Importing Multiple Origination Accounts

 

Rather than adding Multiple Origination Accounts one at a time, you can import a file with this information.

 

Prepare file

Create an Excel or a comma delimited (csv) that contains as much information as possible (below).

 

 

 

 

Start the Multiple Origination Account Import Wizard
From the main menu select Import > Origination Accounts

 

 

Follow the Import Wizard prompts.

At the Mapping screen, map your fields, using the screen shot below as a template.

Reminder: You may not have all the fields shown below.  That is okay.

 

Complete the wizard as prompted.

 

 

You can review your work by viewing the Origination Accounts at Edit > Original Accounts (Multiple) > Edit Listing.