Export Your Data from Velocity for Ownwell (CSV Guide)

Exporting your data from Velocity gives you a CSV file that can be imported into Ownwell.

This guide walks you through the correct Velocity report settings so your export includes the right clients, borrowers, and deal data.

Before starting, make sure you can access Reports in Velocity.

This process will generate a CSV file, which you will upload into Ownwell to preview and import clients.

For your first import, your goal is typically to export active funded mortgages. You can follow these same steps to pull additional files later, also.

This video shows how to export deal data from Velocity for import into Ownwell.

It covers:

Follow the steps below to build your report and export your CSV file from Velocity.

The screenshots will show you exactly where to click. As you go through them, pay attention to the key settings — these determine which clients are included and whether your data imports correctly into Ownwell.

The most important things to get right:

If any of these are missed, your export may still complete—but some clients or data may be missing when you import into Ownwell.

→ Click “Reports”

→ Click “Build a Report”

→ Click “Create New Report”

→ Name your report

→ Select Report Type: Deals

→ Select Status: “Funded & Awaiting Payment” and “Complete”

Ownwell imports active funded mortgage files. If one of these is missed, some clients will not appear in your export.

→ Select Application Type: “Approval”

→ Select Date Type: “Maturity Date”

This captures active mortgages.

For later imports, you may want a specific group of clients (e.g. recent closings). In that case:

→ Set Date Range: TODAY → 10 years after TODAY

→ Under “Include all borrowers?”, select “Yes”

This ensures:

If this is not selected, client data may be incomplete.

👉 See: Which borrowers does Ownwell import?

→ Click “Configure Report”

→ Important: ensure “Assigned User” is selected

→ Click “Select All” for all other categories

→ Click “Generate Report”

→ Click “Export CSV”

→ Critical: ensure “Agent” is selected

→ Click “Select All” for all other categories

→ Click “Export Report”

Upload this CSV into Ownwell to preview and import your clients.

→ See: How to Import Your Velocity CSV into Ownwell

Maturity Date helps identify active mortgage files. This is the most useful dataset when first setting up Ownwell.

Yes. Use Date Type: Closing Date and set your desired date range.

This is useful for incremental imports and adding recently closed clients.

Ownwell supports co-borrowers and uses household-level data.

If borrowers are missing, household income may be incorrect and opportunities may be less accurate.

Ownwell relies on the full dataset to:

Missing fields can lead to incomplete or failed imports.

Velocity does not include this field when using “Select All.”

You should manually check it in both selection screens to ensure all data is exported. This is particularly important if you share your Velocity account to ensure you only upload your deals.

Check:

Ownwell currently does not support:

These files will be skipped.

Workaround:

This has minimal impact on opportunity calculations and allows the client to be included.