Does RETR have any CRM integrations?

RETR has direct CRM integrations with:

• Better MLO
• Bonzo (Help Docs)
• Cerberus CRM (Help Docs)
• EmpowerLO
• Jungo (Help Docs & Webinar)
• LO Ninja
• mloflo  (see video  and request a demo from mloflo)
• MMI CRM (Mortgage Marketing Institute)
• Rad CRM
• Shape CRM (Help Docs)
• SureFire 
• The LO Portal (Help Docs)
• The Loan Officer CRM
• Total Expert (Note: Enablement by Total Expert rep is required to finalize integration set up)
• Usherpa
• + others

If your CRM isn't listed and you'd like to get your CRM connected to RETR, ask your CRM provider to follow the steps outlined in this article: How do I become a CRM partner?

In the meantime, you can try integrating your CRM anyway by following the steps below, and choosing the Other option. 

Setting up an Integration

To set up an integration between RETR and your CRM, follow these steps: 

1. Click on your name in the upper right-hand corner of RETR

2. Select "Integrations" from the drop-down.

3. Select your CRM from the dropdown list, or select "Other" if your CRM does not have a direct integration

4. Follow the prompts - this will typically require you to sign into your CRM or add webhooks. Webhook links can typically be provided by your CRM by reaching out to them, or if you need to create the webhooks on your end, you can use Zapier to do so. More information on this can be found here: Does RETR have any webhooks or Zapier connections?

5. Confirm your integration was successful by testing your integration, and reach out to your CRM to confirm the integration was successful (this step is required for those using Total Expert). 

Removing a CRM

If you need to remove an old CRM integration:

1. Click on your name in the upper right-hand corner of RETR

2. Select "Integrations" from the drop-down.

3. Select your CRM from the dropdown list and hit "Clear"

4. Click "Save" and then you should be able to add a new CRM by following the same set-up steps from the prior section.