Adopt My Mortgage, now available, bridges the gap between your referral partners' clients and Ownwell’s valuable insights. While Ownwell typically pulls client, mortgage, and property data directly from your submission platform, referral partners (like realtors or financial advisors) often don’t have similar systems. This feature solves that problem by making it easy for your partners to share Ownwell reports with their clients.
1. Custom Landing Pages for Referral Partners
You can create personalized, branded landing pages for each referral partner. These pages feature your partner’s photo, contact information, and a welcoming message.
How it helps:
Referral partners share these pages with their clients, inviting them to opt into receiving Ownwell reports.
For a more engaging experience, you can add a short Loom video from the referral partner - or even a joint message from both of you - greeting their clients personally.
2. Simple and Trustworthy Client Enrollment
The landing pages are designed to:
Build trust and credibility with professional branding and personal touches.
Grab attention with clear reasons to sign up.
Make enrollment quick and seamless.
Clients simply provide:
Contact details
Property address and purchase details
Once submitted, they’ll receive their first personalized Ownwell report. You and the referral partner are notified, and you'll be able to view the client's information in your Ownwell account.
3. Co-Branded Reports That Build Relationships
Clients will receive their first Ownwell report from the referral partner via Ownwell. Here’s what that looks like:
Email Sender: The email will appear from your referral partner’s name, with their contact details and reply-to address. The from email address will be "[email protected]" (as it is on your Ownwell emails).
Dual Branding: Both you and the referral partner will be featured in the report’s greeting and footer sections.
What clients see in their first report:
The Home Price module is fully visible.
The Mortgage modules will appear blurred since clients haven’t entered their mortgage details yet.
A call-to-action encourages them to enter their mortgage and income details to unlock personalized mortgage insights.
Once mortgage details are added:
The report will automatically refresh to display full mortgage insights.
4. Personalized Calls to Action in Every Report
Each module in the report includes:
The image of either you or your referral partner.
A tailored call-to-action (CTA) encouraging the client to engage further.
For example:
"Automated estimates only go so far. I can provide a free expert valuation tailored to your home. Want to know its true market value? Request value"
When clients click a CTA:
An automatic email will be sent to both you and the referral partner, with the client CC'd, making follow-up seamless.
How you and your referral partners are featured:
You will be highlighted in all mortgage-related modules.
If your referral partner is a real estate professional, they will be featured in the home price module. If not, you’ll be featured in that section too.
5. Using This Feature Without Referral Partners
You can also create a personalized Ownwell landing page just for yourself - no referral partners needed. Share it with any audience who may benefit from monitoring their mortgage options, giving you more ways to expand your client base.