Getting started
What happens during the 14-day trial
Timeline of what gets set up in your first two weeks and what you're expected to decide at the end.
The trial starts the moment you submit the /start-free form. Here's what to expect and in what order.
Days 1–2 — setup call
A BrokerFold teammate reaches out within one business day to schedule a 30-minute setup call. On the call we collect your MLS board credentials, confirm your subdomain, pick a template (Atlas is the default), and get your brand assets.
Days 2–5 — site goes live
We seed your template with your current listings, connect your MLS feed, and send you a preview URL. You have edit access from day one through the dashboard.
Days 5–14 — use it
Invite team members, import your contacts, connect your phone and email, and run live leads through the CRM. This is the period where you decide whether the product fits.
Day 14
We check in. If you're staying, you pick a plan and enter a card. If not, you can export everything or we hold your data in read-only for 90 days at no cost.
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If this didn't answer your question, email support@brokerfold.com and we'll reply personally — often within the hour.
More in Getting started
How to pick a subdomain
Guidelines for your .brokerfold.com subdomain — what's allowed, what's reserved, and what changes later.
How to connect your MLS board
What credentials you need from TRREB, CREA, REBGV, and the other supported boards.
Importing contacts from your old CRM
CSV import from Follow Up Boss, KVCore, LionDesk, BoomTown, Google, or Outlook — what maps and what to check.
Ready to set it up?
Start a free trial and we'll walk you through this during your setup call.