When adding a client to Ownwell - manually, with one of our APIs, or via CSV Import - there are fields that are required ✍🏻
The following fields are necessary for a successful client import:
Borrower Details
Primary Borrower First Name
Primary Borrower Last Name
Primary Borrower Email Address
Household Income
Subject Property Details
Use type (owner-occupied, rental, etc.)
Property type (detached, condo, etc.)
Original value (i.e. purchase price, estimated value, etc.)
Unit
Street number
Street name
Street type
Street direction
City
Province
Postal Code
The Original Mortgage Details
Transaction type (purchase, refinance, etc.)
Closing date (must be in the past)
Original mortgage amount
Original mortgage rate
Original mortgage rate type
Term (in months)
Amortization (in months)
Lender
*Note: The only instance where you can add a client with limited information is through the landing page (click here to learn how to set up a landing page) or using the partial CSV Import (click here to learn more about partial imports).
The following fields are OPTIONAL but recommended:
Primary borrower phone number
Primary borrower credit score
Subject property property taxes
Subject property Heating
Subject property condo maintenance fee
Curious about how you can add clients to Ownwell with limited data? Click here to learn more.