How to add a mortgage?

You can add your mortgage account to Origin in one of two ways — either by connecting automatically or entering it manually:

Connect Automatically

1. On Desktop - Click the ”+” button on your home screen in the upper right corner 

2. On Mobile - Click the gear icon in upper right, then head to the Account Management page, then click "+"

   1. Search for your mortgage lender by name

   2. Enter your login credentials when prompted

   3. Select the mortgage account(s) you’d like to include

💡 Tip: If you’re having trouble connecting, try switching data providers. You can do this by clicking the three-dot menu next to your lender’s name and selecting a different provider.

Add Manually

1. In the Account Connection modal scroll down and select “Other”

2. Fill in your mortgage information

3. Use the toggle to include or exclude it from your Net Worth calculation

4. Click “Save”

Note: You can update the Start Date for mortgage accounts by clicking the pencil icon next to the account name from the Manage Accounts page, so it accurately reflects in your Net Worth graph. 

Still stuck? Reach out to our team and we’re happy to help you get your mortgage added!