The first step in getting started with Adopt My Mortgage is securing commitment from your referral partners. Remember, you’re offering them an exclusive solution to a problem they already have, and they can only access it through you. This isn’t just a benefit to them - it’s something they can offer to their clients to stay top of mind and provide ongoing value.
Crafting Your Pitch
Here’s a great example of how one of our customers introduced Adopt My Mortgage to her referral partners:
"I’m excited to share an exclusive opportunity with you—one designed to keep you top of mind with your clients while delivering powerful, data-driven insights that strengthen your relationship with homeowners.
I have 5 spots available for March 1st to offer this enhanced program to select top-producing REALTOR® partners who value accurate data, client engagement, and business growth."
We recommend starting with your existing, trusted referral partners before reaching out to new ones.
Before You Pitch
Make sure you understand the benefits for referral partners:
Review this document on how Adopt My Mortgage benefits realtors and other referral partners.
Check out our pitch deck, designed for realtors but adaptable for financial planners, accountants, and other partners.
Read this quick guide on how to handle possible objections.
Delivering Your Pitch
We strongly recommend video calls or in-person meetings over email. This allows you to walk them through the pitch deck and showcase a sample Ownwell report in real time.
If an in-person or video presentation isn’t possible, create a pretend client in Ownwell with a compelling sample report to send as an example.
Securing Their Commitment
Once you’ve piqued their interest, get them to commit. Remember:
The access you provide to Ownwell is valuable and scarce, making this an exclusive opportunity for them.
They need to promote Ownwell to their client database to drive curiosity and encourage homeowners to opt into the report.
Set a launch date for when they will send the email to their database with the link to their Ownwell landing page (ideally Monday morning).
To make this easy, we’ve created a pre-written email template that they can use to introduce Adopt My Mortgage to their clients. Access the template here.