Bulk Portal Link Generation

Create multiple loan files and send portal links to borrowers in one batch operation

1Download CSV Template

Download the template and fill in borrower information

Required fields: firstName, lastName, email
Optional fields: loanAmount, propertyAddress, phone

2Upload Completed CSV

Upload your filled CSV file for validation

Click to upload CSV

or drag and drop

3Configure Settings

Set loan officer information and email preferences

Loan Officer Name *

Loan Officer Email *

Portal Link Expiry (days)

Send portal link emails automatically

4Process Bulk Operation

Create loan files and send portal links