HAPPY CLIENTS AND WARM CASES!

Helping you retain every customer

The mortgage market’s leading customer retention solution, upgrading how financial institutions show value to their customers forever

PROCESS MOCKUP

OUR APPROACH

Efficient, effective client communication – directly from you

Consistent
Personalised
Branded
Relevant

INDUSTRY APPROVED

Helping 2,000+ mortgage advisers grow revenue and retention by putting customers first

5/5

“We’ve chosen it because it gives our advisers the best solutions for the job.”

Sam Harhat Andrews Property Group
5/5

“100% recommend. No brainer. Easy to get things going and once it’s up and running, you just let it do it’s thing. Every broker needs this tool.“

George Papoulias
Vesta Mortgages

5/5

“Super efficient service from start to finish, should have done this years ago to take away some of the hassle.”

Rob Alcock Synchro Mortgages

Empower teams to deliver more, in less time with less effort

9x

ROI delivering more opportunities

40%

increase in retention 

3x

increased efficiency from time saved

THE SOLUTION

How it works

Personalised and precisely timed emails, branded as you, automatically keeping clients warm and pushing them back to you when they’re ready to do business. Never miss a beat, or lose a deal, with your own prioritised lead engine.

Remortgage reminders
Lead prioritisation
Market / news updates
Data cleansing
Educational content
Protection / GI reminders
Annual reviews
Aggregated reporting

Watch Eligible in action

Powered by client data

  • Securely upload straight from your CRM and automatically connect to your customer base.
  • Set up in just 7 days.
PROCESS ILLUSTRATION

Learn more about us

Access our proprietary data insights and get free content for your clients. 

Data insight report

Key insights for your business: What to expect from the mortgage market in 2022.

KEY INSIGHTS MOCKUP

Client remortgage timeline

Help clients understand the process and exactly when to talk to you for advice.

REMORTGAGE TIMELINE MOCKUP
FALLING E MOCKUP

Award winning mortgage software.

Book a live demo

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