🎯 Once your clients have been added to Ownwell, it’s best practice to send a short introductory email ahead of their first report directly from your email. This helps boost open rates and engagement.
The purpose of this email is to introduce Ownwell: Clients are more likely to engage with their reports when they understand the value and know when to expect them.
To make introducing Ownwell to your clients as easy as possible, we've created a ready to use email template for you! Feel free to personalize it and make it your own ✨
Subject Line: Your free home report is coming from me next week
Body: Hi [Client Name],
You’ll start receiving a free monthly home report from me (via Ownwell) so you can see your updated value, equity, and mortgage options each month.
What you’ll get
- Your home’s estimated value (updated monthly)
- Equity and how much you could access
- Opportunities to save on interest or improve terms
- (If you’re considering a move) your estimated purchasing power
One quick step (boosts accuracy):
When the email arrives, open your report and add your mortgage details when prompted. It’s quick, secure, and doesn’t need to be exact - this unlocks the interest-savings and equity insights.
Your first report will arrive soon from Ownwell. To help it land, add [email protected] to your contacts. You can unsubscribe anytime.
If you have questions, reply here and I’ll help.
Best,
[Your Name]