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Step 4: Review Your Clients & Let Ownwell Do The Rest

Learn what happens after you import clients into Ownwell.

Dan MacDonald avatar
Written by Dan MacDonald
Updated over a month ago

Congratulations! You’ve imported your clients, personalized your profile, and announced Ownwell to your database. Now it’s time to see how Ownwell automatically takes care of the rest.

Once your clients are imported, Ownwell handles enrollment, scheduling, and delivery of reports automatically — no extra steps needed.

Success Tips Before You Start

  1. Don’t Wait to Import Everyone at Once: You don’t need to import all your clients right away. If you have additional client data to import from other systems, that’s great - but you can do it later. Don’t let that hold you back from getting started now.

  2. Don’t Stress About Perfect Data: Reviewing every detail for accuracy will slow you down. The goal of the report is to spark client conversations where you can showcase your value. You can easily make updates later.

What Happens Next

When your client data is imported into Ownwell:

  1. Pending Status:
    Each client appears in your dashboard under Pending status. This means they’ve been successfully added and their first report has been queued.

  2. Recently Added Filter:
    Use the Recently Added filter to review who was just imported. This is a quick way to confirm everything looks good before reports go out.

  3. Automatic Issue Detection:
    Ownwell automatically flags any missing or invalid information (like a broken email or incomplete address).

    • Clients with issues will appear under the Issues tab.

    • Their report will be paused until the issue is resolved or dismissed.

  4. Automatic Report Delivery:
    Seven (7) days after import, each client without issues will automatically receive their first homeownership report — no manual enrollment or sending required.

  5. Ongoing Monthly Reports:
    After the first report, Ownwell continues sending updated homeownership reports automatically every month based on your clients’ import date.

💡 Pro Tip:
Use the Issues and Recently Added filters to track who’s ready for their first report and follow up personally after delivery to maximize engagement.

  • Reports will then be automatically sent every month during the second week.

  • Preview the first email clients receive here.

  • See what the monthly report email looks like here.

Pro Tip: Boost Engagement with Personal Follow-Ups

Top-performing brokers maximize results by following up personally after the reports are sent.

1. Check Engagement

See if a client opened the email or clicked the report by checking their email history in the Digest Preview tab.

2. Follow Up

A quick email or call ensures they’ve seen the report and gives you a chance to answer any questions. This personal touch makes a big difference!

Next Step: Continue to Step 5 →

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