Full Data Export Breakdowns For Every Export Type

RETR Excel exports include contact details, 12-month production stats, and transaction data. The exact columns depend on the export type. Below is the full column list for each one: agent lists, loan officer (LO) lists, refi lists, mortgage company rankings and rosters, real estate company rosters, and loan history.

Which RETR Export Types Are Available?

Do I Need an Add-On to Export Loan Officer Lists?

Yes. To export a loan officer list, you need the LO Recruit Add-on. Learn more: What is the LO Recruit Add-on?

What Data Is Sent When I Push a List to My CRM?

CRM pushes include different fields than Excel exports. See:

• Agent data specification
• Loan Officer data specification
• ✅ You can push agent lists and loan officer lists to a CRM.
• ❌ You cannot push other list types (such as refi lists or company rosters) to a CRM at this time.

Note: Agent and loan officer lists are currently the only lists that can be pushed to a CRM. More options may be added in a future update.

Agent Saved List Export

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 Saved List Export

Requires the LO Recruit Add-on.

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 List Exports

Refi List (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 List (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 Export

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 Exports

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 Exports

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)

Loan History Export

Available for your own loan history or any other loan officer’s.

Buyer Agent, Buyer Agent Company, Seller Agent, Seller Agent Company, Sale Date, Sale Price, Loan Amount, LTV, Int Rate, Purpose, Loan Type, Loan Officer, Loan Officer Branch, Buyer 1, Buyer 1 First Name, Buyer 1 Last Name, Buyer 2, Buyer 2 First Name, Buyer 2 Last Name, Address, City, State, Zip, County, Property Last Sold, Census Tract Minority Population Pct, Census Tract Income Level

What Do the Export Column Abbreviations Mean?