See the deals hidden in your client database.
Ownwell analyzes and engages your past clients to uncover refinance, move-up, and equity opportunities automatically.
Analyze real-time mortgage and home value data
Uncover high-value opportunities in your client database
Engage clients with personalized home finance insights
Pays for itself with one deal
Learn how Taylor Atkinson made $44k in a month with Ownwell
Trusted by the top Canadian mortgage brokers to scale their business
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“I started with just 175 clients. Since launching Ownwell, I’ve already completed 13 refinances and 7 buy-and-sells with those same clients. The results have blown me away.”
Jeff McGinn, Indi Mortgage
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“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 Mortgages
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“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
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“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
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“With your software we have already had over 10 calls with clients for interest savings, 4 of them were proceeding immediately, some of them are still thinking it over. Ownwell paid for itself in less than a day.”
Tyler Wilson, Pilot Mortgage Group
Find deals already sitting in your database
Ownwell scans your past clients and highlights opportunities like refinance savings, equity unlocks, and move-up purchases so you can act before the bank does.
Stay relevant with every client, without extra work
Each month, your clients receive a personalized homeownership report showing their home value, equity, and mortgage opportunities - keeping you top of mind when decisions happen.
Turn engagement into real conversations
When clients see meaningful insights about their mortgage and home equity, they reach out directly to you, generating warm opportunities for refinances, renewals, and move-up purchases.
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