Sending an introductory email to your client database before enrolling clients in the homeownership report can significantly boost open rates and engagement. This is because emails from third parties (like Ownwell) can sometimes land in the "Promotions" tab, while emails from you are more likely to appear directly in your clients' primary inboxes.
You can use the email template provided below and personalize it to fit your style.
Pro Tip: Some brokers boost engagement by including a sample report or recording a quick Loom video to walk through a dummy report.
No worries if some of your clients won't be enrolled right away - we’ve managed that expectation in the email template by saying, "Some of you will be receiving your first Ownwell report soon!"
Email Template
Subject line: Introducing Your Personalized Homeownership Insights
Body:
Dear [Client’s Name],
Have you ever wondered about your home's current value or whether you could save money or build wealth through your home and mortgage?
For most Canadian homeowners, their home is their largest investment. Yet, access to the insights needed to make the most of that investment has been limited - until now.
I'm excited to introduce Ownwell, a new service I’ve invested in to support my clients, completely free of charge. Each month, you’ll receive a personalized homeownership report with valuable insights to help you make smarter decisions about your home and finances.
Here’s what your Ownwell report will include:
Your home's current estimated market value
Your home equity and how much you could access for renovations, investments, or other goals
Opportunities to save on interest
Your estimated purchasing power for a new home
The service is free, and you’ll receive your report monthly as the market and interest rates change. You can unsubscribe anytime.
Some of you will be receiving your first Ownwell report soon!
To ensure you receive it, please add hello@ownwell.ca to your contacts or safe senders list:
Gmail: Add to Contacts. If it’s in Promotions, drag it to Primary and confirm.
Outlook.com/Hotmail: Go to Settings > View all Outlook settings > Mail > Junk email > Add hello@ownwell.ca under Safe senders and domains.
Yahoo Mail: Add us to Contacts from an opened email.
Apple Mail (iCloud): Open the email, tap the sender’s address, and select "Add to VIP."
Microsoft Outlook (Desktop App): Right-click the email > Junk > Never Block Sender.
If you have any questions or feedback, feel free to reach out - I’m here to help!
Best,