--- title: "Contacts: add, manage, and export" description: "Manage LendingWise contacts: add attorneys, title agents, appraisers and others, create contact types, email them, import and export." --- [Skip to content](https://help.lendingwise.com/knowledge/contacts-manager-tool#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://help.lendingwise.com/tickets-view?hsLang=en) ![owl-Logo-1.png\]](https://help.lendingwise.com/hs-fs/hubfs/owl-Logo-1.png?width=43&height=46&name=owl-Logo-1.png) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) Open main navigation Close main navigation - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) - English Show submenu for translations - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer portal](https://help.lendingwise.com/tickets-view) - Go to lendingwise.com Go to lendingwise.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [LendingWise - Help Center](https://help.lendingwise.com/knowledge?hsLang=en) 2. [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en) 3. [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users-and-permissions) # Contacts: add, manage, and export ## Add, manage, import and export the third-party contacts you work with. The Contacts list (CRM \> Contacts \> Contact List) keeps track of the third parties on your loan files, such as attorneys, title agents, appraisers, insurance agents, realtors and inspectors. Contacts aren't users and don't log in. ![Contacts](https://help.lendingwise.com/hs-fs/hubfs/KB%20Screenshots%202026-10/contacts-manager-tool_img1.png?width=670&name=contacts-manager-tool_img1.png) ### Add a contact Go to CRM \> Contacts \> Create Contact, pick a Contact Type and fill in their details. Contacts are part of your account, and you can notify them about a file's status or just email them. ![](https://help.lendingwise.com/hubfs/KB%20Screenshots%202026-10/contacts-manager-tool_img3.png) You can also add a contact from a loan file: open the file and, in the menu on the left under ADMIN, click **Contacts**, then click the green + ("Click to add Contacts"). Contacts added on a file are saved to your master Contacts list and linked to that file, so you can reuse them on future files. ![](https://help.lendingwise.com/hubfs/KB%20Screenshots%202026-10/contacts-manager-tool_img4.png) There are 41 contact types: Accountant, Appraiser, Assignor, Attorney, Auditor, Bank Attorney, Broker, Broker Processor, Closing Contact, Contractor, Counselor, Custodian, Custom Title, Escrow, Escrow Assistant, Financial Advisor, General Contractor, HOA, Inspector, Insurance - Flood, Insurance - General, Insurance - HOA, Insurance - Property, Investor, Lender, Lender Attorney, Loan Preparer, Other-Unspecified, Owner, Paralegal, Property manager, Prospect, RE Agent - Buyer, RE Agent - Seller, Realtor BPO, Secondary Note Buyer, Seller Attorney, Servicer, Title Rep, Trustee and Other. **Tip:** contacts with the Contact Type Lender or Investor can be picked under Select Contacts in a Custom Loan Guideline, which lists them in the Lender Marketplace so they receive financing requests. ### Create your own contact types Go to CRM \> Contacts \> Contact List and click **Manage Contact Types** at the top right. Type the name in Add New Type and click **Add Type**. You can also rename or delete your own types; the built-in system types can't be changed. The list also shows how many active contacts use each type. ![](https://help.lendingwise.com/hs-fs/hubfs/KB%20Screenshots%202026-10/contacts-manager-tool_img5.png?width=1920&name=contacts-manager-tool_img5.png) ![](https://help.lendingwise.com/hs-fs/hubfs/KB%20Screenshots%202026-10/contacts-manager-tool_img6.png?width=989&name=contacts-manager-tool_img6.png) ### Email contacts on a loan file Linking contacts to a loan file makes it easy to include them when you write notes or send emails from the file. When you email from the file, contacts linked to it show under To. ![](https://help.lendingwise.com/hubfs/KB%20Screenshots%202026-10/contacts-manager-tool_img7.png) **Tip:** the contact list shows how many files each contact is linked to. ![How Many Loans for Contact](https://help.lendingwise.com/hs-fs/hubfs/KB%20Screenshots%202026-10/contacts-manager-tool_img8.png?width=670&name=contacts-manager-tool_img8.png) ### Let users see the contact list 1. Go to CRM \> Back Office Users \> Back Office User List. 2. Click the user. 3. Under Editing and Visibility Permissions, turn on **Allow to view Contact List?** 4. Click Save. ### Import and export contacts - **Import:** on CRM \> Contacts \> Contact List, click the **Import Contacts** icon (next to Create Contacts). Click Download Sample Template, fill it in without renaming, moving or deleting columns (CSV, XLS or XLSX), choose the file and click **Import Contacts**. - **Export:** on the same page, click the export icon ("Click to export contacts"). Your contacts download as a .csv file you can open in any spreadsheet program. ![](https://help.lendingwise.com/hubfs/KB%20Screenshots%202026-10/contacts-manager-tool_img9.png) If you can't see the export icon, you may not have the permission. Ask a Manager at your company to turn it on or download the list for you. - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#privacy) - [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#crm) - [Website](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#website) - [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-content) - [Setting up Users and Permissions](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#setting-up-users-and-permissions) - [Main Platform Settings](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-platform-settings) - 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