Please start by downloading the Batch Utility attached below, as well as the test.csv if you need a formatted CSV for the utility.
The .CSV file must be in the correct format in order to be submitted. See test.CSV for how to correctly format your batch of files.
Enter the location of where the excel file has been saved into the “FileName” field. This field must be exact.
(i.e. C:\Users\Josh\Desktop\Batch.csv)
(Provider ID, Client ID, User ID will need to be entered next for the person running the tool. For providers there is usually a general admin that is used under the client. You cannot run the batch tool with your Provider login.
The product must match the product description you are trying to access, Ex. 3 MERGE. (You may want to create the excel with one borrower name to run a test through initially and make sure the file drops where it is expected to) This product description must match exactly so it's recommended for Products used in Batching to be labelled something a bit more simple.
Once you’ve entered the above information, click Start. It may take a few minutes to run for a smaller list. Larger lists can take much longer. It is recommended for large lists to break them up into multiple .CSV files with 50 or so lines.
The batch will save in the same directory as the .exe utility. As well as any errors, if any.