Ownwell

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Ownwell is a marketing tool designed for Canadian mortgage brokers to improve client engagement and drive repeat business through personalized homeownership reports. These reports provide valuable insights on home equity, mortgage options, and market trends, helping brokers stay top of mind with their clients and referral partners.

Ownwell có thể được tìm thấy trong Real Estate Marketing Software Thể loại.

Các sản phẩm tương tự nhất với Ownwell là:

Inlinks Được thăng chức → Knownwell → Userwell → FINWorks → Mywellness →

Ảnh chụp màn hình

Video YouTube

Chi tiết

Các tính năng chính của Ownwell

• Database Growth
  The service helps you grow your client list by providing valuable reports to potential clients.
• High Open Rates
  Over 60% of clients open their homeownership reports, ensuring your messages are read.
• Renewal Education
  The service helps clients learn about their renewal options before it's time to renew their mortgage.
• Home Equity Access
  Clients can find out how to use their home equity for things like renovations.
• Custom Plans Available
  You can choose a plan that fits your business needs, including options for larger teams.
• Easy Client Data Import
  Importing client data is simple, either through automatic syncing or CSV uploads.
• Adopt My Mortgage Feature
  You can share reports with non-clients, helping to attract new leads.
• Interest Savings Analysis
  Clients can see how much money they can save on interest by switching their mortgage.
• Monthly Homeowners Digest
  Clients receive a monthly email with important updates about their home and mortgage.
• Referral Partner Engagement
  You can offer reports to clients of your referral partners, helping them stay engaged.
• Personalized Homeownership Reports
  Clients receive monthly reports that help them understand their home value and mortgage situation.
• Advanced Purchasing Power Calculations
  The tool helps clients understand how much they can afford when buying a new home.

Ownwell Lợi ích

• Be the Expert
  By providing valuable insights, you position yourself as the go-to expert for home financing among clients and referral partners.
• Database Growth
  Offering reports to referral partners helps you quickly grow your database and reach more potential clients.
• Capture Renewals
  Educating clients about renewal options early helps you identify opportunities to assist them when it's time to renew.
• Interest Savings
  Clients can discover ways to save money on interest through personalized analysis, helping them manage their finances better.
• Stay Top of Mind
  Consistent and relevant marketing ensures clients remember you, rather than forgetting about your services.
• Home Equity Access
  Clients can tap into their home equity for renovations or other needs, giving them more financial flexibility.
• Grow Repeat Business
  Personalized homeownership reports help keep clients engaged, leading to more repeat business and referrals.
• High Engagement Rates
  Clients love the reports, which have over 60% open rates, meaning your messages are more likely to be read.
• Advanced Purchasing Power
  Providing calculations on purchasing power helps clients make better decisions when buying a new home.

Ai nên sử dụng Ownwell?

• CPAs
  CPAs can improve their service by offering clients important information about their home equity and mortgage options.
• Realtors
  Realtors can stay connected with their clients and provide valuable insights about home financing, making them the go-to expert.
• Referral Partners
  Referral partners can offer Ownwell reports to their clients, helping them stay relevant and engaged with their audience.
• Financial Planners
  Financial planners can help clients manage their biggest investment by using Ownwell to provide personalized reports and advice.
• Canadian Mortgage Brokers
  They can use Ownwell to keep clients better and engaged, helping them save money and find new opportunities.

Huy hiệu

<a href="https://saasbrowser.com/vi/saas/487982/ownwell" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/kdtv2ita5udfq6vyou326rzcrk4e" alt="Ownwell - SaaS Browser Verified Badge" width="200" height="133" /></a>

Sao chép huy hiệu

<a href="https://saasbrowser.com/vi/saas/487982/ownwell" target="_blank" rel="noopener"><img src="https://files.saasbrowser.com/xgd02yddlz0rm6mgtglof8oq64zd" alt="Ownwell - SaaS Browser Verified Badge" width="200" height="133" /></a>

Sao chép huy hiệu

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