Award Winning Mortgage Software | Grow Your Business With Retention.

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Mortgage advisers who use Eligible

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Efficient, effective client communication — directly from you

  • Consistent
  • Personalised
  • Branded
  • Relevant
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Trusted by

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merdian
KnightFrank
asfinancial
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“We've chosen it because gives our advisers the best solutions for the job.”
Sam Harhat — Head of Mortgage Services and Regulated SalesAndrews Property Group
“It’s not enough to provide a service and move on. The secret is ensuring clients come back. Retain helps us do this in an engaging and charming way.”
Peter Rollings — CEOMarsh and Parsons
“Must admit I wasn’t expecting to get a callback request on day one… very impressed!”
Matthew Fleming-DuffyCherry Mortgage and Finance Ltd
“100% recommend. No brainer. Easy to get things going and once it's up and running, you just let it do its thing. Every broker needs this tool.”
George Papoulias - DirectorVesta Mortgages
“I was ready to give up on one client, and then Retain managed to get a response, after being in place for just a month. It's proved its worth already!”
Mark Stallard - DirectorHouse and Holiday Home Mortgages Ltd
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How it works

Personalised and precisely timed emails, branded as you, keeping clients warm and pushing them back to you when they're ready to do business— so your client never even knows you're using Eligible.

Imagine a world, where you could do all this, without lifting a finger:

  • Remortgage reminders
  • Market / news updates
  • Educational content
  • Annual reviews
  • Birthdays & seasonal messages
  • Post-completion “thank you”
  • Protection / GI reminders

Prices tailored to suit your business

Simple, Transparent Pricing​

STARTING FROM

£49

Per month, ex VAT

  • Billed monthly
  • Works with your CRM and Excel
  • All compliance requirements
  • Reporting dashboards
  • Communications engine
  • Client birthday cards
  • Annual check ins
  • Urgent List
  • Unlimited advisers
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Award winning mortgage software for the finance sector.

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