Install RETR Sidekick Add-In for Outlook

Install RETR Sidekick Add-In for Outlook

RETR Sidekick is a free add-in for loan officers using Outlook. As you read or compose email, it identifies the agents and loan officers you're corresponding with and shows their production data in a sidebar.

Looking for the Gmail version? Install RETR Sidekick for Gmail.

RETR Sidekick for Outlook is currently in Beta and isn't in the Outlook add-in store yet. In the meantime, you can add it manually using the steps below. If you want to wait until it's available in the add-in store, submit this form.

How to install (video)

How to install

1. Download the manifest file: retr-sidekick-outlook.xml
2. Open the Outlook Sideloader
3. Select My add-ins, then scroll to Custom add-ins.
4. Choose Add a custom add-in > Add from File.
5. Select the manifest file you downloaded in step 1, and click Open. Then Install.
6. Refresh Outlook so that the RETR Sidekick Add-In loads.
7. Click on the Apps icon from your Add-ins ribbon.
8. Locate the RETR Icon. Click on the Icon to Log In. Log in with your RETR account, or create a free account.
   Tip #1: Select the "Pin Apps Pane" thumbtack icon to keep RETR Sidekick easily accessible. (Link to tip in video)
9. Open any email.
   If you pinned RETR Sidekick, then Agent and LO production information should automatically appear when matches are found. If the RETR Sidekick Panel is not open, you'll need to open it manually by clicking on the Apps icon within the Add-ins ribbon, and then clicking on the RETR icon.
   
   Tip #2: You can pin RETR Sidekick to your own Add-Ins ribbon by using the Outlook desktop app. It will then be pinned on the web and desktop interface. Watch this video to see how. (Link to tip in video)
   
   Note: When installed for your organization, the RETR icon will be available directly from the Add-ins ribbon without having to click "Apps".

Installing for your whole team

If you manage Outlook for your organization, you can deploy RETR Sidekick to your team centrally instead of asking each person to sideload it individually. In the Microsoft 365 admin center, go to Settings > Integrated apps > Upload custom apps, and upload the same manifest file from step 1 above. This is the recommended path for bank or brokerage IT teams managing Outlook centrally.

In the future, you will be able to deploy this from the Microsoft Outlook Add-In store. Submit this form to be notified when that is ready.

How it works

1. Log in with your RETR account.
2. Open an email. RETR Sidekick looks for email addresses and NMLS numbers in the message you're viewing or composing.
3. See the match. If there's a match in RETR's database, their profile, Loyalty Score, and production stats appear in the sidebar.

What it doesn't do

• Reads your email locally on your device to find matches, but does not transmit or store the content of your emails, only the extracted identifiers are sent to RETR
• Does not access your contacts, address book, or calendar

Frequently asked

Why isn't this in the Outlook add-in store yet?
RETR Sidekick for Outlook is in Beta and pending Microsoft's review. The manual install above gives you full functionality in the meantime.

Does RETR Sidekick for Outlook read my email content?
Yes, but only locally on your device, to extract email addresses and NMLS numbers. RETR Sidekick does not transmit or store the content of your emails anywhere, only the extracted identifiers are sent to RETR to check for a match.

Does it work with Outlook desktop and Outlook on the web?
Yes, both are supported via the steps above.