Ownwell helps referral partners - like realtors, financial planners, and insurance agents - stay top of mind with their clients by providing valuable, actionable insights that empower homeowners to build wealth through homeownership. This added value strengthens client relationships, leading to more repeat and referral business over time.
Solving a Common Challenge for Referral Partners
Just like you, your referral partners often struggle to maintain client engagement after the initial transaction. Many miss opportunities simply because their clients aren’t aware of the ongoing ways they could save money or build wealth through their homes - and by extension, how your referral partners' services could help.
Example: Realtors
Consider realtors. According to a NAR survey:
87% of homeowners would recommend their realtor,
But only 12% actually work with the same realtor again.
Why? Realtors struggle to stay top of mind post-closing due to the infrequency of transactions and the difficulty of providing relevant, ongoing content through the right channels.
How Ownwell Helps
The insights provided in the Ownwell report are not typically available to homeowners. By partnering with you, referral partners can offer their clients an exclusive, free benefit - personalized reports that help clients stay informed and make smarter decisions about their home and mortgage.
This not only adds ongoing value to their client relationships but also positions them as the go-to real estate expert and trusted advisor - not just a salesperson, ensuring they remain top of mind when clients need their services again. Furthermore, listings have never been more valuable, and by staying top of mind, they increase the likelihood of retaining and generating future listing opportunities.
Realtor Pitch Deck
To help pitch realtors specifically, we've created a short slide deck that you can use here.