The first step in getting started with Adopt My Mortgage is securing commitment from your referral partners.
Remember - You're offering a unique, automated solution to a real problem realtors face - Client retention. Ownwell keeps them top-of-mind with their clients effortlessly, with no ongoing work required. It helps them stand out by providing a valuable service that others aren’t offering. Best of all, it can surface new opportunities that wouldn’t have otherwise happened - like a client realizing, through their personalized report, that they can afford to upgrade to a larger home.
Crafting Your Pitch
Here’s a great example of how one of our customers introduced Adopt My Mortgage to their 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."
Top Tip: 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 our Pitch Deck - designed for realtors but adaptable for other types of referral partners.
Read this article to learn about handling 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.
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 announce Ownwell to their database (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.