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Import loans

Upload clients leads and other data in LendingWise

You can import loan files in bulk from a spreadsheet. Imported files go straight into your pipeline. Go to Loan Origination > Create Loans > Import Loans.

Import loan files

  1. Download the template "LendingWise Sample Import File.HMLO.xlsx" (70 columns) and fill it in. Make sure you fill in the mandatory fields and any optional ones you need.
  2. Click Upload File, then the eye icon on your upload.
  3. Pick the Branch, Broker, Date Format and File Type. Picking a branch resets File Type, so pick the branch first.
  4. Map your columns to LendingWise fields and click Import.
  5. When it's done, check Loan Origination > Pipeline - Main to confirm the files are there.

Imports don't send emails or run automations.

Video:

Importing other lists

Import Loans is for loan files only. Other lists have their own import buttons:

  • Borrowers (for example old borrower or marketing lists): Import Borrower icon on CRM > Borrowers > Borrower List.
  • Contacts: Import Contacts icon on CRM > Contacts > Contact List.
  • Loan officers: Import Loan Officers icon (top right) on CRM > Loan Officers > Loan Officer List. Download the template, choose your file (.csv, .xls or .xlsx) and click Upload File. Allow about a minute for the upload.
  • Brokers: Import Brokers icon on CRM > Brokers > Broker List.
  • Back office users: Import Users on CRM > Back Office Users > Back Office User List.

The Branch List has no import button; create branches one at a time with CRM > Branch > Create Branch.