Be sure to adjust active campaign settings prior to an import. If assistance is needed, please contact Whiteboard.
As you’re becoming more and more familiar with Whiteboard, you may be thinking “Whiteboard is so awesome, I sure wish there was a way to get my funded mortgages into here too so I can keep in touch with my existing borrowers and partners“…well then, here’s the article for you!
As part of the process, importing Mortgage records automatically creates both Client and respective Mortgage records. So the only other import you may need to do is for your Partners.
You’ll want to determine whether you’ll be importing via a Fannie Mae 3.2 file or a Comma Separated Value (CSV) file. For more detail, visit Data Import.
Once you have your import file ready, navigate to the Pipeline section, within Whiteboard. From there, select the Import icon (located top right). There will be a box that pops up asking for you to upload your file. You can either Browse to direct it to the file location, or you can drag and drop it, if you’re like me and want as little clicking as possible.
Once the Import Mapper is displayed, you will want to make sure to toggle to Mortgage. From there, select the System Columns that match the Imported Columns on the left. You’ll want to make sure you’re in the appropriate Borrower/Co-Borrower/Mortgage section. This will determine what field in the Mortgage record that information will pull into. After your mapping selections are complete, select Import.
If you’re in the beginning stages of discovering how amazing Whiteboard is, you may not have a lot of mortgages created yet. If that’s the case, you’ll be asked to confirm and approve the data import and you’ll be all set. If you’ve been noticing how much free time you have now that all your new mortgages are flowing smoothly through Whiteboard and want to get all your pre-Whiteboard mortgages in here, we’ll do our best to prevent duplicate records from being added. We call this fancy trick “deduplication”.
Note, there are (3) columns in the duplicate records view.
You might have to repeat these steps several times dependent on the amount of data you are importing and how many duplicates are found. Once all conflicts are resolved, you can move forward and complete the import process.
HOORAY, YOUR IMPORT IS DONE! Now all that’s left is to do is remember your 3 Keys to Whiteboard Success: