How to Import Contacts into Brokeredge

Steps to Import Contacts:

  1. Get a Sample File:
    • Navigate to the Contacts section and click "Get Sample Import" to download a sample file compatible with Brokeredge CRM.

  1. Export the Sample CSV:
    • On the Sample Import Contacts page, click the up/down arrows and select "Export as CSV". This file will contain a sample of 5 of your current contacts.

  1. Prepare Your CSV File:
    • Open the CSV file and paste in the values for the contacts you wish to import. Keep row 1 (the header) intact and add your data below it.

  1. Import the Contacts:
    • Return to any Contacts page, click the up/down arrows, and select "Import".
    • Select your updated CSV file, verify that the date format is correct, then click "OK".
  1. Important:
    • Only new contacts will be imported. If a contact with matching First Name, Last Name, and Email already exists, it will not be imported again.

Alternative option if you need help importing your contact data, the Brokeredge team can import them for you. The file must be a CSV.

Go to My Profile > Import > Other Contact & Mortgage Data and drop the Excel or CSV file there. We review it as soon as possible and import what we can for you.