Uploading your clients in bulk is the easiest way to add a large database to your Homebot account. This article provides step-by-step instructions and resources to help you complete this crucial first step.
Please click on the links below to jump ahead:
If you need help exporting your data from your CRM or LOS tool, click HERE.
Video Overview
Step-by-Step Instructions
Step 1: Prepare your spreadsheet(s) and note the following requirements:
Your spreadsheet must be a .csv or Excel file. No PDFs or images.
Review the data requirements HERE for a successful import.
Keep buyers and homeowners on separate spreadsheets.
Step 2: From your DASHBOARD, click on the Add clients button under your total client count and stay on the Add clients in bulk option.
Step 3: Review the required fields for a data import to ensure you have included all necessary information.
Step 4: Below that, click Choose file or drag and drop your spreadsheet(s) into the file uploader. Let us know if your spreadsheet contains homeowners or buyers. You cannot choose both.
Step 5: Lastly, check the box to confirm your spreadsheet includes only your clients, prospects, and contacts. Then click Upload.
Once you click Upload, you'll see a success message from our data team. Someone will scrub for duplicates, and reach out if anything is missing.
🚨Once you upload your spreadsheet(s), our data team will scrub for duplicates and ensure they have what they need. If anything is missing, they'll contact you directly. This process could take up to 7 business days; however, on average, it takes our data team 3-5 business days.
For any imports less than or equal to ≤1,200 clients, emails will be sent in batches over a period of 7 days.
For any imports greater than or equal to ≥1201 clients, email sends will be automatically distributed by taking the number of clients divided by 165.
For any imports of greater than or equal to ≥5k clients, email sends will be automatically distributed over 30 days.
Required & Recommended Fields
Below are the required and recommended fields to upload your client data.
🚨Please keep buyers and homeowners on separate spreadsheets. Our data team will scrub for duplicates and reach out if anything is missing.
FOR HOMEOWNERS
Required Fields (Don’t have loan data? We’ll pull it from public record!):
First Name
Last Name
Email
Property Address
Property Zip
🚨Ensure that email addresses are included for all entries, as they are mandatory for successful processing.
Add columns for co-borrower name and email, if applicable.
Required Fields for Loan Data Upload
We'll use your loan data in conjunction with the public record to populate the most accurate data:
Total Loan Amount
Interest Rate
Loan Term (# of Months)
Loan Purpose (Refi, Purchase, Etc)
Closing Date
NMLS Loan Originator ID
NMLS Loan Type
Lender NMLS ID
Highly Recommended Fields
These are especially important if you are in rural areas or non-disclosure states.
Sold Price
Appraised Value
Recommended Fields:
Insurance Policy Start Date
DOBs (MM/DD/YYY) to activate the reverse mortgage module
Monthly Mortgage Insurance Premium
Loan Number (can be used in the future when integrating with the Homebot API)
FOR BUYERS
Required Fields
First & last name
Email
🚨Ensure that email addresses are included for all buyer entries, as they are mandatory for successful processing.
Highly Recommended Fields
Zipcodes of interest
Max Loan Amount
Downpayment
Max Home Price
Preapproved
Optional Fields
Estimated Rate
Loan Type
Loan Term Months
Loan Adjustable
Loan ARM Years Initial
Expires At
Downloadable templates
Don't want to use our templates? No problem. Download our list of client upload requirements.
Wondering what happens after you add your clients? Read this.
For best practices on getting started on Homebot, click HERE.
Troubleshooting Common Upload Issues
Common Reasons for Bulk Upload Failures
One common reason for unsuccessful uploads is missing email addresses in your file. Since email addresses are a required field for each client, the system cannot process entries without them.
Resolution
Before initiating the upload, double-check that every client entry in the document has an email address. Taking this proactive step prevents avoidable errors and ensures a smooth upload process.
Related Topics
Troubleshooting Database Uploads: Tips for rectifying common errors in bulk uploads.
Client Management Best Practices: How to organize and maintain your Homebot database efficiently.
Have questions?
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