<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager </aside>

Integrating RETR with MLOFLO

RETR is a lead database that provides comprehensive information on loan officers and real estate agents. By integrating RETR with MLOFLO, users can automatically transfer lead and agent data from RETR into MLOFLO's CRM system. This helps improve data management for real estate professionals, ensuring that accurate and up-to-date agent information is always available within MLOFLO’s platform.

Steps to Integrate RETR with MLOFLO

Step 1: Set Up Integration Between RETR and MLOFLO

1. Login to RETR and navigate to your profile.
2. Select “Integrations” from the drop-down menu.
3. Under the “My CRM Integrations”, select MLOFLO from the list.
4. Enter the API Key:
   • To get the API Key, log in to your MLOFLO account.
   • From the sidebar, go to “Integrations” and select RETR.
   • Copy the API Key displayed there.
5. Paste the API Key into RETR and click “Save”. You’ve now successfully connected RETR with MLOFLO.

Step 2: Select Agents to Export from RETR

1. Search for Agents:
   • Use RETR’s filters to search for agents based on criteria like area, company, or specific property details.
   • You can also search directly by the agent’s email or name if needed.
2. Add Agents to Your List:
   • Select the agents you want to export and click “Add to Default Agent List”.
   • A pop-up window will appear showing details like the number of list slots used and available. Click “Add User” to confirm.
   • A confirmation message will show that the agents have been added successfully.

Step 3: Export Agents to MLOFLO

1. View the Agent List:
   • After adding agents, click “View List” to see the Default Agent List.
2. Export the Data:
   • To export the agents’ details, either select individual agents or click “Export All” to export all agents on the list.
   • A pop-up will appear showing the export options. Here’s what you’ll see:
     • Number of agents you’re exporting.
     • Export Credits required (RETR uses export credits based on how many agents you’re exporting).
     • You’ll have two export options:
       • Export to CSV File: Download agent data as a CSV file.
       • Push to MLOFLO: This option directly sends the selected agents’ data to your MLOFLO account.

When you export agent data from RETR to MLOFLO, the following key information is transferred:

• Agent Name: The full name of the real estate agent or loan officer.
• Buyer CT: Number of buyer-side transactions the agent handled.
• Buyer Volume: Total sales volume for buyer-side transactions.
• Seller CT: Number of seller-side transactions.
• Seller Volume: Total sales volume for seller-side transactions.
• Loan CT: Number of loans handled by the agent.
• LOs Used: The number of loan officers involved with the agent.
• Conv CT: The number of conventional loans the agent worked on.
• FHA CT: The number of FHA loans.
• VA CT: The number of VA loans.

After the export, this data will appear in your MLOFLO Pipeline under Partner Leads.

By following these steps and utilizing the features offered by RETR and MLOFLO, real estate professionals can enhance their lead management and sales efficiency through seamless data integration.