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Our Blog

Latest news and stories from the Eligible team. Check here regularly for updates on the mortgage market, helpful articles and handy tips. Let us know what you think. Feedback is everything to us, it powers the development of our products and even our writing. Have something to say? Get in touch.
Time to turbo charge your CRM

Time to turbo charge your CRM

The right Mortgage 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...

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7 top lead acquisition tips to win more mortgage clients

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.     1. Ask for references/ testimonials and use these in your outreach   People are more likely to buy a product or service if a friend recommends it. Word of mouth can be your...

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Celebrating sign up success 🥳

Celebrating sign up success 🥳

Pass the cake!This week, Censeo Financial is the latest firm to jump on board and sign up to Retain!We're thrilled to onboard Censeo, as they join firms such as Andrews Property Group, AS Financial, Linear Financial Solutions and Easy Switch, to name a few - already...

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One small step for us, one giant leap for broker-kind 🚀

One small step for us, one giant leap for broker-kind 🚀

Mission #1 to help you keep customers for life   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...

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Are bargain hunter borrowers stealing your mojo?

Are bargain hunter borrowers stealing your mojo?

There's a lot of noise surrounding mortgage comparison tools on the market, but what exactly does this mean?More tools = more choice = more confusion? Let’s explore...The paradox of choiceRobo-advice, going direct or even switching to a new broker - with such a...

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Hate to say it, but I told you so

Hate to say it, but I told you so

So, 10 year mortgages are on the rise... Remember our Let's speak in 5 years - A shift to 5-year fixes impacts your bottom line blog post?   Well, we said that by 2020, there’s a chance you will see a significant drop in the number of potential remortgage...

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The importance of keeping your clients

The importance of keeping your clients

No one likes feeling abandoned. Put yourself in your client’s shoes for a moment. They’ve committed their time and energy to an adviser about their specific mortgage requirements. They’ve gone away happy with the right mortgage, only to return at remortgage time to...

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Thumbs Up from TMA

Thumbs Up from TMA

We’re proud to announce our new partnership with TMA Club. We’re working directly with the Club to combat customer retention for brokers across the UK with our solution Retain, by Eligible. In support of Retain, David Copland, director of mortgages at TMA, said: With...

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