Below are the columns that will be included for Excel exports from RETR. For the data that is included when pushing an Agent or Loan Officer to a CRM, please see this article: Agent and Loan Officer
- Agent (from Saved List): First Name, Last Name, Nick Name, Full Name, Company, Profile URL, Email, Phone, Buyer Ct (12mo), Buyer Vol (12mo), Seller Ct (12mo), Seller Vol (12mo), Loan Ct (12mo), LOs Used (12mo), Conv Ct (12mo), VA Ct (12mo), FHA Ct (12mo), LMI Count (12mo), LMI Volume (12mo), MMCT Count (12mo), MMCT Volume (12mo), Last Exported, Export Date, Tags, List Name
- Loan Officer (from Saved List): NMLS ID, First Name, Last Name, Full Name, Cell Phone, Work Phone, Personal Email, Work Email, Website, LinkedIn, Twitter, Zillow, Experience, Facebook, Google, Instagram, Company Name, Office Address, Office City, Office State, Office Zip, Company NMLS, Branch Name, Branch NMLS, Individual Location, Loan Ct (12mo), Loan Vol (12mo), Conv Ct (12mo), VA Ct (12mo), FHA Ct (12mo), Other Ct (12mo), Mgr? (12mo), Last Loan, Loan Ct (3mo), Loan Vol (3mo), Profile URL, Last Purchase, Loan Date, Last Purchase Address, Last Purchase Buyer #1, Last Purchase Buyer #2, Last Purchase Buyer Agent, Last Purchase Agent Company, Last Purchase Sale Price Last Purchase Loan Amount, LMI Count (12mo), LMI Volume (12mo), MMCT Count (12mo), MMCT Volume (12mo), Purchase Count (12mo), Purchase % (12mo), Refi Count (12mo), Refi % (12mo), Last Exported, Export Date, Tags, List Name
- Refi (with Agent Contact Info): Sale Date, Street Address, City, State, Zip, Mailing Label, Property Type, Price, Loan Amount, LTV, Interest Rate, Loan Type, Purpose, LO Name, LO Company, Buyer Agent Name, Buyer Agent Company, Buyer Agent Phone, Buyer Agent Email, Buyer Agent Profile, Title Company, Buyer 1 Full Name, Buyer 1 First Name, Buyer 1 Last Name, Buyer 2 Full Name, Buyer 2 First Name, Buyer 2 Last Name, Export Date, Tags, List Name
- Refi (without Agent Contact Info): Sale Date, Address, City, State, Zip, Mailing Label, Property Type, Price, Loan Amount, LTV, Interest Rate, Loan Type, Purpose, LO Name, LO Company, Buyer Agent Name, Buyer Agent Company, Title Company, Buyer 1 Full Name, Buyer 1 First Name, Buyer 1 Last Name, Buyer 2 Full Name, Buyer 2 First Name, Buyer 2 Last Name, Export Date, Tags, List Name
- Mortgage Company Ranking: Rank, Company, NMLS ID, Market Share (Ct), Market Share (Vol), Loan Ct (12mo), Loan Vol (12mo), LOs, Conv Ct (12mo), VA Ct (12mo), FHA Ct (12mo)