Main Platform Settings
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      Data Import V2

      Upload clients leads and other data in LendingWise

      You can import more data based on the available form fields in the import tool. Please know that any importing from the CSV import tool, will be imported to your pipeline. There are sample XLS templates you can use, please verify you are completing the mandatory fields and optional ones needed. 

      Please see video in how-to accomplish this! 


      This is found under Settings > Import Data (CSV)

       

      Video: 

       

       

      Depending on the module you have in your account, please see the following templates:

      Commercial/Residential Real Estate template

      Business Funding template

      Loan Mod/Foreclosure Defense template

      Short Sale template