To locate your book of business or agents you have worked with previously, navigate to Mortgage > My Loan History. You can also export this data with borrower names! To see a list of just your agents, navigate to Real Estate > My Agents and select an option.
Did you know RETR has data going back to 2017? On any agent or LO profile, you can scroll down to locate the "Loan History (Since 2017)" button to find this book of business.
Loan History is also exportable! When you export your own loan history or that of another loan officer, the export will include the following columns: Buyer Agent, Buyer Agent Company, Seller Agent, Seller Agent Company, Sale Date, Sale Price, Loan Amount, LTV, Int Rate, Purpose, Loan Type, Loan Officer, Loan Officer Branch, Buyer 1, Buyer 2, Address, City, State, Zip, Date Property Last Sold, Census Tract Minority Population Pct, and Census Tract Income Level.
If you are looking to add your agents to a list, click on Loyalty/Wallet Share on your Loan History page. From there, you can filter and select agents and add them to a list. If you want to a quick export of all agents relationships you have in the platform, you can go to Manage My Agents and click "Export".
Note: RETR does not provide buyer/borrower contact information, but there is a True People search link available when clicking on a property address in RETR. For more information regarding what data is provided by RETR, see this article.