To begin, navigate to the dashboard and click on "My Organization."

From there, select "Org Locations." Currently, there are no locations listed in our example.

To proceed, click on "Download Template" to obtain the required file. The downloaded file will open in Excel, and it contains a single row with mandatory field names marked with an asterisk.

Next, we have an original file containing the branch locations and names.

Copy the relevant information from the existing file to the new file.

Copy the street address, city, state, and zip for each branch, and paste them into the corresponding fields in the new file. For example, we will name this branch "Branch 001" and extend the numbering accordingly. If there are any custom fields or phone numbers in the original file, they can be added in the "Custom Field" section. Once the file is complete, save and close it.

Returning to the dashboard, return to "Org Locations" and click on "Upload Locations."

Drag and drop the saved file into the designated area. The system will populate the information, and under the category, select "Branch." After making the selection, click on "Save."

At this point, all the data has been populated and loaded. However, the system needs some time to geocode each location, which may take a few minutes. Once this process is complete, the locations will be added to the field.

Alternatively, if you only have a single address to add, you can choose to upload a single location. Click on "Add Location," enter the necessary details such as the name, address, city, state, and zip code.

Set the category as "Branch," assign a location code (e.g., "Branch 022"), and save.

If any corrections are needed, you can edit the entry by, for example, copying the correct zip code, clicking on "Action," selecting "Edit," and pasting the accurate information. Save the changes, and the location will be updated accordingly.

To locate the file, navigate to the dashboard, click on "Start a Project," and select "Add Layer."

Choose "Locations" and name the layer "Branches."

Select the appropriate option under "Branch" and specify the desired footprint. Each dark square on the map represents a branch location.

To verify the presence of the test single location, go to "View Data" and enable filters.

Add a filter for the name containing "test" (since we named it "test single location") and apply the filter. The test location should appear in the results.

Returning to the map, you can isolate the test location and click on it to view the details, including the address.

This is an overview of how to add locations—in bulk or one at a time—to your Mortgage MarketSmart account.