Technology firm Eligible has launched a calculator that can tell brokers how much revenue they are losing by not retaining existing mortgage customers.
The tool works by showing brokers how much revenue would be lost in remortgage deals.
It forms part of Eligible’s strategy to support mortgage advisers to use digital and behavioural analytics to engage with and retain clients.
Rameez Zafar, chief executive and co-founder at Eligible, said: “We’ve developed our broker-client retention calculator to help advisers see how important it is to focus on client retention.
“The calculator helps brokers identify any problems or room for improvement in their current retention efforts and solidifies client retention as a key priority and contributor to company growth. We believe that retention should be on the top of brokers’ priority lists for 2020, not an after-thought.”
Shekina is the deputy editor at Mortgage Solutions and commercial editor at Mortgage Solutions and Specialist Lending Solutions. She has nearly eight years of experience in the B2B publishing market, having previously covered the hospitality, retail, pet, accounting and jewellery sectors.
Shekina has worked for Mortgage Solutions and Specialist Lending Solutions for almost five years. Here, she covers the market’s breaking news stories, engages with professionals in the sector, and oversees any commercially agreed content in partnership with mortgage-related companies.
This includes presenting webinars and hosting roundtable discussions on developing themes in the mortgage sector.
She is an NCTJ-trained journalist and was nominated for the Headline Money Awards Mortgage Journalist of the Year in 2021.
In her spare time, Shekina likes to read, travel, listen to music and socialise with friends.
She currently reports on current events in the mortgage market and liaises with financial clients to produce sponsored content.
Follow her on Twitter at @ShekinaMS