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