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)
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: Follow each step to provide additional information about your upload:
Step 4: 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!