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How to Manage, Follow, and Nurture Your Real Estate Agents in RETR

 The Manage My Agents page shows every agent you follow and every agent you’ve worked with before. From there you can track their production, set up Auto Nurture emails, remove agents, and export your list. 

How to Open the Manage My Agents Page

Step 1: Open the Real Estate menu

Click Real Estate in the top navigation.

Step 2: Go to My Agents

Select My Agents.

Step 3: Click Manage My Agents

Click Manage My Agents to see the agents you follow and the agents you’ve worked with.

What Can I Do on the Manage My Agents Page?

  • ✅ You can see every agent you follow and every agent you’ve worked with
  • ✅ You can track each agent’s production
  • ✅ You can turn Auto Nurture emails on or off for everyone or for individual agents
  • ✅ You can remove or unfollow agents
  • ✅ You can export your agent list

How Many Agents Can I Follow in RETR?

You can follow up to 100 agents at a time. Agents you’ve worked with before don’t count toward this limit.

How to Follow an Agent in RETR

Step 1: Open the agent’s profile

Search for the agent and open their RETR profile.

Step 2: Click Follow

Click “Follow” under the agent’s name on the left side of the profile.

How to Remove or Unfollow an Agent

Step 1: Find the agent

On the Manage My Agents page, find the agent you want to remove.

Step 2: Click the trash can icon

Click the trash can icon to the right of the agent’s information.

Step 3: Confirm

Confirm that you want to remove or unfollow the agent.

What Are RETR Auto Nurture Emails?

Auto Nurture emails go out to your agents automatically to keep you top of mind. To see sample emails, look at the top of the Manage My Agents page.

How to Turn Auto Nurture Emails On or Off

  • For all agents: Use the master switch above the agent list.
  • For one agent: Use the toggle in the “Nurture Emails” column next to that agent.

Can I Export My Agents From RETR?

Yes. Click the Export button on the Manage My Agents page.

If you want to add agents to a list or filter them, use your Loyalty/Wallet Share view instead. See How do I see my book of business?