How do I export a list?

To export a list of agents or LOs, 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)

From there, follow these steps: 

1. Select the list you want to export from the lefthand side
2. Use the checkboxes to select the agents/LOs you want to export and click the green "Export" button, or click the green "Export All" to export the entire list. 
3. Select "Export" to download the list as an Excel file, or "Push to CRM" to send the data to your CRM

For additional information about export credits, see this article. 

Note: In order to export LOs, you will need the LO Recruit Add-on feature. See this article for more information.