happy clients & warm cases!

Mortgage advisers who use Eligible cut chase time to zero

Sign up

Upload

Sorted!

Efficient, effective client communication — directly from you

Trusted by

“We've chosen it because gives our advisers the best solutions for the job.”

“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.”

“Must admit I wasn’t expecting to get a callback request on day one… very impressed!”

“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.”

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: