Congratulations! You’ve enrolled the majority of your clients in the Ownwell report, helping them make informed decisions to save money and build wealth.
Now, it's time to focus on resolving potential data issues for the remaining clients and enrolling them as well.
How Ownwell Identifies Data Issues
When you import or create a client record in Ownwell, the system automatically runs a series of checks to determine if the client is ready to receive the Ownwell Homeownership Digest. We're trying to automate the review that you otherwise might want to do manually.
What is an Issue? If a check identifies a potential problem, it’s flagged as an “issue.” An issue is simply a notification that there may be something in the client's data worth reviewing before you send them the report.
Important: The presence of an issue does NOT necessarily prevent you from sending the Homeownership report to a client.
Types of Issues and How to Handle Them
Self-Resolving Issues: Some issues may resolve automatically over time as new data becomes available or as the system updates. Example: A home without an initial price estimate may be updated automatically in the next data refresh.
Issues Requiring Action: Other issues may need your attention, such as correcting data entry errors or filling in missing information. Example: A missing lender name.
Managing Issues
Easily Identify Clients with Issues
Click the "Issues Status" filter in the Filters bar.
Select "Has Issues" to see a list of affected clients.
Dismissing Issues: Some issues can be manually dismissed if you've reviewed them and determined they are not a concern.
Fixing Issues: Others require updating client data before the flag disappears.
By addressing these issues, you ensure clients receive the most accurate and valuable insights possible.
Once a client's issues are resolved, don't forget to enroll the client in their Ownwell report!