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Mortgage advisers who use Eligible cut chase time to zero

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Efficient, effective client communication — directly from you

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“We've chosen it because gives our advisers the best solutions for the job.”

“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.”

“Must admit I wasn’t expecting to get a callback request on day one… very impressed!”

“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.”

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

Check out our blog

Client retention

Did you know that 2022 will see the largest volume of product maturities for years, with over £39bn of remortgage business set to mature in January alone? Well, now you do! And, we'll tell you this for free: if you haven't been in touch with these clients they are most likely already speaking to someone else or they've gone direct. Time to ask yourself: Do I have a clear-cut client communication strategy already in place to win back these clients and stop losing them out to the competition?