Connect RETR to LoanOfficer.ai and see each partner's 12-month production: sides, volume, financing mix, LMI and MMCT loans, and Loyal badges.
Click the gear icon at the top right and open Company Settings. Open the Integrations tab and scroll down to RETR. Click Connect RETR to create your personal webhook URL, then copy it.
In RETR, click your name and open Integrations. Under My CRM Integrations, choose Other. Name the CRM LoanOfficer.ai and paste your webhook URL into both fields — the one for agent contact data and the one for loan officer contact data — then click Save.
To send an agent over, open their profile in RETR, click Push to CRM, then Push to LoanOfficer.ai. After the success confirmation, the agent lands under Partners in LoanOfficer.ai, ready for your follow-up.
Open the partner and click the new RETR tab, next to Activity. At the top is their last 12 months: buyer sides and seller sides, each with volume and average price. Below that, their total transaction volume, their loan count, and how many loan officers they used.
Scroll down for the buyer-side financing breakdown: conventional, VA, FHA, other, or cash buyers. You also see their LMI tract loans and MMCT loans, plus a link to their full RETR profile.
Every new push from RETR refreshes the numbers, and the last-updated date shows at the top of the panel. Agents who send most of their loans to one loan officer get a Loyal badge, so you know which relationships are worth winning. Spend your time on the agents who close, and build partnerships that keep sending you loans.
Open Company Settings from the gear icon, go to the Integrations tab, and click Connect RETR to create your personal webhook URL. Then in RETR, add LoanOfficer.ai under My CRM Integrations and paste the URL into both fields.
Open the agent's profile in RETR, click Push to CRM, then Push to LoanOfficer.ai. The agent appears under Partners in LoanOfficer.ai, ready for follow-up.
The last 12 months of buyer and seller sides with volume and average price, total transaction volume, loan count, how many loan officers the agent used, the buyer-side financing mix, LMI and MMCT loans, and a link to the full RETR profile.
Every new push from RETR refreshes the numbers. The last-updated date shows at the top of the RETR panel.
Agents who send most of their loans to one loan officer get a Loyal badge, so you can see which relationships are already committed and which are worth winning.
Know which agents actually close, before you ever pick up the phone. The new RETR tab in LoanOfficer.ai puts every partner's real production right on their profile. First, connect your RETR account. Click the gear icon at the top right and open Company Settings. Open the Integrations tab and scroll down to RETR. Click Connect RETR to create your personal webhook URL, then copy it. Now, in RETR, click your name and open Integrations. Under My CRM Integrations, choose Other. Name the CRM LoanOfficer.ai and paste your webhook URL into both fields for agent and loan officer contact data, then click Save. To send an agent over, open their profile in RETR, click Push to CRM, then Push to LoanOfficer.ai. Data successfully sent. The agent lands under Partners in LoanOfficer.ai, ready for your follow-up. Open the partner and click the new RETR tab, next to Activity. Here's their last 12 months, buyer and seller sides, with volume and average price. Then their total transaction volume, their loan count, and how many loan officers they used. Scroll down to see how their buyers financed: conventional, VA, FHA, other, or cash. Plus their LMI and MMCT loans, and a link to their full RETR profile. Every new push from RETR refreshes the numbers, and the last updated date shows at the top. Agents who send most of their loans to one loan officer get a Loyal badge, so you know which relationships are worth winning. Spend your time on the agents who close, and build partnerships that keep sending you loans. Questions? Join our daily training call, weekdays at 11 a.m. Pacific.