Ownwell

Adopt My Mortgage pricing and access details.

How Much Does Adopt My Mortgage Cost?

When a referral partner's client is added to Ownwell, what can the broker see?

Brokers - Referral Client Visibility Settings

Common objections and how to handle them.

How Do I Handle Objections from Realtors?

Create Co-Branded Reports for Your Existing Clients

How to Link Referral Partners to Existing Clients

The process to upgrade a limited partner to a gifted partner in Ownwell

How Do I Upgrade a Limited Partner to a Gifted Partner?

The process to downgrade a gifted partner to a limited partner in Ownwell

How Do I Downgrade a Gifted Partner to a Limited Partner?

Here’s why you might not be able to add or invite a gifted partner to Ownwell.

Why Can’t I Invite a Referral Partner to Ownwell?

The process to copy an invite link and share it with your gifted partner.

How Do I Re-Send a Referral Partner Invite?

The benefits of co-branding in Ownwell with a partner.

How Does Ownwell Benefit Partners?

Dan MacDonald

Arthur Rees

Frequently asked questions all about Adopt my Mortgage

Adopt My Mortgage FAQ

support@ownwell.ca | 9:30am-2:30pm PST Mon - Fri

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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