Secret Santa Sorted: 5ive festive feature favs from our users.
Stacey Millard
December 21, 2022
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OUR APPROACH
HAPPY CLIENTS AND WARM CASES!
Helping you retain every customer
The mortgage market’s leading customer retention solution, upgrading how financial institutions show value to their customers forever
Consistent
Personalised
Branded
Relevant
INDUSTRY APPROVED
Helping 2000+ mortgage advisers grow revenue and retention by putting customers first
★★★★★ 5/5
“We’ve chosen it because it gives our advisers the best solutions for the job.”
Sam Harhat
Andrews Property Group
★★★★★ 5/5
“100% recommend. No brainer. Easy to get things going and once it’s up and running, you just let it do it’s thing. Every broker needs this tool.“
George Papoulias
Vesta Mortgages
★★★★★ 5/5
“Super efficient service from start to finish, should of done this years ago to take away some of the hassle.”
Rob Alcock
Synchro Mortgages
Empower teams to deliver more, in less time with less effort.
9x
ROI delivering more opportunities
40%
increase in retention
3x
increased efficiency from time saved
THE SOLUTION
How it works
Personalised and precisely timed emails, branded as you, automatically keeping clients warm and pushing them back to you when they’re ready to do business. Never miss a beat, or lose a deal, with your own prioritised lead engine.
Remortgage reminders
Lead prioritisation
Market / news updates
Data cleansing
Educational content
Protection / GI reminders
Annual reviews
Aggregated reporting
Watch Eligible in action
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- Securely upload straight from your CRM and automatically connect to your customer base.
- Set up in just 7 days.
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Data insight report
Key insights for your business: What to expect from the mortgage market in 2022.
Client remortgage timeline
Help clients understand the process and exactly when to talk to you for advice.
