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Partner Step 2: Add Your Clients

How Partners Can Add Their Clients to Ownwell

Arthur Rees avatar
Written by Arthur Rees
Updated over a month ago

๐ŸŽฏ The most important step in getting set up with Ownwell is adding your clients to the platform - your homeownership reports are just a few clicks away!
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โ€‹Here's how to add your clients to Ownwell:
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๐Ÿ’ก What Happens Next
Once your clients are added, theyโ€™ll automatically enter Pending status.
Their first homeownership report is queued to send 7 days after import โ€” no manual enrollment or activation required.

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