{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/51d70c0e710744df9933e7a8ffa97427\" frameborder=\"0\" width=\"1902\" height=\"1426\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1426,"width":1902,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1426,"thumbnail_width":1902,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/51d70c0e710744df9933e7a8ffa97427-b465672369792233.gif","duration":113.14,"title":"Importing Your Book of Business - BrokerPlus Help Center","description":"This Loom explains how to import your existing book of clients in BrokerPlus if you did not do it during onboarding, or if you want to import additional data sources. The import prompt appears on the Refinance and Renewals pages, or you can go to User > Upload in the Settings menu to import additional data later. For Velocity, Filogix and other major providers, mapping is done automatically, while unmapped providers can be handled by emailing the team for mapping in less than a day. After importing, data populates live on the Refinance page, and you can review each client’s available opportunities or add a single lead/closed client via Add Client."}