Keep your clients for good.

Retain improves productivity, saves you time and keeps in touch with every client automatically- bringing business back to your door without lifting a finger.

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  • Censeo | eligible.ai
  • AS Financial | Eligible.ai
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  • Andrews logo
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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 mortgage retention solution.

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Retain | eligible.ai

Brands we work with.

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Retain for brokers | eligible.ai

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.

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Retain for your customers.

Delight clients with your own branded application. We help you educate clients at every touchpoint to improve understanding.

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Retain for customers | eligible.ai

"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

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 us
The retention solution everybody’s talking about.

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Saved Bacon
September 7, 2020

Don’t forget existing clients who saved your bacon, when times got tough.

Don’t forget the clients who saved your bacon back in March- that's right, your existing ones. The easiest way to grow your business is to keep your existing clients. Not rocket science - happy clients buy more and tell more people about your products or services. Check out our 5 retention tips you can implement today.

GDPR Cheat sheet
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?

wash your data
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.

Start making more money from your existing customers.

Take a quick demo to see how Eligible can help grow your business.

It only takes 15 minutes.

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