Client retention Archives | Page 2 of 3 | eligible.ai
Image

Eligible blog

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

Nailed it | eligible.ai
December 4, 2019

Nailing your email marketing strategy

Email marketing is one of your strongest marketing channels. Right now, the pressure is on for financial institutions to improve their communications strategies to stay competitive and ward off the competition.

turbocharge CRM
November 27, 2019

Time to turbocharge your CRM

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.

lead acquisition strategy
November 20, 2019

7 top lead acquisition tips to win more mortgage clients

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.

Calculator image
November 4, 2019

Broker client retention calculator. How real is your retention rate?

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!

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.

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).

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.

Get great articles direct to your inbox

We’ll never share your details with third parties.
View our Privacy Policy for more info.
Arrow-up