Ownwell

Manually Adding Clients to Ownwell

A list of required fields - You will need this information to successfully add a client to Ownwell.

What are the Required Fields in Ownwell?

How do I import clients into Ownwell when I only have access to some of the required information?

How to Import Clients with Limited Client Information

Here are the templates for Ownwell client imports.

Data Import Templates

The rules for the Ownwell Finmo and Velocity APIs.

How Does the API Decide Which Clients to Import into Ownwell?

Arthur Rees

Dan MacDonald

Learn how to add clients and what happens next

Adding Your Database

How to Import Your Clients with the Velocity API

Import Your Clients from Velocity (API Setup Guide)

Why Your Velocity Deal Might Not Have Imported into Ownwell

Why Are My Clients Not Importing From Velocity via API?

Export your deal data from Velocity into a CSV file for Ownwell. Learn the correct report settings, required fields, and how to avoid missing clients or data issues during import.

Export Your Data from Velocity for Ownwell (CSV Guide)

Upload and import your Velocity CSV file into Ownwell. Learn how to review clients, handle errors and warnings, and complete your import so clients are set up correctly and ready…

Import Your Velocity CSV into Ownwell (Preview & Upload Guide)

How to import from Velocity or connect direct via API

Velocity

Import Your Clients from Finmo

Why Your Finmo Deal Might Not Have Imported into Ownwell

Why Are My Clients Not Importing From Finmo?

How to troubleshoot a Finmo API Error in Ownwell

The Finmo API Error - Not Importing Clients - Steps to Resolve

Import from Finmo or connect direct via API

Finmo

Import Your Clients from Filogix

How Filogix data maps to fields in Ownwell.

Filogix Data Mapping

Here's how to export your Filogix data and how to enrich the data and import into Ownwell.

Import Your Filogix Clients via CSV

Filogix

Upload and import your BluMortgage CSV file into Ownwell. Learn how to review clients, handle errors and warnings, and complete your import so clients are set up correctly and ready…

Import Your BluMortgage CSV into Ownwell (Preview & Upload Guide)

Export your borrower and mortgage data from BluMortgage into a CSV file for Ownwell. Learn how to build the correct report, include borrower data, and avoid missing clients or incomplete…

Export Your Data from BluMortgage for Ownwell (CSV Guide)

How to export and import from BluMortgage

BluMortgage

Export your funded deal data from Brokeredge into a CSV file for Ownwell. Learn how to generate the Ownwell Extract, review missing mandatory fields, and export the correct file for…

Export Your Data from Brokeredge for Ownwell (CSV Guide)

Upload and import your Brokeredge CSV file into Ownwell. Learn how to review clients, handle errors and warnings, and complete your import so clients are set up correctly and ready…

Import Your Brokeredge CSV into Ownwell (Preview & Upload Guide)

Brokeredge

support@ownwell.ca | 9:30am-2:30pm PST Mon - Fri

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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