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 have added the lender contacts you have identified. These contacts may also have added their collaborators, successors, etc.
When you need to access all the contacts added to an operation, as well as their email addresses—for example, to organize a pool meeting or for internal control reporting—Kls can help you.
The Export tool allows you to create a template and extract an up-to-date version of all the contacts on your deals, at any time.
Here is an example of a mailing list with the main fields:
The Excel export contains all the deals you have access to.
Make sure you've added the “Last Name” and “First Name” fields from the Agent Contact category to your extraction template, so you can filter your own deals.