How to export a mailing list with your pool partner contacts?
In this article, learn how to create a mailing list by exporting Kls data in a few clicks.
If you are acting as an Agent on a syndicated deal, you will have added those lender contacts you have identified. These contacts may in turn have added their colleagues, successors, or other relevant parties.
When you need to retrieve all contacts associated with a transaction, including their email addresses, for instance, to convene a pool meeting or for the purposes of internal control and reporting, the Kls platform provides support.
The Export tool enables you to define a template and download an up-to-date list of all contacts connected to your transactions at any time.
Below is an example of a mailing list showing the key fields:
The Excel export comprises all transactions to which you have access.
Be sure to include the “Last Name” and “First Name” fields from the Agent Contact category in your export template, allowing you to filter for records relating to your own transactions.
Select the fields "Archiving date - Lender" and "Archiving date - Lender contact" for filtering, to ensure your contact list remains current.