Click the "Document Name" field. Type in a name that will allow you to identify this import in the future if needed. For this example, I entered "Initial Borrower Import".

For this example, we will use the Borrower Import Template. 

Click the "Choose file" field. Then select the Borrower Import/Upload Template CSV file you already prepared with all your borrower data you want to import.

Choose the Branch you would like to import the borrower list to from the drop-down menu.

REAL ESTATE BRANCH - oskar@lendingwise.com

Click on "Select Loan Officer/Mortgage Broker"

Select the Loan Officer/Broker you would like the borrowers on this list to be assigned to.

**Note: A Loan Officer/Broker MUST be selected from the drop-down options in order to complete the import. Your CSV files should be separated by which Loan Officer/Broker you will want the list assigned to when imported.

OskarBroker BrokerLastename - oskarbroker@gmail.com

Select your preferred format for Date of Birth.

- Select -
YYYY/MM/DD
YYYY-MM-DD
YYYY/DD/MM
YYYY-DD-MM
DD-MM-YYYY
DD/MM/YYYY
MM-DD-YYYY
MM/DD/YYYY
YYYYMMDD
YYYYDDMM

Click on "File Type" and select if these borrowers are Commercial/Residential Real Estate or Business Funding from the drop-down menu. If only 1 option is available, select that option.

- Select -
Commercial/Residential Real Estate
Business Funding

To map the first column, see the data that is in that column below the drop down menu. In this case you can see that the first field shows the titleheader "first name" and you can see first names are in that column so slick the drop-down menu and select "First Name" for this column.

- Ignore -
Borrower Info
Borrower first name
Borrower last name
Borrower Phone number
Borrower Cell number
Borrower e-mail
Borrower SSN
Borrower DOB
Co-Borrower Info
Co-Borrower first name
Co-Borrower last name
Co-Borrower Phone number
Co-Borrower Cell number
Co-Borrower e-mail
Co-Borrower SSN
Co-Borrower DOB
Borrower Address
Address
City
State
Zip code
Property Address Details
Property address
Property city
Property state
Property zip
Loan Info
Loan Program
Lender
Transactional Type
Target Closing Date
Title & Insurance Info
Name on Title
Title Rep First Name
Title Rep Last Name
Title Company
Email
Phone#
Name of Carrier
Insurance Rep First Name
Insurance Rep Last Name
Insurance Rep Email
Phone
Annual Premium
Annual Flood
Miscellaneous
Status
Loan Number
Date of First Loan Payment Due

You will do the same for the second column. We can see that this column contains last names so select "Last Name" from the drop-down menu options.

In the this column we can see there are emails, so select "Email" from the drop-down menu options. Keep doing this for all the following columns.

You will find that some columns do not have a matching option from the drop-down menu options. You can leave those in the "- ignore-" position. This applies to the following columns:

• Drivers License Number
• Drivers License State
• Place of Birth

Once you have finished mapping all the columns, Click "Sanitize".

The blue X will now turn into a blue Checkmark which confirms that your list is being imported.

After a few minutes, you can see if your list was imported successfully. Click "Users/Contacts".

Congratulations! You should now see your recently imported borrowers here. 

**Keep in mind that some larger lists may take longer to import into the system, just check back later and you should find your recently imported borrower list.

#	
 BORROWER/CO-BORROWER NAME	ENTITY	TAGS	
 # OF DEALS	
 CREDIT LINE	
 TOTAL LOAN AMOUNT	CONTACT INFO	LOAN OFFICER/MORTGAGE BROKER	BRANCH NAME	
 CREATED DATE	LAST LOGIN	
 LAST FILE CREATE DATE	ACTIONS	

1	Shelli Kaines
skaines9@sun.com			1  			
Ph: (801) 865-5413
Cell: (334) 131-4260
	
OskarBroker BrokerLastename,
oskarbroker@gmail.com
	
REAL ESTATE BRANCH,
oskar@lendingwise.com
	Aug 18, 2022		Aug 18, 2022	
	
	
	
		
	 
2	Brok Shapter
bshapter8@nasa.gov			1  			
Ph: (304) 624-9295
Cell: (256) 896-8172
	
OskarBroker BrokerLastename,
oskarbroker@gmail.com
	
REAL ESTATE BRANCH,
oskar@lendingwise.com
	Aug 18, 2022		Aug 18, 2022	
	
	
	
		
	 
3	Hamid Messager
hmessager7@mashable.com			1  			
Ph: (330) 917-1625
Cell: (334) 220-1677
	
OskarBroker BrokerLastename,
oskarbroker@gmail.com
	
REAL ESTATE BRANCH,
oskar@lendingwise.com
	Aug 18, 2022		Aug 18, 2022	
	
	
	
		
	 
4	Goraud Bruun
gbruun6@xinhuanet.com			1  			
Ph: (571) 716-7379
Cell: (256) 236-1384
	
OskarBroker BrokerLastename,
oskarbroker@gmail.com
	
REAL ESTATE BRANCH,
oskar@lendingwise.com
	Aug 18, 2022		Aug 18, 2022	
	
	
	
		
	 
5	Onfre Brookz
obrookz5@dailymotion.com			1  			
Ph: (720) 101-3094
Cell: (334) 401-3650
	
OskarBroker BrokerLastename,
oskarbroker@gmail.com
	
REAL ESTATE BRANCH,
oskar@lendingwise.com
	Aug 18, 2022		Aug 18, 2022	
	
	
	
		
	 
6	Ardyth Malicki
amalicki4@illinois.edu			1  			
Ph: (617) 686-4316
Cell: (205) 670-0898
	
OskarBroker BrokerLastename,
oskarbroker@gmail.com
	
REAL ESTATE BRANCH,
oskar@lendingwise.com
	Aug 18, 2022		Aug 18, 2022	
	
	
	
		
	 
7	Harry Ausello
hausello3@mit.edu			1  			
Ph: (540) 522-5803
Cell: (205) 298-1822
	
OskarBroker BrokerLastename,
oskarbroker@gmail.com
	
REAL ESTATE BRANCH,
oskar@lendingwise.com
	Aug 18, 2022		Aug 18, 2022	
	
	
	
		
	 
8	Langsdon Henderson
lhenderson2@dot.gov			1  			
Ph: (407) 885-6436
Cell: (334) 175-8018
	
OskarBroker BrokerLastename,
oskarbroker@gmail.com
	
REAL ESTATE BRANCH,
oskar@lendingwise.com
	Aug 18, 2022		Aug 18, 2022	
	
	
	
		
	 
9	Stacie Elliott
selliott1@sciencedirect.com			1 

Now you will see the name of the list you are ready to import here. You will the Push Status (which should be "Processing", and you will see the amount of records in the right hand column along with "OK" if all the records are good to import. 

Now click the blue "X" under "Push request" in order to execute the import.

How to Bulk Import/Upload Data Lists