Eligible helps you retain every customer

PMS has partnered with Eligible to help advisers build lifetime relationships with all their customers. It’s all done with the mortgage market’s leading customer retention solution. And it’s available right now, freeing you to focus on advising and growing your business.

Let them take the time and hassle out of keeping your existing customers engaged.

Plus, as a PMS member, you’ll get access to our exclusive market-leading discount on Eligible services – an offer you won’t find anywhere else.*

*Subject to status and review. Ask your Regional Key Account Manager for further details.

How it works

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Never lose a deal or miss a beat

Sends personalised and precisely timed emails on your behalf, with your company branding. Keeping customers engaged and reminding you when they’re ready to do business.

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Right message, right time

Provides your customers with useful, relevant and timely messages – automatically. From mortgage alerts, market updates, and new product education, to annual check-ins and birthday greetings.
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Making your data more valuable

Eligible cleans your data, highlighting any potential anomalies within your files, helping you improve overall quality for making better-informed decisions.

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Watch Eligible in action

Key benefits

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Save time and resource

  • Real-time to-do lists
  • Free up time usually spent trying to contact customers
  • Record and share outcomes from one place
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Build brand and stay front of mind

  • Provide a simple web app, 100% branded to your business
  • Includes useful content for your customers
  • Automated updates to keep every customer engaged and thinking of you
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Create new opportunities

  • Email alerts and triggers push customers to request a call when it’s time to do business
  • Cross-sell other relevant products
  • Increase referrals with automated check-ins
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Keep clients safe and secure

  • Free data cleansing tool to improve hit rate accuracy.
  • Secured to the highest industry framework (ISO 27001).
  • Fully GDPR-compliant to satisfy big brands’ buy-in across the market.

Join 2100+ mortgage advisers
using Eligible.

Book a demo to find out how Eligible can help you grow revenue and retention by putting customers first.

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