It’s natural for clients to feel concerned or even upset when they see a decline in their estimated home value - especially if it comes as a surprise. As their trusted advisor, you might hesitate to deliver “bad news.” But in reality, this is a golden opportunity.
Turn Concern Into Connection
Some of Ownwell’s most successful brokers - the ones generating multiple deals per month - say they love when clients push back on home value estimates. Why? Because it opens the door for a meaningful conversation.
When a client reaches out, it’s a perfect chance to:
Check in and show you’re paying attention
Offer expert insight and perspective
Reinforce your value as their trusted guide
This kind of proactive engagement keeps you top of mind when your client is ready to refinance, renew, or buy again.
A Reminder of Ownwell’s Purpose
Ownwell's reports aren't just about tracking property values - they're about helping homeowners understand their options and make smart financial decisions.
Even if a client’s estimated value has dipped, the report may still reveal opportunities to:
Save interest by switching to a lower rate
Improve cashflow by refinancing
Access equity to consolidate debt
Connect with a real estate professional for deeper insight
These reports are designed to start conversations, not end them.
A Note on Accuracy
Our home value estimates are computer-generated and based on available market data. They’re helpful directional tools - not appraisals or substitutes for a realtor’s opinion. We make this clear in the reports, and we encourage clients to request a Comparative Market Analysis (CMA) from a qualified real estate partner if they have questions.
As their broker, you can:
Introduce them to your preferred realtor
Update the estimate manually in Ownwell
Invite them to update it themselves in the report (you’ll be notified if they do)
Many brokers and realtors use this as an opportunity to start a helpful, educational dialogue.
The Bigger Picture
If a client is upset, there’s often a deeper reason - maybe they’re thinking of selling, feeling financial pressure, or simply uncertain about the market. That’s your chance to offer real value:
Reassure them with context
Explore ways to reduce their mortgage costs
Help them feel more confident and informed
Avoiding the conversation doesn’t help them - leaning in does. And when you do, you’re not just delivering a report - you’re building a relationship that lasts and setting yourself apart from the competition.