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{"sheet":"Instructions","index":0,"n_rows":39,"n_cols":1,"rows_kept":39,"cut":false,"hidden":false,"merged":[]}
["-- Import only funded and partner data for best results. "]
["-- Add new clients or partners directly into Whiteboard when you get them as you transition to using Whiteboard for your relationship management.  "]
["Adding a Partner"]
["Adding a Client"]
["-- You can also import your current clients by dropping in the FNM 3.2 file into Whiteboard when they change pipeline sequences."]
["Importing from a Fannie Mae 3.2 file "]
["Importing Partners"]
["Fill out the red fields in the Partner Import Template and at least one of the orange phone number fields. "]
["The yellow date of birth field is needed if you want to be reminded to call your partner on their birthday. When a date of birth is present, Whiteboard will automatically send your partner a birthday email. "]
["The green fields are nice information to have, but aren't critical to Whiteboard being able to enter them into campaigns. "]
[]
["IMPORTANT - You will need to do an export for each Sub Class Type since you'll be choosing the partner type at the end of the import process. Use the filter functionality to choose the partner type and then export the CSV as shown below. "]
[]
["Once you have your partners' information in the template, go to File > Save As, name you're file \"Whiteboard Partner Import\" and choose Comma Separated Values (CSV) as the file format."]
["You'll get an alert stating that you can only save the active sheet and that's okay. Click the Save Active Sheet button to complete the process. You now have a CSV file you can import into Whiteboard."]
["If you are importing multiple partner types, you'll need to repeat the CSV converstion process for each type. "]
[]
["In Whiteboard go to Contacts > Partners and click on the Import icon. From there, drag the file you created into the upload box and follow the on-screen prompts to complete your import. "]
[]
["Importing Funded Data"]
["First you'll want to make sure your Whiteboard campaigns are set up to properly market to your past clients. Please visit https://meetme.so/whiteboard to set up a time for us to help you once you're data is ready for import. "]
["Once you've made the edits to your Funded Campaigns and created the one for past clients, you're ready to get your data ready for import. "]
[]
["Fill out the red fields in the Funded Import Template. These are critical to making sure that your clients will get entered into the correct campaigns and you'll be able to mine this list for refi opportunities at a later date if you'd like. "]
["-- Mortgage Pipeline Sequence Type is going to be Funded. "]
["-- There are three groups of red fields to fill out - Borrower, Mortgage, and Co-Borrower (if needed). At this time Whiteboard only supports a Borrower and a single Co-Borrower. "]
["-- Default Mortgage Loan Purpose Type options are - purchase, refi-cashout, refi-no_cashout, const, const_perm, heloc, other"]
["-- Default Mortgage Occupancy Type options are - primary_residence, second_home, investment_property"]
["-- Default Mortgage Loan Program options are - conventional, fha, va, usda, hud_184, other"]
["-- Mortgage Loan Amount Price should be entered as all numbers with no currency punctuation (see example entry)"]
["-- Mortgage Rate Type should be entered as a decimal without the percentage sign (see example entry) "]
[]
["Yellow fields need information if you want to be reminded to call to your client on their birthday. Whiteboard will automatically send them a birthday email if their date of birth is present. "]
["Green fields are nice information to have, but aren't critical to Whiteboard being able to enter your clients into the funded or refi campaigns. "]
[]
["Once you have your client and mortgage information in the template, go to File > Save As, name you're file \"Whiteboard Funded Import\" and choose Comma Separated Values (CSV) as the file format."]
["You'll get an alert stating that you can only save the active sheet and that's okay. Click the Save Active Sheet button to complete the process. You now have a CSV file you can import into Whiteboard."]
[]
["In Whiteboard go to Contacts > Partners and click on the Import icon. From there, drag the file you created into the upload box and follow the on-screen prompts to complete your import. "]

{"sheet":"Partner Import Template","index":1,"n_rows":17,"n_cols":18,"rows_kept":17,"cut":false,"hidden":false,"merged":[]}
["Title","First Name","Last Name","Work Email Address","Sub Class Type","Cell Phone","Work Phone","Work Extension","Home Phone","Date Of Birth","Business Name","Employer Street Address 1","Employer Street Address 2","Employer City","Employer State","Employer Zip Code","Employer Website","Work Fax Number"]
["Mr","James","Doe","james.doe@fake.com","Re Agent","(555) 555-5559","(555) 555-5550",42,"(555) 555-5510","2017-06-22","Doe Real Estate","42 Magrathea Ln","Suite 42","Edmond","Ok",73034,"www.doere.fake"]
[null,"Shawn","McCormick","ShawnBMcCormick@fakeemailcom","RE Agent","620-388-5769",null,null,null,"1966-12-20","FG Home Finder"]
[null,"Henrietta","Hunt","HH@fakeemail.com","Appraiser","817-776-5028",null,null,null,"1987-02-23","Maxi-Appraisal"]
[null,"Brenda","Klotz","BBKlotz@fakeemail.com","CPA","313-346-0754",null,null,null,"1997-06-23","Klotz Accounting"]
[null,"Lester","Jones","Ljones@fake.email","Builder","734-763-5169",null,null,null,"1985-10-20"]
[null,"Lavonne","Martinez","lmartinez@fake.com","RE Agent","609-371-7229",null,null,null,"1979-11-13"]
[null,"Kris","Brown","kbrealestate@fake.com","RE Agent","757-832-6388",null,null,null,"1938-11-21"]
[null,"Cleo","Guest","cguest@fake.email","CPA","412-291-3891",null,null,null,"1973-12-08"]
[null,"Gloria","Maynerd","gmaynerd@fake.email","Builder","405-750-6824",null,null,null,"1992-05-18"]
[null,"Mara","Phillips","marajphillips@fake.com","Closing Agent","269-665-1556",null,null,null,"1967-11-30"]
[null,"James ","Smith","jsmith@fake.email","RE Agent","724-285-3664",null,null,null,"1984-11-21"]
[null,"Roger","Tafoya","rtafoya@fake.email","Closing Agent","781-582-1559",null,null,null,"1984-02-28"]
[null,"Crystal","Roberts","croberts@fake.com","Builder","630-460-69-22",null,null,null,"1972-05-28"]
[null,"Betty","Scott","bscott@fake.email","Appraiser","865-268-6749",null,null,null,"1975-08-28"]
[null,"Mira","Lowrey","mlowrey@fake.email","Appraiser","713-422-8480",null,null,null,"1964-06-23"]
[null,"Richard","Cole","richcole@fake.email","Attorney","972-789-8937",null,null,null,"1974-03-07"]

{"sheet":"Funded Import Template","index":2,"n_rows":2,"n_cols":36,"rows_kept":2,"cut":false,"hidden":false,"merged":[]}
["Mortgage Pipeline Sequence Type","Borrower First Name","Borrower Last Name","Borrower Email","Borrower Home Phone","Borrower Work Phone","Borrower Cell Phone","Borrower Date Of Birth","Borrower Street Address 1","Borrower Street Address 2","Borrower City","Borrower State","Borrower Zip Code","Mortgage Loan Purpose Type","Mortgage Date Funded","Mortgage Occupancy Type","Mortgage Loan Amount Price","Mortgage Loan Program","Mortgage Rate Type","Loan Terms","Fixed Period","Mortgage Loan Origination System Filename","Mortgage Loan Terms","Mortgage Fixed Period","Co Borrower First Name","Co Borrower Last Name","Co Borrower Email","Co Borrower Home Phone","Co Borrower Work Phone","Co Borrower Cell Phone","Co Borrower Date Of Birth","Co Borrower Street Address 1","Co Borrower Street Address 2","Co Borrower City","Co Borrower State","Co Borrower Zip Code"]
["Funded","John","Doe","jdoe@fake.com","555-555-5555","555-555-5556","555-555-5557","1976-01-01","123 Main St",null,"Anytown","OK",73034,"refi-cashout","2017-09-30","primary_residence",350000,"fha",4.25,"fixed",360,"LOAC08022017-A","Fixed",360,"Jane","Doe","janed@fake.com","555-555-5551","555-555-5552","555-555-5553","1980-06-17","123 Main St",null,"Anytown","OK",73034]

{"sheet":"Credit Repair Import Template","index":3,"n_rows":2,"n_cols":30,"rows_kept":2,"cut":false,"hidden":false,"merged":[]}
["Mortgage Pipeline Sequence Type","Borrower First Name","Borrower Last Name","Borrower Email","Borrower Home Phone","Borrower Work Phone","Borrower Cell Phone","Borrower Date Of Birth","Borrower Street Address 1","Borrower Street Address 2","Borrower City","Borrower State","Borrower Zip Code","Mortgage Loan Purpose Type","Mortgage Occupancy Type","Mortgage Loan Amount Price","Mortgage Loan Program","Mortgage Loan Origination System Filename","Co Borrower First Name","Co Borrower Last Name","Co Borrower Email","Co Borrower Home Phone","Co Borrower Work Phone","Co Borrower Cell Phone","Co Borrower Date Of Birth","Co Borrower Street Address 1","Co Borrower Street Address 2","Co Borrower City","Co Borrower State","Co Borrower Zip Code"]
["credit_repair","John","Doe","jdoe@fake.com","555-555-5555","555-555-5556","555-555-5557","1976-01-01","123 Main St",null,"Anytown","OK",73034,"purchase","primary_residence",350000,"fha","LOAC08022017-A","Jane","Doe","janed@fake.com","555-555-5551","555-555-5552","555-555-5553","1980-06-17","123 Main St",null,"Anytown","OK",73034]

{"sheet":"Drop List Choices","index":4,"n_rows":18,"n_cols":5,"rows_kept":18,"cut":false,"hidden":false,"merged":[]}
["Mortgage Loan Purpose Type","Mortgage Occupancy Type","Mortgage Loan Program","Mortgage Loan Terms","Sub Class Type"]
["const","primary_residence","conventional","fixed","Appraiser"]
["const_perm","second_home","fha","arm","Attorney"]
["heloc","investment_property","va",null,"Builder"]
["purchase",null,"usda",null,"Builder Sales Rep"]
["refi-cashout",null,"hud_184",null,"CPA"]
["refi-no_cashout",null,"other",null,"Closing Agent"]
["other",null,null,null,"Estate Planner"]
[null,null,null,null,"Financial Planner"]
[null,null,null,null,"Inspector"]
[null,null,null,null,"Insurance Agent"]
[null,null,null,null,"Loan Officer"]
[null,null,null,null,"Processor"]
[null,null,null,null,"RE Agent"]
[null,null,null,null,"Recruit"]
[null,null,null,null,"Referrer"]
[null,null,null,null,"Title Insurance"]
[null,null,null,null,"Underwriter"]