Ownwell automatically generates estimates for three key mortgage opportunities:
Interest Savings
Purchasing Power
Access Equity
However, there are situations where these opportunities may not appear in the client's report. This can happen for several reasons:
Common Reasons Opportunities May Not Be Visible:
Qualification Issues: For example, if interest rates have significantly increased since the client obtained their mortgage, they may no longer qualify for their current outstanding balance. In such cases, we are unable to generate a valid Interest Savings estimate.
Data Limitations: Missing or inconsistent data in the client’s file may prevent us from generating accurate estimates.
How to Identify the Issue:
When an opportunity cannot be generated:
Ownwell will automatically disable the module in the client's report.
To understand the specific reason, navigate to the client’s details page in Ownwell.
There, you'll find an error message explaining why the opportunity is not visible.
By reviewing the error message, you can determine whether any data adjustments are needed or if the situation is due to external factors like market conditions.