Can I bulk upload multiple clients to Home Report?
Yes. you can have as many clients as you like in your import file. Please note that additional fees may apply for engaged clients beyond the 1,000 included in your Home Report subscription.
Why didn’t my clients get added to Home Report when I used the Import Clients feature (bulk upload)?
To ensure your clients are successfully added to Home Report through the bulk upload feature, make sure your file includes all required fields:
- Name (first and last)
- Email address
- Address (street, city, state, and ZIP code)
If any required information is missing for a client, they will not be added to Home Report.
What is the benefit of providing transaction detail information in my import file?
Providing transaction details helps ensure the most accurate AVM, but we’ll fill in missing info using our data sources when possible.The optional, but highly recommended fields are:
- Loan amount
- Interest rate
- Transaction date
- Purchase price
- Loan type
What happens if I upload a duplicate client to Home Report?
When submitting an import file, clients with the same email and property address will be treated as duplicates and only the first instance in your import file will be added to the Home Report.
If there is a duplicate client both in the Home Report and within the file being uploaded, Home Report will only update missing fields with the data found in the import file.
For example, if you upload a client with an email address of jane.doe@email.com at 123 Main St. Orange, CA 92251 with an interest rate of 5.5%, and the same client in your My Clients tab is missing an interest rate, the interest rate will be added from the import file.
What if my import file headers do not match the example file?
If your import file headers don’t match the example file, don’t worry — our team will clean up and reformat your file during the review process to ensure it uploads correctly.
How long does it take to process my import file?
You can expect your file to be reviewed, imported, and invitations sent within 2–3 business days.
What happens if I add an agent’s name and email to my bulk upload file who is not paired with me on ListReports?
We will send them an invite on your behalf to pair with you on ListReports. In cases where the agent is already paired with a loan officer or we cannot verify they are indeed an agent within our internal databases, we will not send an invite.
Can I add a paired agent to be co-branded on a Home Report within my import file?
Yes. You can include the paired agent by providing their name and the email address we have on file in the corresponding row of your import file.
See the example below for reference:
Where is the agent I invited to pair and co-brand with me on Home Report?
Once you receive an email from ListReports confirming the successful upload of clients into Home Report, you can monitor pairing invitations sent to agents by navigating to My Agents>Pending or your Activity Feed.
Why didn’t an agent get an invite when I added them to the spreadsheet?
There are two main reasons we may not send an invite to an agent:
- The agent is already paired with another loan officer on the platform.
- We do not have a record of the agent in our internal database. In an effort to reduce the risk of spam, we must verify the identity of an agent via our internal databases. If your agent wasn’t invited, you can go to your My Agents tab and invite them.
Have more questions or want to learn more? Click here to submit a support ticket.