Step 1: Open the Record Upload Section
Navigate to:
Add Records → Bulk Upload
Step 2: Upload the File
Click Browse Files and select your file from your computer.
Note: Only CSV files are supported for upload.
Step 3: Map the File Columns
Match the columns from your CSV file to the appropriate REsimpli fields.
Supported Fields Include:
Company Name
First Name
Last Name
Property Address
Mailing Address
Phone Number
Email Address
Property Information
Lists
Tags
Step 4: Verify Required Fields
Ensure the Property Address field is mapped.
Property Address is the only required field for upload.
Step 5: Name the List
Enter a list name that identifies the source or motivation type of the records.
Example List Names:
Probate List
Driving for Dollars
High Equity
Code Enforcement
Step 6: Add Tags
Optionally add tags to further organize the records.
Example Tags:
Probate
50% Equity
Vacant
Step 7: Configure Upload Options
Select any additional upload settings if needed.
Available Options:
Opt Out Addresses
Mark as Return Mail
Mark Records as Already Skip Traced
Step 8: Submit the Upload
Click Submit to upload the records into REsimpli.
Step 9: Review Upload Results
After the upload completes, review the upload summary to confirm:
Total records uploaded
Any failed or skipped records
Using List Stacking
Step 10: Filter Stacked Records
Navigate to your uploaded records and apply filters for list stacking.
Select:
Records appearing on multiple lists
Step 11: Set the List Match Criteria
Configure the filter to display records that appear on more than one list.
Example:
Records appearing on 2 or more lists
Step 12: Review Highly Motivated Leads
The system will display records that exist across multiple motivation lists.
Example:
A property appearing on:
Vacant List
Free & Clear List
High Equity List
Entity-Owned List
may indicate a more motivated seller.