When you upload your first pipeline report from your LOS into EpochOS, it will add the Loans present in the pipeline, along with any employees and lenders not currently present in the system. This is the most convenient way to upload your roster when setting up EpochOS for the first time.
The bulk upload feature is pre-configured to work out of the box with ARIVE's pipeline report. If your company does not use ARIVE, download the blank template below to map the EpochOS data fields with your LOS.
It is not required to provide all of this data for purposes of accounting & commission calculation - however, with more complete data, it will unlock valuable data insights into your business. For this reason, it's most useful if you upload ALL loans, not just funded ones.
How to Upload the Report
Navigate to the Loans page, and click the Bulk Upload button.
Select your pipeline report on your computer (it must be in CSV format)
Choose whether you want to add new Employees and/or Lenders.
If any required fields are missing, the system will let you know. Upon successful upload, the loans will populate on the Loans page.