To ensure a smooth and successful launch in February, access to Adopt My Mortgage will be limited to just 250 mortgage brokers nationwide. This feature will be exclusively available on annual plans.
Why It Matters:
We see Adopt My Mortgage as a land grab opportunity. Early adopters will gain a significant competitive edge by enabling referral partners to offer Ownwell reports to their clients. This powerful feature helps you leverage existing referral relationships while building new ones, expanding your reach and growing your business.
Key Details at a Glance:
Availability: Limited to 250 brokers initially. Spots are filling up quickly!
Annual Plan Requirement: Access is exclusive to annual plan subscribers.
Annual Plan Pricing:
The annual plan is priced at 12x your current monthly plan.
Example: If you're paying $100/month for 100 clients, your annual plan will be $1,200.
We've recently increased the monthly plan price from $100 to $125 for new customers, meaning your annual plan comes with a 20% discount compared to the new monthly pricing. You can view our updated pricing on our website.
Base Offering:
Includes up to 10 referral partners at no additional cost.
Bulk pricing: if you want to add more than 10 referral partners, contact us for bulk pricing.
Referral Partner Access:
Referral partners cannot subscribe independently - they can only access the platform through your partnership.
Note: Clients referred by your partners will count toward your client capacity. i.e., if 100 of your referral partners' clients opt into your Ownwell, and you don't have any additional client capacity left, you'll need to purchase capacity for an additional 100 clients. We will never charge you for more client capacity automatically - you need to request it.
Secure Your Spot Today!
Don’t miss out on this opportunity to grow your business and strengthen your referral network. With only 250 spots available, early access is filling up fast!
If you're interested, email us at [email protected] or message us through the in-app chat, and we’ll let you know if there are any spots left.