...
Overview
The Bulk Upload feature may be used to add retail and TPO partners to Insellerate. The directions below can be applied to TPO, but are focused on uploaded retail partners: realtors, referral partners, and other partner types.
Users must contact Insellerate Support to enable the permissions for this feature. Users can upload a CSV file containing all of the information on their partner and the agent with whom they work. View and download templates.
This article describes the three steps to perform bulk uploads for partners:
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
How
...
How to Upload the Partner Bulk Upload (CSV) File
...
to Determine Which Bulk Upload Template to Use
The Bulk Upload Template that you use is determined by whether or not the partner is associated with an existing company or branch.
| Info |
|---|
Finding an existing branch to associate to the partner helps with signature blocks and connecting existing branch logos and information to the partner. This is recommended if all of the partners you are uploading are part of the same branch/company. |
Search for an Existing Company or Branch
Go to the global search in the main menu bar.
Click the box for Partners from the dropdown options.
Enter the company name. In this example, we are searching for the company called Acme.
Results will show if the company exists in Insellerate. You can use a partial name in the search to increase the results. The results will also include the branch name.
There is NO Existing Company or Branch
If no match is found, or if you have already confirmed that a company or branch does not exist for the partner, continue to the next step: How to Complete the Partner Bulk Upload Template.
There IS an Existing Company or Branch
If a match is found, copy the branch name and enter it in the file in the Branch_Name column when you complete the Partner Bulk Upload Template.
...
Row 2 shows the sample date.
...
Delete Row 2 when you are done reviewing the template.
...
Add all of the partner information.
...
Save the Bulk Partner Upload Template.
...
How to Complete the Partner Bulk Upload Template
The Partner Bulk Upload Template is an Excel file. Once you have entered all of your partner information into the template, you will save and upload the template as a CSV file.
Download the Partner Bulk Upload Template. The template you use depends on whether there is an existing company or branch associated to the realtor or if it is new.
Complete, at a minimum, all the REQUIRED fields in the template. Add additional information as needed.
Save the template as a CSV file.
...
How to Bulk Upload Partners
Navigate to inFlow.
Select Partner from the Workflow Type dropdown menu to open the Partner Registration screen.
Click Add a New Partner to open the Partner Registration window in the Record List Panel. This step is only necessary if you are viewing another record.
Click Bulk Upload.
The Partner Bulk Upload/Add New Partners screen opens.
Select the partner campaign you would like the upload to be associated to from the Default Campaign to associate the uploaded partnersdropdown list. (Review the Creating Campaigns for Partner Association article for more information on how to set up campaigns for partners.)
Select the assignee from the Default Assignee from the dropdown list. This field should default to you. If loan officers should be assigned to someone else, change this field to that user.
Select the branch (or All)from the Insellerate System Branch Associationfor dropdown list to allow users to view the uploaded partner leads. The branch associations will determine the visibility to the partners.
Select the type of partner who can view the uploaded partner leads from the Partner Type for the uploaded partners dropdown list.
The Initial Status field is a view-only field that displays the initial status of the uploaded partner. This is set when Creating Campaigns for Partner Association.
The Initial Activity field is a view-only field that displays the initial activity of the uploaded partner. This is set when Creating Campaigns for Partner Association.
Add the completed
Partner Bulk Upload Template (saved as the CSV template file) to the Data Upload section. There are two options to upload the Bulk Partner Upload Templatefile.Drag and drop the file in the Data Upload section.
Click in the Data Upload section to access File Explorer to select the file for upload.
Click the Bulk Upload button to add and upload your partners.
How to Create a Partner Bulk Upload CSV File
Download the Partner Bulk Upload CSV template.
Complete all of the applicable fields in the template.
Field Explanations in Order of the Report Columns
External ContactTypeID is the partner type. If this filed is blank, it will default to the referral partner.
...
| title | See Values |
|---|
The values in this column must be entered as a number.
...
Partner Type
...
ExternalContactTypeId
...
Real Estate Agent
...
1
...
Title Agent
...
2
...
Escrow Agent
...
3
...
Attorney
...
4
...
Financial Planner
...
5
...
Insurance Agent
...
6
...
Personal
...
7
...
Existing Client
...
8
...
Builder
...
9
...
Mortgage Banker
...
10
...
Other
...
11
LiscenseId
This field can be used to add a license number associated with your partner.
FirstName (Required Field)
Enter the partner’s first name.
LastName (Required Field)
Enter the partner’s last name.
Email (Required Field)
Enter the partner’s email.
| Note |
|---|
Warning: If you do not enter a parter email in any row, the entire upload will fail. |
MobilePhone
Enter the partner’s mobile phone number.
WorkPhone
Enter the partner’s work phone number.
Ext
Enter a work extension number, if applicable.
Website
Enter the website for the partner.
City
Enter the city for the partner.
State
Enter the state for the partner.
ExternalIdentifier
Branch Association
Determines the branches that can see this partner.
If blank, it will default to All.
...
| title | See Values |
|---|
...
Branch Association
...
BranchAssociation
...
All
...
1
...
{{Org-specific branch}}
...
Please ask your Insellerate representative.
Campaign ID
Enter the campaign that the partner should be associated with.
If it is not entered or the system does not find an exact match, it will default to the Default Campaign selected on the Partner Bulk Upload screen.
AssignToUserID
Leave this field blank if using AssignToUserID.
This is the assignee associated with the partner.
If it is not entered or the system does not find an exact match, it will default to the Default Assignee selected on the Partner Bulk Upload screen.
AssignToEmail
Leave this field blank if using AssignTo.
This is the assignee email address associated with the Partner.
If it is not entered or the system does not find an exact match, it will default to the Default Assignee email from the selection on the Partner Bulk Upload screen.
Address1
Enter the address for the partner.
PostalCode
Enter the postal code for the partner.
UserTitle
Enter the professional title for your partner, if applicable.
ApprovalStatusID
Can be used to define the partner’s status.
...
| title | See Values |
|---|
...
Approval Status
...
ApprovalStatusId
...
Application Pending
...
1
...
Application Denied
...
2
...
Active
...
3
...
Inactive
...
4
...
Suspended
...
5
...
Cancelled
...
6
...
Terminated
...
7
EntityID
This field can be used to store any value your organization wants to associate with a partner.
Contact Insellerate Support to add the field to inFlow in the Record Details Panel.
Notes
Add any applicable notes for a partner.
AvatarUrl
Add a URL linking to a picture of a partner.
Branch_Name
Add a branch name for your partner.
Branch_Phone
Enter a branch phone number for your partner.
Branch_Website
Enter a website for the branch of your partner.
Branch_City
Enter a city for the branch of your partner.
Branch_State
Enter a state for the branch of your partner.
Branch_BranchAssociation
Determines the branches that can see this partner.
If blank, it will default to All.
...
| title | See Values |
|---|
...
Branch Association
...
BranchAssociation
...
All
...
1
...
{{Org-specific branch}}
...
Please ask your Insellerate representative.
Branch_Company_Name
Add a company name for your partner.
Branch_Company_Website
Enter a website for your partner’s company.
Branch_Company_ExternalContactCompanyId
Enter a company ID for your partner.
This is the unique ID (assigned by Insellerate) of a company.
Branch_Company_OrgID
Enter a company organization ID.
Branch_Company_UserId
Enter the user ID for your partner at their company.
Branch_Company_TpoId
Enter the company TPO ID.
Branch_Company_CompanyCode
Enter the company code for your partner’s company.
Branch_Company_OwnerName
Enter the owner name for your partner’s company.
Branch_Company_Phone
Enter the phone number for your partner’s company.
Branch_Company_Fax
Enter the fax number for your partner’s company.
Branch_Company_Email
Enter the email for your partner’s company.
Branch_Company_WebsiteUrl
Enter the company website URL.
Branch_Company_NmlsId
Enter the company NMLS.
Branch_Company_SalesRepresentativeUserId
Enter the branch company sales representative user ID for your partner’s company.
Branch_Company_City
Enter the branch company city for your partner’s company.
Branch_Company_StateId
Enter the state ID for your partner’s state.
Branch_Company_Address1
Enter the address for your partner’s company.
Branch_Company_PostalCode
Enter the postal code for your partner’s company.
Branch_Company_BranchAssociation
Determines the branches that can see this partner.
If blank, it will default to All.
...
| title | See Values |
|---|
...
Branch Association
...
BranchAssociation
...
All
...
1
...
{{Org-specific branch}}
...
Please ask your Insellerate representative.
Branch_Company_ExternalContactCompanyLoanProductTypes
Enter the Types of Products offered by your partners.
...
| title | See Values |
|---|
...
Company Loan Product Type(s)
...
ExternalContactCompanyLoanProductTypes
...
Conventional
...
1
...
FHA
...
2
...
VA
...
3
...
USDA
...
4
...
HELOC
...
5
...
Other
...
6
...
FirstLien
...
7
...
SecondLien
...
8
Branch_Company_ExternalContactCompanyLoanPurposeTypes
Enter the Loan Purpose types offered by your partners.
...
| title | See Values |
|---|
...
Company Loan Purpose Type(s)
...
ExternalContactCompanyLoanPurposeTypes
...
Purchase
...
1
...
No cash out refinance
...
2
...
Cash out refinance
...
3
...
Construction
...
4
...
Construction Perm
...
5
...
Other
...
6
Branch_Company_ExternalContactCompanyChannelTypes
Enter the Channel Type for your partner.
...
| title | See Values |
|---|
...
Channel Type(s)
...
ExternalContactCompanyChannelTypes
...
Broker
...
1
...
Correspondent
...
2
...
Delegated
...
3
...
Non-Delegated
...
4
Branch_Company_ApprovalStatusId
Define the company partner’s status.
...
| title | See Values |
|---|
...
Approval Status
...
ApprovalStatusId
...
Application Pending
...
1
...
Application Denied
...
2
...
Active
...
3
...
Inactive
...
4
...
Suspended
...
5
...
Cancelled
...
6
...
Terminated
...
7
...
Other Fields: Other1, Other2, Other3, Other4, Other5, Other6
Other fields are optional custom fields that can be used by your organization to store additional applicable data about your partners.
...
Email1
This field can be used by your organization to add emails for team members who work with your partner on their leads.
Email2
...
...
Duplicate Check Logic
When a new partner is uploaded, the system will check both the email address and the LicenseID field. If a duplicate is found, the partner will not upload to Insellerate.
Check the system or ask your manager to see who currently owns the partner and see if reassigning the partner is an option.
| Info |
|---|
You can download the Fail Report to see why a partner did not upload by navigating to inFlow > Partner Uploads.  |