Meet the first AI-driven servicing solution for the mortgage market

Exceptional customer journeys

Eligible’s fully responsive consumer platform engages and nurtures customers, increasing retention and delivering a
world-class user experience. 

Bringing together award-winning technology with real-time behavioural data, we transform mortgage servicing into tailored customer journeys. 

PROCESS MOCKUP

Industry approved

Financial institutions trust Eligible to engage 1 million consumers

Partnering with Eligible has transformed mortgage servicing, combining financial services expertise and data-science to deliver an unrivalled solution.

5/5

“We have in-house capabilities across servicing, marketing, data science and IT – however building a solution would take time and resource away from an already full IT roadmap. Eligible’s solution was deemed the most ‘oven-ready’ solution versus other large mortgage system providers and enterprise style toolsets.”

5/5

“Following launch, we were pleasantly surprised to see we had a definitive uplift in our retention after just 3 months. We set internal performance target – which Eligible met.”

5/5

“Eligible was required to regularly engage with our second line. These interactions were productive, and it was quickly evident that Eligible had already run through similar tenders – and were able to satisfy and often pre-empt second line queries. “

THE SOLUTION

How it works

Eligible’s white-label solution and fully configurable system delivers unrivalled customer journeys. 

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Implement without disrupting your existing processes. Eligible is a zero integration solution with no requirement for internal IT resources post-procurement. 

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AI technology analyses each customer’s financial and behavioural data to predict what information they need next.

Market Updates

Financial institutions partnering with Eligible see an immediate increase in retention rates and ROI. 

 

PROCESS ILLUSTRATION

COG ILLUSTRATION

A deeper understanding of customer needs and behaviours allows for hyper-personalised communication. Eligible is designed to optimise engagement and facilitate good outcomes. 

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Consumers get a personalised platform with curated content feeds, delivering the right message at the right time. All communication holds your branding and is designed to help consumers feel supported.

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Full customer visibility: With eyes on the whole customer journey, Eligible offers sophisticated reporting and lead prioritisation. Customers are directed back to your portals at the right time. 

Empower Customers

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“We want firm’s communications to support and enable consumers to
make informed decisions about financial products and services. We want
consumers to be given the information they need, at the right time, and
presented in a way they can understand.”

– FCA, Consumer Duty

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Customers feel supported by their financial institutions throughout their journeys. 

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Customers are sent relevant and jargon-free information, mapped to communication preference, with built-in checkpoints to confirm understanding. 

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Financial institutions are able to use sophisticated reporting tools to demonstrate compliance and commitment to good outcomes.

Empower teams to deliver more, in less time with less effort

12

weeks to implement

5m

communications sent

9x

ROI

Learn more about us

Access our proprietary data insights and get free content for your clients. 

Data insight report

Key insights for your business: What to expect from the mortgage market in 2022.

KEY INSIGHTS MOCKUP

Client remortgage timeline

Help clients understand the process and exactly when to talk to you for advice.

REMORTGAGE TIMELINE MOCKUP
FALLING E MOCKUP

Award winning mortgage software.

Book a live demo

Ready to see how Eligible can drive growth for you? Book a tour and we'll be in touch asap.