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.
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