FIELDS FOR IMPORT
Required Fields for Basic Import (uses public record data for loan info):
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)
Highly recommended fields (we recommend including this information, if possible):
Borr & Co-Borr DOBs (MM/DD/YYY)
Step 1: Export your clients from your CRM tool or use one of our templates below as a guide. Download the list of requirements.
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: Select 'Add clients in bulk':
Step 4: Review required fields for upload to ensure you have met the requirements or included any additional information you'd like added to the system:
Step 5: Upload or drag & drop your spreadsheet into the file uploader.
Step 6: Provide information about your clients - are the homeowners or buyers? How did you know them?:
Check your email for confirmation! Our Homebot data team will reach out if they need anything else to ensure a successful import!