You can export your full database or a filtered list of clients, depending on what you need.
📺 Watch the 60-second walkthrough here
The export includes all borrower contact details, property and mortgage information, and all Opportunities information.
How to export your full database
Go to the Clients dashboard
At the top of the client table, click the checkbox in the header to select all visible clients
Click "Select all files across all pages" to include your entire database
Click Export as CSV
You’ll see a message that your export is being prepared
Once ready, a download window will appear—choose a file name and save your CSV
How to export a filtered list of clients
You can also export a specific segment of your database using filters.
Go to the Clients dashboard
Apply any filter you want (e.g. client type, opportunity segment, referral source)
Once the filtered list appears, click the checkbox in the header
Confirm the selected number matches your filtered results
Click Export as CSV
Wait for the export to be prepared
Save the file when prompted
This will export only the clients currently shown in your filtered view.
Common use cases:
Building a dialing list for outreach
Running a targeted email campaign
Working a specific opportunity segment (e.g. high engagement or purchase-ready clients)