Please note, this is just a template. Feel free to send us this information in the spreadsheet format your system generates.
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 co borrower to be added (cannot be same as borrower’s email)
- Property Address
- Property Zip
Required Fields for Loan Data Import (uses your loan data in conjunction with 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 in the future when integrating with the Homebot API)