Importing Your Book Of Business

You can import your book during onboarding or any time later from Settings. We support direct imports from three platforms, plus manual mapping for any CSV, Excel, or Apple Numbers file.

Direct Imports: Filogix, Finmo, Velocity

If your book lives in Filogix, Finmo, or Velocity, the import is immediate. We map the fields ourselves.

1. In onboarding or in Settings, pick Import.
2. Choose Filogix, Finmo, or Velocity.
3. Follow the provider-specific steps to export your data and upload the file.
4. We process it on the spot and the candidates start appearing on your refinance and renewals lists.

CSV, Excel, Or Numbers Files (Manual Mapping)

Any other CSV, Excel, or Apple Numbers file goes through manual mapping. We do it on our end. Numbers files work as-is; no need to export to CSV first.

1. Upload your file from Settings > Import.
2. We get a notification on our side.
3. Our team maps your columns to BrokerPlus fields.
4. Turnaround is up to 1 business day.
5. Once mapped, the candidates appear in your dashboard.

You'll get an email when the import is complete. If your file is unusual or has missing fields we need, we'll reach out before mapping.

Cancelled, Declined, And Terminal Deals

Deals with a cancelled, declined, expired, or withdrawn status are no longer skipped on import. They're saved to your Leads section so you can still reach out, while funded, approved, active, and new deals continue to flow into your refinance and renewals lists.

Mixed Products: HELOCs And Second Mortgages

Files often include more than a client's first mortgage. Lines of credit attach to the client as a debt instead of becoming a candidate, so a revolving balance never inflates the savings math. Second mortgages import as their own deals, linked to the same client. See HELOCs And Second Mortgages for the details, including how to split a combined balance after the fact.

Whose Deals Import (Multi-Agent Files)

A book exported from your CRM often carries deals booked by other agents that aren't your clients. When the file lists more than one agent, the import preview shows a Whose deals should import? checklist - everyone is on by default. Uncheck anyone whose deals aren't yours and their rows won't be imported. Everything you keep lands in your own book, assigned to you. It's only a filter - it doesn't reassign deals to your teammates.

Re-Importing Later

You can re-import as often as you want. Re-running an import updates existing clients (matching on the lender + closing date or unique identifier) and adds any new ones. It does not delete clients that were in your previous file but missing from the new one.

Protecting Your Manual Edits

If you've hand-edited a deal - fixed a balance, corrected a lender, updated a maturity date - the import preview asks how to treat those deals under For deals you've already edited. Choose one before you confirm:

• Overwrite all - the import wins on everything, including the fields you changed by hand. Use this when the incoming file is the source of truth.
• Keep edits - the import refreshes everything else but leaves the specific fields you edited untouched. Your corrections stay, the rest stays current.
• Skip touched - the import skips any deal you've edited entirely, leaving it exactly as it is.

The default is Overwrite all, so nothing changes unless you pick a protective option. Protection covers edits you make going forward, plus any balances or property values you'd already pinned by hand.

One-Off Leads Instead Of Bulk Imports

For a single lead or client you just got off a referral, don't bother with an import. Use the Add Client button on the refinance or renewals page. See Adding A Client Manually.

What To Do Next

• Once your book is in, see What Refinance Does and What Renewals Does.
• Stuck import? See An Import Is Stuck Or Didn't Come In Correctly.