Here's a short video tutorial on How To Do An Express Screening


Express Screening is your go-to method for fast, do-it-yourself screenings—ideal for files with fewer than 500,000 records. It’s fully automated, so results are typically ready within a few hours.

Use Batch Upload for files larger than 500,000 records & those needing special processing (e.g., NCOA, WE Locate).

Note: If your subscription includes a CRM integration (like the Salesforce Connector), you may be able to submit screenings directly from your CRM. Visit our Partner Integration KB for more info


Getting Started with Express Screening

Step 1: Log In

Sign in to your WealthEngine (WE) account.


Step 2: Go to the Screen Tab

Click the “Screen” tab at the top.

Note: From here, you can analyze results or build look-alike models. Clicking a screening name takes you to My Profiles.


Step 3: Start a New Screening

Click “New Screen” to open the Express Upload page.

Step 4: Choose Input File Template

Express requires a specific file format. We have three standard options you can choose between: Basic, Detailed & Email screening

Note: See our Screening Best Practices Guide for help choosing the right template.


To view & download a new template:

  1. Open the Input File Template dropdown.
  2. Click Template Details to view the structure.
  3. Scroll down to download the Excel version.

Need a custom format?
You can create your own template with custom fields and order.

Note: Refer to our Custom Import Template Guide for instructions.

Step 5: Prepare Your File

Enter your data into the selected template.
Required fields for each record:

  • First Name
  • Last Name
  • Street Address
  • City
  • State
  • ZIP Code

Note: Here's the guide for Common File Formatting Issues in Screening

Step 6: Complete the Express Upload Form

  1. List Name – This is how your results will appear in My Profiles. You can rename it.
  2. Upload File – Select your prepared file.
  3. Template Used – Choose the template you followed.
  4. File Format – Select the correct format (e.g., .csv, .xlsx).
  5. Header Rows to Skip – Enter how many rows to skip before the first record (e.g., “1” if your first row has column names).
  6. Notification Email – Enter your email to get notified when results are ready.


Step 7: Review Your Screening Data

Review the first 10 rows of your file below to verify that your data aligns with the template headers


Step 8: Upload

Click on Continue Upload to submit your file.


Note: If there’s an error, please contact Customer Support.


What Happens Next?

Once processed, your results will automatically appear in the My Profiles section.