How to Download Borrower Sample Import/Upload Template | Scribe

    How to Download Borrower Sample Import/Upload Template

    • Oskar Sepulveda |
    • 0 step |
    • 13 seconds
      Log in to your LendingWise back office.
      Click "Users/Contacts"
      Click "Borrowers"
      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.

      Want to make guides like this in seconds? Yes, it's really that fast.

      This Scribe is in tip-top shape!Leave feedback if there are any issues with this Scribe