CSV Export
Download current CRM data for reporting or offline review.
Workbook Import
Upload WholesaleReverse_Account_People_Pricing_Service_OS_v4. NMLS ID is the match key. Manual edits are never overwritten without approval.
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Import the WholesaleReverse Excel workbook (v4)
Download current CRM data for reporting or offline review.
Upload WholesaleReverse_Account_People_Pricing_Service_OS_v4. NMLS ID is the match key. Manual edits are never overwritten without approval.