Skip to content
Contact Support
  • There are no suggestions because the search field is empty.

How do I add contacts?

You can add your own contacts into Janover Pro to help streamline your outreach efforts. You can send offering memorandums directly to them, utilizing the helpful features of the Janover Pro platform.

Important note: Your contacts remain yours and yours alone — they are private to your account's address book.

There are two ways to add new contacts into Janover Pro. One by one or via uploading a file.

Adding One Contact

Adding one contact is simple, straightforward, and only takes a moment.

  1. Navigate to "My Contacts" from any page inside Janover Pro, then click "Add Contact".
  2. Complete the fields for the contact — note that while only email is required, it is likely far more useful to include name and phone number for your own records.
  3. If the contact is an originator and you know information about their credit box, click "Add Credit Box". Otherwise, click "Create Contact" and you're done.
  4. For the credit box, no fields are required — you can input as much or as little as you'd like.

Adding Multiple Contacts

If you have multiple contacts to add, using a file is the quickest way to import them into Janover Pro. You can import a spreadsheet file of your contacts — namely, a Microsoft Excel or CSV file — and create multiple contacts in seconds.

The following values can be imported this way: Name, Company/Lender Name, Email Address, Phone Number.

You can use the following templates to create your contact list:

Once you're ready to go, head to the "My Contacts" tab and click "Import Contacts". Click and drag your file in there, click "Import [Number] Contacts" and a moment later, it's done.

Note: All contacts must have an email address — if there are any issues with any of the contacts, you'll get a message in-platform specifying which rows have any problems.