Create more deals from the clients you already have.
Continuously monitor your mortgage book, surface high-value opportunities, and keep clients engaged until they’re ready to act, so you reach out before the bank does.
Trusted by top brokers in Canada
This isn’t theory. It’s already working in Canada.
There's more revenue in your database than you think.
But most brokers only show up at renewal.
And while brokers wait, banks move first. The mortgage system favours lenders.
Ownwell shifts the advantage back to brokers.
See how brokers are generating more deals from their database
“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.”
Michael Lloyd, The Home Happy Team
How to turn your database into deal flow.
Brokers are often forgotten between deals but it’s not for a lack of effort. The system is built to favour lenders - we’re here to change that.
Transform static client data into live mortgage intelligence
Your client database is continuously updated with:
Institutional grade AVMs
Accurate pre-payment penalty estimates
Client equity positions
Live market rate comparisons
Current mortgage timelines
Every file reflects today’s market, not the day they closed. No spreadsheets, manual reviews, or guesswork.
Prioritize the conversations worth having
We run the numbers. You focus on the client.
Ownwell surfaces real savings opportunities, viable equity takeout scenarios, and renewals that may require attention. You can see who needs a call and why it matters.
Stay top of mind until the timing aligns
Clients receive personalized homeownership reports each month that tracks their home value, rate situation, equity, and buying power — all without you lifting a finger. When a client opportunity opens, you’re notified with a real reason to reach out, not a generic check-in.
What brokers like you are saying
Back in February 2025 I loaded 75 clients into Ownwell, and since then I’ve already closed 10+ deals - some from clients who reached out after getting their reports, and others from opportunities the system uncovered for me.
Amanda Walczyk
Saltbox Mortgage Team
I’ve been using the Ownwell platform for about half the year and the feedback from clients has been incredible. It’s helped me start so many meaningful conversations and it directly contributed to 3 deals—which is an amazing ROI considering I only had around 25 people on the platform when I started and less than 1 deal pays for my subscription for the year.
Amanda Merrin
Premiere Mortgage Centre
We support you the way you support your clients
We’ll help you import your data and build a simple outreach habit that actually produces deals. You’ll have support from real humans when you need it.
Most brokers “stay in touch.” The best brokers stay ahead.
Generic renewal reminders and occasional check-ins don’t create loyalty. Ownwell gives you timely, personalized insights that make outreach feel valuable instead of forgettable.
Monitors your database continuously
NEWSLETTERS & CRMmanual reviewS❌ Occasional review
❌ Original deal info only
❌ Manual follow-up
❌ Reminder-based
Uses live, intelligent data
Turns engagement into real deals
What Wins Repeat Business
Ownwell
✅ Automated, real-time monitoring
✅ Live home values, accurate penalties, lender rate tracking
Tells you exactly who to call
❌ No prioritization
❌ You guess manually
✅ Ranked opportunity alerts
✅ Clear deal triggers + outreach tools
Helps you beat the bank to the client
❌ Reactive
❌ Often too late
✅ Proactive detection
Identifies refinance opportunities early
❌ Renewal reminders only
❌ Manual calculation
✅ Surfaces savings before clients shop
❌ Open rates only
❌ Vanity metrics
If you have 50+ past clients, Ownwell will surface opportunities worth calling this month.
Find the deals waiting in your database
No long onboarding. No “set it up for weeks.” You’ll know quickly if it fits.
Questions brokers actually ask before buying
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Most brokers recover the annual cost of Ownwell with a single closed deal.
Across active users, the average annual ROI is ~9x (based on subscription cost vs. closed deals, self-reported). We’ve seen:
25 past clients → 3 additional deals
75 past clients → 10 additional deals
200 past clients → 20+ deals
The larger and older your database — and the more consistently you follow up — the greater the upside.
Ownwell doesn’t guarantee outcomes. It consistently surfaces timely refinance and renewal opportunities inside your existing client base, increasing the number of high-value conversations that lead to deals.
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No. It replaces random check-ins and spreadsheet math with a prioritized “who to call” list.
You don’t contact everyone. You focus on the clients with real opportunity.
More visibility. Less guessing.
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No. Ownwell reports are advisory, not promotional.
Clients receive personalized insights about their home value, equity position, and rate environment. When there’s a meaningful opportunity, you’re notified. When there isn’t, you remain present without unnecessary outreach.
Average engagement:
~68% open rate
<0.5% unsubscribe rate
Clients can unsubscribe at any time.
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Yes.
Most broker databases aren’t pristine. Ownwell works with partial data and improves over time as clients engage and update their information.
You don’t need a CRM overhaul to get started.
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Ownwell uses institutional-grade property data, live market rates, and a proprietary database of historical posted rates to estimate home values and prepayment penalties.
No estimate is ever perfect. Final penalty numbers always come from the lender’s payout statement, and home values may vary based on unique property features.
Ownwell’s role isn’t to replace your judgment — it’s to identify when a meaningful refinance or renewal opportunity likely exists, so you know who’s worth a conversation.
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Yes.
SOC 2 Type II compliant
PIPEDA compliant
CASL compliant
Canadian data hosting
Client data is never sold or shared
You retain full control of your data
Ownwell operates under the same consent structure brokers already use with CRMs and submission platforms. If you’d like to learn more about Ownwell’s security, trust and compliance, check out our Trust Centre.
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Your CRM manages leads and transactions.
Ownwell takes over after closing.
Instead of generic post-close emails or annual check-ins, Ownwell continuously monitors your client database and surfaces refinance, renewal, and equity opportunities based on live rates, penalty estimates, and property data.
Your CRM manages deals. Ownwell helps generate new ones from your existing clients.
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Ownwell is a strong fit if:
You’re a mortgage broker with 50+ past clients
You want to generate more repeat and renewal business
You’re willing to proactively follow up on meaningful opportunities
Ownwell surfaces opportunities — results come from taking action.
Still unsure? Book demo