Below are the required and recommended fields to upload your client data. Please your past clients and prospects import data must be in separate spreadsheets for proper import.

Have a CRM or LOS tool you're using? We may have export instructions for you.


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

  • Borrower First Name
  • Borrower Last Name
  • Borrower Email
  • Property Address
  • Property Zip

**A Unique Email is required for co-borrower to be added (cannot be same as borrower’s email)

Required Fields for Loan Data Import

We'll use your loan data in conjunction with 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

If you're an agent or don't have the loan details, Homebot will automatically pull loan data from public records.

These are especially important if you are in rural areas or non-disclosure states.

  • Sold Price
  • Appraised Value
  • Borr & Co-Borr 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)


Required Fields for Basic Import

  • 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

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