Can I bulk upload multiple clients to Home Report?
Yes. You can upload 500 clients at a time using our bulk upload feature. Click here to see how.
Why didn’t my clients get added to Home Report when I tried the Import Clients feature (bulk upload)?
To ensure your clients are successfully added to Home Report when using our bulk upload feature:
- Headers on the upload file must match the example file headers (we recommend adding your clients to the example file to ensure the headers match)
- Your upload file must include the following columns and fields:
- First name
- Last name
- Email address
- Street
- City
- State
- Zip
- Columns can be in any order
- Make sure to remove any columns that are not on the sample template
- Headers are not case sensitive
- A maximum of 500 clients can be uploaded at a time
- The file must be in a .csv format
What happens if I add an agent 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.
Where is the agent I invited to 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 invitations sent to agents to pair with you 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?
- 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
What happens if I upload a duplicate client to Home Report?
When uploading a CSV file, clients with the same email and property address will be treated as duplicates and only the first instance in your CSV 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 CSV 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 CSV file.
Still have questions? Click here to submit a support ticket.