How to View and Export Transaction History in RETR

RETR shows transaction history back to 2017 for real estate agents, loan officers (LOs), mortgage companies, and your own book of business. Open a profile (or go to Mortgage → My Loan History for your own history) to view it, then export it for 1/4 credit per line item.

Where to Find Transaction History in RETR

Whose history	Where to find it
A real estate agent	Agent profile → Transaction History (Since 2017)
A loan officer	LO profile → Loan History (Since 2017)
Your own	Mortgage → My Loan History
A mortgage company	Company profile → Loans section
Agents you’ve worked with	Real Estate → My Agents → Manage My Agents

How to View a Real Estate Agent’s Transaction History

Step 1: Open the agent’s profile
Search for the agent and open their profile.

Step 2: Scroll to Transaction History
Scroll down to Transaction History (Since 2017) to see the agent’s book of business.

To export it, see How to export transaction history below.

How to View a Loan Officer’s Loan History

Step 1: Open the loan officer’s profile
Search for the loan officer and open their profile.

Step 2: Scroll to Loan History
Scroll down to Loan History (Since 2017) to see the LO’s past loan activity.

How to View Your Own Loan History (Book of Business)

Click Mortgage in the top navigation bar, then select My Loan History.

How to View a Mortgage Company’s Loan History

Step 1: Open the company’s profile
Find the mortgage company and open its profile. See How do I search for mortgage companies/brokerages?

Step 2: Scroll to the Loans section
Scroll down to the Loans section to view and export the company’s loan history.

Note: Company profiles don’t have a Loan History section like LO and agent profiles do. Use the Loans section instead.

How to Export Transaction History in RETR

You can export transaction or loan history from any agent profile, LO profile, or My Loan History.

Step 1: Choose your years
Export all data back to 2017, or select the Any year filter and choose specific years.

Step 2: Export the data
Export the history. For full export steps, see How do I export a list?

What’s Included in a Transaction History Export?

Agent or LO information
Transaction details
Buyer names

How Much Does a Transaction History Export Cost?

Each line item in a history export costs 1/4 of a credit.

Why does my loan history export not contain agent contact information?

A loan history export would not contain agent contact info, as this is meant to be an export of your previous loan history for record keeping purposes or refi opportunities (since they'd contain buyer names).

If you're looking to export your agents that you've previously worked with and obtain their contact information, navigate to Real Estate > My Agents > Manage My Agents. Here you'll see agent information and be able to export agent contact information and production stats.

How to See Only the Agents You’ve Worked With

To see your agent relationships instead of your full transaction history, go to Real Estate → My Agents → Manage My Agents. This page lists the agents you’ve worked with, and you can manage or export the list there. Here, you can obtain agent contact information if you're missing it from your own/another LOs loan history.

How to Add Agents from Your Loan History to a List

Step 1: Open My Loan History
Go to Mortgage → My Loan History.

Step 2: Select Loyalty / Wallet Share
Click Loyalty / Wallet Share.

Step 3: Filter and select agents
Filter the results and check the agents you want.

Step 4: Save them to a list
Add them to an existing list or create a new one for future outreach.

Does RETR Provide Buyer or Borrower Contact Information?

No. RETR exports include buyer names, but RETR does not provide buyer or borrower contact information.

✅ You can export buyer names with transaction history.
❌ You cannot get buyer or borrower contact information from RETR.

For tips on finding buyer contact information, see How do I search for buyer contact information?