Trusted by the top brokers in Canada
Turn your client database into a deal engine
Continuously monitor your mortgage book, surface high-value opportunities, and keep clients engaged until they’re ready to act.
Trusted by the top brokers in Canada. Ownwell customers report:
See why xxxx brokers in Canada leverage Ownwell to close more deals.
Banks move first. Manual reviews don’t scale. Ownwell shifts the advantage back to you.
We combine continuous high-value opportunity detection with automated client engagement to uncover hidden revenue and protect your renewals.
Transform static client data into live mortgage intelligence
Your client data portfolio is continuously updated with:
Live market rate comparisons
Institutional grade AVMs
Client equity positions
Accurate pre payment penalty estimates
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 do the math. You close the deal. Ownwell highlights where action is warranted – real savings, viable equity takeout, or upcoming renewal risks. See exactly who’s in need of your help now, and why.
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.
We support you the way you support your clients
We’re invested in your long-term success. With direct access to our team, we work alongside you from onboarding through every renewal opportunity that follows.
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
James Loewen
Loewen Group Mortgages
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
James Loewen
Loewen Group Mortgages
James Loewen
Loewen Group Mortgages
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
Level the playing field against big banks
Ownwell continuously monitors your client book to surface refinance opportunities and protect renewals – keeping you relevant with clients between transactions and earning more deals.
Continuous Monitoring
Continuous Monitoring
Continuous Monitoring
Continuous Monitoring
Continuous Monitoring
Continuous Monitoring
CRM / EMAIL TOOLSmanual reviews & spreadsheetsOwnwell
Discover the deals waiting in your database
Most brokers uncover 10–20 additional deals per year from their existing database. One deal pays for the platform. The rest is upside.
Got questions? Here’s the answers.
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Most brokers already have refinance, renewal, and equity opportunities sitting in their past client book. The challenge is not demand, it’s visibility. Ownwell continuously monitors your mortgage broker database, calculates real savings opportunities net of penalties, and shows you exactly who is worth calling and why.
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Banks automate retention. Renewal letters are triggered automatically and framed in the bank’s favour. To compete, brokers need early visibility into mid-cycle opportunities before renewal conversations begin. Ownwell identifies refinance and renewal signals months in advance so you can lead the conversation instead of reacting to it.
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Most brokers uncover 10-20 additional refinance and renewal opportunities per year from their existing database. The exact number depends on book size, client mix, and market conditions, but even one closed deal typically covers the annual cost of the platform.
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Without automation, outreach becomes random and inefficient. Ownwell calculates refinance savings, equity unlock potential, and renewal risk across your portfolio, then surfaces clear deal alerts so you know exactly who matters right now. We do the math so you can focus on closing the deal.
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Yes - you don't need a full CRM overhaul to get started.
Most brokers start with a simple CSV export and begin with their top 100-200 clients. Ownwell layers in current rates, home values, equity positions, penalties, and timelines automatically.
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Ownwell reports are personalized, data-backed, and advisory rather than promotional. Clients receive relevant insights about their home value, rate environment, and equity position. When there is a meaningful opportunity, you are notified. When there is not, you remain present without unnecessary outreach.
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Ownwell is built for Canadian mortgage professionals and designed with privacy regulations in mind. We are the only mortgage platform with SOC2 certification. Client data is not sold or shared and remains under your control.
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CRMs send reminders and newsletters. Ownwell detects mortgage opportunities. Instead of generic nurture campaigns, you get continuous monitoring, refinance math, and prioritized deal alerts built specifically for mortgage brokers looking to increase repeat, referral, and renewal business.