Easy customer retention built for mortgages
Our Retain Engine provides individualised digital journeys for your clients and a custom retention application for you. Deliver behaviour-based engagement to nurture and retain all your clients.
Easy customer retention built for mortgages
Our Retain Engine provides individualised digital journeys for your clients and a custom retention application for you. Deliver behaviour-based engagement to nurture and retain all your clients.
Contact
Don’t be forgotten. Be the first to contact your clients and make customer retention a priority again.
Engage
Keep your clients interested and happy with personalised content sent at the perfect time.
Perform
Retain Engine saves you time by analysing each client and prioritising them for you.
Your brand, your client, their journey
FAQ’s
How difficult is this to implement?
To get started, all we need is an excel report from your CRM.
We do the heavy lifting!
How does this affect my compliance?
We are fully GDPR certified. We capture all of your client’s interactions to create a full audit trail.
My brokers don't like change - how much will this affect my sales process? How hard is this to use?
We were brokers too!
We know how hard it can be to get brokers to adopt new systems and processes.
The good news is that we’ve built this into our design, and we put all of the relevant information your brokers need in one, convenient place to make life simple.
Our work is done before your sales process begins and we’re designed to hand over to you when the remortgage process starts
What do my clients see on their emails?
You will receive the email content for your compliance records.
Your advisers will be able to view these emails and their client interaction within their adviser view call lists.
We are really happy to welcome Hemel Shah to the team
Hemel, ex-partner at John Charcol, has been tasked with developing B2B relationships and providing feedback on what’s important to brokers. Hemel’s appointment shows our intention to always keep our customers at the heart of our business whilst pushing the...
Tech Talk: Interview with Rameez Zafar
Rameez Zafar, co-founder, talks to Joy Macknight about the challenges to digitising mortgages and how artificial intelligence improves the customer experience. https://www.youtube.com/watch?v=c295eHzOiHw
Mortgage brokers it’s time to prove your lifetime value (or lose your clients forever)
Competition for your clients is increasing. Nearly half of all product transfers done in 2018 was done on a non-advised basis. As the FCA highlighted in their Mortgage Market Study Interim Report, a significant minority of consumers (30%) purchase a mortgage despite...
Why Eligible?
Simplified and elegant interactions
Personalised and predictive
Engagement to gain understanding
Why Eligible?