When a homeowner is added to Ownwell through the landing page or by a referral partner, their property details and basic contact information will be added to their file.
Want to know what the reports look like? Watch this video to learn about the homeowner experience:
An important distinction:
If a homeowner / lead enters through the broker’s landing page - they will receive a report that’s branded with the broker’s contact information.
If a homeowner / referral client enters through the referral partner’s landing page - they will receive a report that’s co-branded with both the referral partner and mortgage broker’s information.
Through the landing page, homeowner's simply provide:
Contact details
Property address and purchase details
Once submitted, they’ll receive their first personalized Ownwell report 🎉
If the homeowner has only added their contact details and their property purchase information, this is what their report will include:
The Home Value Module (Home Price Estimate)
The Mortgage Modules (Interest Savings, Purchasing Power, Access Equity, and Mortgage Details) will appear blurred and "locked" since the homeowner hasn't entered their mortgage details just yet!
The report will include CTAs (Calls-To-Action) and encourages the homeowner to enter their mortgage details to unlock personalized mortgage insights
Click here to see a full downloadable sample report.
This will demonstrate what a homeownership report looks like when a client hasn't added their mortgage details in just yet (Partial Digest).