How to Integrate Your CRM with RETR

RETR connects directly with 18 mortgage CRMs (customer relationship management systems), so you can push agent and loan officer (LO) contacts and lists straight from RETR into your CRM. If your CRM isn’t listed, you can still connect it to RETR with webhooks or Zapier.

Which CRMs Does RETR Integrate With?

RETR has direct integrations with these CRMs:

CRM	Setup resources
Better MLO	—
Bonzo	Help Docs
Cerberus CRM	Help Docs
EmpowerLO	—
Jungo	Help Docs · Webinar
Leaf360	—
LO Ninja	—
MLOBOX AI	—
mloflo	Video · 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	A Total Expert rep must enable the integration to finish setup
Usherpa	—
Viato	—

RETR also works with other CRMs that aren’t listed above.

✅ You can connect any CRM on this list directly from RETR.
✅ You can connect an unlisted CRM using the Other option, with webhooks or Zapier.
✅ You can remove a CRM integration and add a new one at any time.

How to Set Up a CRM Integration in RETR

Step 1: Open your account menu
Click your name in the upper right corner of RETR.

Step 2: Go to Integrations
Select “Integrations” from the drop-down menu.

Step 3: Choose your CRM
Select your CRM from the drop-down list. If your CRM doesn’t have a direct integration, select “Other.”

Step 4: Follow the setup prompts
Usually you’ll either sign in to your CRM or add webhooks.

Your CRM’s support team can usually give you webhook links.
To create webhooks yourself, you can use Zapier. See Does RETR have any webhooks or Zapier connections?

Step 5: Test the integration
Send a test from RETR, then contact your CRM to confirm the integration is working.

Note: Total Expert users must contact Total Expert to confirm and finalize the integration. A Total Expert rep has to enable it before setup is complete.

How to Remove or Change a CRM Integration in RETR

Step 1: Open your account menu
Click your name in the upper right corner of RETR.

Step 2: Go to Integrations
Select “Integrations” from the drop-down menu.

Step 3: Clear the CRM
Select the CRM you want to remove from the drop-down list, then click “Clear.”

Step 4: Save your changes
Click “Save.” To connect a different CRM, follow the setup steps above.

How Can I Become a RETR CRM Partner?

If you run a CRM and want a direct integration with RETR, follow the steps in How Do I Become a CRM Partner?