Ownwell’s Gifted Referral Partner Program is an exclusive partnership between 1 broker and 1 referral partner. This means that these types of partnerships are provided on a first come, first serve basis.
🤝 If you are unable to add a referral partner to Ownwell, this means that they have accepted their invite to work with another broker and they already have an Ownwell account.
How do I secure an Ownwell Gifted Partnership?
An Ownwell Gifted Partnership is secured once the referral partner has accepted their invitation to collaborate in Ownwell - this is why it’s so important for them to accept in the first 7 days of receiving their invite.
Actions to take:
Check your account - have you already added them as a Gifted Partner yourself?
You can add them as a limited partner and co-brand with them on your clients (for example, clients that they have already referred to you in the past)
Reach out to the partner to explore whether they'd be willing to switch to work with you instead of the other broker.
🔒 Since Ownwell Gifted Partners are an exclusive partnership - it is important to secure partnerships early before they have been pitched by another broker.
What if a referral partner has multiple invites from multiple brokers?
Once they accept an invite from a broker, they will be linked to that broker's account.
Curious about how to pitch to a referral partner? Here are some handy resources: