fbpx

Quicker, meaningful connections.

 

We know how your customers like their eggs. We analyse every customer interaction to help you build stronger long-term relationships. Use our web based tool and join other mortgage professionals to manage client relationships today.

Eligible Retention Illustration

Quicker, meaningful connections.

 

We know how your customers like their eggs. We analyse every customer interaction to help you build stronger long-term relationships. Use our web based tool and join other mortgage professionals to manage client relationships today.

Support

We mould into your existing processes effortlessly, so no need for IT to get involved. We improve productivity, save you time, and reduce costs with a more affordable relationship solution.

Activity

Relate

Our solutions work off customer interactions, we know what they want to hear vs what they need to know and when. So, you’re always first to contact.

Perform Icon

Deliver

We run calculations and present a prioritised list of leads ready to convert in your online application. All updated in real-time.

 

Mortgage Solutions logo
Property Industry Eye logo
Mortgage Strategy logo

Introducing Retain, by Eligible (that’s us)

The mortgage customer retention solution

Always be the first to contact every client

Always be the first to contact every client

We run automated scans of your client bank and identify clients near roll-off. Our personalised messages nurture your clients until they’re ready to remortgage.

Encourage your client to act at the right time

Encourage your client to act at the right time

Our digital journey educates and prepares your clients for remortgage. We show clients why they should be seeking your advice.

Have better informed conversations, sooner

Have better informed conversations, sooner

We ask relevant questions to ensure you’re aware of major changes. We track and display client activity to measure engagement.

A simple, prioritised list of all your clients, ready for you to call

A simple, prioritised list of all your clients, ready for you to call

Retain FAQ’s

How difficult is this to implement?

No internal IT resource is needed and no integrations.

To get started, all we need is an excel report from your CRM. We do the heavy lifting!

I don't like change. How hard is this to use? How much will this affect my sales process?

We know how hard it can be to adopt new systems and processes.

The good news is that we’ve built our solution to be easy. So we put all of the relevant information you’ll need in one, convenient place to make life simple. No more data retrieval nightmares.

Our work is done before your sales process begins and we’re designed to hand over to you when the sales process starts.

How does this affect my compliance?

We are fully GDPR certified. We capture all of your client’s interactions to create a full audit trail.

What do my clients see in their emails?

 

We work with internal teams to leverage your brand and tone of voice, so it looks and sounds like you. You will receive the email content for your compliance records. 

What other relationship solutions do you offer?

Our solution will have a number of products, at the moment we are focused on “Retain”, as the name suggests focused on Retention – we’re so original, right?

In future we will launch other products that can join the portfolio and unlock new features for the users.

 

Check out our blog

Are bargain hunter borrowers stealing your mojo?

There's a lot of noise surrounding mortgage comparison tools on the market, but what exactly does this mean?More tools = more choice = more confusion? Let’s explore...The paradox of choiceRobo-advice, going direct or even switching to a new broker - with such a...

Hate to say it, but I told you so

So, 10 year mortgages are on the rise... Remember our Let's speak in 5 years - A shift to 5-year fixes impacts your bottom line blog post?   Well, we said that by 2020, there’s a chance you will see a significant drop in the number of potential remortgage...

The importance of keeping your clients

Put yourself in your client’s shoes for a moment. They’ve committed their time and energy to an adviser about their specific mortgage requirements. They’ve gone away happy with the right mortgage, only to return at remortgage time to find that their trusted adviser...

Why Eligible?

 

   We know you and your customers

 

   We empower and support internal teams

 

   Our solutions deliver value, increasing revenue

 

Why Eligible?

 

   We know you and your customers

 

   We empower and support internal teams

 

   Our solutions deliver value, increasing revenue