Pricing that pays for itself with one deal.
The more clients you add to Ownwell, the greater the ROI.
"It made me $44k in a month."
Taylor Atkinson, Mortgage Broker (BRX)
How many clients are in your database?
Monthly homeownership reports (66% open rates)
Automatic opportunity alerts — savings, renewals & move-up buyers (avg. 1 actionable lead per 5 clients)
Co-brand with referral partners (real estate agents love this)
Customizable lead capture page — let any homeowner opt in for their own free report
Monthly homeownership reports (66% open rates)
Automatic opportunity alerts — savings, renewals & move-up buyers (avg. 1 actionable lead per 5 clients)
Co-brand with referral partners (real estate agents love this)
Customizable lead capture page — let any homeowner opt in for their own free report
Additional clients can be purchased anytime in blocks of 100 clients for $50/mo (or $600/yr).
Looking to purchase Ownwell for your entire brokerage? Contact Sales to learn more.
Here’s what brokers are seeing
Getting started is easy.
We've built a dedicated customer success team to get you up and running fast. Most brokers are seeing opportunities within a week of signing up.
1. Book your live onboarding
We help you import your clients, configure your account and walk you through everything.
2. See your opportunities immediately
Your dashboard populates as soon as clients are imported.
3. Your clients hear from you within a week
Their first homeownership report
4. We're here when you need us
Reach your dedicated success rep any time during business hours.
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
Have questions?
-
Because accurate home values are at the core of what makes Ownwell work. Every month, we pull an institutional-grade home value estimate for each property in your account — the same data standard the banks use. This is what keeps your clients opening their reports month after month — they want to understand what’s happening to their biggest asset — and what ensures your opportunity alerts are based on accurate equity levels rather than guesswork.
We pay a per-property cost to our data vendors, which is why our pricing scales with client count. Competitors who offer flat-fee pricing don't include home values, and it shows in their results.
-
No. We count by household, not by individual. Multiple borrowers at the same address count as one client.
-
Two principles are worth keeping in mind as you get started. First, add as many homeowners as possible; more clients means more opportunities surfaced over time. Second, add new funded clients to Ownwell as quickly as possible. Clients are most engaged right after closing, and staying connected from the start is far easier than re-engaging them later. Our most successful brokers introduce Ownwell during their discovery call for exactly this reason.
Start with clients whose mortgages haven't yet matured; these are the clients facing a near-term mortgage decision, and you already have enough information about their mortgage for Ownwell to generate accurate estimates. When you import your data, Ownwell automatically excludes matured mortgages by default, so you don't need to filter manually.
Don't worry about getting the number exactly right — ballpark it, and you can adjust your capacity later.
From there, add new funded clients on a monthly or quarterly basis. Once your active book is in, we'll help you bring in past clients who have already renewed and any past prospects. Any homeowner you've worked with in any capacity is worth adding. The more homeowners you're monitoring and engaging, the higher your ROI.
-
Monthly plans can be cancelled at any time. Annual plans are billed upfront for the year. If you cancel, we'll stop your auto-renewal but there are no refunds for the remaining term, as long as the platform is functioning as intended.
If you're not seeing the results you expected, don't wait — contact us immediately and we'll help you get there.
-
Annual is the better choice for most brokers. It saves you roughly 20% and unlocks two features not available on monthly: referral partner co-branding and your customizable lead capture page, which lets you offer Ownwell to any homeowner (not just your existing clients). We've also found that brokers who commit to annual tend to get significantly better results. The brokers who get the most out of Ownwell are the ones who jump in fully.
-
Not currently. The institutional-grade home value data that powers Ownwell has a real cost per property, which makes a free tier unworkable. But if you want to see it working on a real database before you commit, we're happy to walk you through it live — book a demo and we'll show you exactly what your book of business looks like inside Ownwell.