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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.

February 12, 2019
Advice | eligible
February 11, 2019

Mortgage brokers it’s time to prove your lifetime value (or lose your clients forever)

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”.

Hem | Eligible
February 6, 2019

Why did I give up a successful career as a broker?

I am incredibly fortunate and grateful to have spent the last 9 years working alongside some very dedicated and knowledge people. Their generosity has allowed me to develop a great understanding of the mortgage industry and I felt that I could leverage this knowledge to help even more people than I have done on an individual level.

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