Help / Sales & CRM / 1 min read
Realtor Call List
Find active processing files by realtor, prepare calls, and export the filtered list.
Verified August 13, 2026 · FastIQ staging Realtor Call List v1.10.2; populated-row behavior checked in product source
The Realtor Call List lives in the Partners workspace under Operations. Loans appear when a realtor is associated with a file in processing; an empty page says “Loans with realtors in processing will appear here.”
Prepare the list
- Open Partners > Realtor Call List.
- Review the Realtor and Active File totals. A separate count appears when realtor phone numbers are missing.
- Search by realtor name, email, phone, borrower name, or file number.
- Select Export CSV to download the filtered list. The button is disabled when the list is empty.
When files are present
- Each realtor row shows available phone and email details, the last emailed date, active-file count, and current file statuses.
- The phone number is click-to-call and can be added or corrected from the row when a lead is available.
- Expand a realtor to see borrower, file number, status, loan amount, property, and closing date for each file.
Milestone notifications are per file
The page labels notifications as Per-file notifications. Configure assigned parties and milestone-message preferences from the lead's Contacts & Team area. Messages require consent and use the governed milestone workflow.