MLS Transfer Checklist

MLS TRANSFER CHECKLIST
Client Guide – For A Smooth Transition and Setup

BEFORE YOU TRANSFER

• Confirm if a Letter of Good Standing is required

• Join SDAR/SDMLS

• Each MLS requires its own login ID and manual configuration. One login across MLSs is not supported. 

ACCOUNT SETUP & ACCESS

• Receive your new User ID and login URL

• Log in to your MLS system (Paragon)

• Update your:

  • Profile photo

  • Email signature

  • System preferences

LISTINGS (Important)

• Pending listings stay with originating MLS until Closed

• Review all Active listings with your current MLS

• Confirm plan with your broker:

  • Keep listing active until closing

  • OR withdraw and recreate

If recreating listings:

• Withdraw listing in originating MLS

• Re-enter listing in new MLS

• Match original:

  • Price

  • Listing dates

  • Property details

• Upload photos and documents

• Go back to previous MLS system and finalize the duplicate Withdrawn listing

CONTACTS (Data Migration)

• Export contacts:

  • CSV file

  • vCard file

• Import into your new system or CRM

• Verify all contacts transferred correctly

• Rebuild Collaboration Center preferences

REBUILD YOUR TOOLS 

You will need to recreate:

• Active listings

• Saved searches

• Unpublished / Partial listings

• CMAs (market analyses)

• Custom reports

• Saved spreadsheets

• Email templates/signatures

• System preferences

THIRD-PARTY SETUP

• Set up SentriLock / SentriKey (new account/login required)

• Update or reconnect IDX services

• Confirm website and MLS integrations are active

CLIENT COMMUNICATION

• Share updated listing links (if applicable)

• Notify clients of any MLS changes

• Ensure marketing remains active and uninterrupted

FINAL CHECKS

• No duplicate listings across systems

• Listings comply with MLS rules

• Track your production using your DRE#

Need Help?
Contact your MLS support team or broker for guidance during your transition.

Call 858-373-4010 or Email; Support@sdmls.com