Lists

Lists are a powerful organizational tool in Modex that allow you to group specific records together for easy management and action. You can create prospect lists, do-not-call lists, or group records by geography, production volume, or any criteria you define.

What are Lists?

Lists serve as organizational units for grouping records. There is no limit to the number of lists you can create or the number of records you can add to a list.

Lists can be created for:

• Loan Officers
• Branches
• Companies
• Lender Beneficiaries
• Real Estate Agents

What can I do with Lists?

Organization: Group similar records for easy access and management.

Downloads: For Loan Officers, Branches, Companies, and Lender Beneficiaries, you can download list data as CSV spreadsheets.

CRM Syncing: For Loan Officers, Branches, and Companies, you can sync lists with integrated CRM systems.

Note: Real Estate Agent lists are used primarily for organizational purposes. Data from these lists cannot be exported from the platform.

How do I create a new List?

You can create lists from multiple locations, but the most direct method is from the "Lists" tab:

1. Navigate to the desired record type (Loan Officers, Branches, etc.) and click the "Lists" tab.
2. Click the "Create" button on the left or the "Create List" button in the center of the page.
3. In the "Create List" pop-up, give your list a name. You can also add an emoji to visually distinguish it.
4. Click "Save". Your new, empty list is now ready.

How do I add records to a List?

You can add records individually or in bulk using several methods:

From Filter/Search Results Page:

1. From a search results page, locate the record you want to add.
2. Click the "+ Add to List" button on the right side of the record's row.
3. In the pop-up, check the box next to the list(s) you want to add the record to.
4. Click "Save". The button will turn green and change to "✓ Added to List".

Adding in Bulk:

1. From the search results page, click the checkbox on the left of each record you want to add.
2. At the top of the list, a bulk action bar will appear. Click the "Add To List" button.
3. To add all records on the current page, click the main checkbox at the top and select "Select Page".
4. In the "Add to List" pop-up, select the desired list and click "Save".

From a Record's Profile:

When viewing a specific record's profile page, click the "+ Add to List" button in the top right corner to add them directly.

How do I manage my Lists?

Navigate to the "Lists" tab to manage your lists. Next to each list's name, click the three-dot menu icon to access management tools:

Import From CSV: Create or add to a list by uploading a CSV file containing NMLS IDs.

Edit: Change the name and emoji of the list.

Archive: Hide a list from the main view without permanently deleting it. You can filter to view archived lists later.

Duplicate: Create an exact copy of the existing list.

Delete: Permanently remove a list and its contents. This action cannot be undone.

Merge: Combine the current list with another. All records move to the selected destination list, and the original list is deleted.

How do I download or sync Lists?

From within a list, use the buttons in the top-right corner to perform actions on all records:

Download: Opens the "Download CSV Export" window. You can select the transaction timeframe and other options before generating the file.

Sync: If you have a CRM integration enabled, this option allows you to push the list's records to your CRM.

For more detailed information on these functions, see our separate support articles on downloading data and CRM integrations.