Absolutely! We're happy to accept client data exports from your CRM or LOS tool! Just be sure it has all the required fields (see below for further detail).

Thanks to helpful customers like yourself, we've compiled instructions for some of the top used tools in the industry:

-----------------------------------------------------------------------------------------------------------------------------

LOS/CRM EXPORTING INSTRUCTIONS

-----------------------------------------------------------------------------------------------------------------------------

We would love to work with you in keeping these links up to date! Homebot does not have direct access to LOS or CRM tools export instructions. These links are provided by awesome customers like you, working with us to share instructions. If links are out of date or missing an important tool, we would love to hear from you! Email [email protected]

-----------------------------------------------------------------------------------------------------------------------------

-----------------------------------------------------------------------------------------------------------------------------

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

FOR PAST CLIENTS/HOMEOWNERS

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 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

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)

FOR PROSPECTS/BUYERS

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

-----------------------------------------------------------------------------------------------------------------------------

-----------------------------------------------------------------------------------------------------------------------------

Did this answer your question?