HAPPY CLIENTS AND WARM CASES!
Helping you retain every customer.
SimplyBiz members are using the mortgage market’s leading customer retention solution. Upgrading how they show value to their customers forever.
We help 1600+ mortgage advisers grow revenue and retention by putting customers first.
“We’ve chosen it because it gives our advisers the best solutions for the job.“
Sam Harhat — Head of Mortgage Servies and Regulated Series
Andrews Property Group
“100% recommend. No brainer. Easy to get things going and once it’s up and running, you just let it do it’s thing. Every broker needs this tool.“
George Papoulias — Director
“Must admit I wasn’t expecting to get a callback request on day one… very impressed!”
Cherry Mortgage and Finance Ltd
Empower teams to deliver more, in less time with less effort.
ROI delivering more opportunities
increase in retention
increased efficiency with the time save
How it works
Personalised and precisely timed emails, branded as you, automatically keeping clients warm and pushing them back to you when they’re ready to do business. Never miss a beat, or lose a deal, with your own prioritized lead engine.
Watch Eligible in action
Powered by client data
- Securely upload straight from your CRM and automatically connect to your customer base.
- Set up in just 7 days.