Ownwell

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)

Arthur Rees

Brokeredge

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

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