Export your data

1. Go to Settings → Account, and under Data choose Export.
2. We email a link to your login email when it's ready, usually within a few minutes. The link works for 7 days.

The zip has a spreadsheet for each list (Clients, Agents, Brokerages, Referrals, Tasks, Activity, Documents, Signers and more), named and worded as in Referral Loop. Its documents folder has each referral's sent and signed copies, files you uploaded, and your blank brokerage forms.

One export runs at a time. Signature images aren't included; the signed PDFs show every signature.