One of the hardest things for some mortgage advisors is coming up with natural reasons to talk to past clients.
That's a problem because, if you're an originator, deals depend on conversations.
But what if the conversations were started for you, with almost no effort on your part? That's the idea behind Ownwell.
Ownwell turns past clients into future deals by automatically sending them personalized homeownership reports that grab attention.
The information gets people thinking about options for move-up buying, their renewal, or refinancing. The goal is to either help folks save money or build wealth, all while leveraging data from the client’s current home and mortgage.
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