Integrations

Modex Recruit supports integrations with a variety of CRM and data platforms, allowing you to push loan officer, branch, and company data from your lists into external systems. This article explains how integrations work, what platforms are supported, and how to use the Sync feature.

Note: Integrations must be configured by the Modex team. Contact your account executive or Modex administrator to get started.

What platforms does Modex integrate with?

Modex supports the following connectors. If your system is not listed, contact us to discuss your integration needs.

Industry-Specific CRMs:

• Total Expert
• Surefire
• Optifinow
• NextWave
• Bonzo
• ClearEdge
• LendSure
• NationsLending
• RAD CRM
• SpringEQ

Generic CRMs:

• Salesforce
• HubSpot
• Airtable

What integration methods are available?

Modex provides several methods for pushing data to your systems:

Webhooks: The most common method. Modex sends data to your specified endpoint via a JSON payload. Most CRM connectors use this method. The Modex team configures the webhook URL and any required authentication headers on your behalf.

Direct CRM Integration: For select platforms, Modex can configure a direct integration into your CRM for streamlined, managed data transfer.

SFTP (Secure File Transfer Protocol): For clients who prefer file-based delivery. Authentication is handled via password or SSH private key. Data is delivered in JSON or CSV format. Available as a standalone connector or as part of specific CRM connectors (e.g., Optifinow: SFTP, SpringEQ: SFTP).

AWS S3: Data can be delivered directly to an S3 bucket or S3-compatible storage solution in JSON or CSV format.

What data can be integrated?

Data Types: You can push data for loan officers, branches, and companies. Each export connection is configured by Modex to enable one or more of these entity types.

Data Refresh: Data is pushed in near real-time as list changes occur. Additionally, if your connection is configured with monthly refresh enabled, all records in your synced lists will be re-pushed when Modex ingests new data each month. If monthly refresh is not enabled, new data is only sent when records are added to a list.

Contact Data: Contact information for loan officers can be included in payloads, but you must first unlock this data within Modex. Fields for unlocked contacts will be empty or null if not unlocked. Unlocking contact data for records in synced lists triggers a CRM update. See Contact Data for more information.

Custom Payloads: While standard payloads are available for common CRMs, Modex can build custom payloads for specific needs on a case-by-case basis.

Data Samples: Modex can provide JSON object examples or data dictionaries to help you understand data structure and field definitions before configuring your integration.

How do I push data using Lists?

Data is pushed to your connected systems using Lists. To initiate a sync:

1. Create a List: In Modex Recruit, create a list of loan officers, branches, or companies.
2. Add Records: Populate the list with the records you want to push.
3. Click Sync: Click the Sync button in the toolbar at the top of the list detail page. A dropdown will appear showing all export connections available for that entity type.
4. Select a Connection: Click the connection you want to sync with. This opens the export connection modal.
5. Enable Exporting: In the modal, toggle the status from Not Exporting to Exporting to begin the sync.

Note: The Sync button only appears on list detail pages when at least one export connection is configured for your account and enabled for the relevant entity type.

How does the Sync functionality work?

Syncing is a unidirectional push of data from Modex to your external system. Modex does not pull data from your CRM.

Export Connection Modal

When you click a connection in the Sync dropdown, a modal opens showing details for that connection:

• Exporting / Not Exporting toggle: Enables or disables the sync for this list and connection. When enabled, the full list contents are pushed. As new items are added to the list they will also be exported. Once a month the full list is re-pushed with the latest NMLS data and metrics (if monthly refresh is enabled on the connection).
• Connection Details: Displays the current sync status with a color-coded indicator (see Sync Status Indicators below).
• Last Export: The date of the most recent successful export, or Never if no export has occurred. If a partial export has occurred, the partial export date is also shown.
• Export Failed: Shown if the last export attempt failed, with the failure date.
• Usage: If a sync limit is configured on your connection, a usage bar displays how many records have been synced against your limit for the current period.

Sync Status Indicators

The Sync button and the export connection modal use a color-coded dot to indicate sync status:

• Gray: This list is not currently syncing to this connection
• Green: This list is actively synced and exporting to this connection
• Red: This connection has been halted due to excessive errors — contact Modex Support to resolve
• Blue (pulsing): Data is currently being processed and synced

Sync Types

• Full Sync: The entire list of records is pushed to your system
• Partial Sync: Only records newly added to an already-synced list are pushed

Filtering Lists by Sync Status

In the Lists sidebar, you can use the filter dropdown to show Only Synced lists — this filters the list view to display only lists that have at least one active export connection enabled.

What are important considerations for integrations?

Configuration: All integrations must be configured by the Modex team. Contact your account executive or Modex administrator to get started. The connector type, webhook URL, authentication headers, SFTP credentials, or AWS credentials are all set up in the Modex admin panel — end users do not configure these directly.

Usage Limits: Export connections may have a sync limit configured, representing the maximum number of records that can be synced per month. If a limit is set, a usage bar is displayed in the export connection modal. Manage your usage by disabling syncing for lists you are no longer actively using.

Deduplication: Deduplication is handled on the receiving end by your CRM. Most CRMs support built-in upsert functionality that updates existing records and creates new ones as needed.

Error Handling: If Modex encounters too many errors pushing data to your system, the connection is halted for investigation and resolution. A halted connection is indicated by a red status dot. Contact Modex Support if you see this state.

Anti-Flood Mechanism: An internal mechanism prevents overwhelming your system with repeated large payloads. Toggling sync on and off for large lists will not cause all records to be re-sent each time.

Payload Format: By default, payloads are sent as a JSON array containing multiple records. Connections can be configured to send single-record payloads or to use a specific chunk size if required by the receiving system.

List Export History

To view a history of your CSV and Excel download requests, go to Settings and select List Export History. This page shows all past download requests with their status (Complete, Failed, or Waiting) and whether the file has been downloaded. You can filter by Not Downloaded Only and adjust the number of results shown per page.

Note: List Export History tracks manual CSV/Excel downloads only — not export connection sync activity.

Related Articles

For more information on creating and managing lists, see Lists and Creating and Adding to Lists. For information on contact data unlocking, see Contact Data. For CSV and Excel downloads, see Download/Export.