Your Ownwell plan includes a limit on the number of clients you can import or add:
Base Plan: Includes 100 clients (available on both annual and monthly plans).
Need More Capacity? You can increase your limit in increments of 100 clients for $50/month per additional 100 clients. To add capacity, simply contact us.
How to Check Your Client Capacity
You can view your current client capacity anytime by checking the client capacity count located in the top right corner of your dashboard.
Client Capacity vs. Enrolled Clients
It’s important to note the difference between:
Client Capacity: Counts all clients added to Ownwell, whether or not they’re enrolled in the monthly report.
Enrolled Clients: Refers only to clients actively receiving the Ownwell Homeownership Report.
Why this matters:
Clients count toward your capacity as soon as they’re added, even if they’re not yet enrolled. This allows you to review or spot-check their data before sending reports.
Viewing Enrolled Clients
To see how many clients are currently enrolled in the report:
Go to the "Subscribers" shortcut on your dashboard.
Clicking it will display a list of all clients currently subscribed.
Managing Client Capacity
If you want to free up space:
Delete clients by clicking the trashcan icon in the client list view. Deleted clients will no longer count toward your capacity.
No Surprise Charges
You’ll never be charged extra without your knowledge. We cap your usage at your selected client capacity, so you’re always in control.