Ownwell

support@ownwell.ca | 9:30am-2:30pm PST Mon - Fri

Dan MacDonald

Arthur Rees

Getting Started Guide & Best Practices

Nabeeha Khattak

Learn how to add clients and what happens next

Adding Your Database

Understanding and navigating the Clients dashboard

Managing Your Database

Understanding Client Reports

Understand and manage individual client records

Working Client Files

Opportunities: Finding & Closing Deals

How to customize Ownwell, reset passwords, manage billing, and more. 

Managing Your Account

Articles relating to additional features. 

Ownwell Upgrades

Growing Your Database

Learn how to use Ownwell with referral partners.

Adopt My Mortgage

Explanations of the automated "Issues" and how to resolve them.

Issues

Explanations of the error messages in Ownwell and what to do about them.

Error Messages

Help for homeowners using Ownwell. Find support for signing up, inputting your home and mortgage details, and getting the most from your Ownwell report.

Homeowner Help Centre

Find answers and get help from Intercom Support and Community Experts

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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I’ve got this page open. Ask me anything about it and I’ll answer from the docs.