How to Search for Real Estate Agents in RETR and Add Them to a List

You can find real estate agents in RETR from Real Estate → “Find Agents.” Search by name or email, or by sales area, then filter by buyer count volume, buyer count units, loan type minimums, and more. You can save the results to a list.

How to Find a Real Estate Agent by Name or Email

Quick Search (Search Bar)

If you know the agent’s name, type it into the search bar at the top of RETR. This searches all of RETR, so results are more limited than on the main Agent search page.

Agent Search Page

Step 1: Go to Real Estate
Click the Real Estate tab.

Step 2: Select “Find Agents”
Choose “Find Agents” from the menu.

Step 3: Select “By Name or By Email”
Choose the “By Name or By Email” search option.

Step 4: Enter the agent’s details
Enter the agent’s name or email and their office location, then search.

Note: The location filter uses the agent’s office headquarters location. If the agent’s brokerage is headquartered in a different state than where they do business, search the headquarters state or select “Any State.”

Can’t find an agent? See Why Can’t I Find a Real Estate Agent or Loan Officer in RETR?

Can I Search for an Agent by License Number?

No. RETR doesn’t currently store real estate agent license numbers, so a license number search won’t return results.

✅ You can search for agents by name.
✅ You can search for agents by email address.
✅ You can search newly licensed agents, which will display agents recently licensed in the past 3 months, though there will be no license information provided.
❌ You cannot search for agents by license number at this time.
❌ You cannot search for agents by how long they have been licensed.

Can I Search for Those With Dual Licenses?

RETR does not currently display duel licenses in the system, and those holding duel licenses will have separated agent and loan officer profiles. While there isn't a workaround to get around this at the moment, this is great feedback for our team as we continue to look for ways to improve, and we hope to offer this soon!

How to Search for Real Estate Agents by Sales Area

The Agent Sales Area search is the best place to start most agent searches in RETR, and you can customize it heavily.

Step 1: Go to Real Estate
Click the Real Estate tab.

Step 2: Select “Find Agents”
Choose “Find Agents” from the menu.

Step 3: Select “By Sales Area”
Choose “By Sales Area.” Other search options are also available here for other kinds of searches.

Step 4: Choose a sales area option
Select a Sales Area option, for example By State.

Step 5: Choose a state and time period
Select your state and time period, for example Virginia, 12 months.

Step 6: Click “Show Rankings”
Click “Show Rankings” to load your results.

How to Filter and Sort Agent Results

After you click “Show Rankings,” use the filters to narrow your results by:

Buyer count volume
Buyer count units
Loan type minimums
And more

You can also sort results to change the display order, and change how many results appear on each page.

How to Add Real Estate Agents to a List in RETR

From Search Results

Step 1: Select agents
Check the boxes on the left side of the search results.

Step 2: Click a green “Save to List” option

Bulleted list icon: saves the selected agents to the last list you used.
Arrow icon: lets you choose another list or create and name a new one.

Step 3: Confirm
Confirm that you want to add the agents. RETR then gives you a link to view the list.

Important: Saving the agents to a list from the search results page is an important step if you're planning to export the agents. You can not export from the search results page. You must add the agents to a list first.

From an Agent’s Profile

At the bottom of the agent highlights on the left side of an agent’s profile, click “+ Add to Default Agent List” (or the name of the last list you used). To pick a different list, click the arrow to the right of the button.

Where Can I Find My Saved Lists?

Go to Real Estate → Saved Lists, or use the Saved Agent Lists direct link.

Can I merge lists?

No, lists can not be merged at this time. If you need to move names from one list to another, this will need to be done manually.

Why Can't I Find My List?

If you've already made the list

If you made a recent list but are unable to locate it from your Saved Lists page, try checking your Saved Searches page in case you created the list as a saved search instead of a list. https://retr.app/Agent/MySearches
Saved Searches are different from Saved Lists, because only the search parameters are saved, not the actual agents/LOs.
If you did create a saved list as a saved search instead, you can fix it by clicking on your saved list, and then using the checkboxes once it loads to save the list as a saved list instead (note that the save list and save search options are close to each other, so be sure you're selecting the right option).

If you have not made a list yet

If you're not seeing an export button on your search results page, this is normal. Saving agents/loan officers to a list from the search results page is an important step if you're planning to export the agents/LOs. You can not export directly from the search results page. You must add the agents/LOs to a list first.

What Are the Limits on RETR Agent Lists?

Limit	Details
Contacts per list	Up to 1,000 for monthly subscribers (agent and LO lists)
Lists per account	Up to 100

✅ You can remove contacts from a list: check the box next to their name and click “Remove.”
❌ You cannot bulk move contacts from one list to another at this time.

Note: There is currently no option to bulk move contacts between lists. To move a contact, remove them from one list and add them to the other.

How to Export an Agent List

For export steps, see How do I export a list?