Exporting Real Estate Agents & Loan Officers

✋ Contact exports work best in Chrome. Before exporting, please disable any browser extensions that might block file downloads.

✋ Export limits vary by plan type:

Premium users can export all contacts from a pipeline with a single click
Standard users can export up to 1,000 contacts per export

There is no daily, weekly, or monthly limit to the amount of contacts you can export with either Standard or Premium exports.

You can export contacts from your Pipelines in Model Match directly to a CSV file. This allows you to use Model Match data in other tools that support CSV imports.

1. How to export contacts from a pipeline (Standard)

2. How to export contacts from a pipeline (Premium)

Export Contacts to a CSV (Standard Exports)

✋ Access to Pipelines is required to export contacts from Model Match. Standard exports are available on our Plus plan.

What fields are included with Standard Contact Exports?

First Name
Last Name
Phone Numbers
Email Addresses
Company Name
Created Date
Street Address
City
State
Zip Code
Title
NMLS ID (if available)
Last Updated Date
Pipeline Name
Contact Stage
Assigned Team Member
Model Match Contact URL

Exporting contacts from Pipelines (lists)

1. Open the Pipeline that houses the contacts you want to export.

2. Using the checkbox next to each name select which contacts you want to export.

💡 To select all contacts that are visible on a page click the checkbox located at the top of the contact list. You can export up to 1000 contacts at a time and can select multiple pages of contacts.

3. Located at the bottom of the contact list click "Send to" and select "Export to CSV".

4. Select which fields you would like included in your export file using the toggle next to each available header. Click "Next".

5. Select a location on your computer where you would like to save your export file. Click "Save".

6. We will now show you the progress of your export. Once you receive the "Complete" status update, click "Finish". You're file can be located at the location you selected in the previous step.

🧠 It is important to note do not close the window or screen while your export is processing or you will need to restart the process. You can, however, move to another tab while your export is processing.

Export Contacts to a CSV (Premium)

With access to Premium exports you gain access to additional attributes, and metrics with each export. Additionally, you are able to export all contacts within a Pipeline.

✋ Premium exports are available on our Premium plan. If your account is on an Enterprise plan, we recommend checking with your Account Admin for details.

What fields are included with Premium Contact Exports?

First Name
Last Name
Phone Numbers
Email Addresses
Company Name
Created Date
Street Address
City
State
Zip Code
Title
NMLS ID (if available)
Last Updated Date
Pipeline Name
Contact Stage
Assigned Team Member
Model Match Contact URL (Used as a backlink)
Search URL (Google)
Tags
Custom Fields
Trailing 14 Month Volume
Trailing 14 Month Units
Product Percentage Breakdown Fields (Loan Officers Only)

One-Click exporting contacts from a Pipeline (Premium)

1. Open the pipeline where your contact are stored.

2. To export all contacts assigned to the pipeline click "Export Contacts"

✋ You should know that you do not have to export all contacts! You can select individual or groups of contacts. Click here to learn how.

3. Select a location on your computer where you'd like to save the export file, and change the file name if needed.

4. Toggle OFF any metrics and attributes you wish to not be included in your export file.

5. We will now display the progress of your export.