Filogix Data Mapping | Ownwell Help Center

When a client's mortgage file is imported from Filogix into your Ownwell account, a client file will appear in your dashboard.

📍The following table outlines how specific fields in Filogix are mapped to corresponding Modules and Fields in your Ownwell account!

Ownwell Report Module	Ownwell Field	Filogix Section	Filogix Field
Homeowner	First Name	Applicant Information	Name (Primary / B1)
Homeowner	Last Name	Applicant Information	Name (Primary / B1)
Homeowner	Email	Applicant Information	Email (Primary / B1)
Homeowner	Income	Applicant Information	Income
Homeowner	Credit Score	Applicant Information	Credit Score (Primary / B1)
Home	Address	Subject Property Information	Unit, Street Number, Name, Type, Direction, City, Province, and Postal
Home	Use Type	Subject Property Information	Occupancy
Home	Property Type	Subject Property Information	Type
Home	Historical Property Value	Subject Property Information	Purchase Price, Estimated Value, or Appraised value. *Depending which is selected in Filogix
Home	Historical Property Date	Mortgage Information	Closing
Mortgage Original	Lender	Mortgage Request Details	Lender
Mortgage Original	Closing Date	Mortgage Information	Closing
Mortgage Original	Term Start Date	Mortgage Request Details	Interest Adj. Date *If Interest Adj. Date field is blank or not provided, Ownwell determines the term start date based on the Closing Date. The Term Start Date will be set to the 1st of the month. EG) If Closing Date is July 25th, the Term Start Date will be August 1st.
Mortgage Original	Mortgage Property Value	Subject Property Information	Purchase Price, Estimated Value, or Appraised value. *Depending which is selected in Filogix
Mortgage Original	Mortgage Amount	Mortgage Request Details	Amount
Mortgage Original	Rate	Mortgage Request Details	Net Rate
Mortgage Original	Rate Type	Mortgage Request Details	Rate Type
Mortgage Original	Payment Frequency	Mortgage Request Details	Frequency
Mortgage Original	Compounding Period	Mortgage Request Details	Compounded Period
Mortgage Original	Amortization	Mortgage Request Details	Amortization
Mortgage Original	Term Months	Mortgage Request Details	Term

When you download a consolidated CSV from Filogix, not all of the required fields will be available. When you utilize the Filogix Scraper Tool as a part of your import processing (recommended) - Here are the fields that are extracted:

Credit Score
Property Type
Purchase Price / Estimated Value / Appraised Value
Payment Frequency
Compounding Period

Here are the Ownwell fields that are determined by Ownwell (based on data you've provided) - they do not map directly to a field in Filogix:

Lender Type - Based on the Lender
Property Value Type - If the mortgage is a purchase, we mark it as a purchase price, if it's another mortgage purpose (refinance, renewal etc.) we mark it as the estimated value.
LTV - Ownwell determines the LTV. This is because the fields in Ownwell can be edited directly in the platform, which can change the LTV.
Insurance Status
Payment
Posted Rate - Based on the closing date.
Discount - Based on the closing date.
Prime Rate - Based on the closing date. For TD Flexline, it's also based on the Lender.

Current Mortgage information is always derived data. Ownwell determines based on what is in the Mortgage Original module. This updates based on today's date / where they are in their mortgage term etc.

Please note that the following fields do not automatically import from Filogix - They are available for you to update in Ownwell client files as you see fit or manually in a spreadsheet prior to import:

Phone Number
Debts
Property Tax
Heating
Condo Fees

Click here to learn about the Filogix Import Process