Ownwell

Here's how you can view and preview client reports in Ownwell.

How Do I View a Client Report?

Take a tour of the Ownwell homeownership report.

Overview of the Homeownership Report

View the Content Included in the Ownwell Welcome Email

The Ownwell Welcome Email

View the Content Included in the Ownwell Monthly Email

The Ownwell Monthly Email

An Overview of How the Monthly Ownwell Emails Work

How Ownwell's Monthly Email Keeps You Top of Mind

Overview of Ownwell's approach to estimating home values and answers to common questions.

How Ownwell Generates Home Value Estimates

Learn about the types of email issues and what to do about them.

Managing Clients with Email Issues

Learn how homeowners interact with their Homeownership Reports, what notifications you'll receive, and how each type of engagement helps you identify opportunities to start meaningful conversations.

Understanding Homeowner Engagement in Ownwell

Learn how the Homeownership Report changes based on the mortgage closing date and why different insights are shown before and after the first 6 months.

Do Ownwell reports look different depending on how far into their mortgage a homeowner is?

Dan MacDonald

Arthur Rees

Nabeeha Khattak

Understanding Client Reports

Broker Sample Report - This is an example of a complete homeownership report. The report includes the broker contact info and branding.

Ownwell Sample Report - Broker

Co-Branded Sample Report - This report includes both the broker and referral partner's contact info and branding.

Ownwell Sample Report - Co-Branded

Partial Digest Sample Report - This is an example of a homeownership report when the mortgage details have not been added yet.

Ownwell Sample Report - Partial Digest

Ownwell Sample Reports

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

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