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Referral Partner Email Template - Announce Ownwell to your Clients

Email to send to your database prior to launching Ownwell.

Julie Edwards avatar
Written by Julie Edwards
Updated this week

Boost Engagement by Announcing Ownwell to Your Client Database 💫

Sending an introductory email before enrolling clients in the homeownership report can significantly boost open rates and engagement.

Here's an email template to send to your client database prior to sending out your first homeownership reports. This template is designed for referral partners:

Subject Line: Your Free Monthly Home Report Is Coming Soon

Body: Hi [Client Name],

Ever wondered what your home is worth - or if there’s a smarter way to use your mortgage to build wealth or save on interest?

I’m excited to introduce Ownwell - a free service I’ve invested in with my trusted mortgage partner, [Broker Name], to give you personalized insights about your home and mortgage.

Each month, you’ll receive your own homeownership report, designed to help you make better decisions about your largest financial asset.

What you’ll get:

  • Your home's estimated market value

  • How much equity you could access

  • Opportunities to save on interest

  • Your estimated purchasing power if you decide to move

To unlock the full picture - including interest savings and equity insights - be sure to add your mortgage info when prompted. It’s quick, secure, and doesn’t need to be exact.

This service is completely free and exclusive to my clients. Reports update monthly based on market changes and interest rates, and you can unsubscribe at any time.

Your first report is on its way soon!

To make sure it arrives, add [email protected] to your contacts.

No commitment - just useful info at your fingertips. If you ever have questions, you can click directly in your report to ask.

Looking forward to helping you get even more out of your home,

[Your Name]

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