Ownwell

Here's how to update mortgage details for clients in Ownwell.

How Do I Edit Mortgage Details in Ownwell?

Monitor and Manage Client Engagement by Exporting a Client List.

How Do I View Client Engagement in Ownwell?

Here are the mortgage types that Ownwell does and does not currently support.

Which Mortgage Types are Supported in Ownwell?

Why Is There No Interest Savings, Purchasing Power, or Access Equity Opportunity Visible?

How Does the Client Capacity Work?

How Does Ownwell Handle Clients with Multiple Mortgages or Properties?

Can I Address the Same Report to Multiple Borrowers?

How Should I Respond to a Client Who Believes Their Home Price Estimate Is Inaccurate?

An Overview of Closing Date, Interest Adjustment Date/Term Start Date and Maturity Date.

How Does Ownwell Determine the Maturity Date?

How Does Onwell Ensure the Security of My Data?

Does Ownwell Use TD’s Prime Rate?

What to do when a client is concerned about a drop in their estimated home value in the Ownwell report.

How Should I Respond to a Client Who’s Upset About a Decline in Their Estimated Home Value?

Dan MacDonald

Julie Edwards

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

Find answers and get help from Intercom Support and Community Experts

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