How To Import Investor Exclusionary List

You have the option to import investor exclusionary list. To add import investor exclusionary list, follow the steps below:

1. Click on Admin at the top of the Dashboard.

2. Click on Investors on the left side menu to access the MANAGE INVESTOR screen.

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3. To upload the investor DNU appraise list click on the Import icon on the right hand side in line with the investor name.

PennyMac
Pacific Union Financial
name
HUD
Freddle Mac
Franklin American Mortgage Company
Flagstar
Mae
Dltech
Clt1Bank
Chase
Caliber Home Loans
Investor Name
MANAGE INVESTORS
N/A N/A
N/A N/A
N/A N/A
N/A N/A
N/A N/A
N/A N/A
N/A N/A
N/A N/A
N/A N/A
DNU Appraisers
Import Export

4. Click on the Choose File option to upload the appraiser do not use appraiser list from your local computer and click on Upload to import the DNU appraiser list.

5. You will then be prompted to Select the sheet which has the DNU list to be uploaded. Next, please enter the Excel row number where the column headers are located and click Next.

4. Step 3 Mapping the columns according to the sheet you will need to select the following and then click Import.

i. Appraiser First Name

ii. Appraiser Last Name

iii. License Number

iv. License State

IMPORT ABC BANK 'DO NOT USE' APPRAISER LIST
Step 3: Map Columns
Actions
Appraiser First Name
Appraiser Last Name
License Number
License State
Import
ABC Mortgage
ABC user 1
Cancel Import

On successful import, the following pop-up message will be received.

0 record(s) were successfully imported.
Done

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