File Import for Homeowner Hubs

Homeowner onboarding made easy.

We understand how valuable your time is, which is why we're excited to offer a service that can streamline your onboarding process with homeowners.
Why you'll love File Import
This new service will help you onboard multiple homeowners onto the platform at once, saving you time and effort. Once onboarded, each homeowner will automatically receive a personalized hub for their home, and branded to you.
What happens next?
Homeowners will begin receiving an introduction campaign - a series of branded emails that highlight the many benefits of their portal and encourage them to log in. They can opt-out at any time during this campaign.

Do I qualify to use this service?
If the following criteria match your situation, you're all set to get started.

1. I have pre-existing relationships with my homeowner contacts.

2. I have not purchased any of my contact lists.

3. I have the required data for my homeowner contacts:
- Homeowner's first and last name
- Valid email address
- Physical address (including city, state, and zip code)
Have questions? We have answers.
Email our File Import team at import@homeowner.ai or visit our Help Center for online resources.

For more information, view our Marketing Guidelines, Terms of Use, and Privacy Policy.

Let's get started.

We just need a few details from you before we onboard your homeowners.
Contact Information (in case we need to reach you!)*

First NameLast Name
Company or Organization Name*
Email*
example@example.com
Phone Number
Please enter a valid phone number.
Job Role*
Industry Type
Only use the opt-out method for pre-existing business relationships*

I agree that the contacts I am uploading have opted in to receive emails from me and are not sourced from harvested or purchased lists. I understand that violation of this policy will result in loss of email features and/or termination of my account.

Let's upload your file(s).

In just a few steps, you'll be on your way to onboarding homeowners to their first very homeowner hub.
*For the quickest processing and to ensure your contact data is imported correctly, please use the file import template by making a copy or downloading it. Files in this format will be prioritized for faster turnaround.
Are all of the required fields listed in your file?*

Homeowner's First and Last NameHomeowner's Email AddressHomeowner's Property Address (including City, State, and Zip Code)
What's in this file?*

Completed transactions: closed real estate or lending transactionsContacts: friends, neighbors, colleagues, former classmates, professionals, etc. ("sphere")
If you are submitting files for multiple Pro users, please separate each file and title it with the professional's full name. Our team will reach out to you with any questions.
Upload your File(s)*

Acceptable formats include Excel or Comma Separated Values (CSV)
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What to expect next.

You've uploaded your file(s), now what? Here is all you need to know.
Behind the scenes: File Import
- Our team will add your file(s) to the queue
- We'll review the information to ensure it's complete and properly formatted
- If any updates are needed, we'll contact you directly via email
- Once the import is complete, we'll notify you via email when it's live
- You'll then be able to access homeowner activity metrics in your pro dashboard
Due to high growth, some imports may take longer than others. We will notify you via email once your import is complete. To check the status, contact our Import team at import@homeowner.ai.
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Homeowner onboarding made easy.