This article explains how to bulk export Leads & Submissions in CRF Connect. The export generates a consolidated Excel document containing key lead details such as business name, requested loan amount, revenue, and more all in one document. 

1. Login to your CRF Connect account (https://connect.crfusa.com/app/) and click on either “Submissions” or “Leads” on the left-hand menu bar depending on what you need exported: 

NOTE: Referral Partners are only able to export Submissions while Service Partners are only able to export Leads.

2. If you need to Export all Submissions/Leads, click directly on the Export button on the top right-hand side:

3. A pop-up will appear to confirm the export, click on “Start Export”:

NOTE: Exports will return a maximum of 20,000 results. You can use filters to narrow your search before exporting.

4. Once the export generation is complete, you can click on “Download” to download the Excel Document: