Keeping customers for good.

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

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hero | eligible.ai

  • AS Financial
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Your best customer is the one you already have.

More profitable
Cheaper
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 a demo today to see how much you can make from your back book.

Request a free demo

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 10% in just three months.

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

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Retain | eligible.ai
Retain for brokers | eligible.ai

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 | eligible.ai

“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
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.

Nailed it | eligible.ai
December 4, 2019

Nailing your email marketing strategy

Email marketing is one of your strongest marketing channels. Right now, the pressure is on for financial institutions to improve their communications strategies to stay competitive and ward off the competition.

turbocharge CRM
November 27, 2019

Time to turbocharge your CRM

We've been scouring the internet for brokers to figure out what matters when it comes to a mortgage CRM software. We’ve pulled together a checklist of important factors to consider when choosing a CRM right for your business. Whether you already have a CRM or not, this checklist will help you think about key features that are important to your broker business.

Start making more money from your existing customers.

Interested about our products and services? Leave your details below and someone will get back to you as soon as possible.

We typically get back to you within 48 hours.

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