Gathering the data will take planning. Locate the sources of that data and create a process to gather it for each loan. Then, when we see the conversion tool, you will know the format needed for your spreadsheet that will be converted and uploaded.
Also, check with your LOS to see if it will create a file to upload and save steps. This is not feasible for all who do not have non-originated applications gathered electronically. For those whose systems are gathering information like credit scores, names of systems, AUS systems and results, loan to value, property value, etc., test to make sure it has the correct data. Many banks have data in the system but have no really used it. Test that now to see if it is accurate data or if you have to make some process tweaks. Have staff been entering accurate data or just throwing anything in fields because it was not being used internally for much. Hopefully it is correct because much of it went to the "Alert" files used for some regulator uploads. Check with your credit admin area or chief lending or chief credit officer. You might have much of the data already being gathered.