●Now available for select Canadian mortgage brokers

Automatically grow your repeat & referral business.

Give your clients personalized, valuable insights on how to save money and build wealth through homeownership.

Stop missing out on repeat & referral business due to a lack of ongoing, relevant client engagement.

Your clients will be addicted to their monthly home reports.

Birthday cards and renewal reminders no longer cut it. Give your clients something they’ll value.

See how Ownwell drives repeat business opportunities throughout the homeownership lifecycle.

Meet the Smiths. They've just bought their first home.

BEYOND THE CLOSE

The Smiths begin receiving their personalized home report from their mortgage broker.

  • Monthly home price estimate

  • Track home equity and mortgage balance

INTEREST SAVINGS

The following year Smiths learn that they could save thousands in interest.

  • Personalized interest savings analysis based on realtime switch rates

  • Automated prepayment penalty estimates

CAPTURE RENEWALS

The Smiths learn about their upcoming renewal options.

  • Educate clients about renewal options early

  • Proactively identify renewal opportunities

REFINANCE, TAP HOME EQUITY

Instead of renewing, the Smiths tap their growing home equity to finance a renovation.

  • Up-to-date home equity calculations

  • Realtime rate information

NEW HOME PURCHASE

The Smiths leverage the value they've created in their starter home to purchase a larger one.

  • Advanced purchasing power calculations

  • Easy access to their broker for more information

🏘️🔑🎉

Empowering homeowners while keeping you top of mind.

  • Effortless client engagement

    Automatically deliver personalized, relevant homeownership reports to your clients each month.

  • Generate mid-cycle opportunities (before the renewal)

    Advanced calculations, realtime mortgage rate and home price data feeds automatically generate opportunities to switch, tap into home equity, and trade up.

  • Increase referrals

    Gives your clients more reasons to refer you to their friends and family by giving them something valuable that they can share.

  • Measure engagement

    Track email open rates and know if a client has viewed their report.

  • Coming soon: Expand your reach

    Offer the same valuable reports to clients of your referral partners, widening your network and generating new leads.

Pricing

No Contracts

$100/mo

Billed monthly

  • 100 clients
    Additional clients can be purchased in blocks of 100 clients for $50 ($0.50 per client)

  • Monthly home price estimates

  • Daily rate updates from Lender Spotlight

  • CSV upload for client data

  • Finmo API integration

Custom Plans

Enterprise

For teams with 500+ active mortgage clients

  • Custom client capacity

  • White glove setup and onboarding

  • Dedicated customer success rep

You’re in good company 👌.

  • I have signed my last 5 years of clients to Ownwell and the feedback has been awesome! My clients consistently mention how great this report is, and I truly feel like I am adding value. It’s great to have such an amazing resource that I can share with my clients. I already have several files that clients are looking to commence new deals as a result of the information in the report.

    Krista Lindstrom, Mortgage Simple

  • Imagine having an assistant whose sole responsibility is to comb your database to find opportunities for your clients to save money with a refi or switch? On top of that, they keep your clients updated on how much equity they have in their home, how many payments they've made, the estimated value and an estimate of how much they could qualify for, should they be interested in moving to upgrade their home. This assistant is Ownwell. I've been running it for 2 months now and I've already generated 2 deals. The most recent update allowing your clients to request an expert home valuation is the perfect opportunity to send leads to your realtor partners. You can't go wrong with Ownwell.

    Derrick Johnston, BRX Mortgage

  • Ownwell is going to be a game-changer for my client relationships. Even during the beta phase, the personalized homeownership reports were well-received by my clients, who appreciated the insights on their home's value and equity. I'm excited to see how Ownwell will help me nurture these relationships further as we move forward.

    Christian Amurao, Open Doors Mortgage Team

  • Using Ownwell during the beta phase has shown great potential in enhancing client engagement. The homeownership reports provided valuable information that my clients found insightful and relevant. Despite it being a beta, the positive feedback I received from clients and referral partners indicates that Ownwell has the capability to become an indispensable tool in my business.

    Alex McFadyen, Flow Mortgage Co.

  • Ownwell's personalized homeownership reports garnered impressive open rates during the beta phase, reflecting strong client interest. Clients appreciated the detailed insights on their home's value and equity. The positive client feedback underscores Ownwell's potential to enhance client engagement and drive business growth. I look forward to integrating Ownwell more extensively into my business.

    Jeff Ingram, Ingram Mortgage Team

FAQ

  • Ownwell is available exclusively to select Canadian mortgage brokers. We’re currently inviting brokers from our waitlist, so request access today to secure your place and find out when you can join.

  • Ownwell combines mortgage and client data from your submission platform or CRM, home price estimates from one of Canada’s top housing data providers, and rates from Lender Spotlight to generate insights on your clients' home equity and mortgage options.

  • Ownwell makes it easy to import your active mortgage clients, either by automatically syncing with supported platforms or through a simple CSV upload. Currently, we offer API integration with Finmo for seamless client data import. Filogix Expert and Velocity users can import their clients via CSV, and manual entry is always available for individual additions. Expanding our integrations to other platforms is on our roadmap!

  • You can start by purchasing the monthly plan. Ownwell will intelligently import 100 clients in order of nearest maturity. You can add additional client capacity anytime by buying packs of 100 clients at $50 per 100 clients ($0.50/client).

  • The homeowners’ digest includes a monthly home price estimate, an interest savings analysis, a purchasing power estimate, a home equity estimate, and a mortgage snapshot. Each section of the digest can be turned on or off by the broker, and no rates are visible to the client.

  • The home estimates come from one of Canada’s top housing data providers.

  • The rates are provided by Lender Spotlight.

  • After importing your client data, you can choose to subscribe your clients individually or in bulk to the monthly homeowners’ digest. They will receive a monthly email with your profile photo and contact information that includes a link to the digest. You can unsubscribe the client anytime if you wish to stop sending it to them. The client can also unsubscribe.

  • Not yet, but you’ll be able to soon ;)

Now is the time to boost client engagement.

Consumer expectations are rising

Generative AI is driving demand for personalized experiences to simplify complex decisions.

A record-breaking wave of mortgages is coming up for renewal.

$900B in Canadian mortgages are set to renew between 2024-2026.