Keep your customers for good.

We analyse every client interaction to help you build stronger long-term relationships and grow your business. Retain clients automatically, turning outbound into inbound.

Get started
hero | eligible.ai
  • Censeo | eligible.ai
  • AS Financial | Eligible.ai
  • Linear logo
  • Andrews logo
  • TMA logo

Your best customer is the one you already have.

More profitable
Cheaper
More likely to refer

Improve your client retention by 16% in just three months.

Introducing Retain, by Eligible. The first dedicated AI mortgage retention solution.

Find out more

Retain | eligible.ai

Helping mortgage lenders and brokers retain their existing clients.

At, Eligible, we know how valuable your current clients are to your business growth.

See who’s been talking about us
The retention solution everybody’s talking about.

FREE DOWNLOAD

Our CEO’s top tips on marketing for mortgage leads.

Steal some tips to add to your strategy and action some quick wins for your mortgage business.

Download PDF

Retain for brokers | eligible.ai

Retain for your team.

We contact your clients at the right time automatically. Reduce time spent chasing clients to stay on top of their product needs.

Find out more

Retain for your customers.

We use financial analytics and concepts to improve your clients understanding. Delight clients with your own branded application.

Find out more
Retain for customers | eligible.ai

"Delighting and retaining clients has always been at the very heart of the businesses I’ve run. Retain helps automate and improve so much of what we did manually but in a engaging and charming way.
I liken it to hunting with a rifle when everyone else is using a shotgun!"

Peter Rollings
Former Director Foxtons, CEO Marsh & Parsons

Stay in the loop.

GDPR Cheat sheet
July 15, 2020

GDPR basics for advisers

GDPR isn't going to kill you. But ignoring it will kill your business.

GDPR should ALWAYS be on your radar, it's not a quick fix thing. It's about the ongoing management of your data ensuring your business is compliant, so you don't get yourself into deep water with data fines.< Is GDPR an alien phrase to you?

wash your data
June 23, 2020

Data hygiene for advisers. Attention advisers, it’s time for a cleanse!

Data hygiene 101 – you know how to clean your hands, but do you know how to clean your data? COVID19 has taught many firms that the data they hold on their client base just isn’t clean enough. Meaning they have struggled to keep clients engaged, missing opportunities to offer advice when they have needed it the most.

social media for brokers
June 5, 2020

Social media tips for advisers to help win new clients

Advisers across the UK have turned their focus to digital. Now more than ever, it's important for firms to understand the value that technology can improve operations and client relationships. If you're not doing business on social you could be missing a trick.

Start making more money from your existing customers.

Take a quick demo to see how Eligible can help grow your business.

It only takes 15 minutes.

Arrow-up