Welcome to Ownwell! You’re just a few steps away from turbo charging your client engagement.
Before you get started, you'll need to import your client data into Ownwell. Don’t worry - it’s a quick and easy process!
Ways to Add Clients to Ownwell:
API Integration
Currently available for Finmo and Velocity (more integrations are coming soon).
Bulk Import via CSV
Easily import data from Velocity, Filogix Expert, or other sources. Access the templates to import data via CSV here.
Manual Entry
Add clients individually if needed. Learn how to do that here.
Automatic Enrollment via Landing Pages
Clients can automatically enroll through your personal landing page or referral partners' landing pages if you’re using the Adopt My Mortgage feature.
Platform-Specific Instructions:
BluMortgage
Can I Import Data from My CRM?
Yes! Ownwell is platform-agnostic - you can import data from any CRM - or spreadsheet, for that matter - as long as it contains the required fields.
However, we’ve noticed that most brokers' CRMs don’t include all the necessary fields. We recommend using your submission platform as your source of truth to ensure accurate data imports.
Bulk Import via CSV
You have two options for bulk-importing client data:
Import with complete mortgage details - Best if you have the client’s current mortgage information.
Import with property details only - Useful if the client’s mortgage has matured or if they come from referral partners who don’t have mortgage details (a realtor partner's database, for example). Clients imported this way will receive a partial version of the report, including the home value module, while the mortgage-related modules will remain blurred until they add their mortgage details through their report.
Both import templates can be downloaded below.
🟢 What Happens Next
Once your clients are imported into Ownwell:
They’ll appear in your dashboard under the “Recently Added” filter so you can easily review their details.
Each client will show a Pending status until their first report is ready.
Ownwell automatically checks for any issues (like missing or invalid emails) and flags them in the “Issues” tab.
Reports won’t be sent until these issues are resolved or dismissed.
Once everything looks good, Ownwell automatically queues and sends their first homeownership report 7 days after import.
This gives you time to review and personalize any details before your clients receive their reports — no manual sending required.