{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/b49af984c50749b294ae4ef9e9452166\" frameborder=\"0\" width=\"1920\" height=\"1440\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1440,"width":1920,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1440,"thumbnail_width":1920,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/b49af984c50749b294ae4ef9e9452166-0a1a551794963175.gif","duration":183.754,"title":"How to Extract Data from Brokeredge for Ownwell","description":"In this video, I walk you through how to extract data from our Brokerage CRM and import it into OwnWell. If you're already using OwnWell, you'll find that I highlight the required fields needed for a successful upload, and I explain how to manually update any missing information, such as Household Income or dwelling details. After generating the OwnWell file, remember to refresh the page to see the updated list of records. I also demonstrate how to mass update fields if necessary. Please make sure to review and update your data to avoid any rejections during the import process."}