Description:
Loan Officer can have multiple partner accounts added to their account without creating them one-by-one. This is done by a tool designed to bulk import partner accounts to the loan officer's contacts.
Steps to resolve:
This tool can only be used by the loan officer to whom the partners will be added and admins that have access to the specific loan officer. It also can only be used on the web.
- From the Loan Officer's dashboard, click contacts and select the partners tab. In the top right of that screen, click the Import button.
- Download an example CSV file to easily copy and paste your partner's information into the template and to ensure the information is properly formatted.
Note: Only the 'First Name', 'Last Name', 'Email', and 'Cell Phone' fields are required on the template. - Once the CSV file's required information is completed, click the 'Start Import' button. In the window that opens, choose the completed file.
- This is an example of a successful import.
- This is how the information will be displayed when the import was unsuccessful . Click 'Show Errors' and it will tell you what sections need to be corrected before you start over for re-import.
- This is an example of a successful import.
- If all of the information looks accurate, click Submit for Upload.
Solution:
Once the submission is complete, the partners will be added to the contacts of the loan officer.
Note: This will not send the partners the link to accept the connection or create an account. You can send them all the generic partner link from the share widget on the dashboard.
Additional resources:
Published: 04/17/2025 Last Update: 04/17/2025