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
Create a sample report by creating a client manually in Ownwell (click the "add client" button in your dashboard). You'll want this for your demo
Delivering Your Pitch
We strongly recommend hosting your pitch over a video call or in-person meeting rather than relying on email. This gives you the opportunity to walk your partner through the pitch deck and showcase a sample Ownwell report in a more engaging, interactive format.
Top Tip: Always create the sample report ahead of time.
Avoid generating a report on the fly during the meeting - unexpected results can distract from your message. Preparing the report in advance lets you control the narrative, highlight the most compelling insights, and focus fully on telling a clear, confident story during your demo.
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.