NOTE: Your organization may have an alternative area where loan imports should be sent. Please check with your internal administration team first.


Total Expert will be able to import your loans for you. All you need to do is add your loans to a CSV spreadsheet then send that file to Support@TotalExpert.com.


TABLE OF CONTENTS

How to Create a Loan Import Data Spreadsheet

  1. Download the Loan Import Template (located at the bottom of this article). 
  2. Input the required and necessary information (see table below for in-depth column information). 
  3. Double check your file for any typos or spelling errors.
    • NOTE: Total Expert is not responsible for any formatting errors. 
  4. Save your spreadsheet as a CSV file. 
  5. Send your file to Support@TotalExpert.com or use the chat widget.


Data Requirements

Minimum requirements for loan data to be imported

  • Loan Number


Minimum requirements for associated parties (borrowers, co-borrowers, buyers agent, sellers agent, settlement agent) to be imported

  • First name
  • Last name
  • At least 1 of the following (to satisfy dedupe rules) to avoid importer skipping records:
    • Email
    • Phone (cell, office, home)
    • Full address
      • address, city, state, zip


The following fields are not required, but highly recommended

  • Loan amount
  • Loan rate
  • Funded date (without it, the imported loans will show in the user's loan pipeline)
  • Loan program
  • Loan purpose
  • Loan status
  • Loan type


Duplicated Loans

  • Loans that do not already exist in your database will be imported as new loan.
  • Duplicate loans will not be imported into your database.
  • Deduplication will occur if the same loan number is used. 


Loan Import Template Column Headers


Column Headers
referring-loan-officer.external_id
loan-status.status
loan-program.program
loan-type.type
loan-purpose.purpose
loan.external_id
loan.address
loan.address_2
loan.city
loan.state
loan.zip
loan.county
loan.estimated_value
loan.appraised_value
loan.purchase_price
loan.amount
loan.rate
loan.term
loan.loan_name
loan.loan_number
loan.application_number
loan.application_date
loan.application_sent_date
loan.application_received_date
loan.is_first_time_buyer
loan.property_type
loan.pre_approval_issued
loan.pre_approval_issued_date
loan.pre_approval_expiration_date
loan.approval_date
loan.loan_to_value_combined
loan.occupancy_type
loan.escrow_waived
loan.lock_status
loan.lock_date
loan.lock_expiration_date
loan.appraisal_expected_date
loan.appraisal_ordered_date
loan.appraisal_received_date
loan.created_date
loan.ctc_date
loan.closing_date
loan.documents_signed_date
loan.epo_date
loan.first_payment_date
loan.funded_date
loan.loan_arm_expiration_date
loan.processing_start_date
loan.underwriting_submission_date
loan.underwriting_approval_date
loan.annual_review_date
loan.last_modified_date
loan.referral_source
borrower-contact-note.notes
borrower-contact-group.name
borrower.external_id
borrower.title
borrower.first_name
borrower.last_name
borrower.suffix
borrower.email
borrower.email_work
borrower.ok_to_email
borrower.address
borrower.address_2
borrower.city
borrower.state
borrower.zip
borrower.ok_to_mail
borrower.phone_cell
borrower.phone_office
borrower.phone_home
borrower.ok_to_call
borrower.employer
borrower.employer_address
borrower.employer_address_2
borrower.employer_city
borrower.employer_state
borrower.employer_zip
borrower.lead_source
borrower.creation_date
borrower.last_modified_date
borrower.birthday
borrower.last_contacted_date
borrower.referred_to
borrower.referred_by
borrower.credit_score
borrower.credit_score_date
borrower.credit_score_expiration_date
coborrower-contact-group.name
coborrower.external_id
coborrower.title
coborrower.first_name
coborrower.last_name
coborrower.suffix
coborrower.email
coborrower.email_work
coborrower.ok_to_email
coborrower.address
coborrower.address_2
coborrower.city
coborrower.state
coborrower.zip
coborrower.ok_to_mail
coborrower.phone_cell
coborrower.phone_office
coborrower.phone_home
coborrower.ok_to_call
coborrower.employer
coborrower.employer_address
coborrower.employer_address_2
coborrower.employer_city
coborrower.employer_state
coborrower.employer_zip
coborrower.lead_source
coborrower.creation_date
coborrower.last_modified_date
coborrower.birthday
coborrower.last_contacted_date
coborrower.referred_to
coborrower.referred_by
coborrower.credit_score
coborrower.credit_score_date
coborrower.credit_score_expiration_date
buyers_agent-contact-group.name
buyers_agent.external_id
buyers_agent.first_name
buyers_agent.last_name
buyers_agent.email
buyers_agent.email_work
buyers_agent.address
buyers_agent.address_2
buyers_agent.city
buyers_agent.state
buyers_agent.zip
buyers_agent.phone_cell
buyers_agent.phone_office
buyers_agent.phone_home
buyers_agent.employer
buyers_agent.employer_address
buyers_agent.employer_address_2
buyers_agent.employer_city
buyers_agent.employer_state
buyers_agent.employer_zip
buyers_agent.employer_license_number
buyers_agent.license_number
sellers_agent-contact-group.name
sellers_agent.external_id
sellers_agent.first_name
sellers_agent.last_name
sellers_agent.email
sellers_agent.email_work
sellers_agent.address
sellers_agent.address_2
sellers_agent.city
sellers_agent.state
sellers_agent.zip
sellers_agent.phone_cell
sellers_agent.phone_office
sellers_agent.phone_home
sellers_agent.employer
sellers_agent.employer_address
sellers_agent.employer_address_2
sellers_agent.employer_city
sellers_agent.employer_state
sellers_agent.employer_zip
sellers_agent.employer_license_number
sellers_agent.license_number
settlement_agent-contact-group.name
settlement_agent.external_id
settlement_agent.first_name
settlement_agent.last_name
settlement_agent.email
settlement_agent.email_work
settlement_agent.address
settlement_agent.address_2
settlement_agent.city
settlement_agent.state
settlement_agent.zip
settlement_agent.phone_cell
settlement_agent.phone_office
settlement_agent.phone_home
settlement_agent.employer
settlement_agent.employer_address
settlement_agent.employer_address_2
settlement_agent.employer_city
settlement_agent.employer_state
settlement_agent.employer_zip
settlement_agent.employer_license_number
settlement_agent.license_number