Get better with RETR!
Create your RETR account here
What is RETR? RETR is an data platform designed to provide you with agent buyer-side intel like LO's & title companies used, loan types, amounts, etc.
What does RETR bring to the table?
Real-time data: Agent contact info, transaction details & sorting.
Time-Saving: Automate your weekly updates, freeing up time for you to focus on closing more deals.
Recruiting: Research loan officers & automate reach-out attempts via social, SMS & more.
Agent Relationships: Create new relationships & nurture existing relationships with LO Ninja workflows & RETR email campaigns.
Steps to Set Up RETR Agent Workflow in LO Ninja:
Open LO Ninja: Go to the marketing menu and select Workflows.
Create a New Workflow: Start from scratch and name it something like "RETR Agent Workflow."
Add a Trigger: Click Add New Trigger, search for the inbound webhook, and copy the URL. [Do not close the workflow trigger, you'll come back to this in Step #6] (click here to learn how to create a webhook)
Open RETR: Go to the integrations menu, select LO Ninja as CRM, and paste the webhook URL in the field for Agent Contact Data.
Send Test Data: In RETR, search for an agent and select Push to CRM.
Confirm Data in LO Ninja: Go back to LO Ninja and click Fetch Sample Request.
Map Data: Match the incoming RETR data to LO Ninja fields in the "Create Contact" step. [See video tutorial above for more info]
Add Actions: Now that you have everything set up, you can easily add the next building block to the workflow. Email, SMS, Ringless Voicemail, etc.)
Save & Publish: Ensure you save and publish the workflow, or nothing will trigger.