Skip to main content

What Is Adopt My Mortgage?

How referral partners can share your Ownwell reports with their clients.

Dan MacDonald avatar
Written by Dan MacDonald
Updated over 3 months ago

What if you could double or triple your database this year with one simple tool?

Adopt My Mortgage, now available, is a powerful lead generation tool that lets you extend the value of Ownwell’s personalized insights beyond your existing clients to potential clients - homeowners who aren’t yet in your database - by leveraging referral partnerships with realtors, financial planners, and more.

Adopt My Mortgage empowers you to share a personalized Ownwell landing page with any homeowner who wants to monitor their home equity or mortgage options. After entering some contact and property info, they'll be able to receive a partial version of the Ownwell report (they'll be able to enter their mortgage details later, through the report). Whether they find you through your website, social media, or community outreach, they’ll gain access to insights typically reserved for your existing clients. (Shoutout to our friend and industry leader, Greg Williamson, for giving us the idea for the name!)

But here’s the real game-changer: Adopt My Mortgage enables you to leverage referral partnerships with realtors, financial planners, accountants, and insurance agents to exponentially grow your reach. And we believe that Realtors, in particular, can benefit immensely.

While 87% of homeowners would recommend their realtor, only 12% work with them again (source: NAR survey). Realtors struggle to stay top of mind post-closing, due to the infrequency of the transaction and the challenge of providing relevant and frequent content via the right medium.

With Ownwell, you’ll solve this problem for them:

  • For Realtors: They stay top of mind by offering free ongoing value to their clients. Realtors cannot subscribe directly - Adopt My Mortgage is exclusively available through your partnership.

  • For You: Gain access to your referral partners’ databases and build partnerships with unlimited referral partners.

Success with Adopt My Mortgage requires effort - you’ll pitch referral partners, follow up with their clients, and keep partners informed. But the payoff is a sustainable business model built on trust and long-term relationships.

This approach has already proven successful in the U.S. with tools like Homebot, and now you can bring that power to Canada.

Did this answer your question?