Award winning software for the finance sector | eligible.ai

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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
“I was ready to give up on one client, and then Retain managed to get a response, after being in place for just a month. It's proved its worth already!”
Mark Stallard - DirectorHouse and Holiday Home Mortgages Ltd
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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

Priced to suit every budget

Simple, Transparent Pricing​

SELF-STARTER

10 cases / month

FROM

£49

Per month, ex VAT

  • Billed monthly
  • Up to 150 active clients
  • Account manager
  • Communications engine
  • Works with Excel
  • Client birthday cards
  • All compliance requirements
  • Own your own data
  • Great for one-man bands
Get Started

POPULAR

Small Business

30 cases / month

FROM

£259

Per month, ex VAT

Everything in Self-Starter, plus:

  • Centralised call list
  • Up to 700 active clients
  • Dedicated account manager
  • Communications engine
  • Sales reporting
  • Sales projections
  • Regular client check-ins
  • up to 10 advisers
Get Started
Enterprise

50+ cases / month

£CALL

Great volume deals

Everything else, plus:

  • Up to 10,000 active clients
  • Annual compliance review
  • Advanced sales projections
  • Sales optimisation
  • Optimised send times
  • Unlimited advisers
Get in Touch

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Award winning software for the finance sector.

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