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Ownwell Sample Report - Co-Branded

Co-Branded Sample Report - This report includes both the broker and referral partner's contact info and branding.

Julie Edwards avatar
Written by Julie Edwards
Updated over 3 weeks ago

Introducing the Ownwell Homeownership Report πŸͺ„
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The example below is a complete Co-Branded Homeownership Report - which includes personalized homeowner insights. All Co-Branded reports include partner details - both the broker and referral partner's contact info and branding.

The Co-Branded Homeownership Report includes the following insights such: Home Value, Interest Savings, Purchasing Power, Access Equity, and Mortgage Details.

*Scroll to the bottom of this page to download your sample report.

You can share this sample report with referral partners, clients (current and future), your network, and your brokerage!

CTAs (Calls-to-Action):

  • When a client clicks on the call-to-action buttons in their homeownership report, depending on the CTA type, you or the referral partner will be notified via email.

  • CTAs include: Request Value (Home Price Estimate), Save Interest, Check Budget, Unlock Equity & Pay off Faster (Mortgage Payment Management).

  • When the homeowner clicks on Request Value - if the referral partner is a realtor - an email notification will be sent to the referral partner.

  • When the homeowner clicks on any module related to their mortgage - Save Interest, Check Budget, Unlock Equity & Pay off Faster (Mortgage Payment Management) - an email notification will be sent to the broker.

  • When the client clicks on the "Book Meeting" button at the top of the co-branded report they will be brought to your referral partner's booking link from their Ownwell partner profile - if we have not entered a booking link, no worries, the homeowner will be brought to their email so they can reach out to your directly!

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