Retain - Making Mortgage Retention Easy | Eligible

Introducing Retain.

The first dedicated mortgage customer retention solution.

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Clients come first.



Retain automatically keeps clients warm with educational content and alerts about their mortgage. No more chasing clients or missed retention opportunities.



We work directly with you and map to your internal processes. No integrations or demands on IT resources. Get started with just an Excel export of client data.



Go to market faster and amplify your brand with a customised app for you and your clients. We support your teams and collaborate to curate content that sounds like you.

Retain works for all shapes and sizes.

Keep clients warm, with minimal effort, automatically in the background.

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Generate inbounds

Retain keeps clients warm with email alerts and triggers that push clients to request a call when it’s time to do business.

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Content rich

Everything is personalised to your customer. We serve them content that they care about, making sure you’re always first in mind.

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Firms love Retain

Hear from the customers that use Retain to grow bigger and better.

A relationship manager in your pocket.

Check out our short video.

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  • Meridian Mortgages logo
  • Knight Frank Finance logo
  • YMD logo
  • Simply Biz Logo
  • Censeo |
  • AS Financial |
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  • Andrews logo

Start making more money from your existing customers.

Interested about our products and services? Leave your details below and someone will get back to you as soon as possible.

    It only takes 15 minutes.