Congratulations! You’ve enrolled most of your clients into the Ownwell report - a big step towards keeping your database engaged.
Now it’s time to resolve any remaining data issues so the rest of your clients can be enrolled.
Examples include:
An unrecognized lender name
A mortgage that appears to be underwater
Issues aren’t errors - they’re simply flags that highlight something in the data that may need attention. Resolving them ensures:
Reports are clear and sufficiently accurate
You save time later by avoiding cleanup
Clients trust the insights they receive
You can view and manage issues in two places:
Global Issues tab (Dashboard): see all issues across your client base in one place.
Client-specific Issues tab: see only the issues for a single client within their profile.
Learn more about how issues work here.