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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
Tom Hall द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री Tom Hall या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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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