OUR APPROACH
HAPPY CLIENTS AND WARM CASES!
Helping you retain every customer.
Primis supports the mortgage market’s leading customer retention solution, upgrading how financial institutions show value to their customers forever.
Consistent
Personalised
Branded
Relevant
INDUSTRY APPROVED
We help 2000+ mortgage advisers grow revenue and retention by putting customers first.
NETWORK APPROVED
★★★★★ 5/5
“We’ve chosen it because it gives our advisers the best solutions for the job.“
Sam Harhat — Head of Mortgage Servies and Regulated Series
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 — Director
Vesta Mortgages
★★★★★ 5/5
“Must admit I wasn’t expecting to get a callback request on day one… very impressed!”
Matthew Fleming-Duffy
Cherry Mortgage and Finance Ltd
Empower teams to deliver more, in less time with less effort.
9x
ROI delivering more opportunities
40%
increase in retention
3x
increased efficiency with the time save
OUR 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 prioritized lead engine.
Remortgage reminders
Lead prioritisation
Market / news updates
Data cleansing
Educational content
Protection / GI reminders
Annual reviews
Aggregated reporting
Watch Eligible in action
Powered by client data
- Securely upload straight from your CRM and automatically connect to your customer base.
- Set up in just 7 days.
