Here's the scenario: You're working with a client or lead and you want them to receive the Ownwell homeownership report. That said, you don't have access to all of the required fields for successful client import. You only have access to limited client data (with minimal-no mortgage data or a matured mortgage).
Good news! There are two ways we can add clients to Ownwell when you have access to limited client information:
The Landing Page - for Broker Leads and Referral Clients
A Partial Import - Basic Client and Property Details Only
1. The Ownwell Landing Page can be used for Leads and Referral Clients.
This is especially helpful when you want to start showing leads value with the goal of converting them to a client. Brokers and Referral Partners can create landing pages. Here's how to create a landing page:
2. A Partial Import is a Bulk Import via CSV.
This type of CSV Import is especially helpful for scenarios where we only have access to client and property details. It's useful if the client's mortgage has matured or if they come from referral partners who don't have mortgage details (a realtor's database, for example). View and Download our Partial Import Template - attached to the bottom of this page!
*Note: All clients who are added through the landing page or a partial import will receive a partial version of the homeownership report, including the home value module, while the mortgage-related modules will remain blurred until they add their mortgage details through their report.
Here's what the client experience looks like for clients added through the landing page or a partial import: