Ownwell

Arthur Rees

Dan MacDonald

Learn how to use Ownwell with referral partners.

Adopt My Mortgage

How brokers and referral partners can leverage Ownwell together

What is Adopt My Mortgage?

Ownwell Referral Partners: The difference between a Gifted Partner and a Limited Partner

Types of Referral Partners

Here's what the homeowner will see if they've been added through a landing page or if they've been added to Ownwell by a referral partner.

The Homeowner Experience in Adopt My Mortgage

Overview of Adopt My Mortgage

Here's how to get your referral partners on board with Ownwell!

Step 1: Pitch Your Referral Partners

Here's how to add or invite your referral partner to Ownwell.

Step 2: Add Your Referral Partners to Ownwell

Learn how to help your referral partner launch Ownwell.

Step 3: Help Your Referral Partner Launch Ownwell to their clients

How to set up and utilize Adopt My Mortgage

Adopt My Mortgage - Getting Started Guide

Adopt My Mortgage pricing and access details.

How Much Does Adopt My Mortgage Cost?

When a referral partner's client is added to Ownwell, what can the broker see?

Brokers - Referral Client Visibility Settings

Common objections and how to handle them.

How Do I Handle Objections from Realtors?

Create Co-Branded Reports for Your Existing Clients

How to Link Referral Partners to Existing Clients

The process to upgrade a limited partner to a gifted partner in Ownwell

How Do I Upgrade a Limited Partner to a Gifted Partner?

The process to downgrade a gifted partner to a limited partner in Ownwell

How Do I Downgrade a Gifted Partner to a Limited Partner?

Here’s why you might not be able to add or invite a gifted partner to Ownwell.

Why Can’t I Invite a Referral Partner to Ownwell?

The process to copy an invite link and share it with your gifted partner.

How Do I Re-Send a Referral Partner Invite?

The benefits of co-branding in Ownwell with a partner.

How Does Ownwell Benefit Partners?

Frequently asked questions all about Adopt my Mortgage

Adopt My Mortgage FAQ

This is what the homeowner will receive after they've added their information in a referral partner landing page form.

Ownwell Sample Report - Adopt My Mortgage

Ready to Use Pitch Deck - Designed for Brokers who are pitching Ownwell to their Realtor Partners.

Realtor Pitch Deck

Adopt My Mortgage Helpful Resources

How to collaborate and co-brand with a broker in Ownwell

Ownwell for Partners

Here's what a Partner Account looks like in Ownwell.

A Tour of the Ownwell Partner Platform

How to Set Up Your Partner Account in Ownwell.

Partner Step 1: Accept Your Invite & Access Your Account!

How Partners Can Add Their Clients to Ownwell

Partner Step 2: Add Your Clients

How to Add a Personal Touch to Your Co-Branded Homeownership Reports ✨

Partner Step 3: Review & Update Your Partner Profile

Boost Client Engagement by Sending Out a Quick Announcement

Partner Step 4: Announce Ownwell to Your Clients

How to Review Your Clients Before Their First Reports Are Automatically Sent

Partner Step 5: Review Your Clients Before Their First Reports Are Sent!

Partner Onboarding Guide

Reasons why realtors should offer Ownwell to their clients.

How Does Ownwell Benefit Realtors?

Here's how to manage and update client visibility in Ownwell.

How Do I Update My Partner Visibility Settings?

All about Partner Landing Pages in Ownwell.

How Do I Customize and Leverage My Partner Landing Page?

Here's how Partners can track client engagement in Ownwell.

How Can I Track Client Engagement?

Here's how Partners can share a client with their co-branding broker.

How Do I Share a Client with my Broker Partner?

Frequently asked questions (and answers) for Partners

Partner FAQ

Ready to Use Email Template for Ownwell Partners

Partner Email Template - Introducing Ownwell to Clients

Partner Resources

support@ownwell.ca | 9:30am-2:30pm PST Mon - Fri

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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