User / Loan Officer
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      Exporting and Importing Properties

      You can update property records quickly by exporting them to a CSV, editing, and importing again

      Navigate to the Properties Page

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      Select any/all properties to export

      Note: If you select all on a single page, you will have the option to select all available properties at the top of the table next to the current selected number

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      Click the Actions button then Export Properties

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      Open the downloaded CSV file in your spreadsheet software

      Note: Only edit the Client email or property details. 

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      Save the file as a CSV

      Note: This is important. XLS and XLSX files cannot be imported.

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      Click the Import button on the Properties Page

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      Find and select your saved CSV file

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      Success

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