Ownwell is availably exclusively for Canadian mortgage brokers and their referral partners (realtors, financial planners, etc.).

Ownwell keeps you top of mind with your clients by automatically sending them a personalized monthly homeownership report. Clients read the report each month, some of them will reach out with questions, and some of these conversations turn into new deals. Each report includes valuable insights about their home and mortgage - like estimated home value, equity, and potential opportunities to save money or move up. We generate these insights by combining your client and mortgage data from your submission platform or CRM with home price estimates from one of Canada’s leading housing data providers and real-time rates from Lender Spotlight.

If you’re a mortgage broker with an abundance mindset and a client database of 50 or more homeowners, Ownwell is likely a great fit. The more clients you enroll, the greater your return - because each monthly report keeps you top of mind and creates natural opportunities to re-engage when clients are ready to act.

Ownwell is designed to start conversations. It gives you opportunities to demonstrate your value and expertise - even when the report includes imperfect estimates or tough news like a dip in home value. These moments aren’t problems - they’re openings for meaningful client interactions.

It’s a low-effort, high-leverage way to turn your database into repeat and referral business.

If you enroll at least 50 clients and follow up to ensure they’re reading and understanding their reports, you should expect to generate at least one new transaction over the course of a year.

That’s a conservative estimate. Some brokers have seen much stronger results - one broker closed 5 new deals in a single month with a database of 200 clients, while another generated 5 deals in 6 months with just 50 clients.

It’s important to remember: you can’t time when a client will need a mortgage or make a homeownership decision. If you don’t get an inquiry right away, that doesn’t mean Ownwell isn’t working. As long as your clients are reading the report, you’re generating engagement, staying top of mind, and positioning yourself to be the first call when the time is right.

Our average open rate across the platform is 60%. If your reports are being opened at a similar rate - something you can check in your dashboard - you’re on track.

The key to success is simple:
More clients enrolled = more opportunities.
More time enrolled = more chances to convert.
Stick with it, and the results will follow.

Ownwell makes it easy to get started. You can import your client data in three ways:

1. Automatic Sync - We offer direct integrations with Finmo and Velocity, allowing you to seamlessly sync your client data with just a few clicks.

2. CSV Upload - You can upload a bulk CSV file as long as it contains the required data. Velocity users can also export a report that’s ready for upload. We also support CSV imports from BluMortgage and Filogix Expert.

3. Manual Entry - Want to add a few clients at a time? You can manually input client information directly in the app.

If you need help, our team is happy to guide you through the process.

Ownwell will automatically import up to 100 clients based on nearest mortgage maturity. If you’d like to include more, you can add client capacity anytime by purchasing additional packs of 100 clients for $50/month or $600/year.

If you have a large database and want to start with a specific group of clients, you can send us a CSV file with your selected clients - we’ll import it for you.

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.

Once your client data is imported, you can subscribe clients to the monthly homeowners’ digest - either individually or in bulk. Within minutes, they’ll receive a welcome email with a link to their first personalized report.

The email is sent via Ownwell, but it comes from you: your name appears in the "from" field, and replies go directly to your email address.

Each client will receive a new report once a month. Monthly delivery is the only option - we’ve tested other frequencies extensively, and monthly reporting consistently drives the highest engagement.

You can unsubscribe a client at any time, and clients can opt out themselves (though very few do - our unsubscribe rate is under 0.5%).

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).