Skip to main content

Partner Step 2: Add Your Clients

How Partners Can Add Their Clients to Ownwell

Written by Arthur Rees

🎯 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!

Here's how to add your clients to Ownwell:

💡 What Happens Next
Once your clients are added, they’ll automatically enter Pending status.
Their first homeownership report is queued to send 7 days after import — no manual enrollment or activation required.

Did this answer your question?