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: You're about to get a personalized report about your home
Body:
Dear [Client’s Name],
Ever wonder what your home is worth right now - or if you could be saving money on your mortgage?
I’m excited to introduce a new service I’ve set up for my clients called Ownwell. It’s completely free, and it’s designed to help you make smarter decisions about your home and finances.
Each month, you’ll receive a personalized homeownership report that includes:
An estimate of your current home value
Opportunities to save on interest
Your estimated buying power if you’re thinking of moving up
How much equity you could access for renovations, investments, or other goals
Some of you will be receiving your first report soon, and you’ll get one each month as the market and interest rates change.
To make sure you get it, add hello@ownwell.ca to your contacts or safe senders list.
Let me know if you have any questions or feedback - I’d love to hear what you think!
Best,
[Your Name]