How to Become a RETR CRM Integration Partner

To become a RETR CRM partner, build a Level 1 or Level 2 integration that pushes RETR agent data (and, for Level 2, loan officer data) into your CRM. Then email a video of the working integration to api@retr.app to be added to RETR’s list of integrated CRMs.

What Are the RETR CRM Integration Options?

RETR offers two levels of CRM integration:

	Level 1 Integration	Level 2 Integration
Data pushed to your CRM	Agent data	Agent data and loan officer (LO) data
Purchase required	Yes, a minimum of 10 RETR seats	No
Pricing questions	Email api@retr.app	—

How to Become a RETR CRM Partner

Step 1: Choose an integration level
Pick Level 1 (agent data, plus a 10-seat minimum purchase) or Level 2 (agent and LO data, no purchase required).

Step 2: Build the integration
Set up your CRM to receive data pushed from RETR, using the agent data specification and, for Level 2, the loan officer data specification.

Step 3: Record a video of the working integration
Once the integration works, record a video showing it in action.

Step 4: Send the video to RETR
Email the video to api@retr.app.

Step 5: Get listed
Once approved, your CRM is added to RETR’s list of integrated CRMs.

How Do I Get iFrame Approval from RETR?

To be approved to embed RETR in your CRM with an iFrame:

Step 1: Set up a Level 1 or Level 2 integration
iFrame approval is only available to CRMs with an active RETR integration.

Step 2: Request iFrame approval
Email api@retr.app to request approval. For security, RETR’s team reviews each request.

✅ CRMs with an active Level 1 or Level 2 integration can request iFrame approval.
❌ CRMs cannot iFrame RETR without approval.

Which URL Should Approved CRMs Use for the iFrame?

Approved CRMs should use this iFrame URL so users return to the last RETR page they visited:

https://retr.app/LastPageVisited