<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower
• Partner Journey
• Processing Manager
• Processor
• Realtor

</aside>

To enhance data accuracy and streamline partner management, we have refined the Bulk Upload functionality for Partner Leads and Partner Contacts. This update introduces duplicate checks, error reporting, retry options, and improved logging to ensure smooth data processing.

1. Duplicate Check During Bulk Upload

To prevent duplicate Partner Leads and Contacts, the system now validates records based on the following options:

• Email Address – Checks for existing contacts with the same email.
• Phone Number – Identifies duplicate contacts based on phone numbers.
• Both Email Address & Phone Number – Ensures records are unique across both parameters.

Default Grouping:

If no duplicate check option is selected, records with matching email addresses are automatically grouped under the same partner contact.

2. Error Reporting for Duplicate Records

Records that are eliminated due to duplicate checks will appear in an Error Report. The report provides specific reasons why certain records failed to upload, such as:

• "Duplicate email found"
• "Duplicate phone number found"

Users can download the Error Report to review and correct records before re-uploading.

3. Managing Failed Uploads

If a bulk upload fails due to validation errors or technical issues, users can retry the upload.

How to Retry:

1. Navigate to Settings → CSV Imports.
2. Locate the failed upload.
3. Click Retry to process the remaining records.

Logs and History:

All upload attempts, including errors and retries, are logged under the CSV Imports section for easy tracking and audit purposes.

4. Scope of Duplicate Check

• Applies To: Partner Leads and Partner Contacts
• Not Applicable To: Other file types (e.g., borrower or loan files)

5. Benefits of Bulk Upload Refinement

• ✅ Prevents duplicate records, ensuring accurate partner data.
• ✅ Provides clear insights on failed uploads with an actionable Error Report.
• ✅ Enables users to retry failed uploads efficiently without reprocessing all records.
• ✅ Enhances overall data integrity and management for Partner Leads and Contacts.

These enhancements ensure better control over partner data while simplifying bulk uploads. If you have any questions, feel free to contact our support team.