Required Fields for Basic Import (uses public record data for loan info):
- Borrower First Name
- Borrower Last Name
- Borrower Email (If applicable: Co-Borrower First Name, Last Name, Email - a unique email is required for the co-borrower to be added (cannot be the same as borrower’s email)
- Property Address
- Property Zip
Required Fields for Loan Data (uses your loan data in conjunction with the public record to populate the most accurate digest for your clients):
- Total Loan Amount
- Interest Rate
- Loan Term (# of Months)
- Loan Purpose (Refi, Purchase, Etc)
- Closing Date
- NMLS Loan Originator ID (your personal NMLS ID)
- NMLS Loan Type (similar to Lien Position)
- Lender NMLS ID (your company NMLS ID)
Highly recommended fields (we recommend including this information, if possible):
- Sold Price
- Appraised Value
- Borr & Co-Borr DOBs (MM/DD/YYY)
- Monthly Mortgage Insurance Premium
- Loan Number (can be used when integrating with the Homebot API)
HOW TO UPLOAD YOUR CLIENT DATA SPREADSHEET
Step 1: Export your clients from your CRM or LOS tool or use one of our templates below as a guide.
Step 2: Once you have all of your client information compiled in a spreadsheet, go to your Homebot account and select the upload it from your Add Clients Tab:
Step 3: This step is required for all Loan Officers and will help us process your data faster if some information is missing. You must confirm two things:
- You allow Homebot to manually input your NMLS ID if it's missing from your spreadsheet
- You give Homebot permission to import loan information using public record data if required loan information is missing
Step 4: Follow each additional step to provide additional information about your upload:
Step 5: Upload or drag & drop your spreadsheet into the file uploader. Our Homebot data team will reach out if they need anything else to ensure a successful import!
Be sure to upload separate files for your homeowners and buyers looking to purchase!