ABCDEFGHIJKLMNOPQRSTUVWXYZAAABACADAEAFAGAHAIAJAKALAMANAOAPAQARAS
1
First NameLast NamePrimary Email Home EmailWork Email Primary Mobile Phone Home PhoneWork Phone Type Contact Status Tags Notes Last ContactedMarital StatusBirthdayCo-Borrower First NameCo-Borrower Last NameCo-Borrower Email Co-Borrower Phone NumberCo-Borrower TypeCo-Borrower Contact StatusCo-Borrower TagsEmployer NameFax NumberJob TitleLoan AnniversaryMailing Adress - Line 1Mailing Address - Line 2Mailing CityMailing StateMailing ZipSpouse - First NameSpouse - Last NameSpouse - Phone NumberSpouse - EmailReferred By EmailReferred By First NameReferred By Last NameReferred By Phone NumberBusiness Partner Email
Business Partner First Name
Business Partner Last Name
Business Partner Phone Number
SMS Opt OutEmail Opt Out
2
AndyAdamsandy@mail.com5552162233ClientFundedPast ClientClient
3
BrittneyBetzbritt@mail.com5552168989ClientClosed WonVA, Past Client Client
4
ConnorCarterconnor@mail.com5552164747ClientIn ProcessInternet lead Client
5
DaveDumaydave@mail.com5552168484ClientNew LeadJumbo LoanClient
6
EricaEckersonerica@mail.com5552167979ClientDead LeadCredit Repair Client
7
FrankFarrelfrank@mail.com5552163232ClientPreapprovedWarm Lead Client
8
GaryGundersongary@mail.com5552161818ClientClosed LostUnresponsive Lead
9
10
11
12
13
Required field
14
At least one of these fields is required
15
Highly recommended field ("Type" must be either CLIENT or PARTNER; Multiple "Tags" should be separated by commas)
16
All other fields are optional
17
Related contacts (Referred By, Co-Borrower, Spouse, Buiness Partner) must have at least First Name, Last Name, and either Email or Phone to be included in the upload and linked to the primary contact.
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
51
52
53
54
55
56
57
58
59
60
61
62
63
64
65
66
67
68
69
70
71
72
73
74
75
76
77
78
79
80
81
82
83
84
85
86
87
88
89
90
91
92
93
94
95
96
97
98
99
100