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.

Eligible Retention Illustration
Eligible Retention Illustration

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.

Activity

Engage

Keep your clients interested and happy with personalised content sent at the perfect time.

Perform Icon

Perform

Retain Engine saves you time by analysing each client and prioritising them for you.

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Your brand, your client, their journey

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

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.

Why Eligible?

 

   Simplified and elegant interactions

   Personalised and predictive

   Engagement to gain understanding

Why Eligible?

 

   Simplified and elegant interactions

   Personalised and predictive

   Engagement to gain understanding