Use a controlled migration: export the documents you must retain, import them into a searchable archive, associate each file with the correct client or deal, and move active transactions only after verification.
Protect the record before changing systems
Inventory active deals, completed transactions, templates, contacts, and brokerage retention requirements. Export and validate the records before relying on a new workspace.
Organize imports around the client and deal
OfferSetGo's migration direction is designed around simple PDF upload, client recognition where possible, and manual association when a document cannot be matched confidently.
Move active work in stages
Choose a small pilot group, verify document access and signing behavior, then expand. Keep the former system available during the overlap period your brokerage approves.
Sources and verification
Updated 2026-10-16. OfferSetGo provides workflow guidance, not legal advice. Confirm transaction-specific decisions with your managing broker or legal counsel.