How can I retain more mortgage customers
eligible
April 15, 2019
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).
Mortgage news, fintech analysis, CEO insights, eligible stories
The FCA’s proposed rules still mean more remortgages and now they’re set to relax in Spring.
eligible
April 4, 2019
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.
Client retention has to improve
eligible
April 1, 2019
Over the past two years, Eligible has conducted in-depth research with clients and advisers to understand how technology can enhance the client relationship.
We are really happy to welcome Hemel Shah to the team
eligible
February 12, 2019
Hemel, ex-partner at John Charcol, has been tasked with developing B2B relationships and providing feedback on what’s important to brokers.
Tech Talk: Interview with Rameez Zafar
eligible
February 12, 2019
Rameez Zafar, co-founder, talks to Joy Macknight about the challenges to digitising mortgages and how artificial intelligence improves the customer experience.
Mortgage brokers it’s time to prove your lifetime value (or lose your clients forever)
eligible
February 11, 2019
Nearly half of all product transfers done in 2018 was done on a non-advised basis. As the FCA highlighted in their Mortgage Market Study Interim Report, a significant minority of consumers (30%) purchase a mortgage despite there being an alternative mortgage that was “unambiguously cheaper than their chosen product”.
