Your Ownwell plan includes a limit on the number of clients you can import or add:
Base Plan: Includes 100 clients (available on both annual and monthly plans).
Need More Capacity? You can increase your limit in increments of 100 clients for $50/month per additional 100 clients. To add capacity, simply contact us.
How to Check Your Client Capacity
You can view your current client capacity anytime by checking the client capacity count located in the top right corner of your dashboard.
Client Capacity and Status
It’s important to understand how client capacity works in relation to client status and report delivery:
Client Capacity: Counts every client you’ve added or imported into Ownwell, regardless of their current status.
Client Status:
Pending: When a client is first added or imported, they appear in Pending status. Pending clients count toward your capacity and are queued to receive their first homeownership report automatically.
Active: Seven days after import, Pending clients automatically receive their first homeownership report and move to Active status. From that point, they’ll continue to receive monthly updates.
Why this matters:
All clients — whether Pending or Active — count toward your total capacity. Pending clients give you time to review their data before their first report is sent automatically, with no manual enrollment or activation required.
Managing Client Capacity
If you want to free up space:
Delete clients by clicking the trashcan icon in the client list view. Deleted clients will no longer count toward your capacity.
No Surprise Charges
You’ll never be charged extra without your knowledge. We cap your usage at your selected client capacity, so you’re always in control.