Import contacts in bulk and run mass actions like tagging, campaign enrollment, and status updates without touching each record.
This lesson shows how to use bulk upload and bulk actions in loanofficer.ai to import borrower or partner lists, map fields, assign tags, route contacts, and launch outreach. It also explains how rate watches, campaigns, AI appointment setting, email validation, and borrower profile tools work together after contacts are added.
Clean the file first: consistent columns, one contact per row, and standard phone/email formatting. Small effort here saves large cleanup later.
Upload the file and map each column to a CRM field. Save the mapping so future imports match automatically.
Once contacts are in, select a filtered list and run bulk actions — tag, enroll in a campaign, change stage, or assign an owner.
Bulk uploads and bulk actions in loanofficer.ai are designed to help loan officers move faster when working with large borrower or partner lists. Instead of creating each contact one at a time, you can upload a list, let the AI help map the fields, apply tags and statuses, assign ownership, and place borrowers into workflows or campaigns. Once the contacts are in the system, bulk actions let you communicate, organize, and follow up with many borrowers at once.
This lesson walks through the full workflow shown in the video: creating a new contact through bulk upload, selecting borrowers or partners, confirming authorization, mapping fields, applying tags and sources, assigning team members and followers, placing borrowers into a pipeline, checking upload status, and using bulk actions from the borrower list. It also covers related tools inside individual lead files, including valid email checks, marketing objectives, campaigns, rate watches, tasks, conversations, borrower details, and status updates.
The main idea is simple: upload clean, authorized data, organize it correctly during import, and then use bulk actions to keep borrower outreach consistent and efficient.
For most loan teams, contact management is only valuable if it leads to timely, organized follow-up. A spreadsheet sitting outside the CRM does not help much if it is not tagged, assigned, segmented, and connected to campaigns. Bulk upload solves the first problem by getting contacts into loanofficer.ai quickly. Bulk actions solve the second problem by helping you take action on those contacts without repeating the same task one borrower at a time.
This is especially useful when importing a marketing list, a past customer list, a refinance opportunity list, or a borrower segment that needs rate updates. By assigning tags during import, such as the example tag from the lesson, "Star Wars borrowers," you create a simple way to find and act on that group later. By assigning borrowers to a team member, mapping ownership from the uploaded list, or adding followers, you make sure the right people can track activity and campaigns.
The lesson also highlights an important compliance and deliverability point: you must confirm that you have express authorization from contacts before moving forward. This protects your outreach process and reinforces good data hygiene. The system also checks for valid email addresses inside lead files and skips invalid emails to help keep your reputation score high.
The bulk upload workflow begins when you create a new contact and choose the bulk upload option. From there, the system asks whether you are uploading borrowers or partners. In the demo, borrowers are selected. You then drag and drop the contact list into the upload window.
Before continuing, loanofficer.ai asks you to confirm that you have received express authorization from your contacts. After confirming and clicking Next, the AI begins mapping the fields in your file. It can match items such as first name to first name and last name to last name automatically. If the upload contains fields that are skipped, you can decide what to do with them. The video shows that skipped fields may be added to notes, matched with other items into a single field, or skipped entirely.
After reviewing the mapping, the next screen lets you import organizational data such as tags, statuses, and sources. You can select all, multiple, or only a few. You can also create a new tag using the plus button. Next, you can assign contacts to a team member, map assignments automatically from the uploaded list, assign followers so other team members can track campaigns, and place borrowers into a pipeline if you want them to enter a workflow immediately.
Once the upload is submitted, the activity log shows upload status. You can refresh to check progress. When complete, the borrowers appear in the system.
Start by creating a new contact and selecting the bulk upload option. Choose the type of list you are importing. The system supports choosing between borrowers and partners, and the demo uses borrowers.
Next, drag and drop your contact list into the upload window. Before moving forward, confirm that you have express authorization from the contacts on the list. This step is required before clicking Next and continuing the import process.
Review the AI field mapping. The AI automatically maps obvious fields, such as first name and last name. If a field is skipped, review it carefully. You can add skipped data to notes, combine multiple uploaded items into a single field, or skip the data entirely if it is not useful.
After the mapping review, choose the tags, statuses, and sources you want to import or apply. You can select all items, multiple items, or only a few. If you need a new tag, click the plus button and create it before continuing.
Then assign the contacts. You can assign all contacts to one team member or map assignments automatically based on the uploaded list. You can also add followers so other team members are able to track campaigns tied to those borrowers.
If appropriate, assign borrowers to a pipeline so they can enter a workflow immediately. This step is useful when the list should trigger a defined process right after import.
Click Next and monitor the activity log. Refresh the log to check progress. Once complete, verify that the new borrowers have been added to the system.
Finally, use the borrower list to select multiple contacts and run bulk actions, such as adding borrowers to campaigns, rate update campaigns, email broadcasts, text messages, tag edits, appointment setter mode, or exports.
Start with permission-based data. The video specifically calls out express authorization before proceeding with the upload. Do not treat this as a small checkbox; it is the foundation for responsible borrower communication.
Review field mapping before importing. Even when AI maps fields automatically, take the time to check the results. First name and last name may be straightforward, but skipped fields need human review. If a field contains useful context, adding it to notes may preserve information that can help later conversations.
Use tags intentionally. Tags are one of the easiest ways to segment a list after upload. The demo creates a tag for the uploaded group, which makes it easy to identify those borrowers later for campaigns, rate updates, or reporting. Avoid vague tags when a specific list label will be more useful.
Assign ownership and followers during import. Team member assignment determines who is responsible for the borrower, while followers allow others to track campaigns. Setting this up during upload saves cleanup time later.
Use pipelines only when you are ready for borrowers to enter a workflow immediately. If you assign a pipeline during import, the borrowers can begin moving through that process right away. Make sure the pipeline choice matches your intended follow-up.
Include loan data when you want automatic rate watches. The video explains that if the upload includes loan type, loan amount, interest rate, and term, the AI assistant can automatically create a rate watch. This is a major time-saver for borrower monitoring.
One common mistake is uploading a list without confirming that the contacts have provided express authorization. The workflow includes this confirmation for a reason, and it should be handled carefully.
Another mistake is accepting field mapping without review. AI can automatically map fields, but skipped fields may contain important data. If you ignore them, you may lose context that could have been stored in notes or matched to the right field.
A third mistake is importing contacts without tags. If you do not tag a list during import, it can be harder to identify that group later. A clear tag helps you run bulk actions on the right borrowers.
Teams may also forget to assign followers or ownership. If contacts are uploaded without clear team member responsibility, follow-up can become inconsistent.
Finally, users may overlook the data required for automatic rate watches. The system needs loan type, loan amount, interest rate, and term to create the rate watch automatically. If those fields are not included, that automation will not be triggered from the upload.
Imagine you have a borrower list that you want to import for a refinance-related outreach effort. You create a new contact, choose bulk upload, select borrowers, and drag the file into the upload window. You confirm express authorization, then click Next.
The AI maps the standard fields. First name and last name are matched automatically. You review any skipped fields and decide that some should be added to notes, while others can be skipped. You then move to the tagging and organization screen.
You create a new tag for the group using the plus button, then apply any relevant status and source information. You assign the borrowers to a team member and add followers so other team members can track campaign activity. If the borrowers should immediately enter a workflow, you assign them to the right pipeline.
After clicking Next, you check the activity log and refresh it until the upload is complete. Once the borrowers appear in the system, you go to the borrower list, select the newly imported group, and apply bulk actions. You might add them to a campaign, enroll them in a daily or weekly rate update campaign, send an email broadcast using a template, send a bulk SMS with a voicemail follow-up template, or add a tag such as "refi eligible."
If the uploaded file included loan type, loan amount, interest rate, and term, the AI assistant can automatically create rate watches. From individual lead files, you can also manage campaign participation, rate watches, scheduled tasks, borrower conversations, details, and status updates.
Bulk upload and bulk actions work together to help loan teams organize borrower data and take action at scale. The upload process brings contacts into loanofficer.ai, maps fields with AI assistance, applies tags and statuses, assigns team members and followers, and can place borrowers into a pipeline. If the right loan data is included, the system can also create automatic rate watches.
Bulk actions then let you act on those contacts efficiently. You can add borrowers to campaigns or rate update campaigns, send email broadcasts or text messages, edit tags, enable appointment setter mode, and export selected borrowers. Inside individual lead files, you can define AI objectives, add campaigns manually, schedule tasks, review conversations, check details, and update borrower status.
Used together, these tools help you keep your pipeline organized, save time, and maintain consistent borrower outreach.
Start by creating a new contact and selecting the bulk upload option inside loanofficer.ai.
Choose whether the upload contains borrowers or partners. In the lesson example, the list is uploaded as borrowers.
Drag and drop the contact list into the upload window, then confirm that you have express authorization from the contacts before clicking Next.
Let the AI map fields such as first name and last name, then review skipped fields. You can add skipped fields to notes, combine fields, or skip them.
Select all, multiple, or only a few tags, statuses, and sources. You can also create a new tag using the plus button.
Assign all contacts to a team member or map assignments from the uploaded list. Add followers if other team members need to track campaigns.
If you want borrowers to enter a workflow immediately, assign them to the appropriate pipeline before completing the upload.
After submitting the upload, check the activity log and refresh it to monitor progress. Once complete, confirm that borrowers were added.
From the borrower list, select multiple contacts and apply actions such as campaigns, rate updates, broadcasts, SMS, tag edits, appointment setter mode, or exports.
Yes. The upload flow gives you the option to choose between borrowers or partners before importing the list.
You need to confirm that you have received express authorization from the contacts before moving forward with the upload.
Yes. The AI automatically maps fields such as first name to first name and last name to last name, but you should still review the mapping.
Skipped fields can be added to notes, matched with other items into a single field, or skipped entirely.
Yes. You can import existing tags or create a new tag by clicking the plus button during the upload process.
If the upload includes loan type, loan amount, interest rate, and term, the AI assistant will automatically create a rate watch.
You can add borrowers to campaigns, add them to rate update campaigns, send email broadcasts, send text messages, edit tags, enable appointment setter mode, or export lists.
You can manage AI objectives, add borrowers to campaigns, add daily or weekly rate watches, schedule events and tasks, review conversations, view details, and update borrower status.
[00:00] In this video, I'm going to walk you through how to perform bulk uploads and bulk actions inside loanofficer.ai. [00:09] Let's start by creating a new contact. Select bulk upload here. You'll see the option to choose between borrowers or partners. For this demo, we'll select borrowers. [00:18] Simply drag and drop your contact list into the upload window. Before moving forward, confirm that you have received express authorization from your contacts. Once confirmed, click Next. [00:30] The AI will automatically map your fields. For example, first name to first name and last name to last name. If some fields are skipped, you can add them to notes. Match multiple items together into a single field or skip them entirely. Once you've reviewed everything, select Next. [00:48] Here you'll be able to import tags, statuses, and sources. You can select all, multiple, or just a few. You can also create new tags by clicking the plus button. For this example, we'll tag the list as Star Wars borrowers. [01:04] You can assign all contacts to a team member or map them automatically based on the uploaded list. Assigning followers allows other team members to track campaigns. Finally, you can assign borrowers to a pipeline if you want them to enter a workflow immediately. [01:20] Click Next to continue. Now we'll see the upload status in the activity log. Refresh to check progress. Once complete, you'll see the new borrowers added to the system. That's the process for doing a bulk upload. [01:35] There's one more important note. As long as your upload includes the loan type, loan amount, interest rate, and term, the AI assistant will automatically create a rate watch. For example, here the rate watch is set at 4.68% because the system detected a minimum reduction threshold from 5%. [01:57] Now let's review bulk actions. From the borrower list, you can select multiple contacts and apply the following actions. Add to campaigns. Choose an existing campaign and add borrowers in bulk. [02:10] Add to rate update campaigns. For example, a daily or weekly borrower update. Email broadcasts. Insert a template, review, and send to all selected borrowers. Text messages. Insert a template, such as voicemail follow-up, and send bulk SMS. [02:29] Edit tags. Add or remove tags, such as refi eligible. Appointment setter mode. Enable the AI to set appointments automatically. Export lists. Export selected borrowers into a file. [02:43] This is how bulk actions work in conjunction with your bulk uploads. When inside an individual lead file, the AI automatically checks for valid email addresses. Invalid emails are skipped to keep your reputation score high. [02:58] In the marketing section, you can define the AI objective. Options include book appointment, send application, do both, or provide customer service and answer questions. Once your AI assistant is turned on, you can also add borrowers to campaigns manually. [03:16] Borrowers can also be added to daily or weekly rate watches directly. You can schedule new events and tasks, such as callbacks or phone meetings. The conversations tab summarizes borrower communications, while the details tab shows lead sources, statuses, and other borrower details. [03:35] Finally, you can always update a borrower's status directly from the dropdown in their profile. That's a full overview of how to complete bulk uploads, set tags, launch rate watches, and use bulk actions in loanofficer.ai. [03:50] With these tools, you'll be able to organize your pipeline, save time, and keep your borrower outreach running smoothly.