Award Winning Mortgage Software | Grow Your Business With Retention.

happy clients & warm cases! 

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
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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

Check out our blog

GrowthRetention

If you’re not measuring performance, how can you be sure that you’re succeeding?

by Esme Mathieson
 

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happy clients & warm cases! 

Award winning mortgage software for the finance sector.

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