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Eligible blog

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

TMA | Eligible
June 23, 2019

Thumbs up from TMA

We’re working directly with the Club to combat customer retention for brokers across the UK with our solution Retain, by Eligible.

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).

Dodgeball | eligible
April 4, 2019

The FCA’s proposed rules still mean more remortgages and now they’re set to relax in Spring.

The FCA’s new consultation paper suggests major changes to their current lending rules and guidance. The FCA didn’t think it was quite right that consumers who had clearly shown that they could make a higher payment, should be prevented from making a lower payment. We agree.

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.

Hemel
February 12, 2019

We are really happy to welcome Hemel Shah to the team

Hemel, ex-partner at John Charcol, has been tasked with developing B2B relationships and providing feedback on what’s important to brokers.

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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