HAPPY CLIENTS AND WARM CASES!

Retain every mortgage customer.

The mortgage market’s leading customer retention solution, upgrading how financial institutions show value to their customers forever.

ELIGIBLE MOCKUP AND LETTERS

OUR APPROACH

Efficient, effective client communication — directly from you

Consistent
Personalised
Branded
Relevant

INDUSTRY APPROVED

We help 1600+ mortgage advisers grow revenue and retention by putting customers first.

PARTNER APPROVED

5/5

“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

5/5

“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
Vesta Mortgages

5/5

“Must admit I wasn’t expecting to get a callback request on day one… very impressed!”

Matthew Fleming-Duffy
Cherry Mortgage and Finance Ltd

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

9x

ROI delivering more opportunities

40%

increase in retention

3x

increased efficiency with the time save

OUR SOLUTION

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.

Remortgage reminders
Lead prioritisation
Market / news updates
Data cleansing
Educational content
Protection / GI reminders
Annual reviews
Aggregated reporting

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.
PROCESS ILLUSTRATION
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.

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