Mass Upload Clients
Upload an Excel file with multiple client records
Need a template?
Download our Excel template with dropdown menus for your projects
Drag Excel file here or click to browse
File should not exceed 10MB. Maximum 500 rows.
Download the Excel template above, fill in client details using the dropdown menus, then upload the filled template here. Columns: Full Name, Email, Phone Number, Name of Project, Property Purchase Price, Property Address, Property Type, Pre-selling/RFO, Phase, When will client require loan?