Origination
Contacts
Everyone you deal with: borrowers, guarantors, lenders, brokers, lawyers, agents and vendors. One record per person or company; a contact can have several types.
Total contacts
24
Borrowers with active loans
48
Active lenders
5
Missing SMS consent
2
With selected:
| Name | Company | Type | Phone | Deals | Last contact | ||
|---|---|---|---|---|---|---|---|
JN James Nguyen Co-borrower with Rachel Nguyen | — | Borrower | (416) 555-0142 | j.nguyen@email.com | 1 | Today · SMS NSF | |
RN Rachel Nguyen Co-borrower with James Nguyen | — | Borrower | (416) 555-0143 | rachel.n@email.com | 1 | Sep 3 · Email | |
MP Mohan Patel | — | Borrower | (905) 555-0118 | mpatel@email.com | 1 | Sep 1 · Email | |
KS Karan Singh | — | Borrower | (905) 555-0177 | karan.singh@email.com | 1 | Sep 22 · Call | |
CH Crestview Homes Ltd. Contact: L. Moreau, President | Crestview Homes Ltd. | Borrower | (905) 555-0190 | office@crestviewhomes.ca | 1 | Sep 18 · Email | |
AR Anthony Romano | — | Borrower | (416) 555-0156 | a.romano@email.com | 1 | Aug 30 · Email | |
SO Samuel Oduya No SMS consent | — | Borrower | (905) 555-0131 | s.oduya@email.com | 1 | Sep 24 · Email | |
DC David Chen Open lead · via Summit Mortgage Group | — | Prospect | (647) 555-0109 | dchen@email.com | 0 | Sep 25 · Call | |
PC P. Castellano | Crestview Homes Ltd. | Guarantor | (905) 555-0191 | p.castellano@email.com | 1 | Jul 12 · Email | |
DM D. Morrison | Northgate Holdings Inc. | Guarantor | (905) 555-0166 | dmorrison@northgate.ca | 1 | May 1 · Email | |
PM P. Marino | Harbour Lane Developments Ltd. | Guarantor | (905) 555-0122 | pmarino@harbourlane.ca | 1 | Jun 7 · Meeting | |
MF Maplewood Family Trust | Maplewood Family Trust | Lender | (416) 555-0101 | trustee@maplewoodtrust.ca | 2 | Sep 15 · Statement | |
RB R. Bhatia Lender and borrower (2 types) | — | Lender Borrower | (416) 555-0133 | rbhatia@email.com | 3 | Sep 15 · Statement | |
NH Northshore Holdings Inc. | Northshore Holdings Inc. | Lender | (905) 555-0150 | invest@northshore.ca | 2 | Sep 15 · Statement | |
SG S. & L. Grewal | — | Lender | (905) 555-0184 | grewal.family@email.com | 2 | Sep 20 · Call | |
DC Dunmore Capital Corp. | Dunmore Capital Corp. | Lender | (416) 555-0170 | deals@dunmorecapital.ca | 2 | Sep 19 · Email | |
AL A. Lee Principal broker | Summit Mortgage Group | Broker | (416) 555-0125 | alee@summitmortgage.ca | 6 | Sep 25 · Email | |
PS P. Shah | Keystone Financial | Broker | (905) 555-0147 | pshah@keystonefin.ca | 4 | Sep 23 · Call | |
CA Chen & Associates LLP Borrower-side counsel · clerk: M. Tsang | Chen & Associates LLP | Lawyer · borrower | (416) 555-0160 | closings@chenlaw.ca | 5 | Sep 12 · Email | |
WL Whitfield Law PC Lender-side counsel · J. Whitfield | Whitfield Law PC | Lawyer · lender | (416) 555-0188 | jwhitfield@whitfieldlaw.ca | 14 | Sep 24 · Email | |
MF M. Ferreira | Ferreira Realty | Agent | (905) 555-0112 | mferreira@ferreirarealty.ca | 1 | Aug 14 · Call | |
BA Brightline Appraisals Appraiser | Brightline Appraisals | Vendor | (416) 555-0199 | orders@brightline.ca | 9 | Sep 21 · Email | |
OH Ontario Home Insurance Brokers Insurance | Ontario Home Insurance Brokers | Vendor | (905) 555-0140 | service@ohib.ca | 4 | Sep 10 · Email | |
CT City of Toronto — Revenue Services Property tax inquiries | City of Toronto | Other | 311 | — | 0 | Jun 30 · Call |
Showing 24 of 24 contacts · Click a row to open the profile
Import history
Test runs and imports. Roll back a completed import to remove the contacts it created. Also under Settings → Data import.
| Date | Type | File | Rows | Imported | Skipped | By | Status | Error report | |
|---|---|---|---|---|---|---|---|---|---|
| Sep 28, 2026 | Contacts | brokers_sept.xlsx | 18 | 16 | 2 | Priya Nair | Completed · 1 warning | ||
| Sep 28, 2026 | Contacts | brokers_sept.xlsx | 18 | 16 | 2 | Priya Nair | Test run | ||
| Aug 12, 2026 | Contacts | outlook_export.csv | 312 | 297 | 15 | Alex Morgan | Rolled back | ||
| Aug 12, 2026 | Contacts | outlook_export_fixed.csv | 312 | 305 | 7 | Alex Morgan | Completed |
Import contacts from CSV
Bring in contacts from Excel, Outlook or another system. We'll check for duplicates before saving.
1 · Upload file
2 · Match columns
3 · Duplicates & consent
4 · Test run & import
Drag a .csv or .xlsx file here
or
or
Selected: contacts_export.csv · 45 rows
Not sure about the layout?
Match your columns
| Column in your file | Sample value | Maps to field |
|---|---|---|
| Full Name | Karan Singh | |
| Cell | 905-555-0177 | |
| karan.singh@email.com | ||
| Street | 15 Ravine Dr | |
| Town | Vaughan | |
| Prov | ON | |
| Postal | L4L 1A1 | |
| Category | Client | |
| DOB | 1979-06-02 | |
| Job | Contractor |
Map at least one column to a name (or company) field. If no column is mapped to Contact type, rows are imported as "Other" unless you choose a type above.
3 possible duplicates found (same email or phone as an existing contact). Choose what to do:
| Row | In your file | Matches existing contact | Why |
|---|---|---|---|
| 4 | Karan Singh · 905-555-0177 | Karan Singh | Same mobile |
| 17 | Jas Nguyen · j.nguyen@email.com | James Nguyen | Same email |
| 31 | A. Lee · alee@summitmortgage.ca | A. Lee | Same email |
Test run — nothing was saved
Would import
40
Would update
0
Skipped
5
Duplicates
3
Warnings
2
Row 9 · Skipped · No name or company
Row 22 · Warning · Mobile "416-555-01" looks incomplete; imported without it
Row 38 · Skipped · Email is not valid
Always do a test run first. When it looks right, run the import. You can roll a completed import back from Import history.
Roll back this import?
New contact
Anyone you deal with: clients, lenders, brokers, lawyers, agents, vendors.
Send email
To the 4 selected contacts. Each message is logged on the contact's timeline.
Add tag
Adds the tag to the selected contacts.
Merge duplicate contacts
Pick which value to keep for each field. Deals, emails, notes and documents from both records are combined.