In today’s episode we’re joined by Dan MacDonald, the co-founder of Ownwell. His company was created in March 2024 with a mission of helping brokers empower their clients to build wealth through homeownership. Why does this matter? Because staying in meaningful contact with your clients makes all the difference in building lasting relationships.

Using Ownwell can help brokers stay top of mind so that when life changes for their clients, which it inevitably will, they will want to reach out to their broker again. It can also plant a seed of inspiration for homeowners to buy a new home.

On this episode of Lead to Close:

●      The creative skill Dan has and what happened when he pursued it years ago.

●      The personal experience that inspired Dan to come up with Ownwell.

●      Why meaningful, ongoing contact between brokers and clients matters.

●      What new homeowners find of value versus what they don’t.

●      Ownwell’s US competitor and how they’re doing in the American market.

●      The opportunities Ownwell highlights for mortgage brokers and how it functions.

●      Common strategies brokers use to maintain client contact and how to do better.

●      How sharing financial information with homeowners can inspire them to buy again.

●      The power of referrals in the mortgage professional space.

●      Why knowing (and using) your data as a broker matters.

●      The future of the mortgage industry and the trends that are going to continue.

●      Why the role of you, the broker, is more important than it’s ever been before.

●      The best tactics for growing your mortgage business in today’s market.

Finmo: https://www.lendesk.com/finmo