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Eligible blog

Latest news, stories, helpful articles and handy tips from the Eligible team.

turbocharge CRM
January 28, 2020

One small step for us, one giant leap for broker-kind 🚀

We’re happy to announce the launch of our first TMA cohort on our Retain Lite product. 🎉🎉🎉The Finance Roome, UK Financial Consultancy Services and Zebra Mortgage Centre are among the first firms to be launched.

Crystal ball | eligible
November 18, 2019

Hate to say it, but I told you so

When we look at the numbers, the average rate charged on a 10-year fixed mortgage stands at 3.01 per cent, a fall of 0.09 per cent year-on-year from the 3.10 per cent recorded in August 2018.

Are people stealing your customers? | eligible
September 16, 2019

Are bargain hunter borrowers stealing your mojo?

There’s a lot of noise surrounding mortgage comparison tools on the market, but what exactly does this mean?

Keeping customers | eligible
August 14, 2019

The importance of keeping your clients

Put yourself in your client’s shoes for a moment. They’ve committed their time and energy to an adviser about their specific mortgage requirements.

TMA | Eligible
June 23, 2019

Thumbs up from TMA

We’re working directly with the Club to combat customer retention for brokers across the UK with our solution Retain, by Eligible.

Retention | eligible
June 20, 2019

How much time do mortgage brokers spend on retention vs. new clients?

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?

Time illustration | eligible
April 29, 2019

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.

Retain | eligible
April 15, 2019

How can I retain more mortgage customers

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).

Dodgeball | eligible
April 4, 2019

The FCA’s proposed rules still mean more remortgages and now they’re set to relax in Spring.

The FCA’s new consultation paper suggests major changes to their current lending rules and guidance. The FCA didn’t think it was quite right that consumers who had clearly shown that they could make a higher payment, should be prevented from making a lower payment. We agree.

Mortgage Introducer
April 1, 2019

Client retention has to improve

Over the past two years, Eligible has conducted in-depth research with clients and advisers to understand how technology can enhance the client relationship.

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