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.
How Much Time Do Mortgage Brokers Spend on Retention vs. New clients? (Hint: This is What Sets Top-Earning Brokers Apart)
Every business needs clients. That’s a given. After all, without them, there would be no business. But while securing new clients is obviously important, should you do so at the expense of your existing clients? Consider this: Acquiring new clients costs up to five...
Let’s speak in 5 years – A shift to 5 year fixes impacts your bottom line
Let’s get straight to the point - there’s a good chance that by 2020, you will see a significant drop in the number of potential remortgage customers you’re speaking to. A bold statement, I know. So - what’s this based on? One of the main drivers is that consumers are...
Want To Retain More Mortgage Clients? Here’s Everything You Need To Know…
If you aren’t focussing on retention, you’re probably leaving money on the table (and losing customers you can't get back in the process). Don’t just take our word for it though. Research conducted by Frederick Reichheld of Bain & Company (the inventor of the net...
Why Eligible?
Simplified and elegant interactions
Personalised and predictive
Engagement to gain understanding
Why Eligible?