Click on the Import Borrower here. Do not import your borrower list here. You will only be downloading the Borrower Sample Import/Upload Template

Click the icon under "Download Sample Template". 

*Now, use this template to list all your borrowers' relevant data in order to prepare for upload. Make sure to save as a CSV file. Once your template is ready with all your borrower data, go to the next step.

**IMPORTANT: Your CSV files should be separated by which Loan Officer/Broker you will want the list assigned to when imported. For example, you will want one CSV borrower list for Loan Officer 1, and a separate CSV borrower list for Loan Officer 2. 

How to Download Borrower Sample Import/Upload Template