Homebot allows you to upload your client data directly to Homebot! Once uploaded, our data team will email you a confirmation and follow up if they need anything while they work to import your data.

To upload your client data, log in to your Homebotapp.com account, and follow these steps below:

Step 1: Export your clients from your CRM or LOS tool or use one of our templates 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:

  1. You allow Homebot to manually input your NMLS ID if it's missing from your spreadsheet
  2. 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!

View our list of requirements for uploading here.

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