Retain More Existing Mortgage Customers.
Automatically.
Retain by Eligible helps mortgage brokers decrease customer churn – by automatically re-engaging the right customers at the right time.
Retain More Existing Mortgage Customers.
Automatically.
Retain by Eligible helps mortgage brokers decrease customer churn – by automatically re-engaging the right customers at the right time.
Contact
Don’t be forgotten. Be the first to contact your clients and make customer retention a priority again.
Engage
Keep your clients interested and happy with personalised content sent at the perfect time.
Perform
Retain Engine saves you time by analysing each client and prioritising them for you.
Your brand, your client, their journey
FAQ’s
How difficult is this to implement?
To get started, all we need is an excel report from your CRM.
We do the heavy lifting!
How does this affect my compliance?
We are fully GDPR certified. We capture all of your client’s interactions to create a full audit trail.
My brokers don't like change - how much will this affect my sales process? How hard is this to use?
We were brokers too!
We know how hard it can be to get brokers to adopt new systems and processes.
The good news is that we’ve built this into our design, and we put all of the relevant information your brokers need in one, convenient place to make life simple.
Our work is done before your sales process begins and we’re designed to hand over to you when the remortgage process starts
What do my clients see on their emails?
You will receive the email content for your compliance records.
Your advisers will be able to view these emails and their client interaction within their adviser view call lists.
Hate to say it, but I told you so
So, 10 year mortgages are on the rise... Remember our Let's speak in 5 years - A shift to 5-year fixes impacts your bottom line blog post? Well, we said that by 2020, there’s a chance you will see a significant drop in the number of potential remortgage...
The importance of keeping your clients
Put yourself in your client’s shoes for a moment. They’ve committed their time and energy to an adviser about their specific mortgage requirements. They’ve gone away happy with the right mortgage, only to return at remortgage time to find that their trusted adviser...
Thumbs Up from TMA
We’re proud to announce our new partnership with TMA Club. We’re working directly with the Club to combat customer retention for brokers across the UK with our MortageTech product Retain, by Eligible. In support of Retain, David Copland, director of mortgages at TMA,...
Why Eligible?
Simplified and elegant interactions
Personalised and predictive
Engagement to gain understanding
Why Eligible?