Contacts & Leads

Import Contacts and Leads
You can import a .xlsx spreadsheet of your borrowers or of your business contacts by clicking the "..." button and then Import Contacts in the Con...
Tue, 22 Jul, 2025 at 10:23 AM
Import Business Contacts
For importing business contacts, you will need to go to contacts, click on the three dots and choose the import option. There are a few points you need to t...
Mon, 26 Aug, 2024 at 2:15 PM
Import Leads
Leads can be imported in bulk up to 1,000 lead records at a time. This method is ideal for organizations or individual Loan Officers who need to migrate lar...
Thu, 21 Aug, 2025 at 7:43 AM