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42: The Keys to Success in Starting a Mortgage Tech Business with OwnWell's Dan MacDonald
Manage episode 439655393 series 3554290
المحتوى المقدم من Tom Hall. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Tom Hall أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In this episode, we're joined by Dan MacDonald. Dan is the Co-Founder and CEO of Ownwell from Vancouver, BC, who formerly worked his way up at Lendesk through product management to be the CPO. Ownwell drives repeat and referral business for Canadian mortgage pros by helping their clients build wealth through homeownership. Using data, Ownwell sends highly relevant personalized content to your clients every month which allows you to increase engagement and stay top of mind.
In this episode we cover:
→ Dan's background and what led him to develop Ownwell, what Ownwell is, and the problem's that Ownwell solves.
→ The importance of having the right data, making sure you add context to that data, and putting products in the correct frame for clients to accept them.
→ Integrating Ownwell with CRMs, the Canada & US differences with mortgage tech, and how Canada can become more competitive with the US.
Ownwell Website: www.ownwell.ca
Dan MacDonald's LinkedIn: @DanMacDonald
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