BrokerDIY vs Lofty: published brokerage pricing and a migration path in writing
Lofty is a capable all-in-one CRM — and its pricing is quote-gated and varies by seat count. BrokerDIY publishes its plans, priced per organization with seats included. Here’s the honest side-by-side, including exactly what it takes to move your database off Lofty, and where Lofty still does more than we do today.
Lofty’s pricing isn’t published: every tier — Agent, Team, Broker, Enterprise — says “Request Pricing,” and Lofty says its price varies with your package, seat count, and upgrades.¹ BrokerDIY publishes its org plans on its pricing page, with seats included — no sales call, no quote.
Switching from Lofty: what actually moves
Your database is the switching cost, so here is the migration, in full, from Lofty’s own documentation.²
- What you can take. Lofty has a built-in export: People → the three-dot menu beside Add Lead → Lead Export. You select your leads, and Lofty emails you a download link to a CSV copy of the leads and contacts in your database.²
- Who can run it. Only users given export access by permission profile — and for personal (private) leads, Lofty’s docs are explicit: an agent “cannot see nor export private leads that belong to someone else.” Only the owner can export those. If your team runs on personal leads, each agent exports their own book.²
- Exporting deletes nothing. Lofty’s export “does not mean you are erasing them from your database, you are technically just securing a copy.” You can run a full export while fully live on Lofty — zero cutover risk.²
- What we do with it. BrokerDIY has a built-in CSV contact import, run by a workspace admin. It runs dry-run first: you see exactly what would land, row by row, before a single contact is written — and every row gets a verdict, so “we imported 47 of 50” always comes with the three that didn’t and why.³
- In-flight deals. — (we don’t yet publish a position on moving transactions that are mid-close; see the note at the bottom of this page)
- Overlap, not cliff. Because Lofty’s export copies rather than removes, the sane migration is: export, dry-run import, verify, then run Lofty and BrokerDIY in parallel for a pay period before you cancel anything.
The question worth asking any vendor
“Can I get my whole database out, in one file, without asking permission?” For Lofty the answer is yes — with the personal-lead caveat above. We’d rather you knew that on this page than after you signed somewhere.
What each side’s pricing model actually is
| BrokerDIY | Lofty (formerly Chime) | |
|---|---|---|
| Pricing model | Published plans, priced per organization | Quote-gated; varies by “platform package, seat count, optional upgrades and lead-gen programs”¹ |
| Published price? | Yes — full rate card on our pricing page | No — Agent/Team/Broker/Enterprise all show “Request Pricing”¹ |
| Seats | Included in each published plan; Team bundles seats for the office, with optional add-on seats | “User Licenses Needed” is a pricing input (1–2 … 1000+)¹ |
| AI | Included | AI tools included across tiers; Sales/Social/Homeowner AI agents are add-ons¹ |
| Contract term | — | Quote-dependent¹ |
Budgeting rather than comparing? Read the dated breakdown of what Lofty (formerly Chime) costs in 2026.
The honest capability comparison
✓ live today · ◐ built, activating — never written to imply “today” · — not offered.
| Capability | Lofty | BrokerDIY |
|---|---|---|
| Quote-free published pricing | — (quote-gated)¹ | ✓ |
| One org-scoped surface: leads + deals + tasks + calendar + CMA | Partial (CRM-centric) | ✓ |
| CSV import with dry-run + per-row verdicts | Export yes; import path not published² | ✓³ |
| Native CMA / valuation | Add-on ecosystem | ✓ (GAMLS RESO) |
| Mature automated lead outreach (dialer, Smart Plans-style nurture, seller-intent mining) | ✓ | ◐ (sequences in daily real use; broader outreach rolling out) |
| Month-to-month | Quote-dependent¹ | — (see the note at the bottom of this page) |
Where Lofty still leads
Lofty ships a mature lead-operations engine today — automated outreach, smart-drip marketing, and database-mining seller-intent tooling, with an add-on marketplace around them. If your decision is “which system does the most automated lead outreach the day I sign up,” Lofty currently does more, and we won’t pretend otherwise. BrokerDIY is the younger product; we compete on pricing model, AI economics, governance, and not holding your data hostage.
- A price you can read. Published org plans with seats included — no sales call, no quote. The plans are on our pricing page.
- Seats come with the plan. Every published plan includes its seats, and Team bundles seats for the whole office, so growing your roster never starts a new quote conversation.
- A migration path in writing — built from Lofty’s own export docs, with a dry-run import on our side so you see every row before it lands.³
- Governed AI you can audit. When an AI action touches money or a client, a human approves it first.
Lofty comparison questions, answered plainly.
How do I migrate from Lofty to BrokerDIY?
Run Lofty’s built-in Lead Export (People → three-dot menu → Lead Export) — it emails you a CSV copy of your leads and contacts, deleting nothing.² Personal (private) leads can only be exported by their owner, per Lofty’s docs. A BrokerDIY workspace admin then runs our CSV import dry-run first, so you see every row’s verdict before anything is written.³
Is BrokerDIY cheaper than Lofty?
BrokerDIY publishes its org plans, with seats included, on its pricing page. Lofty doesn’t publish pricing — all four tiers say “Request Pricing,” and Lofty says price varies with package, seat count, and upgrades — so comparing exact dollars requires a Lofty quote.¹
Does BrokerDIY replace Lofty?
Not entirely, and we won’t pretend it does — Lofty’s automated-outreach engine is more mature today. BrokerDIY unifies leads, deals, tasks, calendar, and CMA in one org-scoped surface, with published org plans and a documented migration path.
What we don’t publish yet (—): we don’t yet publish a position on moving transactions that are mid-close at switch time, or a contract-term claim for BrokerDIY. If you have deals in flight, ask us — we’ll answer in writing before you sign anything.
Competitor names and marks are property of their respective owners. Competitor pricing and export capabilities shown are from each vendor’s own public pages as of the date noted; verify current terms directly with the vendor. Comparisons reflect BrokerDIY’s assessment.