Once a referral partner is ready to share Ownwell with their client base - best practice is to send an email ahead of time. This introductory email will come directly from the referral partner's email address and can significantly boost open rates and engagement 🪄
The purpose of this email is to introduce Ownwell - Clients are more likely to actively engage with a report when they understand the value and know that it's coming their way.
To make your launch 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 Monthly Home Report Is Coming Soon
Body: Hi [Client Name],
Ever wondered what your home is worth - or if there’s a smarter way to use your mortgage to build wealth or save on interest?
I’m excited to introduce Ownwell - a free service I’ve invested in with my trusted mortgage partner, [Broker Name], to give you personalized insights about your home and mortgage.
Each month, you’ll receive your own homeownership report, designed to help you make better decisions about your largest financial asset.
What you’ll get:
Your home's estimated market value
How much equity you could access
Opportunities to save on interest
Your estimated purchasing power if you decide to move
To unlock the full picture - including interest savings and equity insights - be sure to add your mortgage info when prompted. It’s quick, secure, and doesn’t need to be exact.
This service is completely free and exclusive to my clients. Reports update monthly based on market changes and interest rates, and you can unsubscribe at any time.
Your first report is on its way soon!
To make sure it arrives, add [email protected] to your contacts.
No commitment - just useful info at your fingertips. If you ever have questions, you can click directly in your report to ask.
Looking forward to helping you get even more out of your home,
[Your Name]