A new RETR tab in LoanOfficer.ai puts every partner's real 12-month production — sides, volume, financing mix, and Loyal badges — right on their profile.
A new RETR tab in LoanOfficer.ai puts every partner's real 12-month production — sides, volume, financing mix, and Loyal badges — right on their profile.
October 23, 2026
LoanOfficer.ai has added a RETR tab to partner profiles, putting each agent's real production data directly inside the mortgage CRM. The integration lets loan officers see which agents actually close before they ever pick up the phone.
A Simple Webhook Connection: Loan officers connect their RETR account from Company Settings → Integrations, where Connect RETR creates a personal webhook URL. Inside RETR, they add LoanOfficer.ai under My CRM Integrations and paste the webhook URL into both fields — agent contact data and loan officer contact data — and save.
One-Click Agent Push: Opening any agent profile in RETR and clicking Push to CRM → Push to LoanOfficer.ai sends the agent straight into the Partners list in LoanOfficer.ai, ready for follow-up.
Twelve Months of Real Production: The RETR tab, next to Activity on each partner, shows the agent's last 12 months of buyer and seller sides with volume and average price, followed by total transaction volume, loan count, and how many loan officers the agent used.
Financing Mix and Loan Detail: Scrolling down reveals how the agent's buyers financed — conventional, VA, FHA, other, or cash — plus their LMI tract loans and MMCT loans, and a link to the full RETR profile. Every new push from RETR refreshes the numbers, with the last-updated date shown at the top.
The Loyal Badge: Agents who send most of their loans to one loan officer earn a Loyal badge, helping loan officers see which relationships are already committed and which are worth winning.
Training and Next Steps: English and Spanish Academy lessons and a practical guide walk through the connection and the new tab. LoanOfficer.ai hosts a daily training call on weekdays at 11 a.m. Pacific. New customers can evaluate the platform with a $1 for 14-Day Trial.
About LoanOfficer.ai: LoanOfficer.ai is a mortgage-first CRM that combines borrower and referral-partner management, AI-assisted follow-up, scheduling, campaigns, and a power dialer. Property Pulse and branded websites are optional add-ons.