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Required & Recommended Fields for Upload Below are the required and recommended fields to upload your client data. Please keep in mind, your past clients and prospect import data must be in separate spreadsheets for proper import.FOR PAST CLIENTS/HOMEOWNERS Required Fields (Dont have loan data? Well pull it from public record!) First NameLast NameEmailProperty AddressProperty ZipAdd any additional property owner\'s contact information so they can receive
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Required recommended fields are essential sections in a form or document that must be completed to ensure compliance with specific regulations or guidelines.
Individuals or organizations that are subject to certain regulatory requirements or who are engaging in processes that mandate the completion of these fields must file them.
To fill out required recommended fields, individuals should carefully read the instructions provided, gather necessary information, and accurately enter the data in the specified format.
The purpose of required recommended fields is to collect specific information necessary for compliance, reporting, or record-keeping, which aids in the evaluation and processing of submissions.
The information that must be reported can vary but typically includes identification details, financial data, and any necessary disclosures relevant to the particular regulatory requirement.
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