How do I export a list?

In addition to running searches and creating lists in RETR, users can export lists to their device, essentially downloading and saving the list for further use. The data that comes with an export will vary slightly depending on the specific list, but any export will contain several important data sets, including contact information and 12 month stats. 

A full breakdown of what comes with each export option can be found here: What data comes with my export?

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: 

1. Select the list you want to export from the lefthand side
2. Use the checkboxes to select the items you want to export and click the green "Export" button, or leave the checkboxes unchecked and just click "Export" to export the entire list. 
3. Select "Export" to download the list as an Excel file or CSV, or "Push to CRM" to send the data to your CRM (Note: Only Agents or LOs can be sent directly to a CRM, and your CRM must be integrated before you can push data. More information on integrating a CRM can be found here: How do I set up an integration?)

In addition to exporting a list you create in RETR, there are other preloaded lists you can export, such as mortgage company rankings, and company rosters. These lists will have an export button, and for the rosters, you can choose to export these lists with or without contact info. (Note: these lists can not be pushed to a CRM just yet.)

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: How do export credits work?
• 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: What is the LO Recruit Add-on?
• 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!