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.
We help 2000+ mortgage advisers grow revenue and retention by putting customers first.
“We’ve chosen it because it gives our advisers the best solutions for the job.”
“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.“
“Super efficient service from start to finish, should of done this years ago to take away some of the hassle.”
Empower teams to deliver more, in less time with less effort.
ROI delivering more opportunities
increase in retention
increased efficiency with the time save
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 prioritized lead engine.
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.
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.
Client remortgage timeline
Help clients understand the process and exactly when to talk to you for advice.