Bulk Remove

Creating a list of Loan Officers you want to remove from existing list:

1. Create a list of the contacts you want to remove. You can do this by going into an existing list and filtering/sorting to identify the contacts you want to remove.
2. Once you have the list of contacts, go to the "Lists" section and select the list you want to remove them from.
3. Click on the list to open it, then click the "Bulk Remove" button at the top.
4. This will bring up a modal where you can select the list of contacts you want to remove. You can either manually select them or upload a CSV/spreadsheet with the contact info.
5. Review the list to confirm these are the contacts you want to remove, then click "Remove from List" to complete the bulk removal.
6. The contacts will be removed from the selected list. You can repeat this process for any other lists you need to do bulk removals from.

Removing contacts from an existing list:

1. Open up existing list in "user list" at the bottom of the filters.
2. Select list you wish to modify. Click "Apply".
3. This will bring the list onto the main screen where you can select the list icon with the 3 squares and plus sign . Select the Loan Officers you want to remove. Select entire page can remove up to 250 items selected at once.

1. Review the list to confirm these are the contacts you want to remove, then click "Remove from List" select the list name again. Click "remove"
2. The contacts will be removed from the selected list. You can repeat this process for any other lists you need to do bulk removals from.