Latest news, stories, helpful articles and handy tips from the Eligible team.
We've been scouring the internet for brokers to figure out what matters when it comes to a mortgage CRM software. We’ve pulled together a checklist of important factors to consider when choosing a CRM right for your business. Whether you already have a CRM or not, this checklist will help you think about key features that are important to your broker business.
Need more clients? Read our top 7 tips on how to get more mortgage leads. We've even got some top tips straight from our CEO. Download them in the article. Hint. Investing in specialised automated tools, that help you keep your clients, might be worth more than the time you’ll invest in activating the 7 tips in this blog post.
The mortgage market is flooded with affordability calculators for virtually every product that a borrower can imagine. We thought it’s about time we made our own, with a twist. A calculator for brokers, not borrowers. We’ve spent some time building a broker-client retention calculator to help you figure out how much money you’re really leaving on the table. If there’s one thing the mortgage market needs, it’s another calculator!