I’m sure you’re ready to move that spreadsheet tracking all of your client and partner information into the Recycle Bin, but you’re dreading the time it will take to move all the records into Whiteboard…FEAR NOT! We have made the transition as easy as possible!
Our Data Import Utility is the vehicle for importing clients, partners, and mortgage data into Whiteboard. The steps you take during the import process defines how the data will be created in Whiteboard.
Whiteboard’s Import utility supports two (2) primary methods of importing data.
Be sure to adjust active campaign settings prior to an import. If assistance is needed, please contact Whiteboard.
Fannie Mae 3.2 File Format (FNM 3.2) Import
Fannie Mae 3.2 (FNM 3.2) files are the standard in porting mortgage data between sources, there is no mapping required by the user to import them. Importing FNM 3.2 files is almost as easy as dragging and dropping the file into Whiteboard and confirming record creation. Keep in mind, the utility allows only one import at a time. It’s designed to keep your existing database up-to-date with minimal double-data entry. The FNM 3.2 file import process automatically creates the client record and corresponding mortgage form with the all the data that was available at the time of export.
We do not recommend that you attempt import the same FNM 3.2 file multiple times. It’s important to note, not everything you see in your Loan Origination System (LOS) will be in the FNM file. Therefore you will not see the exact same mix of information in Whiteboard that you do in your LOS.
After your FNM 3.2 file is successfully imported, you will see a completion screen and will be offered the ability to import your next FNM 3.2 file if available.
You can see the FNM 3.2 import process below:
Comma Separated (CSV) Import
If you don’t know what CSV means, don’t worry. CSV is just a spreadsheet format that strips out any formatting like highlighting, special fonts, formulas, and macros. When importing data from a spreadsheet, you need to make sure you save it in CSV format. Your filename would look something like import_list.csv.
CSV file import is your one-hit-wonder to introduce contact data to Whiteboard in bulk. We are talking 100’s or even 1000’s of contacts can be imported at once. Before we get too far down that road, you need to be aware of a few things:
You can see the CSV file import process below: