Overview
Ownwell's Homeownership Reports are designed to do more than provide mortgage insights.
Every report encourages homeowners to ask questions, update their information, and connect with you at the moments that matter most.
Whether they're curious about their home's value, interested in lowering their mortgage payment, thinking about moving, or updating their mortgage details, Ownwell makes it easy for them to reach out.
Whenever a homeowner engages with their report, Ownwell immediately notifies you with the context you need to continue the conversation.
These interactions are often some of the earliest signals that a homeowner's circumstances may be changing. Following up promptly helps you stay ahead of those conversations.
How Homeowners Engage with Their Reports
Homeowners can engage with different sections of their Homeownership Report in different ways.
Depending on the module they're viewing, they can:
Ask questions.
Update information.
Book a meeting with you.
Contact you directly by email.
Although the experience feels consistent throughout the report, the notifications you receive differ depending on which section the homeowner interacted with and the action they took.
Each notification includes suggested next steps to help you quickly understand the homeowner's intent before following up.
Home Value
The Home Value section helps homeowners understand what their home may be worth today and how its value has changed over time.
Homeowners can:
Ask questions about their home's estimated value.
Update the estimated home value if they believe it's no longer accurate.
What You'll Receive
If a homeowner asks a question such as:
"What could my home really sell for?"
Ownwell immediately sends you an email containing:
The homeowner's question.
Quick Call and Email buttons.
Suggested next steps based on the enquiry.
A snapshot of the homeowner's mortgage profile.
A link to view the homeowner's profile in Ownwell.
If the homeowner updates their home value instead, you'll receive a similar notification highlighting exactly what changed, together with suggested follow-up actions.
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Interest Savings
The Interest Savings section helps homeowners understand whether they could reduce their mortgage costs.
Homeowners can ask questions such as:
"How do I lock in these savings?"
What You'll Receive
When a homeowner reaches out from this section, Ownwell emails you with:
The homeowner's question.
Suggested next steps tailored to the savings opportunity.
Quick Call and Email buttons.
A snapshot of the homeowner's mortgage profile.
This gives you the context you need before contacting the homeowner.
Purchasing Power
The Purchasing Power section helps homeowners understand whether moving to a higher-value property may be possible.
Homeowners can ask questions such as:
"If I wanted to act on this, what's the first step?"
What You'll Receive
If a homeowner engages with this section, you'll receive an email explaining they're interested in discussing their purchasing power, together with suggested next steps and quick contact actions.
Access Equity
The Access Equity section helps homeowners understand how much equity they may be able to access from their home.
Homeowners can ask questions such as:
"I'm thinking about using my equity. What are my options?"
What You'll Receive
When the homeowner contacts you from this section, Ownwell sends an email highlighting:
Their question.
Suggested next steps.
Quick contact buttons.
A snapshot of their mortgage profile.
Your Mortgage
The Your Mortgage section helps homeowners understand their mortgage progress and repayment schedule.
Homeowners can ask questions such as:
"How can I reduce the total interest I pay?"
What You'll Receive
If a homeowner contacts you from this section, you'll receive an email containing their question, suggested next steps, quick contact buttons, and their mortgage snapshot.
💡 Tip
Homeowners are most engaged immediately after opening their report. Following up promptly while the enquiry is fresh often leads to more meaningful conversations.
Updating Information
Homeowners can also update information directly from their report.
For example: A homeowner updates their mortgage term details in their Ownwell report.
What You'll Receive
If a homeowner updates their mortgage details, Ownwell emails you with:
Exactly what changed.
Suggested next steps.
Quick Call and Email buttons.
A snapshot of the homeowner's profile.
A link to view their profile in Ownwell.
Responding to Homeowner Engagement
Ownwell notifies you whenever a homeowner asks a question or updates their information, but conversations don't take place within the platform.
Instead, follow up using your normal communication channels, such as:
Phone
Email
Text message
The engagement notification simply lets you know that the homeowner is actively thinking about their mortgage or home and may be ready for a conversation.
For guidance on handling different types of homeowner enquiries, see Conversion Playbook: How to Turn Engagement Into Opportunities.
Frequently Asked Questions
Will I receive a notification every time a homeowner engages?
Yes. Ownwell sends you an email whenever a homeowner submits a question or updates information through their report.
Can homeowners write their own questions?
Yes. They can send the suggested question, edit it, or write their own message before submitting it.
Can I reply from inside Ownwell?
No. Ownwell doesn't currently support in-app messaging between brokers and homeowners. Continue the conversation using your normal communication channels after receiving the notification.
Why should homeowners update their information?
Accurate mortgage and property information helps ensure future reports and opportunity calculations remain as accurate and relevant as possible.