Required Fields for Basic Import (uses public record data for loan info):

  • First Name

  • Last Name

  • 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

Highly recommended fields (we recommend including this information, if possible):

  • Sold Price

  • Appraised Value

  • 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!

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