Introducing the Ownwell Homeownership Report 🪄
The examples below are what we call a "Partial Digest". This is typically the first report a homeowner will receive when they enter Ownwell through a landing page or when they're added by a referral partner.
A Partial Digest (Homeownership Report) includes a personalized Home Value and encourages homeowners to add their mortgage details to unlock the following insights: Interest Savings, Purchasing Power, Access Equity, and Mortgage Details.
When a homeowner is added to Ownwell through a landing page or a referral partner, their basic contact information and property details are required. After their contact and property info are added, the homeowner will receive a partial version of the Ownwell report. Once they receive their first report, the homeowner will be able to confirm and enter their mortgage details.
Engagement & Calls to Action
The Partial Digest includes several ways for homeowners to engage with you and unlock additional insights.
Home Value Questions
The Home Value section includes a dedicated question box where homeowners can ask about their property's estimated value, market trends, or how their home value was calculated. They can send the suggested question as-is or customize it before submitting. When a question is submitted, you'll receive an email notification with their message so you can follow up directly.
Book a Meeting
At the top of the report, homeowners can click the Book a Meeting button to schedule a time with you. If you've added a booking link to your Ownwell Business Profile, they'll be taken directly to your booking page. If no booking link has been added, they'll be prompted to contact you by email instead.
Unlock the Full Report
The Interest Savings, Purchasing Power, and Access Equity sections include calls to action such as Unlock My Savings, See My Buying Power, and Reveal My Home Equity.
When a homeowner clicks one of these buttons, they'll be prompted to enter a few basic mortgage details, including:
Approximate mortgage amount
Mortgage start date
Interest rate
Rate type
Term length
Amortization
Lender
Mortgage purpose
Annual household income (optional)
An estimate is all that's required; exact numbers aren't necessary. Once these details are submitted, the homeowner will unlock the full Homeownership Report, including personalized insights for Interest Savings, Purchasing Power, Access Equity, and Mortgage Details.
Scroll to the bottom of this page to download sample reports
We've included a Broker Partial Digest (when the homeowner enters through the broker's landing page) and a Co-Branded Partial Digest (which includes both the broker and the referral partner).
Partial Digest - Broker Version:
Partial Digest - Co-Branded Version:
