How to export:
To export a Saved List, navigate to the appropriate Saved List page:
- Saved List - Agents (You can also locate this page under Real Estate > Saved Lists)
- Saved List - Loan Officers (You can also locate this page under Mortgage > Saved Lists)
- Saved List - Refi Opportunities (You can also location this page under Mortgage > Find Opportunities > Saved Refi Opportunities)
From there, follow these steps:
- Select the list you want to export from the lefthand side
- Use the checkboxes to select the items you want to export and click the green "Export" button, or click the green "Export All" to export the entire list.
- Select "Export" to download the list as an Excel file, or "Push to CRM" to send the data to your CRM (Note: Only Agents or LOs can be sent directly to a CRM)
Note: You can also export an agent or LO to your CRM directly from their profile! This option is available on the lefthand side at the bottom of the agent/LO highlights, and is labeled "Push to CRM".
Having trouble exporting?
- Not enough credits: Make sure you have an enough export credits for the items you are trying to export. For additional information about export credits and when they refresh, see this article.
- Exporting LOs: Trying to export a LO or their data? In order to export LOs, you will need the LO Recruit Add-on feature. See this article for more information.
- Total Expert: If you're getting an error when exporting to Total Expert and this is your first time pushing RETR data to their CRM, you may need to speak to your Total Expert rep to finalize integration set up.
If you need additional assistance, please reach out to support@retr.app with the URL for the profile, or the name of the list, that you are trying to export. Screenshots of any error codes are appreciated!