Welcome to Ownwell! You’re just a few steps away from turbo charging your client engagement.
Before you get started, you'll need to import your client data into Ownwell. Don’t worry, Importing your clients via CSV (bulk import) is as simple as providing a file to the Ownwell team - we'll handle the rest!
*We aim to complete CSV Imports within 5 business days 🪄
Want to import clients from a Velocity Account? Watch the video below:
Want to import clients from a Filogix Account? Watch the video below:
Are your clients in another platform? We can import them as long as we have enough information!
Option #1 - Import with complete mortgage details - Best if you have the client’s current mortgage information.
Option #2 - Import with property details only - Useful if the client’s mortgage has matured or if they come from referral partners who don’t have mortgage details (a realtor partner's database, for example). Clients imported this way will receive a partial version of the report, including the home value module, while the mortgage-related modules will remain blurred until they add their mortgage details through their report.
Both import templates can be downloaded below.