Now that your referral partner has been invited to Ownwell (Gifted Partners in Adopt My Mortgage), the next step is ensuring they add their clients and adopt the platform.
Here's a video walking through the Gifted Referral Partner experience - What they'll see when they first login and how they can add their clients:
Here's how to support your referral partners:
Set Clear Expectations
Before referral partners send out their first homeownership reports, have a quick conversation to align on:
✔ How many clients will they be reaching out to?
✔ When was the last time they engaged with their database?
✔ What’s the best timing for their introduction email? (We recommend sending it first thing Monday morning for maximum engagement.)
Helping them think through their approach will increase the likelihood of success.
Provide the Right Tools
Click here to access the referral partner template. Encourage them to personalize it for their audience.
Hold Them Accountable
Once the plan is in place, follow up to ensure they follow through. A simple check-in can go a long way in making sure they take action.