Ownwell

Learn how to connect your Scarlett account to Ownwell using an API key, import eligible mortgage files, and review records before completing your import.

Import Your Clients from Scarlett (API Setup Guide)

Nabeeha Khattak

Scarlett

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

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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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.

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

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

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

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