Keep your customers for good.

Improve your customer retention by 16% in just 3 months.

We analyse every customer interaction to help you build stronger long-term relationships and grow your business. Turning outbound into inbound.

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Your best customer is the one you already have.

More profitable
More likely to refer

Hot leads with no additional cost.

Leads drying up? You already have your best lead source right in front of you.

Book your demo today to see how much you can make from your back book.

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Our CEO’s top tips on marketing for mortgage leads.

Steal some tips to add to your strategy and action some quick wins for your mortgage business.

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Helping mortgage lenders and brokers retain their existing clients.

At, Eligible, we know how valuable your current customers are to your business growth.

See who’s been talking about us
The AI retention solution everybody’s talking about.

Improve your client retention by 16% in just three months.

Introducing Retain, by Eligible. The first dedicated AI mortgage retention solution.

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Retain |
Retain for brokers |

Retain for your team.

Teams see a prioritised list of hot leads ready to convert in their own web app, which keeps track of every single customer.

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Retain for your customers.

Customers see relevant content to their mortgage situation in their own firm branded app. So, when they think mortgage they think of you first.

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Retain for customers |

“Delighting and retaining clients has always been at the very heart of the businesses I’ve run. Retain helps automate and improve so much of what we did manually but in a engaging and charming way. I liken it to hunting with a rifle when everyone else is using a shotgun!”

Peter Rollings, Former Director Foxtons, CEO Marsh & Parson

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Solutions focused

Solution-focused and market fit.

We innovate financial services

We’re here to make some noise, impact and a real difference to how you show value to your customers. We work closely with our clients and end users, tirelessly testing our developments making sure we get it right every single time.

We’re customer centric. Our tech gives you more insights into your data, measuring interactions so you know which customers are ready to transact and when. Our solutions deliver value and increase revenue.

Our solutions support your workforce and productivity, not replace them. We’re here to give your team time to focus resource elsewhere and achieve more. Plus, we keep things simple and easy to understand, so no need for IT or integrations.

Still have questions? Get in touch

Stay in the loop.

Lead acquisition mistake
January 24, 2020

4 of the biggest lead generation mistakes you don’t want to make.

You’ve probably made these 4 lead generation mistakes before, or you’re making them right now. Some firms are so fixated on generating leads that the planning and execution are rushed. With the race against time to generate more and more leads for your mortgage business, are you happy with your strategy? We’ve rounded off 4 of the biggest lead generation mistakes that we’ve seen in the market, so you know what to avoid and how to fix it! Does your strategy need an overhaul?

Website traffic
January 15, 2020

11 ways broker firms can drive traffic to their website.

If you’re looking for ways to drive traffic to your website, you’ve come to the right place. We've pulled together 11 sure-fire ways that you can improve your site traffic for your mortgage business. Look out for bonus tip #12!

Customer lifetime value
January 7, 2020

The importance of customer lifetime value and its impact on business growth.

Customer lifetime value (CLV) is so underrated. It has such an impact on the growth of your business, but many firms continue to neglect this metric. However, it doesn’t necessarily mean you don’t care about your customers. Are you set up to actively measure your CLV? Do you know why it’s important? Customer lifetime value tells you how much money you can expect to make from a customer. This sum covers what’s expected to be spent with you over the business relationship.

Start making more money from your existing customers.

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