🤝 Choose how much visibility to share - so your mortgage partner can better support your clients and help you unlock new opportunities.
There are two different ways you can share client visibility in Ownwell. Here’s how it works:
What if you're setting your visibility settings when you log in for the first time? Here's what that looks like:
You can share client visibility in two ways:
Blanket visibility - all clients are shared with the broker
Case-by-case visibility - clients are private by default; the partner chooses who to share
You can update this setting any time from your account!
Prefer written instructions? Here's a step-by-step guide walking through client visibility settings in Ownwell...
Scenario #1 - You're logging in for the first time. Here's how you set your visibility settings from the beginning:
Accept Your Invitation to Collaborate in Ownwell
Create Your Password
Click Create Ownwell Account
Set Your Visibility Settings - You can share visibility for ALL clients or choose visibility client-by client
Click Start Using Ownwell and Log into your Account 🎉
Scenario #2 - You've already accepted your invite and have access to your account. Here's how to set or update your visibility settings:
Log into Ownwell and Click on Your Profile Photo (Top Right)
Select Manage Account
Select Settings (Top Left)
Update Visibility Settings & Click Save
If the referral partner has chosen client-by-client visibility here's how they will share clients with their broker partner.
Log into Ownwell and Select the Client Name
Click on Share Client with [Broker Name] (Top Right)
Confirm Client Sharing
Select Share
and that's it! Client Visibility has now been updated 🎉