CSV and Excel import
Upload any export from your CRM or LOS. No template. Our team organizes it and prepares reports, typically within about 4 hours.
Integrations
Works with the systemsyou already use.
Connect your CRM, or upload any spreadsheet export. Homeowners can book time with you through your scheduling link, right from their report.
AllTeamsEvery account
TE
Total ExpertContact sync
TeamsYC
Your CRM or LOSLists in, responses back
TeamsCA
CSV and ExcelAny export, any layout
AllC
CalendlyBooking link on reports
AllNative connections
Direct connections for teams.
Keep client lists current and responses flowing back, without a manual export.
For every account
What works for any loan officer.
Calendly booking links
Add your Calendly link and homeowners can book a call with you in one tap from their report.
File import
Any system’s export works.
Exports from Encompass, Calyx, LendingPad, Salesforce and Total Expert all work as files. So do spreadsheets you’ve kept yourself.
Upload it as it comes out. We handle the column mapping and cleanup.
- CSV or Excel, any column layout
- Add clients one at a time between imports
- Bulk actions and filters once clients are in
my_clients_2025.csv
File receivedDone
Columns mapped by our teamDone
Duplicates mergedDone
Addresses matchedDone
Reports preparedReady
FAQ
Questions, answered.
Still curious? Talk to us or book a demo.
Which CRMs can I import from?
Any that can export a CSV or Excel file, which is nearly all of them.
Do you sync changes back to my CRM?
Yes, with a native connection. Homeowner responses are sent back so your team sees them in your CRM.
Do I need a Calendly account?
Only if you want homeowners to book time from their report. They can always call, text or email you too.
Is there a public API?
We don’t offer a public API. If you need to connect a system we haven’t covered, book a demo and tell us what you use.
Bring your list. We’ll do the rest.
Start your free trial and upload your first export, or book a demo to connect your CRM.