When it comes to migrating your database over to Ownwell, we recommend using our API or Bulk Import methods. That said, there may be a time when you'd like to add clients one at a time. Here's how:
Keep in mind that there are multiple ways to add clients to Ownwell.
1. API Connection - Recommended for Finmo and Velocity users
2. CSV Import - Recommended for other database sources
3. Manual Entry - For Individual Clients, Leads, or Demos.
Manual Entry should only be used when added a small number of clients - Adding a lead with the intention of converting them to a client, or for testing / showcasing Ownwell in a demo to your database or partners.
How Do I Add Clients with Minimal Information?
You can add clients or leads with what we call "partial information". All you need is a name, email, and property information - no financial or mortgage details needed upfront.
You can add the mortgage information later in the "Client Details" tab, or the client can add them themselves through their report. Here's how to add a mortgage to a client file.
Homeowners are Categorized for Better Organization
Client - A current client of yours.
Lead - Prospective clients who have not yet closed a mortgage.
Referral - Clients who belong to a partner and has shared visibility (this client appears in both your account and the partner's account)
There are multiple ways to add clients to Ownwell:
API Connection: Importing Velocity and Finmo
CSV Import: If your client data is living in Filogix, an old Velocity account, a CRM, or a different submission platform.
Manual Entry