Keep your customers for good.
We analyse every client interaction to help you build stronger long-term relationships and grow your business. Retain clients automatically, turning outbound into inbound.
Your best customer is the one you already have.
More profitable
Cheaper
More likely to refer
Improve your client retention by 16% in just three months.
Introducing Retain, by Eligible. The first dedicated AI mortgage retention solution.
Helping mortgage lenders and brokers retain their existing clients.
At, Eligible, we know how valuable your current clients are to your business growth.
See who’s been talking about usThe retention solution everybody’s talking about.
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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.
Retain for your team.
We contact your clients at the right time automatically. Reduce time spent chasing clients to stay on top of their product needs.
Find out moreRetain for your customers.
We use financial analytics and concepts to improve your clients understanding. Delight clients with your own branded application.
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"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 & Parsons
Peter Rollings
Former Director Foxtons, CEO Marsh & Parsons
Stay in the loop.
Client retentionGrowth
July 15, 2020
GDPR basics for advisers
GDPR isn't going to kill you. But ignoring it will kill your business.
GDPR should ALWAYS be on your radar, it's not a quick fix thing. It's about the ongoing management of your data ensuring your business is compliant, so you don't get yourself into deep water with data fines.< Is GDPR an alien phrase to you?
Client retention
June 23, 2020
Data hygiene for advisers. Attention advisers, it’s time for a cleanse!
Data hygiene 101 – you know how to clean your hands, but do you know how to clean your data? COVID19 has taught many firms that the data they hold on their client base just isn’t clean enough. Meaning they have struggled to keep clients engaged, missing opportunities to offer advice when they have needed it the most.
BrandGrowth
June 5, 2020
Social media tips for advisers to help win new clients
Advisers across the UK have turned their focus to digital. Now more than ever, it's important for firms to understand the value that technology can improve operations and client relationships. If you're not doing business on social you could be missing a trick.
Start making more money from your existing customers.
Take a quick demo to see how Eligible can help grow your business.