What data comes with my export?
An overview of the data provided when performing a data export out of RETR:
Exporting data out of RETR helps make getting in contact with agents/LOs even easier! 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 and Loan Officer lists are the only lists that can be pushed to a CRM at this time (though we hope to add more options soon!).
Please note that in order to export a Loan Officer list, you will need the LO Recruit add-on. Learn more about this here: What is the LO Recruit Add-on?
- 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)
- Mortgage Company Roster (with Loan Officer Contact Info): 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, Loan Officer, Loan Ct (12mo), Loan Vol (12mo), Existing Homes (12mo), New Builds (12mo), Conv Ct (12mo), VA Ct (12mo), FHA Ct, Other Ct, LMI Count (12mo), LMI Volume (12mo), MMCT Count (12mo), MMCT Volume (12mo), Mgr?, Joined, 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, Export Date
- Mortgage Company Roster (without Loan Officer Contact Info): NMLS ID, First Name, Last Name, Full Name, Company Name, Office Address, Office City, Office State, Office Zip, Company NMLS, Branch Name, Loan Officer, Loan Ct (12mo), Loan Vol (12mo), Existing Homes (12mo), New Builds (12mo), Conv Ct (12mo), VA Ct (12mo), FHA Ct, Other Ct, LMI Count (12mo), LMI Volume (12mo), MMCT Count (12mo), MMCT Volume (12mo), Mgr?, Joined, 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, Export Date
- Real Estate Company Roster (with Agent Contact Info): 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), VA Ct (12mo), FHA Ct (12mo), WHSLE Ct (12mo), LMI Count (12mo), LMI Volume (12mo), MMCT Count (12mo), MMCT Volume (12mo)
- Real Estate Company Roster (without Agent Contact Info): First Name, Last Name, Nick Name, Full Name, Company, Profile URL, Buyer Ct (12mo), Buyer Vol (12mo), Seller Ct (12mo), Seller Vol (12mo), VA Ct (12mo), FHA Ct (12mo), WHSLE Ct (12mo), LMI Count (12mo), LMI Volume (12mo), MMCT Count (12mo), MMCT Volume (12mo)