Ownwell imports mortgages that are in the Closed / Funded or Paid & Finalized stages within Scarlett.

Prefer a guided walkthrough?
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Watch the video below for a complete demonstration of connecting Scarlett to Ownwell and importing your files.

Before connecting Scarlett, make sure:

⚠️ Ownwell only imports mortgages that are in the Closed / Funded or Paid & Finalized stages within Scarlett.

1. Log in to Ownwell.

2. Click Import in the top-right corner.

3. Select Scarlett.

4. Click Continue.
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Choose the option that matches your Scarlett setup.
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Select this option if your Scarlett account only contains your own deals.
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Select this option if multiple brokers share the same Scarlett account.
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Select this option if you're unsure which account type you have.
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Click Continue.

After selecting your account type, Ownwell will display the Import from Scarlet Screen.

Click the Scarlett Portal link provided in the instructions.

This will open Scarlett in a new browser tab. Leave the Ownwell import screen open, as you'll return to it after generating your API key.

Log in to Scarlett using your account credentials.

Once logged in, select Scarlett Mortgage.

In Scarlett:

1. Click Settings from the left-hand menu.

2. Select API.

3. Click Create API Key.
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Complete the form using the following settings:

-> Name: Ownwell Import

-> Permissions: Deal-Pull only

-> Agent: Select the appropriate agent

-> Click OK.

Scarlett will generate a new API key.

-> Copy the API key and save it as well.

Return to the Scarlett import screen in Ownwell.
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Paste the API key into the Enter your API Key field and click Import.
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Ownwell will begin retrieving and validating your Scarlett records.
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Depending on the size of your database, this process can take several minutes.
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Once processing is complete, you'll be taken to the review screen.

Records are grouped into:

Review the records before proceeding with the import.
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After uploading, you’ll see a preview of your file.

This screen shows:

Errors prevent a client from being imported.

Common causes:

You can:

Warnings do not block import. They indicate something may need review later.

Example:

You can include or skip these clients, or download them, edit, and re-import later.

→ Review the list
→ Uncheck any clients you want to skip

Only selected clients will be imported.

Ownwell imports mortgages that are currently in one of the following Scarlett stages:

Mortgages in other stages are not imported through the Scarlett API connection.
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For best results, ensure your deal statuses in Scarlett are accurate before starting the import.

If you run into any issues connecting Scarlett or importing your records, contact [email protected] and our team will be happy to help.

Ownwell imports mortgages that are in the Closed / Funded or Paid & Finalized stages within Scarlett.
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Select Individual Account if your Scarlett account only contains your own deals.

Select Shared Account if multiple brokers share the same Scarlett account.
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No. Scarlett only displays the API key once when it is created. If you lose it, you'll need to generate a new API key.
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Errors indicate information that must be corrected before a record can be imported. Hover over the error indicator to see the issue and update the affected field.
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Warnings are informational notices that should be reviewed before importing. They do not prevent a record from being imported.
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Yes. Once connected, Ownwell will continue syncing eligible Scarlett records automatically.