How do I search for agents & add them to a list?

Navigate to Real Estate
Select "Find Agents"
Select "By Sales Area" (but note the other search options available for other search uses in the future)
Select a Sales Area option (Ex. By State)
Select a State & Time Period (Ex. Virginia, 12 months)
Click "Show Rankings"

From here, you can use the search results as is, or for more specific searches, use the filters to select parameters you're looking for, such as buyer count volume, buyer count units, loan type minimums, and more. In addition, you can sort the results to change the display order, and change the number of results displayed.

Adding agents to a list

To add these agents to a list, use the checkboxes on the lefthand side of the results, and then click on one of the green "Save to List" Options

Clicking on the bulleted list icon - this will automatically save the agents to the last list used
Clicking on the arrow icon - this will allow you to view other lists to select, or create and name a new one.

Once you have selected a list, the system will ask you to confirm that you would like to add the agents, and then will provide a link to view the list once the agents have been added. You can also view any agent Saved Lists under Real Estate > Saved Lists or by using this direct link.

Note: You can also add an agent to a list directly from their profile! This option is available on the lefthand side at the bottom of the agent highlights. Typically it will say "+ Add to Default Agent List" or the name of the last list that you added agents to. You can also use the arrow to the right of this button to select a different list to add to.

To learn how to export a list, see this article.

How To Video:

How do I search for agents & add them to a list?

The Agent Sales Area Search makes a great starting point, as most agents searches in RETR will start here, and the search is extremely customizable for all of your RETR needs.

Adding agents to a list