Core How-Tos·2 min read
Exporting Your Brokerage Data
For a complete copy of everything in your brokerage — separate from the per-deal QuickBooks export covered in Sharing and Exporting Deals — go to Data Export and click Download my data.
This downloads a single ZIP file containing:
- deals.csv — all confirmed deals with payouts
- agents.csv — your agent roster with plan assignments
- cap_ledger.csv — the full cap progress history for every agent
If you cancel, export a copy before your current billing period ends — once your subscription actually ends and the account locks, self-service export isn't available until you resubscribe. Your data itself isn't deleted at that point; it's retained and fully restored the moment you reactivate.