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Non-MLS Contacts: Adding and Managing Agents Outside the MLS

Not every agent you want to recruit shows up in the MLS. Maybe they're brand new, out of production, or just someone you liked at a conference. Good news: you can add them to Courted anyway and track them just like everyone else.

Written by Peyton Orick
Updated today

πŸ’‘ What Are Non-MLS Contacts?

Non-MLS contacts are agents (or prospective agents) who don't currently appear in your MLS data but that you still want to keep in your recruiting pipeline. Think referrals, career changers coming from another industry, agents from outside your market, or people you've personally connected with who aren't actively transacting.


βž• Adding a Non-MLS Contact

There are two ways to get non-MLS contacts into Courted.

Option 1: Add Manually (One at a Time)

Great for when you meet someone at an event or get a referral and just want to get them in quickly.

  1. Go to Recruit > Non-MLS Contacts

  2. Click the + button in the top right corner

  3. Select Create Contact

  4. Fill in the contact's details: name, email, phone, and any other relevant info

  5. Click Save

Option 2: CSV Import (Bulk Upload)

  1. Go to Recruit > Non-MLS Contacts

  2. Click the + button in the top right corner

  3. Select Upload CSV File

  4. Download the CSV template to make sure your data is formatted correctly

  5. Fill in your contacts and save the file

  6. Upload the CSV and review the import preview

  7. Confirm the import

πŸ’‘ Tip: Clean up your CSV before uploading. Duplicate rows, missing names, or funky formatting can cause contacts to import incorrectly. A quick review before you upload saves a headache later.


βœ… What to Do After Adding Contacts

Once your contacts are in, do these two things right away so nothing falls through the cracks.

  1. Assign them to yourself (or a teammate)

    Head to each contact's profile and assign them in the Prospect Management section, just like you would an MLS agent. This is what gets them into your Pipeline view so you can track and follow up with them.

  2. Update their Status

    Give them a starting status that reflects where they are in your recruiting process. Even just setting them to "Identified" tells Courted they're on your radar and keeps them visible in your pipeline filters.

    Once assigned, they'll show up in Recruit > Pipeline right alongside your MLS agents. From there, everything works the same: log interactions, set tasks, update statuses, the whole thing.


πŸ”€ Merging a Non-MLS Contact with an MLS Agent

Sometimes a contact you added manually will eventually show up in the MLS, maybe they got licensed, joined a brokerage, or started transacting in your market. When that happens, you can merge the two records together so you don't end up with duplicates and lose your history.

To merge:

  1. Go to Recruit > Non-MLS Contacts and open the contact's profile

  2. Click the kebab menu (...) in the corner of the profile near their name

  3. Select Merge Profile

  4. Enter the agent's name or MLS ID to find their MLS record

  5. Select the correct profile from the results

  6. Click Merge

After merging, the MLS agent record becomes the primary profile and any notes, tasks, interactions, and history you logged on the non-MLS contact will carry over. Nothing gets lost.


🚨 Some Things to Know

Non-MLS contacts won't have production data. Since they're not in the MLS, Courted won't have transaction history, listing volume, or market stats for them. You'll be working off whatever you manually log on their profile.


For more on tracking and managing agents once they're in your pipeline, see Work Tracking on Courted.

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