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:

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 If links are outdated or missing an important tool, we would love to hear from you!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 client's and prospect's import data must be in separate spreadsheets for proper import.

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

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

We'll use your loan data in conjunction with the public record to populate the most accurate data:

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.

Required Fields for Basic Import