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How to Add Clients in Bulk

Learn how to quickly and easily add a large database to your account.

Erica McGarvey avatar
Written by Erica McGarvey
Updated over 3 months ago

Uploading your clients in bulk is the easiest way to add a large database to your Client Engagement Portal. In this article, we'll provide:

Please note: Once you upload your spreadsheet, our data team will scrub for duplicates and ensure they have what they need for a successful import. 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 about 3-5 business days.

  • For any imports less than or equal to ≤1,200 clients, email sends will go out 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.


Watch the video below for a quick overview of adding clients in bulk:

Please note: By adding your clients, you opt for them to receive the Homebot report(s). Clients can unsubscribe from their reports and through automated emails at any time. If you want your clients to self-opt in, read this article.


Step-by-Step Instructions

Step 1: Export your clients from your CRM or LOS tool or use one of our templates below as a guide. Download the list of requirements.

Step 2: Click on the Add clients button under your total client count or select the CLIENTS tab on the left.

Step 3: Select Add clients in bulk:

Step 4: 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 5: 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 6: Upload or drag & drop your spreadsheet(s) into the file uploader. **Please note that Homebot allows multiple files to be uploaded at once.

Step 7: Let us know if your spreadsheet contains homeowners or buyers.

Step 8: Confirm the list includes only your clients, prospects, and contacts.

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.


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 PAST CLIENTS/HOMEOWNERS

Required Fields (Don’t have loan data? We’ll pull it from public record!):

  • First Name

  • Last Name

  • Email

  • Property Address

  • Property Zip

Add any additional property owner's contact information so they can receive Homebot too!

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

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 PROSPECTS/BUYERS

Required Fields

  • First & last name

  • Email

  • Zipcodes of interest

  • Max Loan Amount

  • Downpayment

  • Max Home Price

  • Preapproved

Additional Fields Available

  • 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.


Have questions? Send customer support a direct message using the pink icon located at the bottom right of your screen.

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