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
Big Purple Dot - if you don't see an export option, please reach out to Big Purple Dot for assistance.
BNTouch (starts at 10:01)
Byte - Email: [email protected]
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 If links are outdated or missing an important tool, we would love to hear from you!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]
Required & Recommended Fields
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. Please keep buyers and homeowners separate.
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 the co-borrower to be added (cannot be the same as the 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.
Highly Recommended Fields
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
Highly Recommended Fields
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
WHAT COMES NEXT? Click on any of the links below: