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Quicker, meaningful connections.

 

We know how your customers like their eggs. We analyse every customer interaction to help you build stronger long-term relationships. Use our web based tool and join other mortgage professionals to manage client relationships today.

Quicker, meaningful connections.

 

We know how your customers like their eggs. We analyse every customer interaction to help you build stronger long-term relationships. Use our web based tool and join other mortgage professionals to manage client relationships today.

Support

We mould into your existing processes effortlessly, so no need for IT to get involved. We improve productivity, save you time, and reduce costs with a more affordable relationship solution.

Activity

Relate

Our solutions work off customer interactions, we know what they want to hear vs what they need to know and when. So, you’re always first to contact.

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Deliver

We run calculations and present a prioritised list of leads ready to convert in your online application. All updated in real-time.

 

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Introducing Retain, by Eligible

The mortgage customer retention solution

Retain is already making our retention business customer-led. We now know exactly when customers would like to speak and are doing more business in less time. Our advisers love the simplicity and it feels like a solution built for the way they work.

David Walton

MD, Linear Financial Solutions

Always be the first to contact every client

Always be the first to contact every client

We run automated scans of your client bank and identify clients near roll-off. Our personalised messages nurture your clients until they’re ready to remortgage.

Encourage your client to act at the right time

Encourage your client to act at the right time

Our digital journey educates and prepares your clients for remortgage. We show clients why they should be seeking your advice.

Have better informed conversations, sooner

Have better informed conversations, sooner

We ask relevant questions to ensure you’re aware of major changes. We track and display client activity to measure engagement.

A simple, prioritised list of all your clients, ready for you to call

A simple, prioritised list of all your clients, ready for you to call

Why Eligible?

 

   We know you and your customers

 

   We empower and support internal teams

 

   Our solutions deliver value, increasing revenue

 

Why Eligible?

 

   We know you and your customers

 

   We empower and support internal teams

 

   Our solutions deliver value, increasing revenue

 

Check out our blog

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Need more clients? Read our top 7 tips on how to get more mortgage leads.     1. Ask for references/ testimonials and use these in your outreach   People are more likely to buy a product or service if a friend recommends it. Word of mouth can be your...

Celebrating sign up success 🥳

Pass the cake!This week, Censeo Financial is the latest firm to jump on board and sign up to Retain!We're thrilled to onboard Censeo, as they join firms such as Andrews Property Group, AS Financial, Linear Financial Solutions and Easy Switch, to name a few - already...

Are bargain hunter borrowers stealing your mojo?

There's a lot of noise surrounding mortgage comparison tools on the market, but what exactly does this mean?More tools = more choice = more confusion? Let’s explore...The paradox of choiceRobo-advice, going direct or even switching to a new broker - with such a...