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Step 2: Create the Referral Partner's Landing Page

Dan MacDonald avatar
Written by Dan MacDonald
Updated over 3 months ago

Now that your referral partner has committed, it’s time to create their personalized Ownwell landing page!

Getting Started

  1. Go to the "Adopt My Mortgage" tab in Ownwell.

  2. Under "Lead Sources", you’ll see your own profile listed. This is because you can create both:

    • Your own landing page to generate leads.

    • Landing pages for your referral partners to help them engage their clients.

  3. Before proceeding, make sure your Business Profile is complete - this personalizes not only your landing pages but also emails and reports. To update it, click on the profile avatar in the top-right corner of Ownwell.

Creating the Referral Partner's Landing Page

  1. Click “Add New” to create a new referral partner.

  2. Enter their contact details and profile information.

    • Use a high-quality, professional profile photo - this helps build trust with their clients. (This can always be updated later.)

  3. Once created, click “View” to generate their unique landing page.

Customizing the Landing Page

  1. Set a custom URL:

    • We recommend using the referral partner’s name with hyphens for readability (e.g., dan-macdonald).

    • A human-readable URL improves clarity and professionalism.

  2. Add a personalized welcome message:

  3. (Optional) Add a Loom video:

    • Ideally, record this with your referral partner so they can introduce both Ownwell and you to their clients.

    • If that’s not possible, ask the referral partner to record a short video addressing their clients.

    • If recording a video is a barrier, you can create one yourself, explaining the benefits of Ownwell reports for homeowners.

Once completed, your referral partner will have a fully customized landing page to share with their clients, making it easy for them to opt in and start receiving valuable insights.

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