Latest news, stories, helpful articles and handy tips from the Eligible team.
We’re happy to announce the launch of our first TMA cohort on our Retain Lite product. 🎉🎉🎉The Finance Roome, UK Financial Consultancy Services and Zebra Mortgage Centre are among the first firms to be launched.
You’ve probably made these 4 lead generation mistakes before, or you’re making them right now. Some firms are so fixated on generating leads that the planning and execution are rushed. With the race against time to generate more and more leads for your mortgage business, are you happy with your strategy? We’ve rounded off 4 of the biggest lead generation mistakes that we’ve seen in the market, so you know what to avoid and how to fix it! Does your strategy need an overhaul?
If you’re looking for ways to drive traffic to your website, you’ve come to the right place. We've pulled together 11 sure-fire ways that you can improve your site traffic for your mortgage business. Look out for bonus tip #12!
Customer lifetime value (CLV) is so underrated. It has such an impact on the growth of your business, but many firms continue to neglect this metric. However, it doesn’t necessarily mean you don’t care about your customers. Are you set up to actively measure your CLV? Do you know why it’s important? Customer lifetime value tells you how much money you can expect to make from a customer. This sum covers what’s expected to be spent with you over the business relationship.
Keep a customer for life, not just for Christmas. We’re well into the festivities of the holiday season! You've probably been to a fair few festive events, and had some of your own. Sorted your secret Santa gifts, gorged on the endless mountain of office treats and the ultimate office Christmas party. So, here are our 8 sure-fire ways for you to boost your customer retention over the Christmas period. You're welcome!
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.