data objects transfer from UGRU Financial to Brokermint
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Brokermint.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
