●Exclusively for Canadian brokers

Automatically grow your repeat & referral business.

Engage clients, referral partners’ clients, and new leads with personalized homeownership reports - boosting repeat business and driving referrals.

Tired of being forgotten?

Stay top of mind with personalized, relevant and consistent marketing. Clients are addicted to their homeownership reports, with 60%+ open rates.

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 start receiving their personalized homeownership reports from their mortgage broker.

  • Monthly home price estimate

  • Track home equity and mortgage balance

INTEREST SAVINGS

A year later, they discover they can save thousands in interest through a switch.

  • Personalized interest savings analysis based on realtime switch rates

  • Automated prepayment penalty estimates

CAPTURE RENEWALS

A few years later, the Smiths begin to think about their renewal options.

  • Educate clients about renewal options early

  • Proactively identify renewal opportunities

REFINANCE, TAP HOME EQUITY

Instead of renewing, they tap into their home equity to fund a renovation.

  • Up-to-date home equity calculations

  • Realtime rate information

NEW HOME PURCHASE

With growing equity and savings, the Smiths upgrade to a larger home in a new neighbourhood.

  • Advanced purchasing power calculations

  • One-click access to their mortgage and real estate professional for more information

🏘️🔑🎉

Turn your database into a databank.

  • Start mortgage conversations

    Deliver the most valuable content imaginable to your database - personalized monthly reports that uncover opportunities to save money and build wealth.

  • 60%+ open rates

    Tired of getting ignored? Deliver content that’s relevant, valuable and frequent. Clients love the reports, so your messages will actually be read.

  • Grow your database fast

    Offer Ownwell reports to the clients of referral partners. Provide referral partners with a solution to their client engagement problem.

Multiply the Size of Your Database

Grow your database fast by offering an Ownwell report to the clients of your referral partners.

Multiply the Size of Your Database

Grow your database fast by offering Ownwell reports to the clients of your referral partners.

  • Grow Your Database Fast

    Imagine thousands of homeowners discovering how you can help them save money, optimize their mortgage, and unlock home equity - every month.

  • Win More Referral Partners

    Your referral partners struggle to stay top of mind with their clients too. Now, you can offer them a powerful solution they can’t get anywhere else: Ownwell reports are only available through you.

  • Be the Go-To Home Financing Expert

    Realtors, financial planners and CPAs guide clients' financial journeys, but you’re the crucial link for optimizing their largest investment - home financing. Ownwell keeps you front and center.

Pricing

Choose the plan that best fits your business goals:

Annual Save 20%

$100

per month, billed annually
+ $100 one-time setup fee

  • Nurture up to 100 clients with monthly homeownership reports*

  • Monthly home price updates

  • Daily mortgage rates from 60+ lenders

  • Automated opportunity insights (switch, refi, purchase)

  • Exclusive! Adopt My Mortgage: Offer co-branded reports to the clients of referral partners (10 referral partners included)*

  • Personalized Ownwell landing page so non-clients can opt-in to the homeownership report

Monthly No contract

$125

per month, billed monthly
+ $100 one-time setup fee

  • Nurture up to 100 clients with monthly homeownership reports*

  • Monthly home price updates

  • Daily mortgage rates from 60+ lenders

  • Automated opportunity insights (switch, refi, purchase)

Custom plans

Enterprise

Custom price for teams

  • Custom client capacity

  • Custom number of referral partners

  • White glove onboarding

  • Dedicated customer success rep

*Additional clients can be purchased in blocks of 100 clients for $50 (or $0.50 each per client)
*Additional referral partner sponsorships can be purchased for $25/each

Looking to purchase for your entire brokerage? Contact Sales to learn more.

You’re in good company 👌.

  • Tyler Wilson

    In just a month on Ownwell, we have already had over 10 calls with clients for interest savings, 4 of them are proceeding immediately, some of them are still thinking it over. Ownwell paid for itself in less than a day.

    Tyler Wilson, Pilot Mortgage Group

  • 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

  • Mike Lloyd

    By rolling out Ownwell to our clients, we have generated an average of 4-5 client interactions per month to discuss their current situation, many turning into a live deal. This is the best interaction generator we have ever had.

    Mike Lloyd, HomeHappy

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 and Velocity for seamless client data import. Filogix Expert 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.

  • Yes! You can offer Ownwell’s reports to referral partners’ clients and new leads with Ownwell’s new Adopt My Mortgage feature (available exclusively on Ownwell’s annual plan).

Now is the time to turn your database into a databank.

Unlock the Value Hidden in Your Database

Stop letting your database collect dust. Turn it into a repeat and referral engine that generates deals on autopilot.

Get Ahead with Referral Partner Databases

Seize the untapped potential of referral partner networks before your competitors do.

60% of Mortgages Are Up for Renewal by 2026

Homeowners need guidance. Be the first to reach them, showcase your expertise, and win their business.