Here's a quick video showing you how to upgrade a limited partner to a gifted partner:
When you add a Gifted Partner to Ownwell (or upgrade a Limited Partner to a Gifted Partner) an automated invite email will be sent their way - prompting them to accept their invite and log into their account for the first time.
Sending your referral partner a text or email? You can copy the invite link in Adopt My Mortgage and share it directly with them!
Learn better with written instructions? No problem! Read below for a written step-by-step guide showing you how to upgrade a partner in seconds:
1. Log into your Ownwell account and click on Adopt My Mortgage
(Located top right of your dashboard)
2. Select the Limited Partner you'd like to upgrade by clicking on the pencil icon to the right of their name.
3. Scroll to the bottom of their partner profile and select Gift Seats
4. Allocate the number of client seats you'd like to gift to this partner.
5. Now all you have to do is click on the Update button - and that's it - you've now upgraded a Limited Partner to a Gifted Partner in Ownwell 🎉
