See what funds on day one: import your past leads
Bring last year’s leads in from a spreadsheet or CRM export. Broker AI shows which sources and campaigns funded, and client details never leave your computer.
Export your leads from your CRM or loan system as a CSV file and import it on the Leads page. Broker AI reads only the date, source, campaign, stage and a revenue range, in your browser, and shows which sources and campaigns funded. Names, emails, phone numbers and loan amounts never leave your computer, and an import can be undone in one click.
What do you get from importing past leads?
- Which sources fund. Referrals, past clients, your website, each ad campaign: how many leads, how many funded.
- Cost per funded file by campaign, as soon as your Google or Meta account is connected, built from your history.
- A baseline. Your before, so the after means something.
How do you import leads into Broker AI?
- Export your leads as a CSV file. In most CRMs and loan systems it’s under Reports or Export. From Excel or Google Sheets, save or download as CSV.
- On the Leads page, choose Bring in your past leads and pick the file.
- Check how each column and each stage was read, and fix anything wrong right there. “Closed” in your system might mean funded, or it might mean lost.
- Import. If anything looks off afterwards, undo the whole import in one click.
Does client data leave my computer?
No. The file is opened in your browser. Only the date, source, ad platform, campaign, stage, closed date and a revenue range are sent. Names, emails, phone numbers, addresses and loan amounts never leave your computer, and an exact commission is turned into a range first.
Imported leads are never counted as something Broker AI helped with. They happened before it, so your before-and-after stays honest.
Questions people ask
- Which CRMs can I import from?
- Any system that exports a CSV or Excel file, which covers most CRMs and loan origination systems. Columns are matched by name, and you can correct any match before importing.
- What columns does the file need?
- At least a date and a status for each lead. Source, ad platform and campaign name make it far more useful.
- Can I undo an import?
- Yes. Each import can be removed as a whole from the Leads page, leads and outcomes together.
By DisruptionIO, the team behind Broker AI. Published October 11, 2026.