Please follow these important instructions when preparing a data file for upload:
Include separate columns for the following data fields in the file you are uploading:
- Loan Officer full name (mandatory) - even if there is only one LO
- Loan Officer ID/Code
- Branch/Office ID/Code
- Primary contact's first name (mandatory)
- Primary contact's last name (mandatory)
- Secondary contact's first name
- Secondary contact's last name
- In the case of property and mailing addresses, ensure that the file you are uploading includes separate columns for Address 1, Address 2 (if any), City, State and Zip.
For dedicated assistance, please call Customer Service at 1-888-887-7880.