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Tech firm Eligible launches broker retention calculator

  • 13/11/2019
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Tech firm Eligible launches broker retention calculator
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.” 

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