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Partner Step 2: Add Your Clients

How Partners Can Add Their Clients to Ownwell

Written by Arthur Rees

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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