UGRU Financial
Lofty
Transfer contacts, deals, activities, and more from UGRU Financial to Lofty. 9 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial to Lofty 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
Prefer email? talk@ambrstack.com
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
AI-powered all-in-one real estate platform
Lofty, formerly Chime, is an all-in-one real estate management platform blending CRM capabilities with powerful marketing and lead generation tools. It offers IDX-integrated websites, AI-powered automation, dynamic lead scoring, and comprehensive team management features for real estate professionals.
AI Workforce with intelligent automation
"AI-powered all-in-one real estate platform"
Lofty, formerly Chime, is an all-in-one real estate management platform blending CRM capabilities with powerful marketing and lead generation tools. It offers IDX-integrated websites, AI-powered automation, dynamic lead scoring, and comprehensive team management features for real estate professionals.
Ideal for: Real estate agents, teams, and brokerages seeking an AI-powered platform with integrated CRM, IDX websites, and marketing automation.
AI Workforce with intelligent automation
33+ built-in lead generation methods
IDX-integrated, SEO-optimized websites
Dynamic lead scoring based on behavior
Learn more at
lofty.com
See exactly which data objects transfer from UGRU Financial to Lofty
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to Lofty.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
