Lists Navigation

The Lists section of Modex Recruit allows you to organize and manage saved groups of loan officers, branches, companies, lender beneficiaries, and real estate agents. This article covers how to navigate the Lists interface, manage your lists, and use the available actions.

Accessing Lists

Click Loan Officers, Branches, Companies, Lender Beneficiaries, or Real Estate Agents in the top navigation menu.
A dropdown menu will appear. Click Lists.
You will be taken to the Lists page. A sidebar on the left displays all of your saved lists for that record type.

Note: Lists are available for Loan Officers, Branches, Companies, Lender Beneficiaries, and Real Estate Agents. Transactions and Real Estate Offices do not have a Lists section.

The left sidebar displays all lists for the current record type. Each list shows its name and the number of items it contains. The currently selected list is highlighted with a green left border.

Searching and Filtering Your Lists

Use the Search input at the top of the sidebar to find a list by name. Click the chevron icon next to the search bar to open additional filter options:

With Archived — shows active lists alongside archived ones
Only Archived — shows only archived lists
Only Synced — shows only lists that have been synced to an integration

Archived Lists

Archived lists appear with a gray background and are not clickable. To restore an archived list, click the revert icon next to the list name. A confirmation dialog will appear — click Revert to confirm.

If you have many lists, use the Prev and Next buttons at the bottom of the sidebar to page through them. The current page number is shown between the two buttons.

Creating a List

Click the Create button at the top of the Lists sidebar, or click Create List in the main content area.
Enter a name for your list. Optionally, select an emoji to identify it visually.
Click Save.

List Detail View

Clicking a list opens it in the main content area. The toolbar at the top of the list provides the following controls:

Sort By — sort the list by Added date, First Name, Last Name, or Name depending on the record type. Click the arrow icon to toggle ascending or descending order.
Per Page — choose how many records to display per page (options vary by record type).
Download — exports the list as a CSV file. This button is only visible if your account has a CSV download configured.
Sync — syncs the list to a connected integration. This button is only visible if your account has export connections enabled. The status dot indicates sync state: gray = not synced, blue (pulsing) = processing, green = synced, red = halted.

List Actions

Click the three-dot menu icon in the list toolbar to access the following actions:

Import From CSV — bulk-add records to the list from a CSV file (available for Loan Officers, Branches, and Companies)
Edit — rename the list or change its emoji
Archive — archive the list; it will no longer appear in the default sidebar view
Duplicate — create a copy of the list with a new name
Merge — merge all items from the current list into another existing list; the current list will be deleted after merging
Delete — permanently delete the list and all of its data; this action cannot be undone

Removing Items from a List

Each record within a list has a Remove button. Clicking it removes the record from the list without deleting the underlying record from Modex Recruit. To remove multiple records at once, use the bulk selection mode by clicking the selection toggle button in the toolbar.

Note: Each record type has its own separate set of lists. A list created under Loan Officers is not shared with Branches or Companies.