Submitting Leads
Submitting Individual Leads
Follow these instructions to submit an individual lead
Making a Bulk Upload
Follow To submit bulk leads through the Data Center, follow these steps:
Complete the CSV template with the necessary lead information by following the instructions below:
Follow these instructions carefully, failure to do so may result in errors
Download and use the provided CSV template. Make sure your CSV file matches the columns in the template exactly.
You cannot import data for fields that are not in the template.
Saving your file
When saving your file as CSV, choose "CSV (Comma delimited) (*.csv)".
Avoid using "CSV UTF-8" or other formats, as they might cause errors like "File columns do not match with template".
Required Columns
Columns marked with an asterisk (*) are mandatory (e.g. First Name, Last Name)
Name Fields
First Name and Last Name must be separated into their respective columns.
Incorrect: Applicant Name = John Smith
Correct: First Name = John Last Name = Smith
Phone Numbers
Always use the international phone format. It should start with "+", followed by the country code and the local number.
Incorrect: Personal Number = 7512093211
Correct: Personal Number = +447512093211
Currency & Numbers
Don't use commas in number fields like Amount Requested or Average Monthly Turnover.
Incorrect: Amount Requested = $20,000
Correct: Amount requested = 20000
Call Client or Broker
This field can only have one of two values in this exact format
Call Client
Call Broker
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